Digital Process Recorder (DPR)
Installation, Operation & Maintenance Manual
Sani-Matic, Inc. 2855 Innovation Way Sun Prairie, WI 53590 www.sanimatic.com (p) 800-356-3300
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Table of Contents
1. Overview ................................................................................................................................................................................................................................................................. 4 a. Introduction ............................................................................................................................................................................................................................................................ 4 b. Website Access ....................................................................................................................................................................................................................................................... 4 c. Time Settings .......................................................................................................................................................................................................................................................... 4 2. Digital Process Recorder Control Panel – HMI Overview ...................................................................................................................................................................................... 5 a. Control Pad Operation ........................................................................................................................................................................................................................................... 5 b. Connection Status Screen ....................................................................................................................................................................................................................................... 6 c. Help Screen ............................................................................................................................................................................................................................................................. 7 d. Reboot Edge PC Screen ........................................................................................................................................................................................................................................... 8 e. Analog Inputs Screens ............................................................................................................................................................................................................................................ 9 f. Digital Inputs Screens ........................................................................................................................................................................................................................................... 10 3. SaniTrend Cloud DPR Communications Instructions ........................................................................................................................................................................................... 11 4. SaniTrend Cloud Online Portal ............................................................................................................................................................................................................................. 14 a. User Login ............................................................................................................................................................................................................................................................. 14 b. Overview Page ...................................................................................................................................................................................................................................................... 15 c. Overview Page – System Status ........................................................................................................................................................................................................................... 16 d. Overview Page – System Card Notifications ....................................................................................................................................................................................................... 17 5. Dashboards ........................................................................................................................................................................................................................................................... 18 a. Dashboard – Overview ......................................................................................................................................................................................................................................... 18 b. Dashboard – Working with Groups & Gadgets ................................................................................................................................................................................................... 19 c. Dashboard – Adding Gadgets .............................................................................................................................................................................................................................. 20 6. Digital Process Recorder – Charts – System Pages .............................................................................................................................................................................................. 22 a. System Page – Overview ...................................................................................................................................................................................................................................... 22 b. System Data – System Status ............................................................................................................................................................................................................................... 23 c. System Data – Data Trending .............................................................................................................................................................................................................................. 24 d. System Data – Data Trending (Commenting) ..................................................................................................................................................................................................... 26 e. System Data – System Alerts ............................................................................................................................................................................................................................... 28 f. System Data – Documentation ............................................................................................................................................................................................................................ 29 g. System Data – Connection Status ........................................................................................................................................................................................................................ 30
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7. Digital Process Recorder – Reports – System Pages ............................................................................................................................................................................................ 31 a. System Page – Overview ...................................................................................................................................................................................................................................... 31 b. System Data – System Status ............................................................................................................................................................................................................................... 32 d. System Data – Cycle Reports (Overview) ............................................................................................................................................................................................................. 33 e. System Data – Cycle Reports (Searching) ............................................................................................................................................................................................................ 36 f. System Data – Cycle Reports (Printing or PDF Saving) ........................................................................................................................................................................................ 37 g. System Data – Cycle Reports (Reviewing Interactive Analog Charts) ................................................................................................................................................................ 38 h. System Data – Cycle Reports (Reviewing Comments & Approvals) .................................................................................................................................................................... 39 i. System Data – Data Trending .............................................................................................................................................................................................................................. 40 j. System Data – System Alerts ............................................................................................................................................................................................................................... 41 k. System Data – Documentation ............................................................................................................................................................................................................................ 42 l. System Data – Connection Status ........................................................................................................................................................................................................................ 43 8. Facility Page ......................................................................................................................................................................................................................................................... 44 a. Facility Page – Overview ...................................................................................................................................................................................................................................... 44 b. Facility Page – User Administration (New User) ................................................................................................................................................................................................. 45 c. Facility Page – User Administration (Edit Users) ................................................................................................................................................................................................. 46 d. Facility Page – System Alerts (Add New Alert) .................................................................................................................................................................................................... 47 e. Facility Page – System Alerts (Edit Existing Alerts) ............................................................................................................................................................................................. 49 f. Facility Page – System Properties (Change System Display Name) .................................................................................................................................................................... 50 g. Facility Page – System Properties (Update Property Data) ................................................................................................................................................................................ 51 h. Facility Page – System Properties (Data Acquisition Configuration) .................................................................................................................................................................. 52 i. Facility Page – System Documentation ............................................................................................................................................................................................................... 53 j. Facility Page – Global Documentation ................................................................................................................................................................................................................ 54 9. Support ................................................................................................................................................................................................................................................................. 55
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1. Overview
a. Introduction
The following is an operation manual for the Digital Process Recorder (DPR), powered by SaniTrend® Cloud.
