BA00288R/09/EN/12.

21
71542691 Products Solutions Services
SOFTWARE VERSION: V1.6

Operating Manual
FDM Reporting Software
Field Data Manager Software, MS20 / MS21
PC software for data management and
visualization
 1 Introduction

Revision history
Manual version Software version Revisions Date
13.10 Version V1.00.00.06 or higher 09.2010
01.11 Version V1.01.00.00 or higher Software updates 02.2011
02.12 Version V1.01.01.xx or higher Software updates 01.2012
03.13 Version V1.01.02.xx or higher 07.2013
New devices supported;
Essential/Professional version; bug
fixes; optimized database performance

04.13 Version V1.02.00.xx or higher Possible to split graphic over several 12.2013
pages for print-out; bug fixes
05.14 Version V1.02.00.17 or higher 09.2014
Windows 8 support; bug fixes

Online connection to Liquiline platform;

06.15 Version V1.02.00.24 or higher 05.2015
French operating language;
bug fixes
Memograph M RSG45 support;
07.15 Version V1.03.00.xx or higher 09.2015
Integrated instantaneous value display;
optimized performance; bug fixes

08.16 Version V1.03.01.00 or higher Reporting functionality incorporated 04.2016

Software License Management;

09.17 Version V1.4.0 or higher 05.2017
E-mail notification
Version V1.4.2 or higher TrustSens Calibration Monitoring 10.2018
10.19 Version V1.4.4 or higher Bug fixes 10.2018
Version V1.5 or higher New import/export functions 10.2019
Reporting function deleted;
11.21 Version V1.6 or higher 07.2021
LDAP function supported

12.21 Version V1.6 or higher Settings license server changed 09.2021

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Version comparison

The following table provides an overview of the different functions and features provided with the
different versions of the software:

Function/feature Essential version Professional version (Trial

(Freeware) period: 60 days + 30 on
request

Supported databases:

Postgre SQLTM X X
OracleTM X
Microsoft SQL ServerTM X

Supported devices:

Ecograph RSG20 X

Ecograph A RSG22 X

Ecograph C RSG24 X

Ecograph T RSG30 X X

Ecograph T RSG35 X X

Memograph RSG10 X

Memograph S RSG12 X

Memograph M RSG40 X X

Memograph M RSG45 X X

EngyCal RH33 X

EngyCal RS33 X

RA33 X

Liquiline CM44x X

Liquistation CSFxx X

Liquiline System CA80xx X

Supported functions:
User administration;
X
LDAP function
Multiple access to the database
from different PCs at the same X
time
Data of multiple devices in one
X
template
Automatic readout X X

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Automatic deletion X X

Automatic binary export X X

Automatic XLS/CSV export X

Automatic PDF export X

Export ready for eSight (energy
X
monitoring software)

Import of ReadWin 2000 data X X

Online visualization of
instantaneous values ("Live X
Data")
E-mail notification X

Update search X
TrustSens calibration
X X
Automatic function
Please note that in order to use the Demo version as a Professional or Essential version (freeware), it must be activated
after the trial period has elapsed.
It is possible to switch from the Essential version (freeware) to a commercial version at any time by entering a software ID
and then activating the product.
Switching from the Demo version to the Essential version (freeware) may result in certain functions no longer being
available. For example, templates created with data from multiple devices will no longer work and neither will automatic
exports. Devices that are included only in the Professional version can no longer be read out in the Essential version
(freeware).

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Contents

1. Introduction ................................................................................................................................... 8
1.1 Preface ................................................................................................................................................... 8
1.2 Notes on safety conventions and icons ............................................................................................... 8
1.3 Safety instructions ................................................................................................................................ 8
1.3.1 Liability disclaimer ............................................................................................................... 9
1.3.2 Safety instructions for Memograph M RSG45 with FDA approval .................................. 9
1.3.3 Register trademarks........................................................................................................... 10
1.4 Hardware and software requirements............................................................................................... 10
1.4.1 Hardware: ........................................................................................................................... 10
1.4.1.1 Hardware requirements for the FDM software..................................................... 10
1.4.2 Software:............................................................................................................................. 10
1.4.2.1 Operating system/software for the FDM software ............................................... 10
1.4.3 User rights for installation ................................................................................................ 10
1.4.4 Changes made during the installation: ............................................................................ 10
1.4.5 Components ....................................................................................................................... 11
1.4.5.1 FDM TrayIcon Application...................................................................................... 11
1.4.5.2 FDM Webservice ..................................................................................................... 11
1.4.5.3 FDM application ...................................................................................................... 11
1.4.6 Firewall ............................................................................................................................... 11
1.4.7 User ..................................................................................................................................... 12
1.4.8 User Account Control (UAC) ............................................................................................. 12
1.5 Installation / Uninstalling .................................................................................................................. 13
1.5.1 Software license ................................................................................................................. 13
1.5.1.1 License server .......................................................................................................... 13
1.5.1.2 Replacing hardware ................................................................................................ 13
1.5.1.3 License violation / Blocked license ........................................................................ 13
1.5.1.4 Replacement license................................................................................................ 13
1.5.1.5 Virtual environments .............................................................................................. 14
1.5.2 Software update/upgrade ................................................................................................. 14
1.5.3 Uninstalling software ........................................................................................................ 14
1.6 Starting the program, selecting the operating language ................................................................. 14
1.7 License management and software activation ................................................................................. 14
1.7.1 Activating software............................................................................................................ 14
1.7.2 Returning the license ......................................................................................................... 17
1.7.3 Upgrading and updating license ....................................................................................... 19
1.7.3.1 Upgrading license.................................................................................................... 19
1.7.3.2 Updating license ...................................................................................................... 19
1.7.4 Searching for updates ........................................................................................................ 21
1.8 Getting started, switchover from ReadWin 2000 ............................................................................ 22
1.9 Applying the Plant View from FieldCare........................................................................................... 22
1.10 Importing data from ReadWin 2000................................................................................................. 23
1.11 The main window ............................................................................................................................... 24
1.11.1 Main menu ......................................................................................................................... 24
1.11.2 Toolbar................................................................................................................................ 24
1.11.3 Task pane ........................................................................................................................... 24
1.11.4 Main window ..................................................................................................................... 24
1.11.5 Dockable window ............................................................................................................... 24
1.11.6 Status bar............................................................................................................................ 25
1.11.7 Splitter ................................................................................................................................ 25

2. Task pane -> Read out data ........................................................................................................... 25

2.1 Read out data -> Mass storage .......................................................................................................... 25

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2.1.1 Step 1 of 3: Select data source .......................................................................................... 25

2.1.2 Step 2 of 3: Select device ................................................................................................... 27
2.1.3 Step 3 of 3: Reading data .................................................................................................. 28
2.2 Read out data -> Online connection .................................................................................................. 29
2.2.1 Read data from a device which has already been created............................................... 29
2.2.1.1 Step 1 of 5: Select device......................................................................................... 29
2.2.1.2 Step 2 of 5: Configure device settings.................................................................... 30
2.2.1.3 Step 3 of 5: Configure automatic ........................................................................... 30
2.2.1.4 Step 4 of 5: Device information.............................................................................. 31
2.2.1.5 Step 5 of 5: Read out data....................................................................................... 32
2.2.2 Reading out a new device not yet created ........................................................................ 33
2.2.2.1 Step 1 of 5: Select device or create new device ..................................................... 33
2.2.2.2 Step 2 of 5: Configure device settings.................................................................... 34
2.2.2.3 Step 3 of 5: Configure automatic ........................................................................... 35
2.2.2.4 Step 4 of 5: Device information.............................................................................. 36
2.2.2.5 Step 5 of 5: Read out data....................................................................................... 37

3. Task pane -> Visualization ............................................................................................................ 38

3.1 Visualization of saved data ................................................................................................................ 39
3.1.1 Visualization -> New ......................................................................................................... 39
3.1.1.1 Step 1 of 4: Select device......................................................................................... 39
3.1.1.2 Step 2 of 4: Select channel...................................................................................... 40
3.1.1.3 Step 3 of 4: Select time slot or batch...................................................................... 41
3.1.1.4 Step 4 of 4: Graph ................................................................................................... 42
3.2 Visualization of current data (Live View).......................................................................................... 47
3.2.1 Visualization -> New ......................................................................................................... 47
3.2.1.1 Step 1 of 4: Select device......................................................................................... 47
3.2.1.2 Step 2 of 4: Read channel information .................................................................. 48
3.2.1.3 Step 3 of 4: Select channels and display format ................................................... 48
3.2.1.4 Step 4 of 4: Display current values (Live View)..................................................... 49
3.3 Visualization -> Open ......................................................................................................................... 51
3.3.1 Step 1 of 4: Select template ............................................................................................... 51
3.3.2 Step 2 of 4: Select channel ................................................................................................ 51
3.3.3 Step 3 of 4: Select time slot or batch ................................................................................ 51
3.3.4 Step 4 of 4: Graph .............................................................................................................. 52
3.4 Visualization -> Edit template ........................................................................................................... 53
3.4.1 Step 1 of 4: Select template............................................................................................... 53
3.4.2 Step 2 of 4: Select devices.................................................................................................. 54
3.4.3 Step 3 of 4: Select channels ............................................................................................... 55
3.4.4 Step 4 of 4: Update template ............................................................................................ 56

4. Task pane -> Data management .................................................................................................... 57

4.1 Data management -> Plant view)...................................................................................................... 57
4.1.1 Merging configurations ..................................................................................................... 59
4.1.1.1 Step 1 of 2: Select configurations........................................................................... 60
4.1.1.2 Step 2 of 2: Merge ................................................................................................... 61
4.1.2 Merge devices..................................................................................................................... 61
4.1.2.1 Step 1 of 2: Select devices ....................................................................................... 62
4.1.2.2 Step 2 of 2: Result: merge devices .......................................................................... 63
4.2 Data management -> Export.............................................................................................................. 63
4.2.1 Export in a secure format (binary files, *.fdm)................................................................ 64
4.2.1.1 Step 1: Select export format ................................................................................... 64
4.2.1.2 Step 2 of 6: Select device......................................................................................... 65
4.2.1.3 Step 3 of 6: Select time slot .................................................................................... 65
4.2.1.4 Step 4 of 6: Select file name and file size .............................................................. 66
4.2.1.5 Step 5 of 6: Configure automatic ........................................................................... 67
4.2.1.6 Step 6 of 6: Export data .......................................................................................... 68
4.2.2 Exporting in a non-secure format (Excel/CSV, energy monitoring) .............................. 69

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4.2.2.1 Step 1 of 8: Select export format ............................................................................ 69

4.2.2.2 Step 2 of 8: Select usage of template ..................................................................... 70
4.2.2.3 Step 3 of 8: Select devices ....................................................................................... 71
4.2.2.4 Step 4 of 8: Select channels .................................................................................... 72
4.2.2.5 Step 5 of 8: Select time slots or batches ................................................................ 73
4.2.2.6 Step 6 of 8: Select file name ................................................................................... 73
4.2.2.7 Step 7 of 8: Configure automatic ........................................................................... 74
4.2.2.8 Step 8 of 8: Export data .......................................................................................... 75
4.3 Data management -> Import ............................................................................................................. 76
4.3.1 Step 1 of 3: Select source ................................................................................................... 77
4.3.2 Step 2 of 3: Select device ................................................................................................... 77
4.3.3 Step 3 of 3: Import data..................................................................................................... 78
4.4 Data management -> Automatic ....................................................................................................... 79
4.4.1 Automatic information: Current overview ....................................................................... 79
4.4.1.1 Step 1 of 3: Job type selection ................................................................................ 79
4.4.1.2 Step 2 of 3: Select template or device .................................................................... 79
4.4.1.3 Step 3 of 3: Automatic overview ............................................................................ 79
4.4.2 Automatic information: Event view.................................................................................. 81
4.4.2.1 Step 1 of 3: Job type selection ................................................................................ 81
4.4.2.2 Step 2 of 3: Select template or device .................................................................... 81
4.4.2.3 Step 3 of 3: Automatic event overview .................................................................. 82
4.4.3 Automatic new/edit........................................................................................................... 82
4.4.3.1 Step 1 of 3: Job type selection ................................................................................ 82
4.4.3.2 Step 2 of 3: Select template or device .................................................................... 84
4.4.3.3 Step 3 of 3: Settings automatic .............................................................................. 85
4.4.4 Automatic service .............................................................................................................. 86
4.4.5 E-mail notification ............................................................................................................. 86
4.4.6 Tray Icon ............................................................................................................................. 87
4.5 Data Management -> Import/Export Settings.................................................................................. 88
4.5.1 Data Management -> Export Settings.............................................................................. 88
4.5.1.1 Step 1 of 3: Select Export Format........................................................................... 88
4.5.1.2 Step 2 of 3: Select File Name .................................................................................. 89
4.5.1.3 Step 3 of 3: Exporting Data .................................................................................... 89
4.5.2 Data Management -> Import Settings ............................................................................. 90
4.5.2.1 Page 1 of 2: Select Source ....................................................................................... 90
4.5.2.2 Page 2 of 2: Import Settings ................................................................................... 90

5. Extras menu ................................................................................................................................. 92

5.1 Extras -> Settings................................................................................................................................ 92
5.1.1 Language ............................................................................................................................ 92
5.1.2 Database ............................................................................................................................. 93
5.1.3 Export ................................................................................................................................. 93
5.1.4 User administration ........................................................................................................... 94
5.1.5 Printer ................................................................................................................................. 95
5.1.6 Automatic ........................................................................................................................... 96
5.1.6.1 Windows System Service ........................................................................................ 96
5.1.6.2 E-mail configuration ............................................................................................... 98
5.1.7 General ............................................................................................................................... 98
5.1.8 License server settings....................................................................................................... 98
5.2 Extras –> Audit trail ........................................................................................................................... 99
5.3 Extras -> User administration.......................................................................................................... 100
5.4 LDAP protocol for directory services support (MS Active Directory) ............................................ 104
5.4.1 Synchronization of users via LDAP with Active Directory ............................................ 105

6. Device Settings dialog.................................................................................................................. 106

6.1 Communication Settings .................................................................................................................. 107
6.2 Database information ....................................................................................................................... 109
6.3 Automatic – Read out device............................................................................................................ 110

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6.4 Automatic – Delete data................................................................................................................... 111

6.5 Automatic – Time synchronize ........................................................................................................ 112
6.6 Automatic – Binary export ............................................................................................................... 113
6.7 Automatic – Certification PDF export ............................................................................................. 114

7. Troubleshooting ......................................................................................................................... 115

7.1 System error messages ..................................................................................................................... 115

8. TrustSens Calibration Monitoring ................................................................................................ 123

9. Index.......................................................................................................................................... 124

1. Introduction

1.1 Preface
The Reporting Software offers central data management and visualization of recorded
data.
This allows complete documentation of the data of a measuring point, e.g.:
• Measured values
• Diagnostic events
• Reports
The evaluation software stores data in a SQL database. The database can be operated either locally
or in a network (client /server).
NOTICE
When using the Essential version, a database stored in the network cannot be accessed
simultaneously by multiple PCs.

