Reference Manual EasyDirect™ Balance

Easy and Reliable Data Management v2.0

Table of Contents

1 Introduction 3

2 Design and Function 4

2.1 EasyDirect™ Balance Software ...................................................................................... 4
2.2 Functions .................................................................................................................... 4

3 Getting Started 6
3.1 Introduction ................................................................................................................. 6
3.2 EasyDirect Balance Installation and Activation ................................................................. 6
3.2.1 Installing EasyDirect™ Balance ...................................................................... 6
3.2.2 Activating EasyDirect™ Balance ..................................................................... 7
3.3 Configuring your Balance .............................................................................................. 10
3.3.1 Configuring MS-TS and ML-T Advanced Level Balance models via Ethernet.......... 10
3.3.2 Configuring Standard and Advanced Level Balance models via RS232................ 10
3.3.3 Configuring Excellence Level Balance models via RS232 .................................. 12
3.4 Adding a Balance in EasyDirect Balance ......................................................................... 14
3.4.1 Modes of Connection..................................................................................... 14
3.4.1.1 Connection via Ethernet (only for MS-TS and ML-T of Version 4.20 or above) . 14
3.4.1.2 Connection via RS232.............................................................................. 14
3.4.1.3 Connection via RS232 to Ethernet.............................................................. 15
3.4.1.4 Connection via Bluetooth .......................................................................... 15
3.5 Configuring EasyDirect Balance ..................................................................................... 16
3.5.1 General Settings............................................................................................ 16
3.5.2 Check for Updates manually........................................................................... 17

4 Instrument Management 18
4.1 The Instrument View Window......................................................................................... 18
4.1.1 Balance groups ............................................................................................ 19
4.2 Edit Instrument data and connection settings ................................................................... 20
4.3 Remove an Instrument .................................................................................................. 20
4.4 Date Filter.................................................................................................................... 21

5 Test and service status 22

6 Date/Time Synchronization 23

7 Automatic Export 24

8 Measurement View 26
8.1 Measurement Results.................................................................................................... 27
8.2 Additional Areas ........................................................................................................... 28

9 Managing Results 29
9.1 Printing Results............................................................................................................ 29
9.2 Exporting Results ......................................................................................................... 30
9.3 Deleting Measurement Results ....................................................................................... 30
9.4 Charts......................................................................................................................... 31
9.4.1 Control Chart ................................................................................................ 31
9.4.2 Statistics Chart.............................................................................................. 32

10 Change Protection 33

EasyDirect™ Balance Table of Contents 1

2 Table of Contents EasyDirect™ Balance
 1 Introduction
This guide will help you to get started with EasyDirect™ Balance and explains the main features and function-
alities of the software.
Easy and Reliable Data Management
Connect your laboratory balances (MX, MR, MA, LA), Jewelry balances (JET, JE, JL-GE, JP, JS), and legacy
Balances (ME, ME-T, ML, ML-T, MS Semi-Micro, MS-L, MS-S, MS-TS, PL-E, XP, XS, XPE, XSE) to EasyDirect™
Balance software and improve your data management. Data collection starts at your PC, results are received
even if the EasyDirect application is not open.
The EasyDirect™ Balance software directly collects results and measured values of up to ten instruments.
Easily retrieve, manage, and filter results for each connected instrument.
Create statistics and control charts based on results collected in EasyDirect™ Balance, and print results on
your local or network printer. Export your data manually or automatically in various formats to wherever you
need them.
Your measurement results are stored and easily accessed using EasyDirect™ Balance software. If you have
any additional questions, METTLER TOLEDO is always available to assist you. Visit us on:
https://www.mt.com/EasyDirectBalance
End User License Agreement (EULA)
The software in this product is licensed under EasyDirect™ Balance End User License Agreement (EULA) for
software, available at https://www.mt.com/eula. When using this product you agree to the terms of the EULA.
Disclaimer
This document may contain inaccuracies or errors of substantive or typographical nature. METTLER TOLEDO
does not assume any responsibility or risk for your use of the information provided in this document. Nothing in
this document shall be construed as a guarantee or warranty, either express or implied (including without
limitation warranties as to merchantability or fitness for a particular purpose). The software described herein
may be dependent on various external factors and configurations, such as system configuration, customer
data, and operator control.
The implementation of the products this document relates to may vary consequently, the suitability of specific
product configurations and applications must be determined by the customer and is not warranted by METTLER
TOLEDO. If you rely on the information or any advice, opinion, or statement in this document, you are doing so
at your sole risk. To allow improvements, the information in this document is subject to change.