This manual focuses on the DPR’s HMI operation, as well as the SaniTrend Cloud online user interface operation and screen navigation. Refer to specific electrical and/or programming documents for more information on the wiring and programming (if applicable) of associated DPR hardware and software elements.
Both DPR Charts and DPR Reports product tiers of the software are covered in this manual. Visit our website for the latest product information:
https://sanimatic.com/digital-process-recorder/
b. Website Access
The SaniTrend Cloud online portal where DPR data is reviewed and store in can be accessed at the following link:
https://sanimatic-prod1.cloud.thingworx.com/Thingworx/FormLogin/SaniTrend
Recommended browser and screen requirements are below:
Internet Browser - Chrome (preferred) Screen Size - 1920 x 1080 (preferred)
• •
c. Time Settings An important note on timestamp of data – the time shown while in the SaniTrend Cloud online portal is in the time local to the computer or device in which the data is being viewed. Typically review of your data is in the same time zone in which the system you are looking at is running, but this may not be the case if reviewing data from a remote location.
Actual event data is saved in UTC time which is translated into your local time per the above note.
When exporting any data to .csv files from any screen, the data that is exported and shown in the .csv file is UTC time.
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2. Digital Process Recorder Control Panel – HMI Overview a. Control Pad Operation
Notes 1. Screen navigation is performed by using the arrow keys. The “ ▼ ” and “ ▶ ” arrow keys are equivalent and scroll down the screens. The “ ▲ ” and “ ◀ ” arrow keys are equivalent and scroll up the screens. 2. The “F1” button is the “Help” button and shows the arrow key use and how to reboot the Industrial Edge PC. 3. “F2” through “F6” buttons are not used by the system.
4. Use the “OK” button to confirm screen actions. 5. Use the “ESC” button to exit/escape screen actions.
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b. Connection Status Screen
Notes 1. The default screen color for all screens is “GREEN”. The screen will turn “RED” if internet or SaniTrend (PC to PLC) communications are lost or disrupted. If navigating the HMI screens, the screen will be solid “RED”. If in idle mode and either internet or DPR’s SaniTrend (PC to PLC) communications are lost or disrupted, the screen will blink “RED”. The screen will return to “GREEN” only when both connections are restored.
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c. Help Screen
Notes 1. Pressing “F1” brings you to the “HELP” screen. 2. This screen shows how to navigate with the arrow keys. 3. Pressing “F6” on this screen allows for a reboot of the Industrial Edge PC device.
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d. Reboot Edge PC Screen
Notes 1. Pressing “F6” on the “HELP” screen gets you to the “REBOOT EDGE PC” screen. 2. This function allows you to reboot the Industrial PC Edge Device. To do so, hold the “OK” button for several seconds. 3. Return to the previous screen by pressing the “ESC” key.
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e. Analog Inputs Screens
Notes 1. From the main screen, press either the “ ▼ ” or “ ▶ ” arrow to get to the Analog Inputs status screens. 2. These show Analog Inputs 1-4 and 5-8 on 2 separate screens. 3. These are live data values. 4. The description and units cannot be changed locally but are synced from the SaniTrend Cloud online portal – see that section for information on adjusting these parameters. a. NOTE: The screen has a limit on characters – if unable to read, adjust the description or units to be shortened/abbreviated.
