Ultra Trend DMS 4.1 Manual

Ultratrend DMS 4.1Data Management System

INSTRUCTION MANUAL

14 Hayes StreetElmsford, NY 10523

PH: 914-592-1220 Fax: 914-347-2181Email: [email protected] V. 4.1

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Ultratrend DMS Instruction Manual v 4.1Table Of Contents

Introduction 3Program Overview 3System Requirements 3Installation 3Hierarchy 4Plant 4Application 4Group 5Location/Machine 5Record/Point 5Historical Record 6Create Historical Record 6Move a Record 7Deleting a Record 7Adding a Record 7Printing a Group 7Adding a Group 8Adding a Location/Machine 8Database Manager 8Getting Started 8(Creating a Plant, Application, Group) 8Setting a Baseline 9History Information Tab 9Sorting Data in Historical Info Tab 10View Chart 10Images 10Communications 10Uploading Data (using serial port) 11Send Group to Compact Flash Card 11Downloading Data (using serial port) 12Download Data from Flash Card 12Clearing Data from the Ultraprobe 12Clearing Data from Compact Flash Card 14Using Record Fields To Analyze Data 14Viewing Sound Samples in UE Spectralyzer 15Chart 14Printing Charts and Groups 15Reports 15Customizing Reports 16Compressed Gas Report Spread Sheet 18Importing Records from older versions of Ultratrend 19Customizing Records 19Setting Alarms, Creating Alarm Groups 20-21Assistance Contact Information 22

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IntroductionThe Ultratrend DMS software is a data organizing software for creating andmaintaining databases that apply to all the basic applications performed by theUltraprobe models 3000, 9000 and 10000. Users can select Genericinspections, Bearings, Leaks, Valves, Steam and Electrical applications. It willstore and organize records, provide reports, alarms and graphs. Users will beable to transmit data from the Ultraprobe to a computer or from a computer to theUltraprobe via an RS232 connection or by Compact Flash Card.

Program OverviewUltratrend DMS is similar in appearance and operation to Windows Explorerproviding users with a “Record Hierarchy” view of the data and the ability to sort,organize and archive records. The record hierarchy is Plant---Application---Group---Location/Machine---Record. Each Record will maintain fields, whichcontain basic inspection data as well as a subsection for historical information.The hierarchy design of the program provides users with the capability of ever-expanding data management.

System requirements

Hardware requirements

IBM PC or compatible. Capable of running Windows XP, XP Pro or Vista. 256 MB or higher VGA monitor capable of displaying 256 colors. Mouse or other pointing device.

Operating System requirements

Windows XP or Vista 1 Gigabyte of RAM required, 2 gigabytes recommended

Installation:Note: Before installing Ultratrend DMS v 4.1, uninstall all older versions ofUltratrend DMS. This will NOT delete your plant folder from the previous versions

If you download from the Internet, locate the file: “Ultratrend DMS v 4.1”.

For installation of Ultratrend from your computer, locate the file “UltratrendDMS v4.1” and extract the contents of the folder. To install the programdouble click on “setup.exe” and follow the instructions.

To install Ultratrend DMS from a CD: insert the CD, select My Computer,select the appropriate disc drive and click on the Ultratrend DMS folder, clickon the setup.exe” icon and follow the instructions.

Or open the “Start”, “Run” command “setup.exe” and follow the instructions.

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Plant

Application

Location/MachineRecord/Point

Historical Record

Group

HIERARCHY

(Note: To build a Route, see Getting Started Page 8)

PLANT

A plant is the top of the hierarchy. A user can select an unlimited number ofplants. All essential data is contained within the Plant, which includes:Application, Group, Location, Numbered Location and Historical Records. Inorder to view any of the components, the Plant must be opened. A Plant cancontain only the 6 Applications listed below and an unlimited number ofGroups and Locations.

To create a Plant: Go to File, select Create Plant and follow the instructionsin the dialog box.