1.2 Notes on safety conventions and icons

NOTICE
Note: Failure to observe instructions can damage the device or lead to a device malfunction!

Tip: Indicates additional information.

1.3 Safety instructions

NOTICE
Observe the following points:
• The manufacturer accepts no liability for damages resulting from incorrect use or use other
than that designated.
• Observe all safety instructions in the Operating Manuals for the devices connected to the
system.
• Installation, commissioning, operation and maintenance of the measuring system must be
carried out by trained, skilled personnel authorized to perform such work by the facility's
owner-operator. The skilled personnel must have read and understood these Operating
Instructions and follow the instructions they contain.

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1.3.1 Liability disclaimer

This software and the corresponding documentation can be revised or updated by the
manufacturer without prior notice. In case of a revision or update, the end user has no claim to
automatic delivery free of charge of the revised or updated software or the corresponding
documentation.
It is at the manufacturer's discretion to decide whether or not a revision or update of the software
is carried out, and when.
The documentation includes the printable version of the Operating Manual and brief operating
instructions. The printable version of the Operating Manual is valid for the version specified on the
cover sheet. The version number of the currently installed version is provided in the “Help” menu
item.
Likewise, there is no warranty that this software will function on all hardware platforms or in
conjunction with other software. We exclude all further claims due to any damages that occur.
NOTICE
The complete end-user license agreement can be called up anytime after installation in the main
menu under "Help -> License agreement".

1.3.2 Safety instructions for Memograph M RSG45 with FDA approval

NOTICE
The following information concerning FDA 21 CFR Part 11 compliance is the responsibility of the
user:
o Termination of the automatic system service must be regulated by Windows user rights.
o If a user does not log out of the software, a screensaver is automatically activated via
Windows system settings.
o The software may only be operated via Windows login. The user must secure (lock) the
computer when leaving the PC.
o If the administrator has forgotten the password, a time-limited master password is
permitted. This is sent to the client on request and following authorization.
o It is possible to use and operate the software without identification and password
protection. The client is responsible for the use of the software.
o Select "Enable user management " and "Password protection compliant to FDA21 CFR
PART 11" in the software under "Extras -> Settings -> User administration".
o To prevent misuse of identity, the password must be changed when the user logs in for the
first time (configurable).
o The period of password validity can be configured. This is the responsibility of the
administrator.
o As the PC time is used for the PC software audit trail, it is possible to manipulate the time
stamp. The operator is responsible for any changes to the PC time.
o User administration must be active in order to record the ID and user name in the audit
trail.
o The user must perform data backup and/or preventive maintenance regularly.
o After printing out data, the user must check that the printout content is correct by
manually comparing the data displayed on the screen against the printout and, where
necessary, confirm the integrity of the data by providing a separate "non-electronic"
signature on the printout.
o If the printer settings are changed to a printer that is not available, there is no printout! The
software cannot configure the device or set device parameters.
Exception: The software can synchronize the device time; the PC time and the device time
may only deviate from one another within a certain tolerance range. Otherwise the time is
not accepted for the device. The operator is responsible for ensuring the PC time is correct.

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o A regular review of the error list (log file) is recommended. The "WindowsServiceLog.txt"
is generated under "Automatic -> Job Type: Event view".
o When printing out a visualization, it is possible to restrict the output of values, diagrams,
events and audit trail entries. Changes to the standard configuration are the responsibility
of the user and are recorded in the audit trail.

1.3.3 Register trademarks

PentiumTM: Registered trademark of the IntelTM Corporation
AMDTM: Registered trademark of Advanced Micro Devices
WindowsTM, VistaTM, Microsoft SQL ServerTM , Active DirectoryTM: Registered trademarks of the
MicrosoftTM Corporation
OracleTM: Registered trademark of the OracleTM Corporation
CodeMeter®: Registered trademark of WIBU SYSTEMS

1.4 Hardware and software requirements

The following requirements must be met before installing and operating the PC software:

1.4.1 Hardware:
1.4.1.1 Hardware requirements for the FDM software
• PC with Pentium 4 (≥2 GHz),
• PC with Pentium M (≥1 GHz),
• PC with AMD (≥1.6 GHz)
• Minimum 1 GB RAM cache
• Minimum 20 GB free disk space
• Screen resolution of at least 1024 x 800 pixels
• CD/DVD drive (For computers without a drive, the software can also be downloaded
via the Endress+Hauser Software Portal (see chapter 1.5 Installation)).
1.4.2 Software:
1.4.2.1 Operating system/software for the FDM software
• Microsoft Windows Server 2003 R2 SP2 Standard, Enterprise
• Microsoft Windows Server 2008, 2012, 2016, 2019
• Microsoft XP SP3
• Microsoft Vista
• Windows 7
• Windows 8, Windows 8.1
• Windows 10
• Windows .NET 2.0 SP1

1.4.3 User rights for installation

• Logged in with Windows administrator user rights
• User Account Control (UAC) confirmation if enabled

1.4.4 Changes made during the installation:

1. Installation directory added
2. Files copied to installation directory

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3. Application directory added

• Windows 2000: %system drive%\Documents and Settings\All Users\Application
Data\Endress+Hauser
• Windows XP: %system drive%\Documents and Settings\All Users\Application
Data\Endress+Hauser
• Windows Server 2003: %system drive%\Documents and Settings\All
Users\Application Data\Endress+Hauser
• Windows Vista, Windows 7, Windows 8 and Windows Server 2008: %system
drive%\ProgramData\Endress+Hauser
4. Windows .NET 2.0 SP1 installed (optional)
5. Field Data Manager Windows Service (FDM WS) installed (autorun, optional)
6. Field Data Manager Tray Icon Application (FDM TI App) installed (autorun, optional)
7. PostgreSQL server installation (optional)
8. Installation of the WIBU CodeMeter license server
9. Program shortcut created
10. Registry entries
11. Installation log file created (%tmp%)

1.4.5 Components
1.4.5.1 FDM TrayIcon Application
(Executed with the user rights of the logged-in user)

Read and write access to the following directories:

• Installation directory
• Application directory
• Allocated network drives (optional)
1.4.5.2 FDM Webservice
(Executed with the local system account)

Read and write access to the following directories:

• Installation directory
• Application directory
• Allocated network drives (optional)
1.4.5.3 FDM application
(Executed with the user rights of the logged-in user)

Read and write access to the following directories:

• Installation directory
• Application directory
• %tmp%

1.4.6 Firewall
• Communication port used for field devices (default: TCP port 8000, 8001, 8002 und 8007
incoming/outgoing)
• Microsoft SQL database server (default: TCP 1433, incoming/outgoing)
• PostgreSQL database server (default: TCP 5436, incoming/outgoing)

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• Oracle database server (default: TCP 1521, incoming/outgoing)

• LDAP network service (optional, default: TCP/UDP port 389, incoming/outgoing)
• Network printer (optional)
• Wibu CodeMeter Lizenzserver (Standard: TCP-Port 22350)
1.4.7 User
See 1.4.5 Components
1.4.8 User Account Control (UAC)
No special authorization is required after installation (unless the FDM user will start/stop FMD
WS).

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1.5 Installation / Uninstalling

NOTICE
You can find a detailed description of the installation in the Brief Operating Instructions supplied.
1. Insert the DVD.
2. If autostart is enabled, the installation is started automatically; otherwise
3. Start the "Setup.exe" from the DVD.
4. Follow the instructions of the installation program.
If you confirm the installation of the automatic component, an additional Windows system service
is set up. This system service enables you to trigger and control automatic actions through the
Reporting Software. These include, for example, automatic device read-out, automatic printing of
reports, and automatic report generation (see Section 4.4. "Automatic").
NOTICE
For computers without a CD/DVD-drive, FDM can also be downloaded from the Endress+Hauser
Software Portal. To do this, you need an account on the Software Portal at: https://software-
products.endress.com
1. Download ZIP file and save locally
2. Unzip the ZIP file
3. Start Setup.exe and follow the instructions of the installation program

The following databases are supported:

• PostgreSQL version 9.2 up to and including version 11 (for the Essential, Demo and
Professional versions):
You can install and use the free PostgreSQL database provided on the installation DVD. No manual
installation and configuration is necessary to do so. The database is configured automatically during
the installation.
• Oracle (for the Demo and Professional version):
Version 8i up to and including version 12c. Please contact your database administrator to set up
the Reporting Software with the Oracle database. You can find a detailed description of the
installation in the Brief Operating Instructions supplied.
• Microsoft SQL Server (for the Demo and Professional version):
Version 2005 up to and including version 2019. Please contact your database administrator to set
up the Reporting Software with the Microsoft SQL Server. You can find a detailed description of
the installation in the Brief Operating Instructions supplied.
1.5.1 Software license
1.5.1.1 License server
From version 1.4.0, the WIBU CodeMeter is installed as part of the setup. CodeMeter manages the
licenses for this software as well as software tools from other manufacturers.
1.5.1.2 Replacing hardware
When replacing the hardware (computer on which FDM is installed) or making changes to the
virtual environment (VM image), the FDM license must be returned in advance and reactivated
once it has been reinstalled. See Section 1.7.2.
1.5.1.3 License violation / Blocked license
License abuse and/or hardware replacement will result in a license violation. In this case, the FDM
can no longer be operated and no license operations are supported. Please take this into account in
the case of maintenance and disaster recovery.
1.5.1.4 Replacement license
In the event that disaster recovery is performed on your client and you are unable to return the
license, you will be able to re-activate the FDM independently and without having to contact
Endress+Hauser.

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1.5.1.5 Virtual environments

The FDM supports virtual environments on the same host if "moved". The copying (moving) of a
VM image within the same host or to another host is not supported.

1.5.2 Software update/upgrade

You can find a detailed description of the installation in the Brief Operating Instructions supplied.

1.5.3 Uninstalling software

If you wish to uninstall the software, proceed according to the following steps:
1. Return the license (see section 1.7.2)
2. Deactivate Automatic Services, terminate Tray Icon application and analysis software
3. In the Control Panel, select the "Field Data Manager x.x.x." software under "Uninstall or
change a program".
4. Select "Uninstall" and follow the instructions.
NOTICE
The WIBU CodeMeter remains on the system and is not uninstalled.

1.6 Starting the program, selecting the operating language

Under "Start -> Programs", you will find the newly installed "Field Data Manager Software"
program. Start the program and, if necessary, change the operating language under "Extras ->
Settings -> Language". The changed operating language is applied after the program is restarted.

1.7 License management and software activation

NOTICE
In order to use the Professional version, a valid software ID is required and the software must be
activated.
If the software is not activated, you will be notified when the program starts:

1.7.1 Activating software

To activate the software, proceed as follows:
1. Click the menu item "Help -> License information"

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2. Click "License information".

3. Click "Activate software".

NOTICE
To activate the software, you will need an account for the Endress+Hauser Software Portal
at:
https://software-products.endress.com

The Software Portal allows you to manage licenses for Endress+Hauser products. If you do
not know the details required to log in to the Software Portal, please contact the person
responsible for licenses in your company, or click "Create account":

4. Click "Activate now".

NOTICE
Manual activation (offline activation)
In the event that online activation is not possible, the program switches automatically to manual
activation. A dialog box for manual activation opens. Follow the instructions.

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1.7.2 Returning the license

If you wish to install the software on a new computer, for example, you must return the already
used license to the Endress+Hauser Software Portal.
NOTICE
Once the license has been returned, the software can no longer be used on this computer.
Once it is installed on a new computer, the license can be reactivated and used again.
To return the license, proceed as follows:
1. Click the menu item "Help -> License information"
2. Click "License Information".

3. Click "Return license" to open the following dialog box:

4. Enter your login details and confirm your login information by clicking on "Return license"
again.
You will receive confirmation that the license has been returned successfully.

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NOTICE
Manual return of license (offline mode)
In the event that online license returns are not possible, the program switches automatically to
manual license returns. A dialog box for manual license returns opens. Follow the instructions.

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1.7.3 Upgrading and updating license

1.7.3.1 Upgrading license
If you require additional functions, modules or additional users (multi-user license), your license can
be upgraded accordingly.
1. Please contact your Endress+Hauser sales office.
2. Order the license upgrade suited to your needs. Endress+Hauser upgrades your license and
sends you confirmation of the license upgrade.
3. Update your license when you receive confirmation of the license upgrade.
4. Check your license under "Help -> License Information -> License Information"
1.7.3.2 Updating license
A license update means that you have updated your contract with the Endress+Hauser sales office
and purchased new functions or additional licenses. In order to activate the new components of the
contract, the license must simply be updated.
NOTICE
Updating the license does not require that the software be re-installed.
To update the software with the license upgrade, proceed as follows:
1. Click the menu item "Help -> License Information"
2. Click "License Information".

3. Click "Update license".

NOTICE
To update the license, you will need the login details for your account with the

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 1 Introduction

Endress+Hauser Software Portal at:

https://software-products.endress.com.
If you do not know the details required to log in to the Software Portal, please contact the
person responsible for licenses in your company:

4. Click "Update license".

You will receive confirmation that the update was successful.

NOTICE
Manual license update (offline mode)
In the event that online updates are not possible, the program switches automatically to manual
license updates. A dialog box for manual license updates opens. Follow the instructions.

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 1 Introduction

1.7.4 Searching for updates

The software provides the option to search for updates.

NOTICE
This function is available exclusively in the Professional version.
If an update is available and you wish to update your version, please contact your Endress+Hauser
sales office.
1. Click "Help -> License information". The following screen appears:

2. Click "Check for update".

3. A connection to the Endress+Hauser server is established and a web browser window
opens. A message appears in this window informing you whether or not updates are
available.

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 1 Introduction

1.8 Getting started, switchover from ReadWin 2000

NOTICE
In contrast to ReadWin 2000, the Reporting Software does not support device configuration.
All the readout functions of ReadWin 2000 have been merged into the "Data Readout" task in the
Reporting Software. Here, the data can be read out via an interface - i.e. connected to the device
online - or via a data storage medium.
In addition, the functions for displaying the read-out data have been merged into one "Visualization"
task in the Reporting Software. It is possible to select the display mode (bar graph – histogram, line
chart or table) and visualize the data directly via the chart settings or channel settings (as users will
know from Excel for example). This means that individual channels can be displayed differently in a
single chart.
Functions in ReadWin 2000 compared to the new Reporting Software:

In the Reporting Software, the device settings (communication, automatic functions) are configured
via the plant tree structure by right-clicking the device or directly in the individual visualization
steps or when reading out the device data.
As with ReadWin 2000, the settings for configuring the automatic function are grouped in one point
under "Data Management –> Automatic".
The automatic function is set up as a system service and runs in the background. The Reporting
Software does not necessarily have to be started to run an automatic task.