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f. Digital Inputs Screens
Notes 1. From the Analog Inputs screens, press either the “ ▼ ” or “ ▶ ” arrow to get to the Digital Inputs status screens. 2. These show Digital Inputs 1-6 and 7-12 on 2 separate screens. 3. These are live data values. 4. The descriptions cannot be changed locally but are synced from the SaniTrend Cloud online portal – see that section for information on adjusting these parameters. a. NOTE: The screen has a limit on characters – if unable to read, adjust the description to be shortened/abbreviated.
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3. SaniTrend Cloud DPR Communications Instructions For any data not hardwired directly into the analog or digital inputs, below is an overview of communication instructions needed.
For PLC-to-PLC communication, the following must be added to the customer’s Allen Bradley ControlLogix® / CompactLogix™ series processor:
• For Analog data collection over communications:
o Globally scoped array of REAL tags with a length of 8 (REAL[8]). o Populate the array with the different analog values being recorded.
• For Digital data collection over communications: o 1 Globally Scoped DINT tag. o Populate the individual bits of the double integer for each digital value recorded. IMPORTANT NOTE
• If using the SaniTrend Cloud DPR Reports automated cycle report feature, there must be one digital input that is energized while the process data cycle is running. This bit turning on indicates the start of the process data cycle, and the bit turning off indicates the end of the process data cycle.
• For Recipe/Wash Cycle Name (SaniTrend Cloud DPR Reports Only) o 1 Globally Scoped String Tag. o Populate this string tag with the name of the process data cycle (if applicable). The following images are representative examples of the above communications setup:
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4. SaniTrend Cloud Online Portal a. User Login
Note (1)
Note (2)
Notes 1. Enter login user ID (case sensitive) and password to login to the SaniTrend Cloud portal. 2. Reset password as needed (need user ID and associated email address for this feature).
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Note (2)
Note (1)
b. Overview Page
Note (3)
Note (5)
Note (6)
Note (4)
Notes 1. Current login user ID is shown here – click here to logout, perform a password reset, view Sani-Matic’s privacy policy, or submit a support request. 2. The Dashboard section can be navigated to at the top banner by clicking on the “Dashboard” tab
3. Navigate to this Overview page anytime by either clicking on the “Overview” tab or the Sani-Matic logo in the upper left 4. All systems and facility sites available for viewing for the logged in user ID are found on the left side banner as “cards”. 5. To filter by only systems or facilities, click the corresponding filter button. 6. A Google Maps view of the facility or facilities available for viewing for the logged in user ID is shown and is interactable.
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c. Overview Page – System Status
Note (2)
Note (1)
Notes 1. Each system’s operating status is noted by a banner on the left side a. Green = System Running / Online b. Grey + White Striped = System Stopped / Disconnected c. Blue = Facility Page 2. System operating status is also shown on the map pins (along with indication of facilities)
a.
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d. Overview Page – System Card Notifications
Digital Process Recorder DPR Charts 987654
Note (1)
Notes 1. Notification icons will appear at the right side of the system card signaling certain events associated with that system:
a.
= system is disconnected from SaniTrend Cloud
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5. Dashboards a. Dashboard – Overview
Note (2)
Note (1)
Note (3)
Notes 1. There is 1 dashboard for each facility site. This dashboard is shared across all named users for ease of viewing access. Use the “Group” feature to add grouping to provide customized views for individuals or for specific systems onsite. 2. Dashboard groups can be used to group together information as it makes sense for your users and facility. Some examples:
a. Group similar information across assets (e.g., all temperatures) b. Group all information for a single asset (e.g., all data from one asset) c. Group data for specific users or user groups 3. Within groups, add “Gadgets” which display the given data selected. The icons used to display the data are selectable upon setup.
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b. Dashboard – Working with Groups & Gadgets
Note (1)
Note (2)
Note (3)
Note (5)
Note (6)
Note (4)
Notes 1. Edit the title of your Dashboard or add a new Group by clicking the top sprocket icon ( ). 2. Edit the title of your Group, delete a group, or add a Gadget to a group by clicking the group’s sprocket icon( ). 3. Edit a Gadget title or delete a Gadget by clicking the Gadget’s sprocket icon ( ). 4. Gadgets can be reorganized within a Group or moved between Groups by clicking the Gadget’s top bar and holding and dragging the Gadget 5. Groups can be reorganized within the Dashboard by clicking the Group’s top bar and holding and dragging the Group 6. Minimize or maximize Groups by clicking on the arrow icon ( ) in the top left of the group.