APPLICATION

An Application determines the type of information to be uploaded to anddownloaded from the Ultraprobe 10000. Each Application has its own uniquerecord structure. A Plant can contain only 6 Applications. These are:1. Generic2. Valves3. Bearings4. Electrical

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5. Steam6. Leaks

An Application can contain an unlimited number of Groups. An Applicationcan be selected when the Create Plant window is opened. After a plant hasbeen created new Applications may be assigned as follows:

1. Right click on the opened Plant2. Select Create Application3. Using the toggle switch move up or down to locate the desired

Application and follow the prompts on the screen. You will be askedto:

4. Enter a Group name, select a descriptor format, date format, locationand record names

5. When the location and record names have been entered, be sure toclick on the Create button to continue.

6. When finished, select the finish button.

GROUP

A group is the specific test or project area that includes the equipment to betested. A group contains a sequential set of records ranging from 1 to 400.These records reflect the information found in the 400 memory locations ofthe Ultraprobe. A Group holds an unlimited number of “History Information”.In the hierarchy structure, a Group can contain only one Application. Whenassigned to an Application, the information collected will be placed in fieldsthat relate solely to that specific Application. A group may be re-created inany of the 6 Applications.

A group may be opened when Creating a Plant or by right clicking on anopened Application. It is recommended to assign one group per plant to cutdown on potential errors affecting other groups.

LOCATION /MACHINENote: For the Bearing Application only, the descriptor “MACHINE” is usedinstead of “LOCATION”.

This is the test subject. It may contain one or more test points. The locationname may be set using 8 or 13 characters depending on how the testequipment and test point identification boxes are configured. This isexplained in Getting Started. When creating a database it is important thatyou consider a name that will be understood by all users. A location is tied toa specific Group within a specific Application. It will contain the HistoricalRecords of each test point and must stay within the Application.

RECORD/POINTNote: For the Bearing Application only, the descriptor “POINT” is usedinstead of “RECORD”.

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The Record/Point is the specific test point that will contain all the HistoricalRecords that are listed by date of entry. The Record/Point may be set using 8or 3 characters depending upon the selected “Location/Machine” format.

The Record/Point will be listed sequentially in order of a specific test routine.Therefore the first Record/Point will automatically be assigned 001, the next002 up to 400 (to cover up to 400 records).

When data is entered into the Record/Point, a Historical Record will becreated. After it is created (either by downloading data from the Ultraprobe10,000 or 9000 or manually entered) the Historical Record will be listedunder each Record/Point as a date.

HISTORICAL RECORD

A Historical Record contains data Fields associated with a specificApplication. Each time an inspection is performed, the new data will bestored in the Historical Record Fields associated with the time and date inwhich the inspection data was collected. The first entry is defaulted by theprogram as the baseline record. This may be changed: see Setting aBaseline.

The Historical Record contains data Fields that are downloaded from theUltraprobe and uploaded to the Ultraprobe. You may create an unlimitednumber of “Historical Records” for each Record/Point.

The data can be automatically entered into the Historical Record bydownloading the information from the Ultraprobe.

An alternative method is to manually create a Historical Record that will beuploaded to the Ultraprobe.

Create An Historical RecordTo enter information into a Record/Point manually, an Historical Recordmust be created.

Right click on the Record/Point to be used and select “Create HistoricalRecord”. A unique time and date will be displayed and the data Fields willopen for entry. The date and other data can be manually entered or changedhere before uploading the data to the Ultraprobe.

A Historical Record contains all the inspection data unique to a selectedApplication. When opened the tabs on the top of the right screen are used toview data, create an on-screen historical spread sheet, produce trend charts,view images, export reports and create alarm groups.

Fields can only be viewed individually, one date entry at a time. History Infoprovides a sequential table view of the collected historical data. Each columnin the History Info table can be customized to reflect the specific data Fields

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associated with each specific Application. Once the columns are set up, thedata will be automatically transferred from the Fields data to related columnsin the History Info where it will be viewed sequentially by date. Once set inthe History Info Table, the data can be viewed in the Chart tab section as a“Trend Chart”.