EasyDirect™ Balance Introduction​​ 3

 2 Design and Function
2.1 EasyDirect™ Balance Software
EasyDirect Balance software consists of two parts:
Background application
Main user application
The background application runs automatically when the PC is running. The status will be indicated with an
icon in the Windows taskbar.
EasyDirect Balance allows you to connect up to 3 or 10 balances (based on the software license) via Ethernet,
RS232*, or Bluetooth (based on balance support).
30539323 EasyDirect Balance (License for up to 3 instruments)
30540473 EasyDirect Balance (License for up to 10 instruments)
The background application runs and logs results received from the connected instrument(s) regardless of
whether you have EasyDirect Balance open in a window or not. To view the results stored in the database, the
main application has to be started.
*RS232 – Connect your balance to the PC using a standard RS232 or RS232 to USB converter cable from
METTLER TOLEDO (Material Number 64088427) with RS232 connected on balance side.

2.2 Functions
The applications supported by EasyDirect Balance depend on the balance line and the connection type:
Supported Instruments MS-TS, ML-T 1) MX, MR, MA, LA, MS, ML, ME-T,
ME, PL-E, JP, JS, JE, JET, JL-GE,
XP, XPE, XS, XSE
Connectivity RS232, Ethernet RS232, USB (type C)

Data Collection
Balance Information
Basic balance information • •
Level, adjustment, test and service •
status
Balance usage •
Weighing Data
Weighing, counting, percent • •
weighing, factor weighing
Check weighing, dynamic •
weighing, formulation, totaling,
back weighing, differential
weighing, density
Weight, unit, date/time, sample and • •
task IDs
Target and tolerances •
User name •
Application-specific results and •
parameter

Maximum Number of Instruments Up to 10 balances

Report Formats XML, CSV, XLSX, PDF
Protection Password protection of settings and results
EasyDirect Balance Menu English, German, French, Spanish, Italian, Russian, Polish, Czech,
Languages 2) Hungarian, Dutch, Portuguese, Turkish, Japanese, Chinese, Korean

4 Design and Function​​ EasyDirect™ Balance

 1) Full functionality only via Ethernet
2) Except for MS-TS and ML-T balances with software version 4.20 or higher: the language of the balance
menu always needs to be in English, when transmitting data.

The following represents a list of functions that can be performed using EasyDirect Balance:
Manually adding the instrument through [Ethernet Page 14], [RS232 Page 14], or [Bluetooth
Page 15].
Discover MS-TS /ML-T balance in your network using [Discover option Page 14]
Viewing instrument information [Instrument information Page 18]
Viewing weighing results [Weighing results Page 26]
Viewing tests and adjustment results [Tests and adjustment results Page 22]
Printing weighing results [Printing weighing results Page 29]
Exporting (manually/automatically) weighing results [Exporting (manually/automatically) weighing results
Page 30]
Remove instruments [Remove instruments Page 20]
Change Protection [Change Protection Page 33]
View control charts and statistics charts [Control charts and statistics charts Page 31]
Automatic check for software updates [Automatic check for software updates Page 16]

EasyDirect™ Balance Design and Function​​ 5

 3 Getting Started
3.1 Introduction
To use EasyDirect Balance with your laboratory balances you need to do the following steps:
1 Install EasyDirect Balance on your PC and activate it via the activation portal.
2 Configure your balance(s), so that EasyDirect Balance can communicate with them.
3 Add the balances to EasyDirect balance to transfer data from the balance.
4 Configure EasyDirect Balance.

3.2 EasyDirect Balance Installation and Activation

3.2.1 Installing EasyDirect™ Balance

To install EasyDirect Balance, a minimum of the PC requirements below should be satisfied:
PC requirements
Computer Minimum Optimum
RAM 4 GB 8 GB
Display Resolution 1024 × 768 1920 × 1080
Storage 5 GB free space 10 GB free space
Operating system Windows 10 update 20H2 or above Windows 10 update 20H2 or above

1 Download and run the EasyDirect Balance Setup.

The setup installs the Microsoft .Net framework v4.8 as a pre-requisite before installing the software.
This step is skipped, if .Net framework v4.8 is existing in your PC.
2 After successful installation of .Net Framework, restart the PC.
3 Select Next in the Welcome screen.

4 Read and accept the End-user License Agreement by clicking the corresponding checkbox.
5 Select Next.

6 Getting Started​​ EasyDirect™ Balance

 The SQL server is upgraded based on the following scenarios:
a. EasyDirect UV/VIS first-time installation: the setup checks whether there is an instance already of
name EasyDirect with SQL server version 2022. If there is none, then SQL server 2022 is installed.
b. Lower version of EasyDirect UV/VIS is already installed:
● If the existing SQL server version is 2019, the application will automatically upgrade the SQL server
from 2019 to 2022 along with the application upgrade.
● If the existing SQL server version is not compatible, the following message appears and installation
fails. You must upgrade manually the SQL server 2012 from SP1 to SP4 and restart the PC. Run the
setup again to upgrade the SQL server from 2012 to 2022 along with the application upgrade.
6 After successful upgrade of SQL server 2012 SP1 to SP4, restart your PC and launch the installer again.
7 In the install set up files wizard, click Install.
On successful installation, the screen below will be displayed.