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c. Dashboard – Adding Gadgets
Note (1) Note (2)
Note (3)
Note (6)
Note (4)
Note (5)
Notes 1. Select the system you want to add a Gadget for. 2. Select the system property you want to add a Gadget for (e.g., “Supply_Flow”). 3. Minimum and Maximum values will automatically show (if applicable) for the property selected. These can be overwritten if needed. 4. Engineering units will automatically show (if applicable) for the property selected. These can be overwritten if needed. 5. Depending on the selected property, different graphic choices for displaying the Gadget are shown. 6. Select the plus icon ( ) of the Gadget graphic you want to add.
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Note (1)
Note (2)
Note (3)
Notes 1. Select the group you want to add the new Gadget to. 2. Edit the Gadget Title if desired – NOTE: It is recommended to keep this pre-populated as the default name (the system name) to be able to reference which system the property is for on the Dashboard. The property title will show up on the Gadget by default. 3. Click “Add” to complete the addition of the new Gadget. You are returned to the Gadget addition screen where you can add more or close out of the Gadget addition screen.
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6. Digital Process Recorder – Charts – System Pages a. System Page – Overview
Note (2)
Digital Process Recorder
DPR
Charts
Notes 1. After selecting the system, the overview page will show. There are several sections within the system page. 2. At the top of each section the system’s general information is shown, including (from left to right): a. System Display Name – the name assigned to the system (see Facility Page – System Alerts (Change System Display Name) for instructions for changing this) b. System Name – “SaniTrend®” c. Model Number – “DPR” d. SMI Number – the unique job number assigned to the DPR control panel (for record) e. Status – the current status of the DPR panel. Status is one of the following states: i. Connected ii. Disconnected 3. Sections that can be selected for the system include: a. System Status ( default view ) – A quick overview of current key system data b. Data Trending – this is where the analog and digital data can be sorted based on date/time, selected, graphed, comments inputted, and data exported. c. System Alerts – Review alert notification history for the system d. Documentation – Review system links and documentation (see Facility Page – System Documentation and Facility Page – Global Documentation for more information) e. Connection Status – See current connection status data Note (3)
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b. System Data – System Status
Remaining
Notes 1. The System Status page contains a quick overview of current system data values, including: a. Analog Data – Shows up to all eight (8) analog value tag names, values, and units b. Digital Data – Shows up to all twelve (12) digital value tag names and status (on/off) i. NOTE – grey button is “OFF”, while a blue shaded button is “ON”.
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c. System Data – Data Trending
Run Time
Note (2)
Notes 1. Select the data that you would like to show and trend in the popup box on the left. Filter properties with a search at the top of the list, if needed. 2. Once the necessary data values are selected, hit “Close”.
Note (2)
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Notes 1. Filter the start and end time range for which you want to review the selected data for. 2. Once that is selected, hit the “Update” button.
Notes 1. The data is now shown, with the color-coded key of data at the bottom of the graph. 2. Click any point to see exact values for that time or drag and scroll to zoom in on the graphed data.
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d. System Data – Data Trending (Commenting)
Note (2a – 2g)
Note (1)
Note (2)
Notes 1. To add comments for a particular timeframe, add text within the “New Comment” section on the lower right. 2. Select the date and time for which the comment should be added to and select “Add Comment”. 3. The comment will now be shown within the Comments window if the comment was made within the timeframe of the “start time” and “end time” range selected :
a. 4. Note that the “time” column contains the time the comment was selected to be added to. The “Comments” column contains the username of the person who added the comment, the date/time that the comment was submitted into the system on, and the comment itself.
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Note (1)
Note (2)
Note (4)
Notes 1. Selecting “Show Trend Data” shows a table of the selected data within the start/end time. 2. If comments exist within the selected start/end time, they will show in the “Comment” column.
3. The column widths can be adjusted by selection and dragging. 4. Click “Export Trend Data” to export this data into a CSV file.