Information cannot be placed into a record field unless it is downloaded fromthe Ultraprobe or manually entered by opening “Create Historical Record”.

1. To open “Create Historical Record”2. Right click on the Record/Point (01 to 400) you wish to use andselect “Create Historical Record”.

Move a Record

After an Application is set and the data is entered into a Record/Point theremay be occasions when the sequential order must be changed. ARecord/Point may be out of sequence or in the wrong position.

To change the order click on the Record/Point you wish to move:

1. Drag it to the new location.2. A dialog box will open and ask, “Move the selected record and insert

after the drop location?”3. If this is correct select “OK”.4. If it is not what you wish to do select “Cancel”.5. Once selected all the values located below the point of the drop

location will be automatically updated in sequential order.

Delete a RecordTo delete a record

1. Select the record you wish to delete2. Right click the mouse and select Delete

Adding a RecordTo add a record

1. Right click on the desired LOCATION (MACHINE)2. Select Create Record/point

Print a GroupTo Print a group

1. Create a Historical Record for each test point (the data does nothave to be entered at this juncture if no data is available)

2. Select/Highlight the Group name3. Under File, select Print Group

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To add a Group1. Select the Application2. Right click and select Create Group

To add a Location/Machine (in Bearing: Record/Point)1. Select the appropriate Group2. Right click and select Create Location/Machine (For Bearing:

Record/Point)

Data Base ManagerData Base Manager is used for 5 actions:

Split Group:Combine GroupsSplit PlantCombine PlantsMove Group

To use Database Manager:1. Close the Plant you will use for the actions described above2. Open File3. Select Database Manager4. Locate the Plant folder and open5. Select the plant

Follow the directions step by step in the Data Base Manager wizard.

Helpful Hint: Unless a specific file has been saved to a specific location, theUltratrend files will be saved as a default to your main hard drive, ProgramFiles, Ultratrend DMS folder, DMS Plants folder.

If you have already created a file, you may move it to a new folder usingDatabase Manager.

GETTING STARTED

To start, you must open a Plant. To do this go to File, Select Create Plantand follow the instructions in the wizard box.

Building a route in Ultratrend DMS

Some Notes before starting to build your plant

Have your Hierarchy thought out before actually building the plantOnly put Numbers and letters into DMS leave out any symbols like . / - etc

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1. Go to File, Create Plant2. Enter your Plant Name3. Click Next4. Select your application from the dropdown menu5. Click Next6. Select your Descriptor format (Gives you definition of the two formats on this

screen)7. Click Next8. Enter your Machine Location in Step 5 and your points for that machine under

Step 69. Hit Create10. If additional machines are necessary hit New and repeat steps 8-9 until completed11. Click Finish12. It will tell you where you are saving the Plant

a. If it is correct hit yesb. For using on a shared network folder, change the folder and browse to

where you want the plant to be saved. This will store the Plant data on thenetwork. The Ultratrend DMS program will remain on the local drive.

Setting a Baseline:

The first time a Historical Record is opened, and data is entered, theprogram will automatically assign this record as the Baseline record. It ispossible to select another Historical Record as the base line. To do this,open the record you wish to use as the Baseline and then click on theBaseline button and the data will be set for use as the baseline for allsubsequent data. All baseline records are noted by a check mark next to thehistorical record in the tree on the left of the screen.

Historical Info Tab:

Once the Fields data is entered, the History tab may be used to view thehistorical data of specific test points. The information can also be set to beused when producing a Report or a Trend Chart. (For more information ongenerating a Chart, see Chart below.) The information in the History table isviewed in columns. Each column can be set to reflect specific data related tothe Application. To customize the specific settings:

1. Select the Record you wish to view. This will be the Record/Point, notthe date (Historical Record).

2. Open the History Info tab. Date and Time columns are set, the othercolumns are blank.

3. Place the cursor in the top table column box you wish to set. Thecursor will blink.

4. Move the mouse over to the “Chooser” box and, using the arrow keys,scroll to select a field. You will note that the field will automatically bedisplayed in the column.