1.9 Applying the Plant View from FieldCare

To apply the Plant View from FieldCare, you have to first export the view from FieldCare or save it
as a CSV file. For this purpose, FieldCare enables you to export the Plant View in CSV format via
"File -> Import/Export -> Export as CSV" and to store it at a location to be defined. This device tree
can then be adopted in the Reporting Software.
The Reporting Software enables you to apply an existing, saved device tree or an existing Plant View
from another program (e.g. FieldCare). This functionality is provided in the "Data Management ->
Plant View" task.

Pressing the "Box with arrow" icon opens the menu structure of the computer. Select the
storage location and the corresponding CSV file of the Plant View. Then, the tree structure is read
into the database and stored there. The same functionality is provided by selecting the enterprise,
then right-clicking and selecting "Import Plant View" (see Section 4.1 Data management -> Plant
view) .
NOTICE
As the Essential version does not support all devices, only data from supported devices can be
imported in this version!

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1.10 Importing data from ReadWin 2000

To import data from ReadWin 2000 to the SQL database of the Reporting Software in a tamper-
proof manner, the process begins with the secure data export from ReadWin 2000. For this purpose,
the data for the corresponding devices are exported to a storage medium or drive (Extras ->
Store/Save Measured Values):

Subsequently, the data of the individual devices are imported into the SQL database via the import
function of the Reporting Software. For this purpose, select the "rsd" data format. See the description
of the import function in Section 4.3 on page 76.

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 1 Introduction

1.11 The main window

The general layout of the Reporting Software user interface is illustrated in the graphic below:

1.11.1 Main menu

The main menu at the top contains the menu bar with function groups for software settings.
File -> End program
View -> View settings
Extras -> Settings for the database, language, user administration, audit trail
Help -> Start online help, software information, change/activate license

1.11.2 Toolbar
The toolbar in the dockable window allows quick access to functions such as printing,
saving or the online help.

1.11.3 Task pane

The task pane is located on the left. The task pane can be displayed and hidden via the "View"
function in the main menu. Click on a task to open the task. The functions contained are displayed:
Read out data -> read out data via mass storage or online connection to the device
Visualization -> open, edit, delete or create a new visualization template
Data management -> plant view, device data export and import

1.11.4 Main window

The main window contains the dockable windows. Tabs are displayed when more than one
dockable window is present.

1.11.5 Dockable window

A dockable window can be docked in the main window or can “hover” outside the window. It is
possible to position the window without blocking other windows. There is a button for closing the

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window (X) on the right.

Every dockable window has a title bar (at the top of the window) with the name of the sub-element
and the associated icon on the left-hand side. A toolbar containing window-specific icons, quick
information and functionalities is located below the title bar. The main area of the dockable window
starts below the toolbar.

1.11.6 Status bar

The status bar shows the login status and other information.

1.11.7 Splitter
The splitter separates the task pane from the main window. The splitter can only be moved if the
task pane and main window are visible. Change the position of the splitter to change the size of the
task pane and main window.

2. Task pane -> Read out data

Read out data and store them to the database – "Read Out Data"
By selecting the "Read Out Data" task from the task pane, you can carry out the configuration, read
out measurement data or other data stored in the device and simultaneously store the data to a
database so that they are tamper-protected.
The free PostgreSQL database supplied with the Reporting Software or existing SQL databases
(Oracle and Microsoft SQL server) can be used as the target database. For the settings for selecting
the database, refer to Section 5.1.2 .
NOTICE The Essential version only supports the free PostgreSQL database provided.
In the "Read Out Data" task, the two types of readout, "Mass Storage" or "Online Connection", are
available.
Clicking the corresponding icon opens an additional working window in the right half of the screen.
This window guides you step-by-step through the items to be defined.
Icons in the upper area help you navigate through the individual steps:

• Green arrow pointing left: Corresponds to the "Back" button; jump to the previous
definition step.

• Green arrow pointing right: Corresponds to the "Next" button; jump to the next definition
step.

• Question mark: Help; call up the help function for the corresponding definition step.

2.1 Read out data -> Mass storage

In this task, you can read out and store data (binary *.dat) from storage media such as SD cards, USB
sticks or a drive.

2.1.1 Step 1 of 3: Select data source

Where are the data to be read out stored?
Select the data source.
The "…" button opens the folder and interface structure of Explorer and the workstation.
The drop-down menu suggests storage locations and storage media that were already used earlier:

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After selecting the data source or storage location of the data to be read out, you can jump to the
next step using "Next".
Clicking "Cancel" terminates this action, closes the window and stops the process.

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2.1.2 Step 2 of 3: Select device

From which device are the data to be read out?
In this second step, the corresponding devices and the data time range are selected:

The "Devices" area lists the devices found on the storage medium.
There, you can select a device or devices by checking them. This means that you do not have to
read out the entire data volume of the storage medium.
You can select them all using the "Select All" button. "Unselect All" removes the selection.
By checking the box for "Delete Files after Import", the selected data are deleted from the data
storage medium as soon as these data have been stored successfully to the database.
NOTICE Once data are deleted from the storage medium, this cannot be undone!
When you have finished selecting the devices to be read out, define the volume of data to be stored.
This data is then read out in the next step.
Finish your selection by pressing "Next".
You can return to the previous view by selecting "Back".
Clicking "Cancel" terminates this action, closes the window and stops the process.

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 2 Task pane -> R

2.1.3 Step 3 of 3: Reading data

The defined data are read out and stored to the database.
A progress bar shows the progress in % and displays the estimated time remaining. The duration of
the read-out process depends on the data volume and the storage medium used. You can stop the
action during this procedure by pressing the "Cancel" button. You can return to the previous view by
selecting "Back".
Once the action has been completed, a confirmation text appears below the progress bar:

The data defined in steps 1 and 2 have now been read in from the storage medium successfully and
stored to the database.
If, in step 2, the "Delete Files after Import" check box was ticked, the stored data will also have been
successfully deleted from the storage medium.
Select "Close" to end the process. The window closes.

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2.2 Read out data -> Online connection

2.2.1 Read data from a device which has already been created
2.2.1.1 Step 1 of 5: Select device
From which device do you want to read out?
NOTICE Not all devices are supported in the Essential version. Unsupported devices which
have already been installed are displayed along with their configuration. However, the available
functionality cannot be applied to them.
The device to be read out is selected in step 1. The view shows the Plant View already created. This
view can be restructured and expanded (see 4.1 Data management -> Plant view)"".

The "Memory card in device" and "Device memory" buttons are used to select the device data to be
read out.
"Memory card in device": The data on the memory card of the selected device are read out.
"Device memory": The data in the internal memory of the selected device are read out.
As soon as the selected data have been stored successfully to the database they are deleted from the
device memory or from the memory card in the device.
NOTICE
Once data are deleted, this cannot be undone!
You can activate an immediate readout by right-clicking and then selecting "Read Out Data" or by
selecting "Next". Then, step 5, "Read Out Data", opens.
Reading out via a communication interface requires a defined communication with the device.
Communication can be configured or modified via data management, when creating devices in the
Plant View, or in this step.

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 2 Task pane -> R

Selecting the device and right-clicking, then selecting "Configure Interface..." opens the
Communication Settings:

Clicking "Cancel" terminates this action, closes the window and stops the process.
2.2.1.2 Step 2 of 5: Configure device settings
Step 2 is skipped automatically, as the device settings are already stored in the saved device.
2.2.1.3 Step 3 of 5: Configure automatic
Step 3 is skipped automatically, as the automatic configuration is already stored in the saved device.

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2.2.1.4 Step 4 of 5: Device information

If "Readout memory card in device" is selected in step 1:
The software tests the connection to the device and loads the specific device information.
The screen displays the data on the memory card. These data can be individually selected for
readout:

To modify the selected device or the communication specifications, you can return to the previous
steps via "Back".
Clicking the "Next" button activates reading out of data from the device.
Clicking "Cancel" terminates this action, closes the window and stops the process.
If "Readout device memory“ is selected in step 1:
Step 4 is skipped automatically, and all the data are read out of the device memory.

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 2 Task pane -> R

2.2.1.5 Step 5 of 5: Read out data

The defined data are read out and stored to the database.
A progress bar shows the progress in % and displays the estimated time remaining. The duration of
the read-out process depends on the data volume and the storage medium used. You can stop the
action during this procedure by pressing the "Cancel" button. You can return to the previous view by
selecting "Back".
Once the action has been completed, a confirmation text appears below the progress bar:

The defined data have now been read out of the device successfully and stored to the database. The
stored data have also been successfully deleted from the device memory.
Select "Close" to end the process. The window closes.

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 2 Task pane -> R

2.2.2 Reading out a new device not yet created

2.2.2.1 Step 1 of 5: Select device or create new device
The view shows the Plant View already created. This view can be restructured and expanded (see
4.1 Data management -> Plant view)"".
If the device to be read out is not yet created, you can create a new device using the "New Device"
button. Pressing this button jumps to step 2.

Clicking "Cancel" terminates this action, closes the window and stops the process.

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 2 Task pane -> R

2.2.2.2 Step 2 of 5: Configure device settings

In step 2, the new device to be created and read out is defined.
To so do, define the interface to the device, the device type and the memory to be read out (device
memory, mass storage) in the "Select Source" area.
Automatic device detection: In the case of automatic device detection, the device type is
automatically detected when the required interface parameters are specified. Automatic detection is
enabled as standard. If automatic device detection is disabled, a drop-down list of all supported
device types appears once the interface is specified.
Then, in the lower area, define the communication/interface in greater detail.

By checking the box for "The device is read out by more than one Reporting Software", it is possible
to read out up to 4 PCs.
Checking the box for "Repeat readout periodical" enables regular automatic readout. You can define
the automatic function for the corresponding device in the next step or via the automatic
configuration 6.3 ). The automatic readout requires a continuous connection to the device.
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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 2 Task pane -> R

2.2.2.3 Step 3 of 5: Configure automatic

NOTICE
This is possible only if "Repeat readout periodical" has been selected in the previous step.

Data read out:

The regularity of the automatic function is defined here. For this purpose, the "Active" check box
must be selected.
Interval: How often does the export take place?
Depending on the selected interval, define the repetition, start day and start time (see Section 6.3).
Time synchronize:
Here, you can synchronize the device time with the system time of the computer.
To define the regularity of the synchronization, the "Active" check box must be selected (see Section
6.5).
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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 2 Task pane -> R

2.2.2.4 Step 4 of 5: Device information

This tests the communication defined for the device.
The software tests the connection to the device and loads the specific device information.
In addition, if "Readout memory card in device“ is selected (in step 2), the data which are contained
on the memory card and which can be individually selected for readout are displayed:

To modify the selected device or the communication specifications, you can return to the previous
steps via "Back".
Clicking the "Next" button activates reading out of data from the device.
As soon as the selected data have been stored successfully to the database they are deleted from the
device memory or from the memory card in the device.
NOTICE
Once data are deleted, this cannot be undone!
Clicking "Cancel" terminates this action, closes the window and stops the process.

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2.2.2.5 Step 5 of 5: Read out data

The defined data are read out and stored to the database.
A progress bar shows the progress in % and displays the estimated time remaining. The duration of
the read-out process depends on the data volume and the storage medium used. You can stop the
action during this procedure by pressing the "Cancel" button. You can return to the previous view by
selecting "Back".
Once the action has been completed, a confirmation text appears below the progress bar:

The defined data have now been read out of the device successfully and stored to the database. The
stored data have also been successfully deleted from the device memory or the memory card in the
device.
Select "Close" to end the process. The window closes.

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3. Task pane -> Visualization

In the Task pane, the "Visualization" task includes all items that pertain to displaying the stored or
current data.
Basically, the three functions "New", "Open" or "Edit" are available.
The "New" function creates a new visualization. By clicking "Open", visualizations (templates) that
have been defined earlier and stored are available. By clicking "Edit", templates that have been
defined earlier can be changed (e.g. select additional channels, delete templates etc.).
Clicking the corresponding icon opens a working window in the right half of the screen. This
window takes you step-by-step through the process for displaying the stored data in the desired
variant.
Icons in the upper area help you navigate through the individual steps: Icons in the working window
that are grayed out are not available for the corresponding work step.

• Green arrow pointing left: Corresponds to the "Back" button; jump to the previous
definition step.

• Green arrow pointing right: Corresponds to the "Next" button; jump to the next definition
step.

• Question mark: Help; call up the help function for the corresponding definition step.
NOTICE
In the Essential version, templates can be created, displayed and edited only if they contain data
from devices supported by this software version! Only one device can be assigned in each case to the
templates!

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3.1 Visualization of saved data

3.1.1 Visualization -> New

3.1.1.1 Step 1 of 4: Select device
In step 1, the source devices are selected. On the left side of the working window, you can see the
Plant View (see 4.1 Data management -> Plant view). This view lists all devices for which you can
visualize the data.
NOTICE
Only supported devices can be selected in the Essential version!
No more than one device can be selected!
The right side of the working window shows the summary of the selected devices:

You can select a device for the visualization by checking the device in the Plant View and clicking or
double-clicking the blue arrow that appears.
If you later want to remove a device from the list of selected devices, select it in the right-hand list,
then double-click the selected device or click the blue arrow that points towards the left to remove
it from the list.
If at least one device has been selected, the "Next" button appears. Click this button to jump to the
next step.
Clicking "Cancel" terminates this action, closes the window and stops the process.

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3.1.1.2 Step 2 of 4: Select channel

In step 2, select the reports and channels:

Functions:
Trend:
Measurement values: Instantaneous values (analog values) of the selected device can be selected.
Reports:
Reports can be selected for the selected device, e.g. day, week, month, external (selection only
possible if these reports are stored in the device).
Channels:
Device designation/TAG, device type: This shows information about the selected device.
Min, max, average, instantaneous: Selection of the analog values of the device.
Status: Selection of the digital values of the device.

After selecting the analyses and channels for the data to be visualized, you can jump to the next step
using "Next".
Clicking "Cancel" terminates this action, closes the window and stops the process.
You can return to the previous view by selecting "Back".