3.2.2 Activating EasyDirect™ Balance

The trial version of EasyDirect Balance can be used for 45 days and up to 3 instruments without a license. After
this, a license is required for continuous use of the software. A license can be purchased through your METTLER
TOLEDO sales representative.
▶ https://activation.mt.com

After you receive your license key, follow the steps below to activate EasyDirect Balance:
1 Open the EasyDirect UV/VIS software.
The following window appears:

2 Click Register.

EasyDirect™ Balance Getting Started​​ 7

 The registration window of EasyDirect Balance appears.

3 Select the number of instruments according to the license purchased.

4 In the web browser's address bar, enter https://activation.mt.com to go to the METTLER TOLEDO Software
Portal.

5 Click Register in the menu bar.

The Membership request window appears.

6 Enter the username, e-mail address, and text from the picture.
7 Click Create User to submit the data.
You will receive your login credentials via e-mail.

8 Getting Started​​ EasyDirect™ Balance

 8 Click on the link in the e-mail you received.
The Sign In window appears.
9 Enter the username, password, and click Sign In.
The Manage Customer Profile window appears.
10 Complete your profile data and click Save.
11 Click on the Activation tab.

12 In the Add License Key section, enter the license key.

13 Click Submit.
14 After the successful validation of the License Key, click Non-Activated Products in the section below.

15 Enter the LRI Key displayed in EasyDirect Balance register window (from the screenshot in step 2). You can
copy the LRI key by clicking Copy LRI.
An activation key is generated.
16 Enter (or) copy paste the short activation key from the activation portal into the EasyDirect Balance
Register window.
17 Click Register.
EasyDirect Balance is now activated.

EasyDirect™ Balance Getting Started​​ 9

 3.3 Configuring your Balance
Depending on the balance model, its software version and the interface used to connect the balance and the
PC, on which EasyDirect Balance is running, the balance needs to be configured in a different way. Please
follow the configuration steps of your specific balance very carefully as otherwise the data cannot be trans-
mitted correctly.
The balance can be connected to the EasyDirect Balance via Ethernet, RS232, RS232 to USB converter cable
(available from Mettler-Toledo, 64088427), RS232 to Ethernet converter or Bluetooth. It is not possible to use
a standard USB cable to transmit the data from the balance to EasyDirect Balance.
To obtain the complete functionality of EasyDirect Balance in the most convenient way, we recommend
connecting an MS-TS or ML-T scale via Ethernet. For MS-TS and ML-T with software version 4.20 or above
there is a specific EasyDirect Balance service available in the balance settings menu. For all other balance
models and software versions, the data is transmitted to EasyDirect Balance as a print stream, like a standard
printer would be connected to the balance.
Please be aware that when connecting the balance via any interface except Ethernet the balance language
settings must be English.

See also
Automatic Export Page 24

3.3.1 Configuring MS-TS and ML-T Advanced Level Balance models via Ethernet
Configure the connection of ML-T and MS-TS (V4.20 or higher) via Ethernet as per the table below.
Balance Settings
MS-TS and ML-T (v4.20 or The balance is connected with an Ethernet cable to the LAN.
higher) Activate LAN: General configuration and data -> Network and Bluetooth.
General configuration and data -> Devices and Services. -> add
EasyDirect Balance as a new service via LAN
General configuration and data -> Publishing -> Send data -> select
transmission mode
Please be aware that the report configuration does not apply to EasyDirect
Balance. Please be also aware that the statistic option must not be activated
on the balance.
For more information, please refer to the reference manual of the balance:
http://www.mt.com/ms-ts-RM
http://www.mt.com/ml-t-RM

3.3.2 Configuring Standard and Advanced Level Balance models via RS232
Configure your Standard and Advanced Level balance as per the table below. Please use a RS232 to USB
converter cable (64088427) or a standard RS232 cable.
Balance Settings
MX, MR Settings -> Services -> EasyDirect Balance -> Interface -> RS232 / USB
Settings -> Balance -> Publishing -> Transfer Data -> EasyDirect
Balance
The names for ID1, ID2, ID3, and ID4 have to be ID1, ID2, ID3, and ID4 or
Sample ID for parsing. If the ID Names are different, EasyDirect Balance will
not recognize them. EasyDirect Balance does not support Portuguese
language set in balance.
MA Settings -> Balance Settings -> Interface -> RS232 -> EasyDirect
Balance
MS-TS and ML-T (v4.20 or General Configuration and Data
higher) General configuration and Data -> Device and Services -> Add
EasyDirect™ Balance as a new service via RS232
General configuration and data -> Publishing -> Send data -> select
transmission mode