5. Move the cursor to the next column and repeat until through.

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Sorting Data in History InfoOnce data has been entered, it is possible to sort the data in the data fieldcolumns for analysis. To do this:

1. Select a data field column (ex: dB) using a left mouse click2. Move the cursor to the “Sort by active column” button and left click3. The selected column will be sorted in ascending order.

After the spreadsheet columns in the History info tab have been set, theymay be viewed as a trend Chart (graph).

View Chart:To view the History Info you have just entered in a chart form, open the Charttab. The chart will open. Once created, other test point charts can bereviewed by clicking on the desired Test Point.

Images:Digital photos, thermal images, photos or other relevant digital graphicinformation can be inserted using the Images tab. To inset an image;

1. Select the Record (test point) to which the Image will be attached2. Open the Image tab3. Click on the file icon of the Image path box and locate the image file4. Click to select the file5. The image will appear in the corresponding box

Communications:Data can be sent to an Ultraprobe or from an Ultraprobe to the computer. Todo this you must configure the DMS to recognize which Ultraprobe you use.The software can be configured to recognize more than one Ultraprobemodel.

1. Connect your Ultraprobe to the computer or, if using the CompactFlash card, insert the card into the Compact Flash Card Reader.(NOTE: in some computers a “Found New Hardware Wizard” dialogbox may open that will ask to install a driver. Follow the instructions inthe dialog box, select “install software automatically”)

2. Open Communications3. Select “Configure Probe” (Note: if using a cable connection be sure

your instrument is on and the Setup Menu 01 Data Transfer mode isdisplayed.

4. There are 2 choices: Automatic and Manual.a. Automatic: the computer will attempt to find anyCompact Flash Card or Ultraprobe connected to thecomputerb. Manual: Set to manually enter the Ultraprobe(s) youwill use. Here you can give the probe a reference name.The Ultraprobe 3000 must be on and in the setup mode.All others can use this mode even if the instrument is not

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connected. If using the Ultraprobe 10,000 there is achoice for either the Compact Flash Card or the Serialcable connection.

5. When finished, select OK in the Probe Manager dialog box.

The Configure Probe dialog box also allows you to remove probes(Ultraprobes) and to change the settings of a configured probe such aschanging the name or com port.

The following will explain: Uploading Data Send Group to Flash Card Download Group Download from Flash Card Clear Instrument

Before any data transfer process:1. Be sure your Ultraprobe is connected to your computer and the

Setup Mode 01 is displayed or your Compact Flash Card isinserted into the Compact Flash Reader.

2. Open Communications and open Select Probe to ensure thatthe correct Ultraprobe is selected.

UPLOADING AND DOWNLOADING DATA

Uploading DataIn order to upload information to the Ultraprobe, an Application and a Groupmust be opened. The Group must be selected.

A. To Upload from Ultratrend DMS (you cannot upload groups to the 3000)

1. Before any data transfer process, be sure your Ultraprobe is connected toyour computer and the Setup Mode 01 is displayed or your Compact FlashCard is inserted into the Compact Flash Reader.

2. Open Communications and open Selected Probe. Select the Ultraprobeyou will use.

Whenever data from an Application/Group is selected, it is the baseline datathat will be uploaded.

Sending a Group to Flash Card and then to the UP100001. Select the Group you will upload2. Insert Flash Card into Card Reader

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3. If you want to delete all data on the card before uploading data, go to MyComputer and double click on Removable Disc __, select the data, rightclick and delete)

4. While your group name is highlighted go to Communications and openSelected Probe. Select the Compact Flash Card you will use.