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3.1.1.3 Step 3 of 4: Select time slot or batch

In step 3, select the time slot (or the batch, if available) of the data to be visualized:

After selecting at least one time slot for the data to be visualized, you can jump to the next step
using "Next".
NOTICE
A maximum of 3 identical time ranges can be selected and thus compared with each other.
Clicking "Cancel" terminates this action, closes the window and stops the process.
You can return to the previous view by selecting "Back".

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3.1.1.4 Step 4 of 4: Graph

Step 4 displays the Graph, Values and Events of the selected Time Slot:

The following functions of the icons are possible:

• Disk: Save the visualization; if it has not yet been saved, a new template is created. This
template is then available for future visualizations.

• Disk with pen: Save as; create a new template, assign a new name for the template.

• Box with arrow: Export; enables you to export the selected data in the *.csv or *.xls
formats.

• Printer icon: Print; allows you to print the current window.

• Preview: Generates a print preview

• Adobe Acrobat® icon: Export as PDF file.

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• Bar chart: Change chart settings:

• Pin: Enable or disable value cursor. If you move the cursor over the chart, the value
displayed below the graph is automatically updated according to the position of the cursor. By
pressing the left mouse button, the displayed values in the "Values" and "Events" area are also
updated.

• Notepad: Add comment; enables you to add comments in the chart area, this option is
available for the chart view exclusively.

• Refresh: The selected time period is set to the current time and loaded.

• Magnifying glass+: Zoom in

• Magnifying glass-: Zoom out

• Magnifying glass 1:1: Reset zoom

• Gear with printer: Automatic print out

• Gear with Excel: Automatic Excel/ CSV export

• Gear with Adobe Acrobat® icon: Automatic PDF export

• Rectangle with blue arrow: Maximize or minimize the chart

NOTICE
The "Automatic print out", "Automatic Excel/CSV export“ and "Automatic PDF export“ functions
are not supported in the Essential version and therefore cannot be selected.
"Graph" area:
Double-clicking the header in the "Graph" area enlarges the graphic view and shows it in full-screen
mode. The function corresponds to the "Maximize the Chart" icon. This enables you to work more
conveniently without additional scrolling effort:

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The note "Reduced data volume" means that the data have been reduced automatically to compile
the chart. This enables a fast display. If you zoom into the chart (multiple times), this note no longer
appears, as all values must be used for the display.

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 3 Task pane -> V

You can left-click to draw a frame in the chart field. This enables you to enlarge the selected area:

Left-clicking an entry in the legend (right) opens a window with additional chart settings:

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 3 Task pane -> V

"Values" area:
Display all values with a time stamp. You can select "Search" to search for values for a specific
day/time.
If the cursor is enabled, pressing the left mouse button updates the displayed values according
to the position of the cursor in the diagram:

"Program Logbook" area:

When measured values of a sampler are selected, the program logbook is displayed in an additional
area. It contains all the sample programs that have been fully completed in the selected time period.
There is a "Document" button beside the 'Program logbook' header:

Once a sample program has been selected, it can be opened with the "Document" button and then
saved and printed out:

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"Events" area:
Events of the selected device are shown here.
If the cursor is enabled, pressing the left mouse button updates the displayed events according
to the position of the cursor in the diagram:

Select "Close" to end the visualization. The window closes.

You can return to the previous view by selecting "Back".

3.2 Visualization of current data (Live View)

3.2.1 Visualization -> New

3.2.1.1 Step 1 of 4: Select device
In step 1, the device to be visualized is selected:

The selected device appears on the right-hand side.

If you later want to remove a device from the list of selected devices, select it in the right-hand list,
then double-click the selected device or click the blue arrow that points towards the left to remove
it from the list.
If a device has been selected, the "Next" button appears. Click this button to jump to the next step.
Clicking "Cancel" terminates this action, closes the window and ends the process.

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3.2.1.2 Step 2 of 4: Read channel information

In step 2, the software reads out the channels of the connected device. Once the read process is
completed, the device automatically skips to step 3.

3.2.1.3 Step 3 of 4: Select channels and display format

In step 3, select the channels and display format:

NOTICE
Up to 40 channels or 100 digital inputs can be selected.
Select the channels to be selected and the display format. Measured value curves, bar graphs and
digital values are available as possible display formats.
If at least one channel has been selected, the "Next" button is enabled and it is possible to skip to the
Live View.

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3.2.1.4 Step 4 of 4: Display current values (Live View)

Display current values as measured value curves

Display current values as bar graphs

Display current values as digital values

In step 4, the current data for the selected channels/inputs are displayed.
The following functions of the icons are possible:

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 3 Task pane -> V

Back. Return to the previous step

Next. Skip to the next step. Only active if "Back" was pressed beforehand.

Disk: Save the visualization. Save the current visualization as a template. If a template has been
opened and modified, the template is overwritten with the new settings.

Disk with pen: Save as. Create a new template, assign a new name for the template.

Adobe Acrobat® icon: Export as PDF file. Export current view as PDF (only for graph display).

Bar chart: Change the chart settings:

Setting the update rate

Settings for the individual channels: color, area

Reset line chart. Reset the measured value curve (only for measured value curve view).

Pin: Enable or disable value cursor (only for measured value curve view). If you move the cursor
over the chart, the value displayed below the graph is automatically updated according to the
position of the cursor. By pressing the left mouse button, the displayed values in the "Values"
and "Events" area are also updated.

Rectangle with blue arrow: Maximize or minimize the chart

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By pressing the "Back" button you can call up and change the channel selection again.
All the channels selected in step 3 are displayed in the right-hand section of the window. The
channels can be displayed and hidden by checking and unchecking the check boxes.

3.3 Visualization -> Open

3.3.1 Step 1 of 4: Select template
In step 1, you can select the template of the data to be visualized:

If a template has been selected, the "Next" button appears. If there is a template for saved data, you
go directly to step 3. If there is a template for current data, measured value display commences
immediately.
NOTICE
In the Essential version, templates can be selected and opened only if they contain data from devices
supported by this software version! Templates with more than one device cannot be opened!
Clicking "Cancel" terminates this action, closes the window and stops the process.

3.3.2 Step 2 of 4: Select channel

Step 2 is skipped automatically as the reports and channels of the source devices are already stored
in the selected template.

3.3.3 Step 3 of 4: Select time slot or batch

Only for the visualization of saved data. This step is skipped if there is a template for displaying
current measured values.
In step 3, select the time slot (or the batch, if available) of the data to be visualized:

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 3 Task pane -> V

After selecting at least one time slot for the data to be visualized, you can jump to the next step
using "Next".
NOTICE
A maximum of 3 identical time ranges can be selected and thus compared with each other.
Clicking "Cancel" terminates this action, closes the window and stops the process.
You can return to the previous view by selecting "Back".

3.3.4 Step 4 of 4: Graph

Step 4 displays the graph, values and events of the selected time slot or live data (for descriptions,
see Section 3.1.1.4 or 3.2.1.4).

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3.4 Visualization -> Edit template

3.4.1 Step 1 of 4: Select template

You can edit stored templates here:

By selecting a template and right-clicking, you can delete or rename the selected template.
After selecting a template, you can jump to the next step using "Edit" and edit the template.
NOTICE
In the Essential version, templates can be selected and edited only if they contain data from devices
supported by this software version! Templates with more than one device cannot be edited!
Select "Close" to end the process. The window closes.

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3.4.2 Step 2 of 4: Select devices

In step 2, the source devices are selected. On the left side of the working window, you can see the
Plant View (see 4.1 Data management -> Plant view). This view lists all devices for which you can
visualize the data.
The right side of the working window shows the devices saved in the visualization template:

You can select a device for the visualization by checking the device in the Plant View and clicking or
double-clicking the blue arrow that appears.
If you later want to remove a device from the list, select it in the right-hand list, then double-click
the selected device or click the blue arrow that points towards the left to remove it from the list.
NOTICE
Only supported devices can be selected in the Essential version!
No more than one device can be selected!
If at least one device has been selected, the "Next" button appears. Click this button to jump to the
next step.
Clicking "Cancel" terminates this action, closes the window and stops the process.

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3.4.3 Step 3 of 4: Select channels

In step 3, select the reports and channels:

Functions:
Trend:
Measurement values: Instantaneous values (analog values) of the selected device can be selected.
Reports:
Reports can be selected for the selected device, e.g. day, week, month, external (selection only
possible if these reports are stored in the device).
Channels:
Device designation/TAG, device type: This shows information about the selected device.
Min, max, average, instantaneous: Selection of the analog values of the device.
Status: Selection of the digital values of the device.

After selecting the reports and channels for the data to be visualized, the selected template is
overwritten by selecting "Update".
Clicking "Cancel" terminates this action, closes the window and stops the process.
You can return to the previous view by selecting "Back".

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3.4.4 Step 4 of 4: Update template

In step 4, you update the template selected in step 1.
A progress bar shows the progress in % and displays the estimated time remaining.
Once the action has been completed, a confirmation text appears below the progress bar:

To modify additional templates, you can return to step 1 by selecting "step 1".
Select "Close" to end the process. The window closes.

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4. Task pane -> Data management

The task "Data Management" includes all functions that pertain to the management of data and
devices.
The data are managed by importing data (e.g. in non-secure format as *.csv or *.xls or in secure
format as *.fdm). The data can also be relocated from the database to reduce the volume of the
database.
The device management takes place primarily via the Plant View, i.e. the tree structure in which all
available devices are listed.

4.1 Data management -> Plant view)

You can open the Plant View via the "Data Management -->Plant View" task.
Before you can create devices, an enterprise must be present (is already defined as a default setting).
The entire enterprise can then be divided into Site, Area, Process Cell and Unit.
This division results in a tree structure with multiple nodes. You can assign multiple devices to each
node:

NOTICE Not all devices are supported in the Essential version. Only devices supported by this
software version can be assigned to the nodes.
The Main Toolbar of the Plant View gives you the following options:

• "Plus": Add a new node, i.e. further subdivide the structure of the enterprise; the hierarchy
is as follows: Enterprise, Site, Area, Process Cell and Unit. Devices can be assigned to these
nodes. These device nodes can also be renamed, deleted or moved to other plant areas (other
higher-level nodes).

• "X": Delete a selected node, a device or data from the database. When you delete device
data, the time range can be selected:

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NOTICE
When you delete a node, the corresponding allocated subnodes and the devices assigned to
these nodes are deleted along with all of the data.

• "Scissors": Cut out the selected node and copy it to the clipboard. You can then reinsert the
node by pasting it at another location in the Plant View.

• "Clipboard": Paste a node copied to the clipboard earlier

• "Pad with pen": Rename the selected node

• "Rings": Merge data (see Section 4.1.1)

• "Box with arrow": Import an existing Plant View / device tree (e.g. from FieldCare) (see
Section 1.9)

• "Wrench": Open the Communication Settings of the selected device (see Section 6.1)
• "Two arrows": Load the Plant View from the database; this function is needed in order to
update the Plant View (e.g. after creating a new device during the first read-out process).
The options listed above (creating, deleting, renaming nodes; merging data; etc.) are also available in
the context menu that appears when you right-click.

Creating a new device:

The read-out process for a new device creates a new device node in the Plant View. The readout
can take place via the interface or from the storage medium (see Section 2). The data are analyzed
while they are read out. If the read-out device is already stored in the database (with serial number
and device designation/TAG and the same device configuration) the data are automatically assigned
to the corresponding device node and thus to the known device. If there are deviations of the read-
out device in the serial number or device designation/TAG, a new device node is created
automatically. If the serial number and device designation/TAG do not differ, but the configuration
was changed between the last read-out process and the current read-out process, a new
configuration node is created for the data under the existing device node. The read-out data are then
assigned to this new configuration node.

Importing an existing Plant View/existing device tree:

The Reporting Software allows you to apply an existing, saved device tree or an existing Plant View
from another program. This functionality is provided in the "Data Management -> Plant View" task.

Pressing the "Box with arrow" icon opens the directory structure of the computer. Select the
storage location and the corresponding CSV file of the Plant View. Then, the tree structure is read
into the database and stored there. The same function is provided by selecting the enterprise, then
right-clicking and selecting "Import Plant View".

Device settings:
Settings that are assigned directly to a corresponding device can be defined using the setting menu
in the Plant View.
To do so, select the corresponding device, then open the settings window by clicking the "Wrench"
icon or by right-clicking "Change Settings" from the context menu. For a detailed description,
see Section 6.

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4.1.1 Merging configurations

Individual devices which have been read out are identified in the Reporting Software via the device
designation/TAG and serial number. In addition, the configuration of the channels is evaluated.
If the read-out data can be clearly assigned to a device (via the serial number and device
designation/TAG) but the configuration of the read-out device data does not match the stored
device configuration, a new configuration is created below the device node.
This can happen, for example, if the configuration of the device has been changed (e.g. a channel
has been switched off or the unit of a channel has been changed) or the device has been used as a
portable measuring instrument at different measuring points with a different configuration.
If you want to merge data despite a different configuration, to ensure a continuous database and
thus a continuous analysis, you can do so using the "Merge Configurations" function.
When merging, the measuring data are always assigned to the latest, most recent configuration.
Select a configuration in the Plant View in the task "Data Management -> Plant View" 4.1. This
selected configuration is then assigned the data of the other configurations, i.e. the selected
configuration remains in place. Clicking the "Rings" icon or the context menu that appears when
you right-click "Merge Configurations" opens a new dialog window:

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4.1.1.1 Step 1 of 2: Select configurations

The left side displays the devices available in the database and their assigned configurations.
By double-clicking a configuration, selecting the configuration and clicking the arrow that points to
the right in the center of the two boxes or dragging and dropping using the mouse, you can move
the configurations to be merged to the right side.
All data of these configurations in the right-hand box are merged and assigned to the configuration
selected in the Plant View and the corresponding device.

NOTICE
Once devices and device configurations are merged, this cannot be undone.
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to step 2 and merges the
configurations.

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4.1.1.2 Step 2 of 2: Merge

It is only possible to merge configurations if no data are lost as a result of the merge. Example: A
device has 2 configurations. 2 channels were active in the older configuration while one channel
was switched off in the more recent configuration. As a result of the merge, all the data are assigned
to the latest (more recent) configuration. In this example, only one channel would now be active. It
would not be possible to access the data of the second channel. For this reason, in our example it is
not possible to merge the configurations. In such situations a message is displayed.
Other situations can, however, occur in which the user can decide whether the configurations are to
be merged or not. An example would be changing a unit of a channel or switching a channel from
average to minimum. A message is displayed here, e.g.:

Select the appropriate button to either merge the configurations or cancel the merge.
A progress bar shows the progress in % and displays the estimated time remaining. You can stop the
action during this procedure by pressing the "Cancel" button. You can return to the previous view by
selecting "Back".
Once the action has been completed, a confirmation text appears below the progress bar:

Select "Close" to end the process. The window closes.