10 Getting Started​​ EasyDirect™ Balance

 Balance Settings
The names for ID1, ID2, ID3, and ID4 have to be ID1, ID2, ID3, and ID4 or
Sample ID for parsing. If the ID Names are different, EasyDirect Balance will
not recognize them.
MS-TS (V4.10) General Configuration and Data
General configuration and Data -> Device and Services -> Add P-20/
P-52/P-56/58/Printer -> RS232:
General configuration and Data -> Publishing -> Print and Export report
-> Single values reports -> Manual*, stable **
*Can be 'Automatic' as well, in case of 'manual' print not needed.
**In case, both Stable and Dynamic values need to be captured in
EasyDirect Balance, keep it as "all values".
Quick settings
Quick settings/Preferences -> Language -> English
Application settings - Main Configuration
Application settings -> Main configuration
Statistics : off
Target and tolerances : off
Accuracy information : off
Secondary information -> on, Select 'Additional unit' for stability and
additional unit information
Application settings - Reports Configuration
For Weighing
• Report title
• Date, time
• Balance type
• Balance identification
• Serial number (SNR)
• ID1• ID2• ID3• ID4
• Gross/Tare weight
• Additional unit
• Signature line
For Counting
• Report title
• Date, time
• Balance type
• Balance identification
• Serial number (SNR)
• ID1• ID2 • ID3• ID4
• Additional unit
• Signature line
For Percent weighing
• Report title
• Date, time
• Balance type
• Balance identification
• Serial number (SNR)
• ID1• ID2• ID3• ID4
• Additional unit
• Signature line
For Factor weighing
• Report title
• Date, time
• Balance type
• Balance identification
• Serial number (SNR)
• ID1• ID2• ID3• ID4

EasyDirect™ Balance Getting Started​​ 11

 Balance Settings
• Additional unit
• Signature line
• Print series: Off
The names for ID1, ID2, ID3, and ID4 have to be ID1, ID2, ID3, and ID4 or
Sample ID for parsing. If the ID Names are different, they will not be
recognized by EasyDirect Balance.
ME-T, JET, ML-T, MS-TS (V4.01 General configuration
or below) General configuration -> Device and Connectivity -> RS232 (Serial) ->
Device Type -> Select P-20
General configuration -> Publishing -> Print -> Printer -> Serial Printer
General configuration -> Publishing -> Print -> Single values reports ->
Manual*, Stable**
*Can be 'Automatic' as well, in case of 'manual' print not needed.
**In case, both Stable and Dynamic values need to be captured in
EasyDirect Balance, keep it as "all values"
Quick settings
Quick settings -> Language -> English
Application settings - Main configuration
Target and tolerances -> off
Accuracy information -> off (for counting only)
Secondary information -> on Select 'Additional unit' for stability and
additional unit information
Application settings - Report configuration
Header, select the items below
Date, time
Balance type
Serial number (SNR)
Balance ID (If available)
ID1, ID2, ID3, ID4 if required*
Sample
Select all the items in this section
Footer
Select Signature line
Application settings - Statistics
Statistics -> off
*The names for ID1, ID2, ID3, and ID4 have to be ID1, ID2, ID3, and ID4 or
Sample ID for parsing. If the ID Names are different, they will not be
recognized by EasyDirect Balance.
LA, ME, ML, MS-L, MS-S, MS- Advanced Settings:
Semi Micro, PL-E, Settings -> Advance -> Language -> English
JE, JL-GE, JP-C, JP-G, JP Interface Settings:
Semi-micro, JS-C, JS-G
Settings -> Interface -> RS232
Printer value: Stable
Header: D/T/BAL
Single: G/T/N
Signature line: On

3.3.3 Configuring Excellence Level Balance models via RS232

To configure the connection of Excellence balances (XP.XS, XPE,XSE) via RS232:
1 Switch on the balance.
2 Choose System settings, select Peripherals.

12 Getting Started​​ EasyDirect™ Balance

 3 In Host, choose RS232 built-in.
4 Define RS232 parameters.
5 After adding the balance to EasyDirect™ Balance (see [Adding Balance Page 14]), go to Peripherals
and choose Printer.
6 Define the same parameters of RS232 connection as Host mode.
7 Configure the Print option in the instrument as per table below:
Balance Settings
XP, XS, XPE, XSE Protocol Definition
Settings -> Protocol -> Define
Header
1. Appl. Name (Must be at the first)
2. Date/Time (Must be at the Second)
3. Balance Type
4. SNR
5. Balance ID
Single Value
1. Header (Must be at the first)
2. ID1
3. ID2
4. ID3
5. ID4
6. PcsWgt (For counting only)
7. NetPcs (For counting only)
8. Tare
9. Net
10. Gross
11. Info Unit
12. Footer (Must be just before last)*
13. Signature*
14. Dash Line (Must be at the last)
*Configure either 'Footer' or 'Signature' based on availability in 'Single value'
options.
Footer**
1. Signature
**Configure Footer section only if it is enabled in 'Single Value'.
Settings
Settings -> Print Key -> Stable *.
*In case, Dynamic values need to be captured in EasyDirect Balance, keep it
as Dynamic
User settings
User settings -> User -> Language -> English.
* The names for ID1, ID2, ID3, ID4 should not be changed and kept default
for parsing. If the ID Names are different, they will not be recognized by
EasyDirect Balance.
Function Keys:
The function key lot number or lot counter must not be enabled. (Only for
Weighing)
The function key Max n must not be set and M+ should not be given
(Only for PCS counting)
Statistics (CL Result, CL last, Result) should not be enabled (Only for
PCS counting)