5. Click on Upload Group.6. When the data has been transferred the dialog box will say “Upload

successful”. Click OK to continue.7. At this point the Group is now on the Flash card8. Remove the Flash Card and insert it into the UP10000 while the unit is

turned off9. Turn the Instrument on and click the sensitivity inwards until the bottom

menu is blinking10.Scroll until you see the setup menu and press the enter button11.Menu 01 should be data transfer12.On menu 01 please press the Sensitivity Dial in Once13.Turn the Sensitivity until CF INPUT is blinking14.Click the Sensitivity Dial in15. It should bring you back to the menu 01 data transfer screen. You can

press enter to get back to the original screen where you should now seeyour route on the top

16.Go out and take your readings

Downloading Data from Compact Flash Card to the Computer17.When the route is completed scroll to Setup Menu 01, Data transfer18.Scroll till you see CF OUPUT and push the Sensitivity Dial in19.This will put your updated data onto the Flash Card from your Instrument20.Turn the instrument off and then take the CF out of the unit21.Put the Flash Card back into the reader and highlight your group22.Open Communications, Selected Probe and make sure the “Probe”/flash

card you are using has a check mark next to it.23. In the Communications menu, select Download Group24.A dialog box “Import Data to Tree” will open and display the Plant,

Application and Group to be sure you are placing the data correctly.Select OK

25.From there it should process and tell you how many historical recordswere added to the tree (if it tells you 0 then there was a mistake made)

26. It will also ask you to input serial number (this is optional as you can eitherput the Serial number of the instrument into the spot or just press OK withit blank to skip it)

27.Your new Data should now be in the Tree

A. Download Group (Serial Port or USB connection) (Note: Only datawill be downloaded when the RS232 cable option is used. Recorded soundfiles can only be downloaded via the Compact Flash Card)

1. Make sure the Ultraprobe is connected to the computer and that it isturned on in the Setup Mode.

2. Select Menu 01 Data Transfer.

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(For Ultraprobe 10,000 users only, Click to open and Spin to SerialOutput)

3. Open Communications, Selected Probe and make sure the“Probe”/flash card you are using has a check mark next to it.

4. Select Download Group.5. A dialog box “Import Data to Tree” will open and display the Plant,

Application and Group to be sure you are placing the data correctly.Select OK

6. From there it should process and tell you how many historical recordswere added to the tree (if it tells you 0 then there was a mistake made)

7. It will also ask you to input serial number (this is optional as you caneither put the Serial number of the instrument into the spot or justpress OK with it blank to skip it)

8. Your new Data should now be in the Tree

If you did not select the number of records when the Application and Groupwere originally created, these records will be created automatically.

Note: If the data was transferred via any cable, the WAV files were nottransferred. To transfer WAV files after the data has been downloaded to thecomputer:

1. Insert the Compact Flash Card (CF Card) into the CF CardReader that is connected to the PC USB Port

2. Open My Computer3. Select the temporary drive for the CF Card4. Select the WAV files.5. Open Edit and select Copy (or use Ctrl/C)6. Open Program Files7. Open the Ultratrend DMS root directory select DMS Plants8. Open the Plant Folder you are using9. Open Edit and select Paste (or use Ctrl/V).10.Paste the WAV file into the WAV folder in the plant you are using11.Set the WAV file path in the Fields tab of the appropriate Historical

Record

Clearing data from the Ultraprobe.You may want to clear data from the Ultraprobe before sending data or whenthrough downloading data so that the data stored on the Ultraprobe can becleared for your next inspection.

To Clear data:1. Be sure your Ultraprobe is connected to your computer and the

Setup Mode 01 is displayed or your Compact Flash Card is insertedinto the Compact Flash Reader The Ultraprobe must be in Menu 01Data Transfer.

2. Open Communications and select Clear Instrument

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3. A dialogue box will display the progress.