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e. System Data – System Alerts
Note (3)
Note (4)
Note (2)
Notes 1. The Alert History section shows a history of alert notifications that occur if enabled (see Facility Page – System Alerts (Add New Alert) and Facility Page – System Alerts (Edit Existing Alerts) for more information on alerts). a. NOTE: These alerts occur if enabled, regardless of if user(s) are subscribed to SMS or email notifications 2. Filter by start time and end time to narrow down the time frame of searched alerts. 3. Search for specific names, descriptions, or other criteria within the table. 4. Select “Export Alert Data” to download a .csv file of the data.
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f. System Data – Documentation
Notes 1. The Documentation section shows the web references and files related to the system. See the Facility Page – System Documentation for information on managing the documentation and web links attached to a particular system.
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g. System Data – Connection Status
Notes 1. The Connection Status section shows information related to the connection of the DPR control panel to the SaniTrend Cloud network. This includes:
a. Edge Device Connection – the industrial connection Thing in ThingWorx b. PC Watchdog – watchdog bit on the PC side (as monitored by the PLC)
c. PLC Watchdog – watchdog bit on the PLC equipment side (as monitored by the cloud) d. PLC/PC Watchdog Alarm – duration alarm of the PLC watchdog (as monitored by the cloud)
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7. Digital Process Recorder – Reports – System Pages a. System Page – Overview
Note (2)
Digital Process Recorder
DPR
Cycle Reports
Notes 1. After selecting the system, the overview page will show. There are several sections within the system page. 2. At the top of each section the system’s general information is shown, including (from left to right): a. System Display Name – the name assigned to the system (see Facility Page – System Alerts (Change System Display Name) for instructions for changing this) b. System Name – “SaniTrend®” c. Model Number – “DPR” Note (3) 1. NOTE: This is known through setup of the Run Signal (See Facility Page – System Properties (Data Acquisition Configuration)). ii. Stopped iii. Disconnected a. System Status ( default view ) – A quick overview of current key system data b. Cycle Reports – Review, comment on, and approve all cycle data and reports from the system c. Data Trending – Review past analog data for the system (independent of cycle reports) d. System Alerts – Review alert notification history for the system e. Documentation – Review system links and documentation (see Facility Page – System Documentation and Facility Page – Global Documentation for more information) f. Connection Status – See current connection status data 3. Sections that can be selected for the system include: d. SMI Number – the unique job number assigned to the DPR control panel (for record) e. Status – the current status of the DPR control panel. Status is one of the following states: i. Running
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b. System Data – System Status
c.
Remaining
Notes 1. The System Status page contains a quick overview of current system data values, including: a. Cycle – Shows the name of the current recipe (if setup). b. Analog Data – Shows up to all eight (8) analog value tag names, values, and units c. Digital Data – Shows up to all twelve (12) digital value tag names and status (on/off) i. NOTE – grey button is “OFF”, while a blue shaded button is “ON”.
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d. System Data – Cycle Reports (Overview)
Run Time
Note (3)
Note (2)
Notes 1. The Cycle Reports tab contains all cycle information for cycle ran from a DPR Reports connected to the process system. 2. The tab on the left that shows immediately contains each cycle ran in the filtered search criteria. By default, the last 7 days of cycle reports are shown. This can be hidden or shown by selecting the “<<” or “>>” icon on the tab. 3. Each cycle report’s approval status is noted by a banner on the left side, with the following color coding:
a. Green = Cycle Approved b. Red = Cycle Disapproved c. Grey + White Striped = Cycle Not Approved
4. IMPORTANT NOTE: Cycles are generated for any recipe that has been run for between approximately 5 seconds and 8 hours long. Recipes run for < 5 seconds are not stored and are likely occurring due to testing activities with the system. For recipes over 8 hours long, data capture becomes too large for recipe capture. This filter also eliminates conditions where a user starts a recipe and stops it without aborting or continuing the recipe for many hours or even days. Regardless of report capture, the raw system data is logged and available within the Data Trending section.