EasyDirect™ Balance Getting Started​​ 13

 XPR and XSR balance models are not supported by EasyDirect Balance software. Please ask your METTLER
TOLEDO sales representative for LabX Laboratory software or go to http://www.mt.com/labx

3.4 Adding a Balance in EasyDirect Balance

After having your balance correctly configured and connected to the PC or Network, you are ready to add the
balance to EasyDirect Balance in the software.

3.4.1 Modes of Connection

A Balance can be added to EasyDirect either via
Ethernet
RS232
RS232 to USB converter cable
RS232 to Ethernet converter
Bluetooth

3.4.1.1 Connection via Ethernet (only for MS-TS and ML-T of Version 4.20 or above)
1 Select Add instrument.

2 In the Add Instrument window, choose the Balance model (MS-TS or ML-T) and choose Ethernet.
3 By default, you can provide the IP address and Port number manually (Manual). The port number to be
provided is available on navigating to Devices -> EasyDirect Balance service in the balance.
4 Choosing Discover will start searching for balances connected in your network, where the EasyDirect
Balance service is active. Click on to initiate discovery again.
The PC with EasyDirect Balance and the balances must be connected to the same LAN, e.g.,
168.125.x.xxx.
Note
The balance already added may also be listed during discovery.
Once the balance is added, you can update the Company name, assign a pre-created Balance group (as
defined in [Balance groups Page 19]), Balance location and the user who is Responsible for the
instrument and Commissioning date in the Instrument data popup.

3.4.1.2 Connection via RS232

For the instruments connected through the RS232 port, you have to manually add the instrument by selecting
the correct COM port for the connection.

14 Getting Started​​ EasyDirect™ Balance

 If you are using the RS232 port to connect to the balance, use the Add Instrument window to add the
instrument manually:
1 Select Add instrument.

2 In the Add Instrument window, choose the Balance model and choose the RS232 COM port.
3 Configure the balance as per the instructions in table defined in the section [Configuring your Balance
Page 10]
4 Choose Host Mode in the balance
5 Ensure the connection settings are the same as selected in EasyDirect Balance.
6 Click Connect in EasyDirect Balance.
7 Wait until the connection is established and EasyDirect Balance is ready to receive data.
8 Once the adding of the instrument is successful, switch the balance into Print mode. Now EasyDirect
Balance is ready to receive data from the balance connected via RS232.
If you are using RS232 to USB converter cable from METTLER TOLEDO (Material Number 64088427), ensure
you have to plug the RS232 side of the cable to the balance and the USB side of the cable to your PC.

3.4.1.3 Connection via RS232 to Ethernet

1 Select Add instrument

2 In the Add Instrument window, choose the instrument type and choose RS232 to Ethernet if you are using
any convertors for connecting with the balance
3 Provide IP address and Port number and click Connect.

3.4.1.4 Connection via Bluetooth

To connect the instruments via Bluetooth, the Bluetooth dongle v2.0 RS232 single (material number:
30086494) needs to be installed on the balance.
1 Enable Bluetooth in the PC if it is not already done.
2 Search for the BT device and pair it with the PC.

EasyDirect™ Balance Getting Started​​ 15

 3 Select Add instrument

4 In the Add Instrument window, choose the instrument type and choose Bluetooth.
5 Select the balance you want to add from the list, pair it and then click Connect.
Note
If the BT dongle had not been paired to PC already, then a PIN will be prompted. Enter the PIN from the BT
dongle box before connecting.
The Bluetooth dongle v2.0 RS232 single (30086494) uses automatically set communication parameters
in the balance. Make sure that these settings are not changed:
Baud Rate: 9600
Data bits : 8
Stop bits: 1
Parity : None
Handshake: Xon/Xoff

3.5 Configuring EasyDirect Balance

3.5.1 General Settings

1 Select Options from the ribbon.
The Options dialog appears:

2 Select the desired Language from the drop-down list. The default language is set to English. EasyDirect
Balance supports the following languages: English, German, French, Spanish, Italian, Russian, Polish,
Czech, Hungarian, Dutch, Portuguese, Turkish, Chinese simplified, Japanese, and Korean.
3 By unchecking Show notifications in tray, you will not receive tray notifications from EasyDirect Balance.
4 If you do not want EasyDirect Balance to check for software updates automatically, you can uncheck
Automatically check for updates.
5 If you do not want to set the date/time of the PC to the balance whenever the balance establishes
connection with EasyDirect Balance, you can uncheck Auto-sync date/time.
6 Save the settings to reflect the changes.