To Clear Data from the Compact Flash Card:1. Open My Computer and locate the drive the Compact Flash Card2. Open the Compact flash card folder3. Locate the files in the folder4. Highlight all folders and delete

To Clear Data from the Compact Flash Card in the Ultraprobe:5. Insert Compact Flash Card in Ultraprobe6. Turn On Ultraprobe and move cursor down to the Function line7. Spin to “CF info” and click to open8. Spin to Delete All Files and Click Sensitivity Dial to select action

Using the Record fields for Analyzing data

When a Record is opened, the screen on the right will display 6 tab views:FieldsHistory InfoChartImagesReportsGroup Alarm Level

These tabs are the tools you’ll need for data analysis and processing.

Fields and History Information were covered in the “Getting Started” section.Once set these data can be used to analyze equipment conditions and togenerate reports.

Viewing Sound samples in UE SpectralyzerTo view the sound (WAV) files the sound files must be transferred to thehistorical record and the Fields tab must be opened. If the records weretransferred from the Compact Flash card, the wave files will be attached. If thefiles were attached the WAV File Attached box will display Yes and the file pathwill be seen in the Fields tab box labeled: WAV File Path. If the path is notdisplayed the Wave File Attached box will display NO and the Wave File Pathbox will be blank. If the WAV files were transferred to the computer, you maycreate the path connection by clicking on the file icon located to the right of theWAV File Path box.

Once the WAV File Path has been established, click the Launch box andUE Spectralyzer will open.

Select Run and the WAV file will play out in the Spectral Screen. You may alsoselect the Time screen to view the sound in time series.

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Chart:To view data as a chart, the data must be selected in the History Info tab first.After the relevant data has been selected, open the Chart tab and the data willbe displayed in a chart.

The plots that were selected in the History Info tab can be turned off and on byusing the Plot on/off boxes located to the left of the chart. The plot selections thatare opened will have an x in them. To turn off a selection, click on theappropriate box; the box will be blank and the Plot will be removed from thechart.

If you have multiple Locations (ex: 001-200) you may scroll down to each whilethe chart is opened and the individual data from each Location will be displayedin chart form.

Printing Charts and Groups:Charts may be printed using the Print Chart button on the Chart screen. Chartsalong with data and any images (if selected) may be printed using the Print Chart& History Info button

Reports:Reports may be created within Ultratrend DMS using the Print Group command(File - Print group) or in the Chart tab using the Print chart or Print Chart andHistory Info button.Sound files that are attached to specific records may be viewed inUE Spectralyzer.

Reports may also be created by using the Export Wizard for customizingreports.

Generating ReportsTo generate a report from Ultratrend DMS you can choose from any of thefollowing procedures. Reports can be generated directly from DMS, exported toMS Excel, customized using a Report Wizard or exported to specialized reportssuch as UE Systems Compressed Gas Survey for analysis and management ofyour compressed air leak surveys.

1. Using DMS directly:

a. Select the Group for the report. Next, open File. Select Print Group andthe data for that particular group will open in Microsoft Word.

b. Using the Chart. You can print a chart to view the history of a testpoint/location. Select the test point/location you wish to view. Open the HistoryInfo tab and configure the spreadsheet (as shown above in History TabInformation). Open the Chart tab. On the Chart tab, select either Print Chartto only print a chart in Microsoft Word or select Print Chart and History Info toprint the chart and the data for your report. If an image has been attached to a

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record, the image will print along with the chart and data. This will also open inMicrosoft Word.

1. To insert a view of the spectra or time series in the report, you can eitheropen UE Spectralyzer or select the “Launch /Spectralyzer” button.Once in UE Spectralyzer, you can select the file you wish to view.

The spectra and the time series view can be attached to a report using theprint to screen button (PrtSC) on your keyboard and then copying (ControlV) in the report. A separate Spectra report can be created using theReport function in UE Spectralyzer.