4.1.2 Merge devices

Individual devices which have been read out are identified in the Reporting Software via the device
designation/TAG and serial number.
If devices do not match in these points, they are created as separate devices in the Plant View.

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For replacement devices/spare devices, you are prompted to merge the data despite the different
serial numbers to ensure a continuous database and thus a continuous analysis. The "Merge Devices"
function enables you to do this.
You can select one of the devices to be merged in the Plant View in the task "Data Management ->
Plant View" 4.1. The selected device remains, and all data of the devices to be merged are assigned
to this selected device from now on. Clicking the icon or the context menu that appears when
you right-click "Merge Devices" opens a new dialog window:
4.1.2.1 Step 1 of 2: Select devices
The left side stores the devices available in the database.
By double-clicking a device, selecting the device and clicking the arrow that points to the right in
the center of the two boxes or dragging and dropping using the mouse, you can move the devices to
be merged to the right side.
All data of these devices in the right-hand box are merged and assigned to the device selected in the
Plant View:

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to step 2 and merges the
data of the devices.

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4.1.2.2 Step 2 of 2: Result: merge devices

A progress bar shows the progress in % and displays the estimated time remaining. You can stop the
action during this procedure by pressing the "Cancel" button. You can return to the previous view by
selecting "Back".
After the devices and their data have been merged successfully, a confirmation text appears below
the progress bar:

NOTICE
Once devices are merged, this cannot be undone.
Select "Close" to end the process. The window closes.

4.2 Data management -> Export

You can export the data stored in the database.
Various options exist for doing so:
- Tamper-proof export in a secure format (binary files *.fdm)
- Export to non-secure formats (Excel / CSV)
Data that are exported in the secure format cannot be modified. This enables you to securely
relocate the data to reduce the data volume in the database or to transfer data to another database or
another user so that they are secured against tampering.
If data in the secure format are read back into the Reporting Software, they are treated the same as
original data.
If data are stored in Excel or CSV format, they are identified as manual data.
The differentiation of the type of export takes place in the first step by selecting the file type/format.

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4.2.1 Export in a secure format (binary files, *.fdm)

To export data, the export function under "Data Management –> Export" is used. The export in the
secure format takes place in 6 steps:
4.2.1.1 Step 1: Select export format
You can choose between "binary files (*.fdm), Excel (*.xls)", "CSV files (*.csv)" or "CSV for energy
monitoring files (*.csv)".
To export in the secure format, select "binary files (*.fdm)" here:

Note about export for energy monitoring:

Data for energy monitoring are exported in a non-protected format (*.csv) with specially matched
properties (column limit, date and time format are set by default). To import measured values of the
evaluation software to the energy monitoring software, you have to enter an import code there. The
import code is composed of <channel name>-<type>, i.e. the combination of the first two cells in
each column.
Example: "Analog 1-average" or "Analog 2-"
NOTICE A "CSV for energy monitoring files (*.csv)" export is not supported in the Essential
version.
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.2.1.2 Step 2 of 6: Select device

The left side shows the devices available in the database.
By double-clicking a device, selecting the device(s) and clicking the arrow that points to the right in
the center of the two boxes or dragging and dropping using the mouse, you can move the device(s)
to be exported to the right side.
You can export the data of the device on the right side.

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

4.2.1.3 Step 3 of 6: Select time slot

You can define a time range using the drop-down lists provided. All stored data of the selected
devices that lie within this time range are exported.

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.2.1.4 Step 4 of 6: Select file name and file size

Output File:
File name: You can define the storage location here. Clicking the "..." button opens the directory
structure of the computer and the storage location for the export can be selected.
Maximum file size: To limit the size of the export file or adapt it to the medium of the target storage
location (such as DVD, CD), you can select the target medium using the drop-down list:

Beneath that, two additional functions are offered:

Repeat export periodically:
Automatic export and automatic storage of data in secure format. Enabling/checking this check box
activates an automatic function for export.
Delete data after export was successful:
Enabling this check box deletes the successfully exported data from the database. This means that
the data are no longer available in the database, but only as a secure export file.
NOTICE
Once data are deleted from the database, this cannot be undone! If you want the data to be available
later for reports or visualizations, these data exported in the secure format must be re-imported into
the Reporting Software.

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.2.1.5 Step 5 of 6: Configure automatic

NOTICE
This is visible only if "Repeat export periodically" has been selected in the previous step:

Data backup:
The interval for automatic export is defined here. For this purpose, the "Active" check box must be
selected.
Interval: How often does the export take place?
Depending on the selected interval, define following points, such as repetition, Start day and Start
time.
Data time period: This selects the time range for export. This means that the export at the defined
point in time contains the data of the selected time range, beginning at the start date/time of export
and going back (see Section 6.6).
File path: If a network drive is selected, you are also asked to enter a user and password. The setting
is then saved and can be modified under "Extras -> Settings -> Automatic" (see Section 5.1.6).
NOTICE
Logon for the automatic service must be modified to allow the automatic function access to the
network drive (see Section 5.1.6).
Data elimination:
NOTICE
Once data are deleted from the database, this cannot be undone! Ensure that data that are deleted
from the database are really no longer needed, or have already been saved to another storage
location as a secure export so that they are available later if needed.
This configures the automatic function for deleting the data from the database. If you select the
"Active" check box, exported data are deleted irretrievably from the database (see Section 6.4).
NOTICE
Before confirming with the "Next" button, please check the selection you have made:
Do you really want to delete the data? Do the automatic export function and automatic deletion
overlap? Have you ensured that the data are not deleted before the secure export?
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step, starts the
export, deletes the data and starts the automatic function (if selected).

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4.2.1.6 Step 6 of 6: Export data

A progress bar shows the progress in % and displays the estimated time remaining. You can stop the
action during this procedure by pressing the "Cancel" button. You can return to the previous view by
selecting "Back".
After the data are exported successfully, a confirmation appears below the progress bar:

Select "Close" to end the process. The window closes.

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4.2.2 Exporting in a non-secure format (Excel/CSV, energy monitoring)

To export data, the export function under "Data Management –> Export" is used. The export to a
non-secure format (Excel/CSV) takes place in 8 steps:

4.2.2.1 Step 1 of 8: Select export format

You can choose between "Excel (*.xls)", "CSV files (*.csv)" or "CSV for energy monitoring files
(*.csv)":

Note about export for energy monitoring:

Data for energy monitoring are exported in a non-protected format (*.csv) with specially matched
properties (column limit, date and time format are set by default). To import measured values of the
evaluation software to the energy monitoring software, you have to enter an import code there. The
import code is composed of <channel name>-<type>, i.e. the combination of the first two cells in
each column.
Example: "Analog 1-average" or "Analog 2-"
NOTICE A "CSV for energy monitoring files (*.csv)" export is not supported in the Essential
version.
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.2.2.2 Step 2 of 8: Select usage of template

Here, you can select which data are exported:

Don't use templates:

If the following device and channel selection should apply for the export only, and if the report to be
defined is not needed for other automatic actions (automatic visualization/automatic print out), you
can select the "Don't Use Templates" option here.
Create new template:
If you want to define a new template, you can select the "Create New Template" option here. In this
case, the template is also available for later visualizations. Templates are predefined reports with
preselected devices and channels.
Using the "Template Name" line, you can assign a new name for the template to be created. Only
after a name is defined can you jump to the next step.
You cannot use names that have already been assigned as in this case the existing template would be
overwritten. If you want to change an existing name of a template to identify it uniquely, you can do
so by right-clicking and selecting "Rename".
Open Template:If a report to be generated has already been defined as a visualization and stored as a
template, you can select the template (which already contains the corresponding devices and
channels) here.
NOTICE In the Essential version, templates can be selected only if they contain data from
devices supported by this software version! Templates containing more than one device cannot be
edited!

If you want to make changes in the device or channel selection, you can do so by clicking the "Back"
button or the corresponding green arrow icon in the Main Toolbar.
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.2.2.3 Step 3 of 8: Select devices

NOTICE
This step is skipped if you are using an existing template.
The left side displays the devices available in the database and their configurations.
By double-clicking a configuration, selecting the configuration and clicking the arrow that points to
the right in the center of the two boxes or dragging and dropping using the mouse, you can move
the devices to be exported to the right side.
You can export the data of the devices on the right side.

NOTICE
Only supported devices can be selected in the Essential version!
No more than one device can be selected!
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.2.2.4 Step 4 of 8: Select channels

NOTICE
This step is skipped if you are using an existing template.
The left side displays the active channels of the selected devices/configurations. You can select the
corresponding channels by selecting the check boxes.
You can select all active channels by selecting the check box of the configuration (of the respective
higher-level check box).

Functions:
Trend:
Measurement values: Instantaneous values (analog values) of the selected device can be selected.
Reports:
Reports can be selected for the selected device, e.g. day, week, month, external, measuring periods
(selection only possible if these reports are stored in the device).
Channels:
Device designation/TAG, device type: This shows information about the selected device.
Min, max, average, instantaneous: Selection of the analog values of the device.
Status: Selection of the digital values of the device.

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.2.2.5 Step 5 of 8: Select time slots or batches

You can define a time range (or the batches if available) using the drop-down lists provided. All
stored data of the selected devices that lie within this time range are exported.

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

4.2.2.6 Step 6 of 8: Select file name

You can define a storage location in the "Output File" box. Clicking the "..." button opens the
directory structure of the computer and the storage location for the export can be selected.
Data: Select whether only values and/or events should be exported.

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Repeat export periodically: Automatic export and automatic storage of data in non-secure format.
Enabling/checking this check box activates an automatic function for export.
NOTICE Automatic export and automatic storage of data in a non-secure format are not
supported in the Essential version.
NOTICE
"Repeat export periodically" is possible only when using a template. (See step 2 of 8).
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

4.2.2.7 Step 7 of 8: Configure automatic

NOTICE
This is visible only if "Repeat export periodically" has been selected in the previous step.
In the "Excel/CSV Export" box, you can define the interval (repetition rate) of the automatic export.
For this purpose, the "Active" check box must be selected.
Interval: How often does the export take place?
Depending on the selected interval, define the following points, such as repetition, start day and
start time (see Section 6.6).
Data time period: This selects the time range for export. This means that the export at the defined
point in time contains the data of the selected time range, beginning at the start date/time of export
and going back.
Export type: Select whether only values and/or events should be exported.
File handling: Select whether a new export file should be created, whether the export file should be
appended to an existing file or whether the existing file should be overwritten.
File size: In order to restrict the size of the export file or to adjust it to the medium of the storage
location (such as DVD, CD) the target medium can be selected in the drop-down list.
File path: If a network drive is selected, you are also asked to enter a user and password. The setting
is then saved and can be modified under "Extras -> Settings -> Automatic" (see Section 5.1.6).
NOTICE
Logon for the automatic service must be modified to allow the automatic function access to the
network drive (see Section 5.1.6).

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step and starts
the export and the automatic function (if selected).

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4.2.2.8 Step 8 of 8: Export data

A progress bar shows the progress in % and displays the estimated time remaining. You can stop the
action during this procedure by pressing the "Cancel" button. You can return to the previous view by
selecting "Back".
After the data are exported successfully, a confirmation appears below the progress bar:

Select "Close" to end the process. The window closes.

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4.3 Data management -> Import

The Reporting Software allows you to import data into the database.
These data can be provided by devices as well as files.
For this purpose, you have the option of importing data that were previously exported in the secure
format using the *.fdm format. This format ensures that data are tamper-protected and thus are
genuine measured data.
It is possible to import data from the ReadWin 2000 PC software via the rsd format (see Section
1.10).
NOTICE The transfer of data from ReadWin 2000 is not supported in the Essential version!
It is also possible to import data from Excel (*.xls) or as a CSV file (*.csv). This can be used for
planning data, for example. This enables you to carry out direct comparisons of planning data and
actual measured data.
Data imported in XLS or CSV format are identified as manual data.

Import format for Excel (*.xls) or CSV (*.csv) files:

If data are to be imported into the Reporting Software using Excel or CSV, the values (measured
values, channel names etc.) must be entered into the corresponding file. It is important that the time
stamp cell has the format (e.g. YYYY-MM-dd hh:mm:ss).
ISO 8601 must be taken into consideration for the format of the time stamp cell. The dash "-" is
defined as the separator for the day, month and year.
Example:

Time format Channel 1 Channel 2 Channel 3 Channel 4

(YYYY-MM-dd hh:mm:ss) name name name name …
Channel 1 Channel 2 Channel 3 Channel 4
unit unit unit unit …
2000-11-23 23:48:34 0.0002 0.01 12 2778
2000-11-23 23:48:35 0.345 0.03 24 56456
2000-11-23 23:48:36 0.0688 0.05 36 110134
2000-11-23 23:48:37 0.1031 0.07 48 163812
2000-11-23 23:48:38 0.1374 0.09 60 217490
2000-11-23 23:48:39 0.1717 0.11 72 271168

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4.3.1 Step 1 of 3: Select source

You can define a storage location for the data in the "Select File" box. Clicking the "..." button opens
the directory structure of the computer and you can select the file to be imported.
If you select a file in the secure format (*.fdm), step 2 is skipped, as the devices to be imported have
already been defined by the format.

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

4.3.2 Step 2 of 3: Select device

Select a device or a node in the Plant View. The data to be imported are then assigned
organizationally to this plant section:

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step and starts
the import.

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4.3.3 Step 3 of 3: Import data

A progress bar shows the progress in % and displays the estimated time remaining. You can stop the
action during this procedure by pressing the "Cancel" button. You can return to the previous view by
selecting "Back".
After the data are imported successfully, a confirmation appears below the progress bar:

Select "Close" to end the process. The window closes.

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4.4 Data management -> Automatic

The automatic function is set up as a system service and runs in the background. Before you can
activate an automatic function, you have to install the automatic component during the initial
installation of the Reporting Software. If the automatic component is installed, the
icon appears on the bottom right of the window. If this icon is not
present, the component has to be installed. This is available on the installation DVD (see Chapter
1.5).
NOTICE Only automatic readout, automation deletion of data in the device following
successful readout and automatic binary export are supported in the Essential version. The
"Automatic XLS/CSV export", "Automatic PDF export" and "Automatic print out" functions are not
available in this software version.

4.4.1 Automatic information: Current overview

All the automatic functions are set up in the "Data Management –> Automatic" task. In addition, the
task also provides an overview of all the active or inactive automatic processes.
NOTICE
The automatic functions defined in the individual steps are still valid and can also be managed via
the central task described here.