16 Getting Started​​ EasyDirect™ Balance

 3.5.2 Check for Updates manually
The application automatically checks for new updates every day when this option is selected in General
settings and downloads the latest version of the application. You can also manually check for updates from the
About window.

EasyDirect™ Balance Getting Started​​ 17

 4 Instrument Management
4.1 The Instrument View Window
Navigation: Instrument View
For instrument requirements see [Configuring your Balance Page 10].
The Balance info view provides an overview of instrument details such as test and service status. For balances
connected via RS232 only the connection status is available.

Connection Status indication

green The instrument has been successfully connected and is monitored.
grey The instrument has been added but is currently disconnected.
red Error in connection

18 Instrument Management​​ EasyDirect™ Balance

 Expand an instrument by clicking or by double clicking the row to view the instrument details.

Expanded view displays details about the instrument including, Connection settings, Balance usage, Additional
Information like company name, Commissioning date and Test and Service status.
The section Additional information shows information, which is maintained in EasyDirect Balance only. All
other information is provided by the balance.
The Test and Adjustment results (Routine test, Repeatability test Adjustment and FACT) can be viewed here
and shown only for MS-TS/ML-T with V4.20 or higher connected over LAN.

4.1.1 Balance groups

You can create new balance groups while in the Instrument View screen by clicking Manage > Balance
groups. A window will be launched enabling you to create balance groups:
Add balance group
1 Click on Add

2 Enter the group name you desire.

A group name can contain special characters and is limited to 20 characters.

EasyDirect™ Balance Instrument Management​​ 19

 Edit balance group
To edit an existing balance group name, click Edit.

Delete balance group

For deleting an existing group, click Delete. Ensure that no balances are assigned to the group before deletion.
Else, the group cannot be deleted.

4.2 Edit Instrument data and connection settings

Navigation: Manage
You can edit the company name, assign/re-assign any pre-created balance group, edit the location and the
user who is responsible for the instrument by selecting Edit selected instrument data in the Manage menu.

To change the RS232 COM port and connection settings, select Edit selected instrument connection settings
in the Manage menu.

4.3 Remove an Instrument

Navigation: Manage
1 Select the instrument to be removed from the application.
2 Disconnect the instrument by selecting Disconnect from the ribbon.
3 Select Manage from the ribbon.
4 Click Remove instrument.
The following message appears:

20 Instrument Management​​ EasyDirect™ Balance

 5 Click Yes.
The following message appears:

6 Click Yes and choose a folder to where the measurement results, test results and instrument backups will
be exported in CSV format. Once exported the instrument will be removed.
-or-
Click No to remove the selected instrument without exporting data.

4.4 Date Filter

Navigation: Filter
To filter Tests and adjustments by date range, select Filter option in the ribbon.

The following Date filters can be applied on the Tests and Adjustments results displayed in the expanded
instrument view:
No date filter – displays all the Test and Adjustment results without filtering
Date range – Filter results based on Date range
Last number of days – Filter results based on the last number of days
Today – Filter and display only today's Tests and Adjustments

EasyDirect™ Balance Instrument Management​​ 21

 5 Test and service status
Test and service status of the connected instruments can be observed in the expanded view of the instrument.

Test status indication

Grey Last test not received
Green Test Passed
Yellow Last test Warning
Red Last test Failed

Service status indication

Grey Next service date not received
Green Service done or due today
Red Service overdue

Hovering over the Status indicator will show the last and next service details of the balance.

22 Test and service status​​ EasyDirect™ Balance

 6 Date/Time Synchronization
Navigation: Sync
To synchronize the date/time of the connected balance(s) to that of the PC date/time, click Sync in the
ribbon. You can see the last synchronized time in the bottom right of the application.
In addition to Date/Time, other balance information like Balance ID, Serial number, usage information,
operating time are also synchronized , if applicable.

Ensure that the Ethernet cable, RS232 cable or Bluetooth dongle are connected properly and the connection
status is green for proper synchronization.

EasyDirect™ Balance Date/Time Synchronization​​ 23

 7 Automatic Export
1 To schedule automatic export across all the connected balances, select Global auto Export. For Balance
specific export, choose Selected balance auto export.