2. Using the Reports tab (Customize reports, Export to Excel, Export toCompressed Gas Survey Report)

A. View Group in MS Excel1. Select the Group you will use.2. Open the Reports tab and select “View Group In Excel”3. Your group will automatically be launched into MS Excel

B. Customize Reports: Create a report using only the data you want.1. Select the Group or Location/Test Point you will use.2. Open the Reports tab and select “Launch Export Wizard”3. The Export Window dialog box opens, select “Next”4. The next Export Wizard dialog box opens with 4 selections: Simple

Mode, Advanced Mode, Quick Mode and Compressed Gas SpreadSheet: select “Simple Mode”

5. The “Select Fields” dialog box opens. Select each item you wish touse in the report. Use the right-pointing arrow button to add to the“Included Columns” box. If you wish to remove an item you added tothe “Included Columns” box, highlight the item in the box, then use theleft-pointing arrow button.

a. To add all items, in the left “Available Columns” box, select theright-pointing arrow “All” button. To remove all items from the“Included Columns box”, use the left-pointing “All” button.

b. To move an item up or down in the “Included Columns” box, usethe “Up” or “Down” button. It will move an item up or down onespace each time the button is selected.

6. When through, select the Next button.7. The Filter Rules Dialog box will open. You have 3 choices:

a. “Export all data” All your selected data will be exported withoutany filtering.

b. “Export Data that matches ANY rule”. Using ANY will allow formultiple filters that might not be related. For example, you mightwant to look at data from 2 groups. It is “inclusive”. Forexample, you can use “A and B and C and D”.

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c. “Export Data that matches All rule”. This will be a limited reportto a narrow scope of information. Here you will have to defineexact parameters such as a specific date range, Alarm Statusand specific Group. It is more restrictive. For example, “Only Aand B”.

8. The Preview box will open. If you wish to change anything use the“Back” button. If you approve of the items shown, select the “Next”button

Use the ALL to use morerestrictive rules

Preview Screen

Use the ANY to use moreinclusive rules

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9. The “Select Output File Type dialog box has 2 options: Microsoft Excel2003-2007 Workbook and the Comma Separated Text File. If youselect the Microsoft Excel option, be sure that you have this programalready installed in your computer. Select “Next”.

10.To save this report you will need to select a location in the “Save As”box. Check to see if the file name is correct (change if not), check theSave In box to be sure the report is going to be saved in the correctlocation. To save, select the Save As button. If you do not want tocontinue, select Cancel.

11. The next dialog box is “Export Completed”.a. If you do not wish to save this query, select “Finish”.b. To save this query for future use: Select the “Save this Query”

button. When this is selected, the “Save As” box opens. Selectthe folder and location in which you will save your data. Whenyou’ve selected the file location for the Query the ExportCompleted dialog box will open again, select “Finish”

C. Advance ModeOnce a query has been saved, it can be opened and used for otherreports. To use this, select the group or Location/Machine, Launch theSaved Quarry, Select Launch Export Wizard and select Advanced Mode.

D. Quick ModeThis selection opens all fields of a selected group into a MS Excelworkbook.

E. Compressed Gas Spread SheetFor compressed air and other gas surveys, after a survey has beendownloaded to Ultratrend DMS, select the survey, open the Report and selectthe “Compressed Gas Spread Sheet”.

1. After the Wizard box opens the Save As box, select a location or folderfor the survey and create a name.

2. Select “Finish” and the spreadsheet will be saved at the set location.

About Compressed Gas Spread Sheet:This will report the results of your leak survey. It will report the savings permonth and globally update the Report Sheet to review your results on anannualized basis. In addition to demonstrating your energy savings, it will alsocalculate your “Green” results in terms of CO2, NO and SO2 saved.

The compressed gas spreadsheet may also be used to report leak surveys ongases other than compressed air. The options are: Argon, Helium, Hydrogenand Nitrogen.

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There are tabs on the bottom of the spread sheet which will guide you to: Cost,Report (annualized updated report), Month (Monthly results), Master (this blanksheet is only used to facilitate importing of data and does not need to be used),Flow Rate Chart (for setting your CFM “Guesstimate”) and a Coefficient Tableto select your greenhouse gas results by the state/area in which you perform thetest.

Importing records from older versions of Ultratrend (as used with theUltraprobe 9000 and earlier versions of Ultratrend DMS).