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Notes 1. The remaining area includes the following sections:
a. Top Header – general information specific to this cycle. i. Cycle ID – the unique ID for the cycle that was ran ii. Recipe – the cycle/recipe name that was ran for this cycle (NOTE: This is enabled if Recipe Name Virtualization is setup – see Facility Page – System Properties (Data Acquisition Configuration)).
iii. Approval – the approval status (not approved, approved, disapproved) of the cycle. iv. Start & End Time – the local date and time that the cycle started and ended. v. Run Time – the actual run time of the cycle (includes durations of stopped or alarmed periods, system holds, etc.).
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Note (1a)
Notes 1. The remaining area includes the following sections: a. Bottom Header –Cycle data specific to this cycle in tabs (NOTE: not all tabs may show if not applicable to the configured system. Process data is pulled and sorted automatically based on the Tag Name – see Facility Page – System Properties (Update Property Data) for information on naming)
i. Temperature – interactive analog chart that shows all temperature analog values for the duration of the cycle ii. Conductivity – interactive analog chart that shows all conductivity analog values for the duration of the cycle iii. Flow – interactive analog chart that shows all flow analog values for the duration of the cycle iv. Pressure – interactive analog chart that shows all pressure analog values for the duration of the cycle v. Level – interactive analog chart that shows all level (e.g., tank, sump) analog values for the duration of the cycle vi. Approval – area to view existing comments and record new comments for the selected cycle, along with approval/disapproval input vii. Download – area to download a printable or PDF version of the cycle report
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e. System Data – Cycle Reports (Searching)
Note (2a – 2g)
Note (1)
Notes 1. To search/filter for specific cycles, select “Search” on the sidebar below the cycle cards. 2. The window is replaced with the search functions – once filtered with the selected value(s), select “Search” or cancel or reset filters. a. Start Date / End Date – a date and time based search filter to search for cycles ran within a particular timeframe b. Quick Search – text-based search for searching recipe name, comment text, or other filters. c. Cycle Status (All / Approved / Not Approved / Disapproved) – filter for only cycles based on their approval status d. Runtime (minutes) – filter cycles by their total actual runtime in minutes. There are 2 selectable filters:
i.
“Greater than or Equal To” filter only shows cycles with times equal to or longer than the inputted value
ii.
”Less than or Equal to” filter only shows cycles with times less than or equal to the inputted value
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Note (3)
f. System Data – Cycle Reports (Printing or PDF Saving)
Note (1)
Note (2)
Notes 1. While all the data for a cycle is online and reviewable in the SaniTrend Cloud user portal, at times it will be desired to physically print or save a PDF version of any cycle report. To do so, select the cycle, then select the “Download” tab, then select “Download Print Version” in the middle of the screen. 2. An .html file will download to your local device. Open the file in your browser. 3. On the browser tab, the cycle report is shown – select the “Print / Save as PDF” button in the upper left of the report to go through your local device’s print dialog where you can print or save the file as a PDF. All the data shown in the SaniTrend Cloud user interface for a report is captured into this multipage printout. Examples cover page and charted analog data pages are shown below:
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g. System Data – Cycle Reports (Reviewing Interactive Analog Charts)
Note (1a)
Note (1b)
Note (1c)
Notes 1. Analog data such as temperature, conductivity, flow, pressure, or level can be reviewed on their respective tabs. Actual and setpoint data is shown. 2. The data can be reviewed as presented – in addition, several tools are available to assist in data review: a. Point selection – hover over or click on any line and a small popup window of the exact date/time and each analog value is shown b. Zoom in – click and select a window/box and that section is zoomed into. To zoom back out, select the magnifying glass that is shown in the upper right ( ) c. Export Trend Data – in the lower right select “Export Trend Data” to download a .csv file of the analog data charted. Example table is shown below:
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h. System Data – Cycle Reports (Reviewing Comments & Approvals)
Notes 1. All comments that have been submitted by any user can be inputted and are shown in this tab. In addition, if the logged in user is designated as an “Approver” then they can approve cycles here. The following data is presented: a. Current Comments – this shows any existing comment along with the date/time and user that input the comment. This section cannot be edited. b. New Comment – this text box is used to enter in new comments. When text is entered here, the “Apply” button becomes selectable. c. Approval – this dropdown is used to indicate approval, disapproval, or not approved state for the selected Cycle Report.