2 Switch Export on
3 If already configured, last configured start time and last exported time will be displayed.
4 If you want to export as soon as the data is received, choose Immediate
5 If the export should happen in certain frequency, choose Every – hour and set the hour frequency and start
time. If you want to export once a day, please set the hour frequency to 24 hours.
6 You can choose the application(s) including test and adjustments to export.

7 Export can be done in CSV, Excel XLSX, PDF or XML formats.

8 Each measurement will be exported to separate file if 'One result in a file' option is chosen.
9 All measurement of one balance will exported to a single file if Application results of balance in a file is
chosen.

24 Automatic Export​​ EasyDirect™ Balance

 10 Choose the folder for the exported file to be saved in Target folder. Ensure to choose public folders to avoid
access errors.
Note
The maximum number of records for PDF format that can be exported to a single file is 20 (for formulation,
totaling, differential and back weighing applications) and 2000 (for other applications). After that the
records will be exported to another file.

EasyDirect™ Balance Automatic Export​​ 25

 8 Measurement View
Navigation: Measurement view
The Measurement view lists the measurement results received from all the connected instruments.
To view the weighing data, you must start the EasyDirect Balance application. The application displays all
the weighing data logged from the connected instrument:
On the main screen, select the tab of the desired instrument.
The logged weighing data of the instrument appears.

The supported applications depend on the balance line and the connection type
Each instrument is displayed in a separate tab. The tab heading contains the instrument model.
Additionally the All tab contains measurement data of all balances per application
In the column header bar, you can change the column width. When you click on the Date/Time column
header, the column is sorted. If you click on the Date/Time column header again, the sort order is reversed.
To filter results based on certain parameters, click on Filter.
To filter by date range, change the filter type in the ribbon.
If you enter a search term in Search, available in top of the table view, the rows will be filtered to those
containing the search term.
You can select multiple objects at a time. To do this, hold the Shift key and click on an object to select a
range of objects, or hold the Ctrl key and click on the individual objects you wish to select. This is useful for
printing and exporting weighing data.
Use the Column Chooser (right click on the header row) for customizing the table layout.
The customized layout can be saved for later using Column Layout in the ribbon menu which includes
columns chosen, column widths and column filters.
Best fit for individual columns /all columns, column chooser are available as context menu on right clicking
on column header.

26 Measurement View​​ EasyDirect™ Balance

 Note
The pre-tare is considered as tare for excellence balance series.
The balance ID , ID1.. ID4 may show invalid characters when Unicode characters are set for them in the
balance.
The recommended auto publish interval (for MS-TS/ML-T V4.2) is 3 seconds or higher to avoid data loss.
Ensure no other operations like synchronize are performed when the Auto data transfer is in process to
avoid data loss when the balance is connected via RS232.

8.1 Measurement Results

The data will vary depending on the measurement type. There is a separate measurement list for each
instrument and measurement type. To select the displayed instrument, click on the respective tab above the
measurement list. To switch between the application types, click on the tabs in the left pane.
For unsupported applications, the application tab header will be greyed out, but allowed to navigate.

EasyDirect™ Balance Measurement View​​ 27

 8.2 Additional Areas
The additional areas are applicable for certain applications like Formulation, Totaling, Back weighing and
Differential weighing. The windows can be maximized by clicking on the maximize icon in the top right corner
of the window

Definitions
Type Description
Chart options Plots net weight / difference against the samples
Samples (applicable for Formulation / Totaling only) A pie chart shows the contribution of the samples to
the overall result.
Sample details Shows relevant data of the samples used

The displayed areas depend on the analysis type: see table below.
Application type Chart options Sample chart Sample details
Formulation ● ● ●
Totaling ● ● ●
Back weighing ● ●
Differential weighing ● ●

28 Measurement View​​ EasyDirect™ Balance

 9 Managing Results
9.1 Printing Results
Navigation: Print results
Measurement results from Measurement view and Test and Adjustment results from Instrument view can be
printed to a connected printer using the Print results option. Up to 150 results can be printed at once by
EasyDirect Balance.
1 Select the results you want to print.
2 Click Print results.
The Print results dialog opens.

3 Select any one of the options.

4 Click Print.
A print preview is displayed

5 Select Print to get the results printed.

EasyDirect™ Balance Managing Results​​ 29

 9.2 Exporting Results
Navigation: Export results
Measurement results from Measurement view and Test and Adjustment results from Instrument view can be
exported using the Export results option. You can export the results as CSV, PDF or XML format.
1 Select the results you want to export.
2 Click Export results.
The Export results dialog opens.

3 Select the Export file type as CSV, PDF, XML, or XLSX.

4 Enter the File name prefix, if you want a prefix for the exported file names.
5 Select the destination folder in Export folder.
6 Click Export.
The results are exported and saved as .csv, .pdf, .xml, or .xlsx files (based on the file type selected) in the
specified folder. Each result is exported as a separate file.