4.4.1.1 Step 1 of 3: Job type selection

Automatic information: Select the desired information.

Options: Current overview, Event view, Automatic new/edit.
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

4.4.1.2 Step 2 of 3: Select template or device

Step 2 is skipped automatically as it is not necessary to make a selection for the automatic overview.
4.4.1.3 Step 3 of 3: Automatic overview
An overview of all the automatic tasks is provided in step 3:

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The individual automatic task can be enabled or disabled here.

Color code:
Orange: Automatic task is disabled
White: Automatic task is enabled and ready for execution
Green: Automatic task is currently being executed
Blue: Automatic task is selected and can be deleted by clicking "X" in the toolbar.
Red: Status of the automatic service is unknown (error, e.g. automatic function uninstalled)
Select "Close" to end the process. The window closes.

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4.4.2 Automatic information: Event view

All the automatic functions are set up in the "Data Management –> Automatic" task. In addition, the
task also provides an overview of all the active or inactive automatic processes.
NOTICE
The automatic functions defined in the individual steps are still valid and can also be managed via
the central task described here.

4.4.2.1 Step 1 of 3: Job type selection

Automatic information: Select the desired information.

Options: Current view, Event view, Automatic new/edit.

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

4.4.2.2 Step 2 of 3: Select template or device

Step 2 is skipped automatically as it is not necessary to make a selection for the event overview.

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4.4.2.3 Step 3 of 3: Automatic event overview

An event overview of all the automatic tasks is provided in step 3:

Select "Close" to end the process. The window closes.

4.4.3 Automatic new/edit

All the automatic functions are set up in the "Data Management –> Automatic" task.
NOTICE
The automatic functions defined in the individual steps are still valid and can also be managed via
the central task described here.

4.4.3.1 Step 1 of 3: Job type selection

Automatic information: Select the desired information.

Options: Current overview, Event view, Automatic new/edit.

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Select task (only possible for "Automatic new/edit"):

- Read out device: The data stored in the field devices are automatically saved to the database.
- Binary export: Is used for secure data export from the database, e.g. to relieve the SQL server.
- Time synchronize: For regular, automated time synchronization, i.e. the time of the device is
synchronized with the system time.
- Delete data: Makes it possible to automatically delete data from the database.
NOTICE
Once data are deleted from the database, this cannot be undone!
- Print out template: Makes it possible to automatically print out a visualization template at
regular intervals, i.e. a report/visualization that has been defined is saved as a template and is
regularly regenerated automatically and printed out.
- XLS/CSV export: Makes it possible to automatically export data in XLS or CSV format at regular
intervals. A template must also be selected here, i.e. a report that has been defined is saved as a
template and is regularly regenerated automatically and exported.
- PDF export: Makes it possible to automatically export data in PDF format at regular intervals. A
template must also be selected here, i.e. a report that has been defined is saved as a template
and is regularly regenerated automatically and exported.
- PDF export (multiple templates): Makes it possible to automatically export several templates in
PDF format at regular intervals.
- Web export: Makes it possible to automatically export data to other systems via Endress+Hauser
middleware. A template must also be selected here, i.e. a report that has been defined is saved
as a template and the data are automatically sent to the middleware at regular intervals.
- Certification PDF export: Enables the regular and automatic export of iTHERM TrustSens
calibration certificates which are recorded in a Memograph M RSG45 system (TrustSens
Calibration Monitoring).
NOTICE
Only automatic readout, automation deletion of data in the device following successful readout and
automatic binary export are supported in the Essential version. The "Automatic XLS/CSV export",
"Automatic PDF export" and "Automatic print out" functions are not available in this software
version.
Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.4.3.2 Step 2 of 3: Select template or device

NOTICE
Only possible if "Automatic new/edit" is selected in step 1.
In step 2, the appropriate template or the device to be read out must be selected:

Pressing the "Next" button or the green arrow in the Main Toolbar jumps to the next step.

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4.4.3.3 Step 3 of 3: Settings automatic

NOTICE
Only possible if "Automatic new/edit" is selected in step 1.
The frequency is defined in step 3. For this purpose, the "Active" check box must be selected:

You can then define the frequency using the interval, and define the start time (see Section 6.6).
A data time period also has to be defined for the automatic tasks "Delete Data," "Create PDF", "CSV
Export", "XLS Export" and "Binary Export" (secure format).
File handling (for Excel/CSV export): Select whether a new export file should be created, whether
the export file should be appended to an existing file or whether the existing file should be
overwritten.
File size (for Excel/CSV export): In order to restrict the size of the export file or to adjust it to the
medium of the storage location (such as DVD, CD) the target medium can be selected in the drop-
down list.
File path: The location of the data report to be exported must be defined for all export automatic
tasks. Clicking the "..." button opens the Explorer tree.
If a network drive is selected, you are also asked to enter a user and password. The setting is then
saved and can be modified under "Extras -> Settings -> Automatic" (see Section 5.1.6).
NOTICE
Logon for the automatic service must be modified to allow the automatic function access to the
network drive (see Section 5.1.6).
Timeout (s) (for Web export): Timeout for the transmission of data to the middleware
User name / password (for Web export): User that is configured in the middleware.
Web URL (for Web export): Web address of the middleware
Certificate (for Web export): If communication with the middleware is to take place via https
(encrypted connection), the corresponding certificate must be available permanently for the
automatic service.
Connection test (for Web export): To test the connection to the middleware.
Clicking "Save" enables, saves and completes the configuration.
Select "Close" to end the process. The window closes.

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4.4.4 Automatic service

The automatic symbol for the system service is displayed in the bottom,
right-hand corner of the Reporting Software. The system service can have different states: pending,
paused, stopped, not installed, inactive, undefined status or active.
Explanation of the various states:
- "Pending": The service is currently locked and is waiting to be enabled. If this state does not
change within 2 minutes, please notify your system administrator and restart the system service.
- "Stopped", "Paused", "Ended": The service is not currently running. This can happen if the system
administrator interrupts the service.
- "Not Installed": The Reporting Software can also be installed without automatic
service/automatic components. All automatic settings are inactive in this case. If you would like
to subsequently install the automatic component, do so via the setup routine (like when installing
for the first time). The "Install Automatic Component" option must be selected (ticked) in the
setup routine (see Section 1.5).
- "Inactive": The user can activate or deactivate the internal state of the defined automatic jobs in
the Tray Icon menu (see Section 4.4.6).
- "Active": The Windows system service/automatic function is active and running.
- "Undefined Status": This state can appear if the database connection is not available, interrupted
or if the service is in an undefined state. Please close the Reporting Software and all the automatic
components and restart them. If the status still does not change, please notify your system
administrator.
Once an automatic service is started it remains active until is stopped manually, for example via the
Tray Icon (see Section 4.4.6).

4.4.5 E-mail notification

If an error occurs when executing an automatic function (e.g. "Data readout"), the analysis software
automatically sends a one-off e-mail notification to all configured recipients.
The text-based e-mail contains in the subject line the general information "Automatic function
failed". The body of the e-mail contains a meaningful error message with cause and corrective
measures.
This is noted in the log file, regardless of whether the e-mail is sent correctly or not.
The analysis software does not verify if the e-mail was delivered correctly. This can be done only by
the higher-level mail system.

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4.4.6 Tray Icon

The ‘Tray Icon Application’ is started automatically during system startup. Once the application has
started, the tray icon appears in the Windows menu program.
Right-clicking the icon opens a local menu:

The tray icon changes to as soon as an automatic action is busy. The default icon is displayed
when the automatic service is active but not currently executing an action.

Reporting Software:
The first entry has a subitem to open and close the Reporting Software:

Automatic:

The Automatic function can be activated or deactivated in the next entry. Activation is only possible
if the Windows service is started under "Extras -> Settings -> Automatic" (see Section 5.1.6).
All the defined automatic functions appear in the Automatic subitem. Individual tasks can be
manually set to active or inactive. If a task is set to inactive, it is not executed at the time of the next
service.
Each time you click the Tray Icon Application, the view of the defined tasks is synchronized with
the Reporting Software and the display is refreshed.
Log file:
The entry opens the documentation file (WindowsServiceLog.txt), which documents all the
activities of the system service. The documentation file is saved under:

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Windows 2000 / XP: “C:\Documents and settings\All Users\Application data\ Endress+Hauser\

FieldDataManager”
Windows VISTA and higher: “C:\ProgramData\Endress+Hauser\FieldDataManager”
Log off:
When user administration is active, the user is also requested to log on for the Tray Icon application.
Only then is the functionality available. Once the user has logged on, no further check is carried out
unless the user logs off again using the "Log off" function. Logging on for the Tray Icon is
independent of logging on for the Reporting Software.
Exit:
"Exit" closes the Tray Icon window. This does not affect the system service, however.
If the Tray Icon should not be started automatically, this can be disabled in the Reporting Software
under "Extras -> Settings -> Automatic" (see Section 5.1.6). If user administration is enabled in the
Reporting Software, the user code must be entered beforehand.

4.5 Data Management -> Import/Export Settings

The following FDM settings can be saved (exported) and loaded (imported) again, if required:
• Template settings
• User settings
• User administration settings
• FDM settings
• Codemeter settings
• Database settings
• Automatic settings
• Devices settings
During export, all files for the settings are created simultaneously, zipped and stored in the format
*.settings so that they are tamper-proof. The file name and storage location of the zipped file can be
selected as desired.

4.5.1 Data Management -> Export Settings

To export settings, the export function under „Data Management -> Export“ is used. The export
takes place in 3 steps:
4.5.1.1 Step 1 of 3: Select Export Format

Pressing the „Next“ button or the green arrow in the toolbar jumps to the next step.

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4.5.1.2 Step 2 of 3: Select File Name

Output file:
File name: You can define the file name and storage location here.
The „...“ button opens the directory structure of the computer where the storage location for the
export can be selected,
e.g. D:\Users\I00400102\Documents\ExportFile.zip

Pressing the „Next“ button or the green arrow in the toolbar jumps to the next step and starts the
export.

4.5.1.3 Step 3 of 3: Exporting Data

A progress bar shows the progress in % and displays the estimated time remaining.
After the data are exported successfully, a confirmation appears below the progress bar:

Pressing "Close" stops the process and closes the window.

The individual *.settings files are archived as follows inside the ZIP file:

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4.5.2 Data Management -> Import Settings

All settings can be imported together by selecting the *.ZIP file. Alternatively, it is possible to import
individual settings via a *.settings file. To do so, the ZIP file must first be unpacked.

NOTICE

• The import files are verified using the CRC checksum.

• Import processes are performed completely or not at all.
• A report is displayed at the end of the import (status, changes, errors, …).
• The same data cannot be imported twice (see sample report below).
• If user administration is active, only the administrator is permitted to perform an
export/import.
• FDM must be restarted in order for certain settings to be accepted.
4.5.2.1 Page 1 of 2: Select Source
In the „Select file“ box, you can select the storage location of the data.
The „...“ button opens the directory structure of the computer where the file to be imported (*.zip
or *.settings) can be selected,
e.g.: D:\Users\I00400102\Documents\ExportFile.zip

Pressing the „Next“ button or the green arrow in the toolbar jumps to the next step and starts the
import.

4.5.2.2 Page 2 of 2: Import Settings

A progress bar shows the progress in % and displays the estimated time remaining.

After the data are exported successfully, a confirmation appears below the progress bar:

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Pressing "Close" stops the process and closes the window.

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5. Extras menu

5.1 Extras -> Settings

Here, you can configure general settings for the database, language, export format and user
administration.

5.1.1 Language
You can select the languages available in the Reporting Software via the drop-down menu.
If you change the language setting, the change does not take effect until after the software is
restarted.

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5.1.2 Database
In the database settings allow you to select the database used or the corresponding SQL server.
You can configure detailed, user-defined settings using the box in the bottom section of the dialog
window. To do so, you can assign the server name and port number for existing databases and
configure a timeout for automatic disconnection.
If a certain username and password are required for an existing SQL server database, this
information can also be entered here.

NOTICE
Only the PostgreSQL™ database is supported in the Essential version!
When using the Essential version, a database stored in the network cannot be accessed
simultaneously by multiple PCs.

5.1.3 Export
Configure the export formats. For descriptions, refer to Section 4.2 "Data Management -> Export":

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5.1.4 User administration

Activate the security system via the user administration if you want to protect the unit against
unauthorized operation. After the initial installation of the Reporting Software, the user
administration function is disabled by default.
Basic user administration settings are available in the "Extras –> Settings –> User Administration"
menu:

The user administration can be enabled in the settings. If enabled, the first user is automatically
assigned the role of administrator.
In addition to enabling the User Administration, you can define the corresponding requirements are
defined that must be fulfilled by the passwords.
To comply with the more stringent documentation and security requirements of FDA21 CFR Part
11, this function must also be enabled.
As a result of this function, the user has to identify himself or herself with a user ID and password
whenever carrying out an action that affects the database (such as creating templates, creating or
changing devices/device settings, deleting devices, etc.).
The administration of users takes place in the function "Extras –> User Administration" (see Section
5.3).
NOTICE
User administration can be enabled only in the Professional and Demo versions!

NOTICE
From FDM version 1.6 a password synchronization with MS Active Directory via LDAP protocol is
available (see chapter 5.4).
If password synchronization is performed via LDAP, the FDA functionality can no longer be selected.
FDA compliant authentication must then be implemented in Active Directory if required.

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5.1.5 Printer
The printout format is defined in the "Printer" menu. If a logo is to appear on the printout, this can
be selected and defined via the "Change Logo" button.
You can define the font using the drop-down list:

The following menu opens if the printer icon is clicked in the Reporting Software, e.g. in
visualization:

The required printer, the print layout and settings can be selected here. A print preview is also
possible.

In the visualization printer settings, you can select if the print-out is to be line-based or column-
based. The column-based layout is enabled as standard. The line-based layout is enabled only for
templates which contain analyses.

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5.1.6 Automatic
NOTICE
If user administration is enabled, an administrator must be logged on before these automatic task
settings can be changed.
5.1.6.1 Windows System Service
The "Automatic" menu contains start and stop functions for Windows System Service and for the
Tray Icon Application. In addition, you can also define whether these functions should be started
automatically here:

Network login identity:

The automatic function requires a user and a password in order to log onto a remote computer and
get access to a directory. This user must have the appropriate rights for the selected directory.
NOTICE
Logon for the automatic service must be modified to allow the automatic function access to the
network drive:
1. Open 'Endress+Hauser FDM Service': "Control Panel -> System and Security -> Administration -
> Services -> double-click "Endress+Hauser FDM Service":

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2. Switch to "Log on". Create a user with appropriate rights under "This account":

Click "Apply" and "OK" to save the settings.