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i. System Data – Data Trending
Note (2)
Note (3)
Note (4c)
Note (4b)
Note (4a)
Notes 1. The Data Trending section is similar to the analog charts function within the Cycle Reports tab but is not specific to any single cycle and can be viewed for any timeframe. 2. Select the properties for viewing on the left side bar – multiple properties can be compared and can be filtered for searching. 3. Filter the start time and end time for data viewing. 4. T he data can be reviewed as presented – in addition, several tools are available to assist in data review: a. Point selection – hover over or click on any line and a small popup window of the exact date/time and each analog value is shown. b. Zoom in – click and select a window/box and that section is zoomed into. To zoom back out, select the magnifying glass that is shown in the upper right ( ). c. Export Trend Data – in the upper right select “Export Trend Data” to download a .csv file of the analog data charted.
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j. System Data – System Alerts
Note (3)
Note (4)
Note (2)
Notes 1. The Alert History section shows a history of alert notifications that occur if enabled (see Facility Page – System Alerts (Add New Alert) and Facility Page – System Alerts (Edit Existing Alerts) for more information on alerts). a. NOTE: These alerts occur if enabled, regardless of if user(s) are subscribed to SMS or email notifications 2. Filter by start time and end time to narrow down the time frame of searched alerts. 3. Search for specific names, descriptions, or other criteria within the table. 4. Select “Export Alert Data” to download a .csv file of the data.
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k. System Data – Documentation
Notes 1. The Documentation section shows the web references and files related to the system. See the Facility Page – System Documentation for information on managing the documentation and web links attached to a particular system.
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l. System Data – Connection Status
Notes 1. The Connection Status section shows information related to the connection of the DPR control panel to the SaniTrend Cloud network. This includes:
a. Edge Device Connection – the industrial connection Thing in ThingWorx b. PC Watchdog – watchdog bit on the PC side (as monitored by the PLC)
c. PLC Watchdog – watchdog bit on the PLC equipment side (as monitored by the cloud) d. PLC/PC Watchdog Alarm – duration alarm of the PLC watchdog (as monitored by the cloud)
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8. Facility Page a. Facility Page – Overview
Note (1)
Note (2)
Notes 1. On the main login page, select your company “Facility Page” to see an overview page for user and system administration. 2. The facility page includes areas for the following: a. User Administration i. Review user setup for your facility and add additional or manage existing users (Admins Only) b. System Alerts i. View/add/edit System Alerts (includes email and SMS text notifications) c. System Properties i. This section is only available for Administrators. ii. Change your System Name iii. Edit Data Acquisition Configuration iv. Edit tag names, property ranges or units, or add descriptions to properties. d. Documentation i. This section is only available for Administrators. ii. Review existing system documentation supplied by Sani-Matic, review online information relevant to your system. iii. Add new documents or links related to your system or facility.
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b. Facility Page – User Administration (New User)
Note (1b)
Note (1a)
Notes
1. Adding a New User
a. Click “Add New User” b. Fill in the necessary information and click “Create User” once ready. i. Username
1. Used to login. Sani-Matic recommend using “first name.last name” as the username. a. IMPORTANT NOTE: Username is case sensitive. ii. First and Last Name iii. Mobile Phone Number for SMS Alerts (Optional) 1. Used for SMS text system alerts. iv. Email Address 1. Used for password resets in addition to email system alerts. v. Administrative Privileges 1. Select to make user an administrator (able to add and manage users, create system alerts) vi. Cycle Report Approver 1. Select to make user have ability to change the approval status of the cycle reports (if using DPR Charts).
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c. Facility Page – User Administration (Edit Users)
Note (2)
Note (1)
Notes 1. Select an existing user in the dropdown menu. 2. Update the required information of the user.
a. To delete a user, uncheck “Enabled”. Shortly after saving/updating, the user will be deleted. b. Click “Update User” to save changes or “Cancel” to exit without saving.