Data used with older versions of Ultratrend DMS must be updated to be viewedin the newer version. To import the data into the current version of UltratrendDMS:

1. Open the File tab, a pull down menu will open2. Select Convert database3. A Convert Database Wizard dialog box will open4. Select the type of database (Pre DMS 1.4 or DMS v2 Database) that you

are converting from5. Click on the file icon and select the Plant you wish to open/convert6. Select the Next button7. It will open with a dialogue box, which will state that it will save the plant in

Ultratrend DMS v3 Plants folder. If you do not want this as a location,select Browse

8. When the file is selected a status bar will blink until the action is completed

If you wish to move the group after the conversion, use the Database Manager tomove the group.

Customizing Inspection Information Records:There are specific data fields within Test Records that can be changed. Thesefields are as follows:

Generic: TestResults

Valve: TestResults

ValveType

Application

Bearing: TestResults

Type-Bearing

Electrical: TestResults

Location ItemComponent

Voltage

Steam: TestResults

ManufacturerModel

Application OperationType

OrificeSize

Leak TestResults

Application Distance DistanceMetric

SharedSteam &Valves

Pipe Size Pipe SizeMetric

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To Change the information in these fields:1. Open File and select: Configure lists2. Select the Tab for the field you wish to customize3. Enter the change (in most of the fields you will be limited to 3 characters)4. To upload the change directly to the Ultraprobe, click the “Upload to UP

10,000 or the Send to Flash” button

NOTE: There is one SHARED tab for pipe sizes. This will be shared by theSteam and Valve applications.

Setting Alarm Levels and Group AlarmsTo set alarm levels and groups open the Group Alarm Level tab.

Alarms can be set for any historical record within an Application. Once setUltratrend DMS will help you find those test items that exceed the pre-determined alarm levels.

Alarm levels can be:1. Low Alarm: those designated as at or just above a predetermined dB

level. These can be manually entered in the Low Alarm box or will benoted if a Delta value has been met or exceeded.

2. High Alarm: levels that are set to provide a high alarm status for aspecific historical record or a group of historical records. These can bemanually entered in the High Alarm box or will be automatically double thedelta value of the baseline.

Setting Alarm Levels

To set an alarm level:1. Open a Historical Record (usually the first in the group).2. You have two choices: Update Alarm Levels or Update Alarm Levels

using delta. The delta level will automatically display an alarm in theAlarm status box when any dB value collected by the Ultraprobe andentered in the Historical Record exceeds the baseline reading by the setdelta dB level.

a. If a definite high and/or low alarm level is to be used, first enter thelevel in the appropriate box (High or Low or both) and then click onthe box that says Update Alarm Levels.

b. If a delta value is to be used enter the value in the Delta value boxand then click on the box that says Update Alarm Levels usingdelta. This selection will automatically enter the dB value youselected as the Low level and will double the baseline delta valueas the High level.

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Creating an Alarm GroupTo create an Alarm Group, select a Group from the tree by clicking on it. Twoboxes will open under Alarm Group Options: Create Alarm Group using HighLevels and Create Alarm Group. The High Alarm Group will enter only thosehistorical records under the selected Group in the tree that are at or exceed yourpreset high alarm levels. The Alarm Group will select historical records thatexceed both high and low alarm levels. Click on your selection and the groupwith all entries will be set in the tree on the left of the screen.

Once the Alarm Group has been set the data can then be printed to be used asa “work order” for corrective action or uploaded to the Ultraprobe for additionaltesting after set actions have been performed. When the new readings aredownloaded, those historical records that have been brought down below thealarm levels can then be cleared from the Alarm Group by selecting “CopyAlarm Group Back to Original”.

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Help & Contact Information

For assistance with Ultratrend DMS contact UE Systems between the hours of9:00 AM and 5:00 PM Eastern Standard Time.

Telephone: +914-592-1220Fax: +914-347-2181Email: [email protected]