3. The service must be restarted in order to activate the new setting:

Data server settings:

Configuration of data server connection for the online data of devices set up in the analysis software.
The host name is identical to the computer on which the automatic service is running.
Port: The port is preconfigured to "8007". Any change is automatically adopted by the data server.

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5.1.6.2 E-mail configuration

The mail function can be activated or deactivated, as required. The function is deactivated as
standard. To enable e-mails to be sent correctly, the following settings are required:
Recipient:
Up to 10 recipient addresses can be entered. Individual e-mail addresses are separated by a
semicolon (;).
SMTP Server / Port:
Enter the SMTP server and port used.
Sender:
Name or e-mail address for sending mail (sender of notification mail).
Authentication:
For authentication, you can choose between "automatic detection", "no authentication", "PLAIN
authentication" and "LOGIN authentication". If an authentication mechanism is selected, the user
must enter a user name and password.
NOTICE
For queries regarding sender settings, contact your network administrator or e-mail provider if
necessary.
To verify and activate the mail function, you must first send a test mail by activating the "Send test
e-mail" button.
The test mail must be sent successfully before the entries can be accepted with "OK".

5.1.7 General
In the General menu items, readout with extended service function can be enabled. If this is
enabled, a field appears in the readout menu with the option not to delete data from the device once
the data have been read out successfully.

5.1.8 License server settings

The use of a central license server is centrally managed after the successful activation of a multi-user
license, without further configuration via the shared database.

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5.2 Extras –> Audit trail

For complete documentation, the audit trail function offers the display of all actions carried out by
the Reporting Software and on the corresponding database.
Any action that has an effect on the database is documented in the audit trail with the time stamp
and user name (when User administration is enabled). This includes, for example, the following
functions: create a new device, read out data, create template, user logs in, user logs out, report is
generated, etc.
In the Audit Trail, you can search for certain entries using the filter (Time, Text, User, Category).
You can print out the Audit Trail using the printer icon .
The icon allows you to export the audit trail as a PDF file.

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5.3 Extras -> User administration

NOTICE
User administration can be enabled only in the Professional and Demo versions!
The administration of users takes place in the function "Extras –> User Administration". This menu
item can be accessed by administrators only. The administrator can create up to 50 users. Once a
user is created, he or she appears in the overview in the left box:

Create a user:

You can add new users using the "Person with plus sign" icon .
User ID: For each user, the administrator has to assign a unique User ID. Max. 8 characters
Password, password confirmation: For the initial login of the user, the administrator has to assign a
password. Max. 10 characters
Selecting the "Password Must be Changed after First Login" function ensures that the new user has
to change the first password he or she is assigned:

When logging in for the first time, the user must enter the password assigned by the administrator at
the first login and assign a new password.

Access role: You can assign various access roles to the user. These define the scope of user and
access rights.

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The following overview defines the rights for the individual user roles:

Access roles and access Adminis Service Planning Maintenanc System Observer
rights trator Engineer Engineer e Engineer Operator
Responsibility
Create new site X X
Create new area, unit X X
Create new devices X X X X
Move sites and devices X X
Rename devices X X X
Site import from FieldCare X X
CSV
Data readout X X X X
Data export X X X
Data import X X X
Import tamper-proof data X X X X
Export tamper-proof data X X X
Visualization, printout, PDF, X X X X X
CSV
Create, modify, delete X X X
automatic functions
Start/stop automatic X X X X
Select, merge data X X X
Delete data X X X
Change language X X X X X X
Change export settings X X X
Password settings X
User administration X
Audit trail view X X

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Edit user:
Using the "Person with pen" icon you can modify the information about the user and reset the
password. The dialog for changing the user information corresponds to the settings for creating a
new user:

The "Deactivate user" function enables you to block a user temporarily. In this case, a lock icon for
"Locked" appears in the user overview.
If the user enters incorrect information multiple times when logging in, the user also shows up as
locked. The administrator can remove the lock by resetting the password. The user can then change
the password again.
Delete user:

The "Person with red X" icon allows you to delete a user selected in the list. Before the user is
deleted, you are prompted for additional confirmation in a dialog window. If you confirm the
deletion of the user, the corresponding account is deleted immediately.

User rights for plant sections:

In addition to the assignment of the user role, you can limit access to additional devices or plant
sections. The assignment of the user rights for devices and plant sections takes place in the overview
in the right-hand box:

By selecting the user in the list, you can give this user defined access to individual devices and plant
sections. In doing so, the administrator selects a node. This gives the user access to the
corresponding node (e.g. site, area etc.) and to all assigned subnodes.
If a user does not obtain access to certain plant sections or devices (node is not selected), these plant
sections or devices are also not visible to the corresponding user in the Plant View.

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Access rights to templates:

The access rights to the templates are defined via the corresponding devices. A user has access to a
template only if he or she has access to the corresponding devices.
Access rights to devices:
Access rights to devices are defined in the user administration function via the Plant View. If a user
is the first to create and read out a device, the user who carries out the readout automatically
obtains access rights to this device.
Login as user:
The user logs in with his or her user ID and password. These are case-sensitive. When logging in for
the first time, the user must enter the password assigned by the administrator at the first login and
assign a new password where applicable. Every logon, whether successful or not, generates an entry
in the audit trail of the Reporting Software.
Logout as user:
The user can log out in different ways:
- By closing the Reporting Software
- By selecting "File -> Logout"
- By selecting "File -> Login under another user name..."
Every logout, whether successful or not, generates an entry in the Audit Trail of the software.

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5.4 LDAP protocol for directory services support (MS Active Directory)
FDM is used in production and laboratory environments, sometimes with many user accounts. The
administration of these accounts represents a not inconsiderable effort for the administrators. The
directory service Microsoft Active Directory is often used here. As of FDM version 1.6,
synchronization of accounts via LDAP is supported and passwords are verified during login. LDAP
(Lightweight Directory Access Protocol) is an open and cross-platform protocol used for
communication between FDM and Microsoft Active Directory.

Setting up user authentication via LDAP:

sAMAccountName
The sAMAccountName attribute is a logon name used to support clients and servers from previous
version of Windows. The logon name must be 20 or fewer characters and be unique among all
security principal objects within the domain.

The further setup of the settings for the use of the LDAP functionality is not part of these
instructions. Please ask/contact your IT department for this.

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5.4.1 Synchronization of users via LDAP with Active Directory

After setting up the interface via LDAP to Active Directory, the accounts created there must be
synchronized with FDM. To do this, open the user administration via " Extras -> User
administration". The "Synchronize Users" button synchronizes the users (user ID and name) in FDM
and Active Directory. The user role must be defined and edited manually during the first
synchronization or when new accounts are created. At this point, FDA-compliant roles can be
assigned to the users again.

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6. Device Settings dialog

Settings that are assigned directly to a device can be defined using the setting menu. To do so, in the
task pane select the corresponding device under "Data Management -> Plant View", then open the
settings window by clicking the "Wrench" icon or by selecting "Change Settings ..." from the
context menu that appears when you right-click:

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6.1 Communication Settings

The Communication Settings of the devices are defined during the first read-out process. You can
change already defined Communication Settings in the setting menu.
The setting of the communication depends on the selected communication type and thus on the
field device connected.
In the first step, select the type of communication with the field device in the top area, "Select
Source". The device type is defined by default through the selection of the device in the Plant View.
After selecting the communication type, define the communication parameters in the lower area.
To confirm and save the Communication Settings, you have to exit the menu using the "OK" button.

Communication types and Communication Settings:

Serial communication: For serial communication (RS232/485, etc.), configure the specified
parameters.
"Automatic": All available serial interfaces are scanned, thus providing automatic detection of the
connected device and the necessary communication settings.
"Manual": Define the communication parameters manually and enter them into the specified fields.

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Modem: Enter the communication parameters in the specified fields. In some cases, these are
provided in the documentation of the modem and from the wireless provider.

Ethernet: Enter the Ethernet communication parameters manually in the specified fields. For
detailed information such as the port number, contact your system administrator.

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USB: You can usually keep the default USB setting. If necessary, change the "Device Address" and
"Readout ID" parameters manually.

6.2 Database information

The database information in the device dialog provides information about the device data and the
volume of data that has been read out of the device and imported into the database:

Name: Name of the device

Firmware version: Firmware version of the device
Order code: Identifies the device with the ordered and delivered options
Order identifier: Number identifying the device, order and customer
Database size: Size of the device data that are stored in the SQL database.
Additional device information can be accessed via the Endress+Hauser W@M portal using the order
code and the order ID. This is relevant for device management over the entire life cycle of the plant.

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6.3 Automatic – Read out device

The automatic function for reading out the device is enabled/disabled in the Settings menu:

(For more details, see Section 4.4 "Data Management –> Automatic")

Active: Enables or disables the "Data Readout“ automatic function.

Interval: Select the interval for this automatic function.
Options: Minutely, hourly, daily, weekly, monthly
Repeat every (only if minutely or hourly is selected for the interval): Select the time lag for the
automatic function of the selected interval.
Start day (only if weekly or monthly is selected for the interval): Select the day of the week for the
automatic function of the selected interval.
Start time (only if daily, weekly or monthly is selected for the interval): Select the starting time for
the automatic function of the selected interval.
Additional batch triggered:
Can only be selected for the following automatic functions: Read out device, Print out template,
XLX/CSV export and PDF export, if batch data are available.
As soon as the batch job is completed, the automatic function is run.

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6.4 Automatic – Delete data

NOTICE
Once data are deleted, this cannot be undone! Ensure that data that are deleted from the device are
really no longer needed, or have already been saved to another storage location as a secure export so
that they are available later if needed.
The automatic function for deleting data is enabled/disabled in the Settings menu:

Active: Enables or disables the "Data Elimination" automatic function.

Interval: Select the interval for this automatic function.
Options: Minutely, hourly, daily, weekly, monthly
Repeat every (only if minutely or hourly is selected for the interval): Select the time lag for the
automatic function of the selected interval.
Start day (only if weekly or monthly is selected for the interval): Select the day of the week for the
automatic function of the selected interval.
Start time (only if daily, weekly or monthly is selected for the interval): Select the starting time for
the automatic function of the selected interval.
Time slot: Select the time slot for deleting the data. The data of the set time are not deleted.
Example:
Interval: Daily; start time: 23:59:00; time slot: 0 day 00:09:00
The data are deleted daily at 23:59. The data of the last 9 minutes are retained in the memory.

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6.5 Automatic – Time synchronize

Here, you can automatically synchronize the device time with the system time of the computer. The
automatic function for time synchronization is enabled/disabled in the Settings menu:

Active: Enables or disables the "Time Synchronize" automatic function.

Interval: Select the interval for this automatic function.
NOTICE
The possible options for the interval depend on the device.
Repeat every (only if minutely or hourly is selected for the interval): Select the time lag for the
automatic function of the selected interval.
Start day (only if weekly or monthly is selected for the interval): Select the day of the week for the
automatic function of the selected interval.
Start time (only if daily, weekly or monthly is selected for the interval): Select the starting time for
the automatic function of the selected interval.
Tolerance: Select the tolerance for time synchronization. If the system time between the device and
computer differs by more than the tolerance set here the time is not synchronized.

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6.6 Automatic – Binary export

The automatic function for data backup is enabled/disabled in the Settings menu:

Active: Enables or disables the "Data Backup" automatic function.

Interval: Select the interval for this automatic function.
Options: Minutely, hourly, daily, weekly, monthly
Repeat every (only if minutely or hourly is selected for the interval): Select the time lag for the
automatic function of the selected interval.
Start day (only if weekly or monthly is selected for the interval): Select the day of the week for the
automatic function of the selected interval.
Start time (only if daily, weekly or monthly is selected for the interval): Select the starting time for
the automatic function of the selected interval.
Data time period: Select the time period of the data to be backed up
(e.g.: "0 day 10:00:00" saves the data of the last 10 hours).
File path: The file storage location is defined here. Clicking the "..." button opens the directory
structure of the computer and you can select the storage location.
If a network drive is selected, you are also asked to enter a user and password. The setting is then
saved and can be modified under "Extras -> Settings -> Automatic" (see Section 5.1.6).

NOTICE
A new file is created each time a backup copy of the data is created. The time stamp with the format
"year-month-day h-m-s" is automatically added to the file name
(e.g.: automatic_test_ 2010-06-25 08-09-30.fdm).

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6.7 Automatic – Certification PDF export

This function enables the regular and automatic PDF export of iTHERM TrustSens calibration
certificates which are recorded in a Memograph M RSG45 system (TrustSens Calibration
Monitoring):

Active: Enables or disables the automatic function for PDF certification export.
Interval: Use this option to select the interval for this automatic function.
Options: Every minute, hour, day, week, month
Repeat every (only if minute or hour is selected for the interval): Select the time lag for the
automatic function of the selected interval.
Start day (only if week or month is selected for the interval): Select the day of the week for the
automatic function of the selected interval.
Start time (only if day, week or month is selected for the interval): Select the starting time for the
automatic function of the selected interval.
Export path: Use this field to specify the storage location. Clicking the "..." button opens the menu
structure of the computer and you can select the storage location.
Export folder: If this option is selected, a separate folder is automatically created for each TrustSens
device (e.g.: EH_TM371_N3044B04487)
Time stamp:
If this option is selected, the time stamp is automatically added at the end of the file name.
Sample file name: "N3044B04487-0-19_20190124-140934.pdf"
"N3044B04487" TrustSens serial number
"0_19" Calibration number
"20190124" Date in the format "year-month-day"
"140934" Time in the format "h-m-s"

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7. Troubleshooting

7.1 System error messages

Error messages during data readout:

Error code Problem, cause Remedy

0x200000 An internal error occurred during data readout. Please try again.
01
0x200000 Unable to access the file. Please check the file path.
02
0x200000 Unable to access the data. Please check your access authorization.
03
0x200000 An error occurred when connecting to the device. Please try again.
04
0x200000 An error occurred when communicating with the Please try again.
05 device.
0x200000 The communication settings are not correct. Please check the settings.
06
0x200000 An error occurred when communicating with the Please try again.
07 device.
0x200000 An error occurred when communicating with the Please try again.
08 device.
0x200000 An error occurred when communicating with the Please try again.
09 device.
0x200000 The Reporting Software does not support the Please select another device.
0A connected device.
0x200000 An error occurred when communicating with the Please try again.
0B device.
0x200000 The configured device address is not correct. Please check the configuration.
0C
0x200000 The connection to the device has been Please try again.
0D interrupted.
0x200000 No device found at the interface. Please check the connection and interface
0E settings.
0x200000 An error occurred when communicating with the Please try again.
0F device.
0x200000 The IP address or host indicated cannot be found. Please check the settings.
10
0x200000 The COM port indicated is being used by another Please check the connection settings.
11 application.
0x200000 The COM port does not exist. Please check the connection settings.
12
0x200000 The data are corrupted and cannot be read in. Please notify Support.
13
0x200000 Unable to find the indicated path. Please check the file path.
14
0x200000 No data are available for the time range Please choose another time range.
15 indicated.
0x200000 The data are from an unknown device type and Please notify Support.
16 cannot be read in.
0x200000 The connected modem could not be initialized. Please check the connection to the modem
17 and try again.
0x200000 The connected modem does not answer. Please check the connection and the
18 settings.