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Note (1)
d. Facility Page – System Alerts (Add New Alert)
Note (3)
Notes 1. To add a new alert, click on “Add New Alert” after selecting a system. 2. Alerts are associated with any property data from the system – if something happens on the system, an alert can likely be tied to it. Sani-Matic will pre-load several common alerts, but any custom alerts can be added. There are various types of alerts – some of the most common are: a. Analog Value Alerts i. Selecting analog values like temperature or conductivity can alert you when a value is below or above a certain value. b. Digital Value Alerts i. See when a digital value is triggered (True / On / 1). 3. Setup the alert by selecting a property to alert and entering in an “Alert Name”.
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Note (1)
Notes 1. Once the “Alert Name” is entered, the remaining fields will pop-up. a. “Alert Description” – Enter a longer description for the alert
i. NOTE: The longer description will show up in email notifications but not in SMS text notifications. b. “Alert Priority” – Select a priority score (1-10, with 1 being highest priority). This is for reference only. c. “Alert Type” – choose “Above”, “Below”, “EqualTo”, or “NotEqualTo” based on the property selected and the alert desired. i. NOTE: For event type alerts, choose “EqualTo” and enter in the Event #. d. “Alert Setpoint” – Enter in the value based on the property selected and the alert desired. i. NOTE: For event type alerts, enter the Event # previously looked up in the Event Table. e. “Include Setpoint in Alert” – Check if you want the setpoint included in the alert. i. NOTE: For event type alerts, check this box f. “Alert Enabled” – Keep checked to enable the alert.
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Note (2)
Note (3)
e. Facility Page – System Alerts (Edit Existing Alerts)
Notes 1. The alert table shows alerts that have been created for the selected system. Once an alert has been created, the Name, Property, and Type cannot be changed. The following fields can be changed by clicking on the table/alert: g. “Description” h. “Setpoint” i. “Include Setpoint” i. Include the value of the setpoint in the range j. “Priority” i. 1 = Highest, 10 = Lowest a. “Enabled” – this disables or enables the alert for all users. i. NOTE: Only system administrators can enable and disable an alert. b. “Email Me” i. Checking this box enables email alerts to the user for the specific alert. c. “Text Me” i. Checking this box enables SMS text alerts to the user for the specific alert.
2. Alerts can be deleted by selecting the alert row and selecting “Delete Selected Alert”. 3. Once the necessary changes have been made, select “Apply Changes” to save your updates.
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f. Facility Page – System Properties (Change System Display Name)
Note (1)
Note (2)
Notes 1. To change a system’s display name, use the dropdown to select a system and click “Change System Name”. 2. In the popup window edit the “SaniTrend™ System Name” field to the display name you want and click “Change Display Name”. a. This display name will show up on the cycle cards, cycle reports, etc. b. NOTE: The Sani-Matic job number is unique to the system and cannot be changed.
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g. Facility Page – System Properties (Update Property Data)
Note (3)
Note (4)
Note (2)
Notes 1. Property Data is the term for the analog and digital values collected by the system.
2. Tag Name is the primary name of the process value. When changed here, it is changed within the SaniTrend Cloud online user portal and it is also changed on the DPR’s HMI panel display status screens. IMPORTANT NOTE – For DPR Reports, the tag name decides what tab to put the data in for the cycle reports. If the tag name does not contain any of the below text, it will not show up within the cycle report. a. “TEMP” – shows up in the “Temperature” tab b. “COND” or “_pH” or “pH” or “Volume” – shows up in the “Conductivity” tab c. “FLOW” – shows up in the “Flow” tab d. “PRESS” – shows up in the “Pressure” tab e. “LEVEL” – shows up in the “Level” tab f. IMPORTANT NOTE: Contact Sani-Matic if you have other properties not within the above parameters. 3. The units and min/max values for the properties are setup to be per system design at time of shipment (if this information is provided), but they can be modified here as needed. Note that this data, when updated, pushes to the cloud interface collection area and syncs with the DPR’s HMI Panel screen. 4. In addition, description text can be added that will show up for any additional details (e.g., tag #) desired to add to the system property. 5. NOTE: Property data cannot be added. When finished with updates, select “Apply Changes” to save.
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