9.3 Deleting Measurement Results

Navigation: Delete results
Only measurement results can be deleted, while the Test and Adjustment results in the Instrument view cannot
be deleted.
1 Select the rows you want to delete from the Measurement view.
2 Click Delete results from measurement view window.
The selected measurement results are deleted after confirmation.

30 Managing Results​​ EasyDirect™ Balance

 9.4 Charts
Navigation: Charts
Weighing results of a balance (from Balance specific tab) or across balances (from All balance Tab) can be
visualized graphically. Two types of charts can be plotted with the results in EasyDirect Balance:
Control Charts
Statistics Charts

9.4.1 Control Chart

The Control Chart is used to visualize the results over time with control limits defined in the view.
You can plot Control charts by selecting the Control chart option from the Charts menu.

Charts are prepared using the filtered records from the grid.
Filter the results to get a single unit for the chart to be represented. Otherwise the error message Selected
data contain more than one unit for the "ResultUnit" appears. Please filter the data to have a unique value
for unit.
1 Provide a title for the chart and choose chart type Line/Bar
2 Define target and tolerances (T1 and T2). The target and tolerances are carry forwarded if they are available
in the measurement results and are indicated with a * in the labels. Configure target and tolerance and click
Apply to reflect in the chart.
3 Copy the chart to the clipboard and print it later or save it directly as an image in a specified directory.
4 Results can be excluded from being plotted by unchecking them in Data Selection.
5 Tolerance chart shows the outlook of how many samples are in and above tolerances.
6 You can always collapse other areas to get a bigger view of the tolerance chart
There are automated IDs generated by EasyDirect Balance to identify each sample with EDB-ID.

EasyDirect™ Balance Managing Results​​ 31

 9.4.2 Statistics Chart
The Statistics Chart is used to visualize the results over time including visualization of mean and standard
deviation of the selected results. You can plot statistics charts by selecting the Statistics chart option from the
Charts menu
A minimum of three records are needed to plot statistical charts.
Results can be excluded from being plotted by unchecking them.
Test Measurement results and Aborted measurement results will be excluded in the chart.
Mean and standard deviation of the selected results are displayed:

32 Managing Results​​ EasyDirect™ Balance

 10 Change Protection
Navigation: Options
Change protection feature enables you to configure permissions for the protected mode. This feature provides
you options to allow or deny access to:
Delete measurement results
Add or remove instruments
Initially, Change protection will be disabled and you can access all the features. You have to enable change
protection to limit access in the protected mode.
To enable protection, follow the steps below:
1 Select the Set Protection Password option from the Options menu.
Set Protection Password window will appear

2 Enter a password and confirm the password.

3 Enter a valid e-mail address to recover the password later if forgotten in the Password recovery e-mail
address field.
4 Save the password.
A window prompting to configure Mail server Settings will appear.

5 Click Yes to configure Mail server Settings

6 Click No to configure later by selecting Mail server Settings from the options menu.

7 Fill in the E-mail server settings window. If you are not sure what to fill in, please contact your local IT.
8 To test the Mail server settings, enter a valid e-mail id in the Test e-mail address field and use the Test e-
mail button to verify if a test e-mail is received.
9 Save the settings.
Now, you have enabled protection.
To limit the features you have to enter the unprotected mode.
1 Select the Enter Unprotected Mode from the Options menu.

EasyDirect™ Balance Change Protection​​ 33

 Enter Unprotected Mode window will appear.

2 Enter the protection password in the Password field and Log in.
Application enters Unprotected Mode on successful login.
3 In case you forgot the password, use the Forgot Password link.
The protection password will be sent to the Password recovery e-mail address set while enabling
protection.
After successful login, you are in unprotected mode. Now, you can define permissions for the protected
mode.
4 Select the Protection Settings from the Options menu.
The Protection settings window will appear.

You can choose the permissions for various features by checking them. Unchecked features will be hidden for
the user and are not accessible in the protected mode.
Change password enables to change the protection password
You can also change the Password recovery e-mail address
Clicking Remove Protection will remove the password and protection settings and you will have unlimited
access to all the features. Mail server settings will not be removed on removing protection. But you can always
reconfigure them from Options > Mail server settings.
After configuring the permissions, you can return to the protected mode.
Select Leave unprotected mode from Options menu.
Permissions selected in the protection settings will be applied.

34 Change Protection​​ EasyDirect™ Balance

To protect your product's future:
METTLER TOLEDO Service assures
the quality, measuring accuracy and
preservation of value of this product
for years to come.

Please request full details about our

attractive terms of service.

www.mt.com/service

www.mt.com/EasyDirectBalance
For more information

Mettler-Toledo GmbH
Im Langacher 44
8606 Greifensee, Switzerland
www.mt.com/contact

Subject to technical changes.

© 12/2023 METTLER TOLEDO. All rights reserved.
30572119B
30572119
08:36 21-12-2023