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0x200000 General modem error. Please try again.

19
0x200000 Currently not possible to access the device as all Please try again.
1A the available communication channels are busy.
0x200000 Device is already being accessed. Please check the manual and automatic
20 configuration.
0x200000 No other device data are available. Please try again later.
21
0x200000 Device is already being accessed. Please check the manual and automatic
22 configuration.
0x200000 Error updating the device time. Possible Please try again later.
23 limitations in time synchronization.
0x200000 Another device has been detected. Please check the specified device type.
24
0x200000 Incompatible file format found. Please update the Reporting Software.
25

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Error messages associated with automatic service:

Error code Problem, cause Remedy

The Automatic Service and the Tray Icon Please install the Automatic
Application of the Reporting Software are not components.
0x40000000 installed.
The Automatic Service of the Reporting Software is Please start the Automatic Service.
0x40000001 stopped.
0x40000002 An error has occurred in the Automatic Service. Please check the automatic settings.
0x40000003 An error occurred when reading out a device. Please check the automatic settings.
An error occurred when storing the transmitted Please check the automatic settings.
0x40000004 data.
An error occurred when automatically deleting the Please check the automatic settings.
0x40000005 data.
No communication possible between the Service Please notify Support.
0x40000006 and Tray Icon.
An error occurred when automatically exporting the Please check the automatic settings.
0x40000007 data in binary format.
An error occurred when automatically exporting the Please check the automatic settings.
0x40000008 data in XLS or CSV format.

Error messages during database access:

Error code Problem, cause Remedy

0x60000000 An error occurred when accessing the database. Please check the database settings and the
database availability.
0x60000001 Error when accessing the database. Please check the database settings and the
database availability.

Error messages associated with user administration:

Error code Problem, cause Remedy

0x600100 The user account has been blocked by an Please contact the administrator.
00 administrator.
0x600100 The current user is not an administrator. Please contact the administrator.
01 Administrator rights are required for this action.
0x600100 Administrator rights are required. Please contact the administrator.
02
0x600100 The password has not been changed. The new Please assign a different password.
03 password was not accepted.
0x600100 Password modification has failed. Please assign a different password.
04
0x600100 User deletion has failed. Please try again or contact the
05 administrator.
0x600100 User administration cannot be activated as an Please set up an administrator in the user
06 administrator has not been configured. administration function.
0x600100 User account has been blocked after incorrect Please contact the administrator.
07 password entered {0} times.
0x600100 User account has been blocked for 10 minutes Please try again after 10 minutes.
08 after incorrect password entered {0} times.
0x600100 Login has failed. Please try again.
09
0x600100 Incorrect user ID or password Please try again.
10
0x600100 The password has expired and a new password is Please assign a new password.

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Error code Problem, cause Remedy

11 required.
0x600100 Not possible to delete all the administrators if Please disable user administration.
12 user administration is enabled.
0x600100 The user currently logged in cannot be deleted. Please log in under another user name to
13 delete this user.
0x600100 There should always be at least one administrator Please set up an administrator in the user
14 while user administration is enabled! administration function.
0x600100 The new password and the confirmed new Please enter the two passwords again.
15 password are not identical.
0x600100 The new password must differ from the last {0} Please assign a different password.
19 passwords.
0x600100 The password must contain at least {0} Please assign a different password.
20 characters.
0x600100 The password must contain at least five Please assign a different password.
21 characters.
0x600100 The password must contain digits. Please assign a different password.
22
0x600100 The password must contain special characters. Please assign a different password.
23
0x600100 The password must contain upper case and lower Please assign a different password.
24 case characters.
0x600100 No more users can be created. The Reporting Please delete old user accounts first.
25 Software permits a maximum of 50 users.
0x600100 This user ID already exists. Please assign a different user ID.
27
0x600100 User administration cannot be activated as an Please set up an administrator in the user
28 administrator has not been created in the administration function.
database.
0x600100 You are not authorized to change the database Please contact the administrator.
32 setting. The database setting has not been
changed.

Error messages during data readout:

Error code Problem, cause Remedy

0x600200 Data storage not successful. The following files Please check the file and/or try again.
00 are corrupted: '{0}'
0x600200 Error when accessing the database. The following Please try again.
01 files could not be stored: '{0}'.
0x600200 Data storage not successful. The following files Please try again.
02 could not be stored: '{0}'.
0x600200 Data readout was not successful. Not possible to Please try again.
03 connect to the device.
0x600200 Data readout was not successful. A new device Please check your access authorization.
04 could not be created in the database as the
current user does not have appropriate access
authorization. The following file could not be
stored: '{0'}
0x600200 Configurations '{0}' and '{1}' could not be merged Please choose other configurations.
05 as data would be lost.
0x600200 The configurations could not be merged as there Please choose other configurations.
06 is a time overlap between configurations '{0}' and
'{1}'.
0x600200 Cannot establish connection to the database Please check the settings.
07 server!

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0x600200 Not possible to connect to the database server Please check the settings.
08 with the new settings. The changes to the
database settings are not accepted!
0x600200 Invalid database settings Please check the settings.
09
0x600200 Files not deleted successfully. Please delete the data manually.
10
0x600200 The data that have been read out could not be Please delete the data manually.
11 deleted from the device.
0x600200 An error occurred when connecting to the device. Please check the communication settings
12 and try again.
0x600200 The devices could not be merged because device Please choose two devices of the same
13 '{0}' and device '{1}' are different types of device. type.
0x600200 The devices could not be merged as there is a time Please choose two devices that do not
14 overlap between devices '{0}' and '{1}'. overlap timewise.
0x600200 A new node could not be added. Please try again.
15
0x600200 Node addition has failed. Please try again.
16
0x600200 Impossible to add a new node. Please log in with a higher-level user role
17 (e.g. administrator).
0x600200 Add node Please log in with a higher-level user role
18 (e.g. administrator).
0x600200 The selected node may not be deleted. Please log in with a higher-level user role
19 (e.g. administrator).
0x600200 Delete node Please log in with a higher-level user role
20 (e.g. administrator).
0x600200 The selected node may not be moved. Please log in with a higher-level user role
21 (e.g. administrator).
0x600200 Move node Please log in with a higher-level user role
22 (e.g. administrator).
0x600200 The selected node may not be renamed. Please log in with a higher-level user role
23 (e.g. administrator).
0x600200 Rename node Please log in with a higher-level user role
24 (e.g. administrator).
0x600200 A new node could not be created. Please check the settings.
25
0x600200 Node creation has failed. Please check the settings.
26
0x600200 The selected node could not be deleted. Please check the settings.
27
0x600200 Node deletion has failed. Please check the settings.
28
0x600200 Node deletion has failed. Try again. You might have to increase the
29 timeout value in the database connection.
0x600200 The selected node could not be deleted. Try again. You might have to increase the
30 timeout value in the database connection.
0x600200 An error occurred during the import. {0} of {1}
32 lines have not been imported!
0x600200 The selected node could not be moved. Please check the settings.
34
0x600200 Not possible to move the node. Please check the settings.
35
0x600200 Unable to open the file '{0}'! Please check whether the file can be read.
36
0x600200 The plant view could not be refreshed. Please check the settings.
37

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0x600200 Plant view refresh has failed Please check the settings.
38
0x600200 The template view could not be refreshed. Please check the settings.
39
0x600200 Template view refresh has failed Please check the settings.
40
0x600200 The selected node cannot be renamed. Please make sure that the name is not
41 longer than 30 characters.
0x600200 Node renaming has failed. Please make sure that the name is not
42 longer than 30 characters.
0x600200 Failure to update the communication settings. Please check the settings.
43
0x600200 Failure to update the communication settings. Please check the settings.
44
0x600200 Cannot establish connection to the database Please contact your administrator.
45 server. Database scheme has not been generated.
0x600200 Invalid communication settings! Please select "Back" and change the
46 communication settings.
0x600200 Configuration merge has failed. Please try again or select other
47 configurations.
0x600200 Device merge has failed. Please try again or select other devices.
48
0x600200 There are no communication settings for the Please change the communication settings
49 selected device. for the selected device.
0x600200 No files available with data. Please select another directory.
50
0x600200 An error occurred when reading the device Please check the connection and try again.
51 information.

Error messages during export:

Error code Problem, cause Remedy

0x600300 Finished with an error. Try again.
00 Click 'Close' to exit the Wizard.
0x600300 Finished with an error. Click 'Close' to exit the Wizard.
01 The data have been exported from the database
but could not be deleted.
0x600300 There are no data in the database for the selected Please choose a valid time range.
02 time range. No file has been generated.
0x600300 The selected template contains devices that are Please delete the template.
03 no longer available in the database.
0x600300 Missing devices Please delete the template.
04
0x600300 The selected template contains at least one device Please delete the template.
05 that is no longer in the database.
0x600300 Missing device Please delete the template.
06
0x600300 The selected template is no longer in the Please choose another template.
07 database. It has probably been deleted in the
meantime.
0x600300 Template not available Please choose another template.
08
0x600300 You cannot open this template as you do not have Please contact the Reporting Software
09 access authorization for at least one device in this administrator. He/she can assign you the
template. necessary authorization.

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 7 Troubleshootin

0x600300 No access authorization Please contact the Reporting Software

10 administrator. He/she can assign you the
necessary authorization.

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 7 Troubleshootin

Error messages during import:

Error code Problem, cause Remedy

0x600400 The binary file has been saved with a more recent Update the Reporting Software to the
00 version of the Reporting Software and cannot be current version.
imported.
0x600400 Finished with an error. No data have been Please check the import file.
01 imported. Click 'Close' to close the Wizard.
0x600400 Finished with a warning. Some data could not be Click 'Close' to exit the Wizard.
02 imported.
0x600400 Import not successful. The import file indicated Please check the file.
03 does not contain any data. No data have been
imported.

Error messages associated with visualization:

Error code Problem, cause Remedy

0x600500 The changes to the automatic function cannot be Please save the template.
00 saved as the template has not been saved!
0x600500 An error occurred when saving the template. The Please check the database settings.
01 template was not saved in the database.
0x600500 Error when saving the template. Please check the database settings.
02
0x600500 An error occurred during the export. Export was Please check whether there is sufficient
03 not successful. space in the selected directory and whether
you have write-access for this directory.
0x600500 The "Minimum" value must be smaller than the Please correct the values chosen.
04 "Maximum" value!
0x600500 There are no data in the database for the selected Please choose another time range.
05 time range.
0x600500 No data available Please choose another time range.
06

Error messages associated with the installation or database:

Error code Problem, cause Remedy

0x600600 The Demo version test period has expired. You Please order a serial number for the full
00 cannot start this application any more. version.
0x600600 The Demo version test period has expired. You Please order a serial number for the full
01 cannot start this application any more. version.
0x600600 The license information is incorrect. Please start the installation program again.
02
0x600600 The license information is incorrect. Please start the installation program again.
03
0x600600 The new language setting is enabled once the Please start the Reporting Software again.
04 program has been restarted.
0x600600 The new language setting is enabled once the Please start the Reporting Software again.
05 program has been restarted.
0x600600 There is no valid database on the database server Please contact your administrator.
06 that is currently connected, or the wrong version
of the database is available.
0x600600 Incorrect database Please contact your administrator.
07

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 8 TrustSens Cali

Error messages during printout:

Error code Problem, cause Remedy

0x600700 The document requires more than 1000 pages. Please select a shorter time frame to avoid
00 this problem.
0x600700 Document creation was stopped after 1000 pages Please select a shorter time frame to avoid
01 because the maximum number of pages has been this problem.
reached.

8. TrustSens Calibration Monitoring

NOTICE
Available in conjunction with Memograph M RSG45 (as of firmware version 2.04) and iTHERM
TrustSens TM371/TM372.
Memograph M RSG45 application package:
• Up to 20 iTHERM TrustSens TM371/TM372 thermometers can be evaluated via the HART
interface
• Self-calibration data displayed on screen or via the Web server
• Generation of a calibration history
• Creation of a calibration certificate as an RTF file directly at the RSG45
• Evaluation, analysis and further processing of the calibration data using "Field Data Manager"
(FDM) analysis software
Additional information: Please refer to the Operating Instructions for "TrustSens Calibration
Monitoring" (BA01887R)

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9. Index

Active Directory 104 Import/Export Settings 88

Audit trail 99 Installing/Uninstalling 13
Automatic 79, 96 Introduction 8
Automatic – Binary export 113
Automatic – Certification PDF export 114
Automatic – Delete data 111
Automatic – Read out device 110 Language 92
Automatic - Time synchronize 112 LDAP protocol 104
License server settings 99

Chart 42, 52
Communication Settings 107 Merge Configurations 59
Configure Automatic 35, 67 Merge Devices 62
Configure Online Interface 34 Merging 61
Create a new device 33

Plant View 22, 29, 33, 39, 54, 57

Data Management 57 Preface 8
Data Management -> Export 63 Printer 95
Data Management -> Import 76 Program logbook 46
Database 93
Database Information 109
Device information 36
Read Data 28
Device Settings 106 Read out data 25, 32, 37
Disclaimer of liability 9
Read out data -> Mass storage 25
Display current values (Live View) 49
Read out data -> Online connection 29
Result
Merge Devices 63
Edit template 53
E-mail notification 86
Energy monitoring 69
Safety instructions 8
Export 93
Sampler 46
Export in a non-secure format (Excel/CSV, energy
Select a device that has already been created 29
monitoring) 69
Select channels 48, 55
Export of binary files (*.fdm) 64
Select Channels 40, 51
Exporting Data 68
Select Configurations 60
Extras 92 Select Data Source 25
Select device 27, 39, 47
Select devices 54
General settings 98 Select Devices 62
Select display format 48
Select template 51, 53
Select Time Slot 41, 51
Hardware and software requirements 10 Select usage of template 70
Settings 92
Synchronization of users via LDAP with Active
Directory 105

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 9 Index

User administration 94, 100

Tray Icon 87

Visualization 38
Visualization -> New 39, 47
Update template 56
Visualization -> Open 51

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