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USER’S MANUAL

eZ-TOMAS version 8.0.x

eZ-TOMAS Remote version 8.0.x

Requires one of the following versions of Windows®

Windows 7 (32 or 64-bit)


Windows Vista (32 or 64-bit)
Windows XP SP2 (32-bit)
Windows 2000 SP4

eZ-TOMAS – Total online monitoring and analysis software


eZ-TOMAS Remote – Remote monitor and control application

Machine Vibration Monitoring

National Instruments
11500 North Mopac Expressway
Austin, Texas 78759-3504
(512) 795-8248
372164F-01 1086-0923 rev 16.1 ni.com/support
Table of Contents

1 – Introduction to eZ-TOMAS Waterfall …… 7-12


What is eZ-TOMAS? …… 1-1
Installing and Starting the Application… 1-2 Bode …… 7-14
Connecting Signals …… 1-3
eZ-TOMAS Order of Operation …… 1-4 Polar …… 7-16
A Look at the Gauge Window
& Control Pull-down Menu …… 1-5 Strip Chart …… 7-19

Shaft Centerline …… 7-22


2 – Monitoring a Machine
Using the File Pull-down Menu …… 2-1 8 – Display Menu . . . Reports and Logs
Configuring the Project …… 2-8
Starting an Acquisition …… 2-9 Statistical …… 8-1
Viewing Spectral Bands …… 2-10 Alarm Log …… 8-4
Plotting Data …… 2-12 Snapshot Log ……. 8-6
Viewing Reports …… 2-15 Production Test Report …… 8-7
Configuration Setup [.txt File] …… 8-8
vv
3 – Edit Menu [In Gauge Window]
9 – Security Menu [In Gauge Window]
Project Information …… 3-1
Vvv
Configuration …… 3-2
Spectral Bands …… 3-15 10 – OPC Support for eZ-TOMAS Gauge Data
Spectral Limits …… 3-18
What is OPC?…… 10-1
Digital I/O …… 3-21
Gauge Display Preferences …… 3-22 eZ-TOMAS OPC Support …… 10-1
Plot Display Preferences …… 3-22 Installing eZ-TOMAS OPC Support…… 10-1
Function Key Preferences …… 3-24 Setting up eZ-TOMAS as an OPC Server 10-1
Server Configuration …… 3-25 Configuring the Firewall for XP or Vista …… 10-2
OPC Configuration …… 3-25 Configuring the Firewall for Windows 7……10-4
Copy Window …… 3-25 Configuring DCOM Machine Default …… 10-11
Configuring DCOM for an OPC Server …… 10-12
Using OPC …. 10-14
Accessing the OPC Configuration Dialog ….. 10-14
4 – Control Menu [In Gauge Window]
Understanding the OPC Interface …… 10-14
OPC Status on the eZ-TOMAS and
eZ-TOMAS Remote Main Windows…… 10-17
5 – Display Menu . . . Plot Windows Subscribing to OPC Tags using third party
Introduction …… 5-1 applications …… 10-18
Saving and Recalling Plot Setups …… 5-3
Changing Display Ranges & Scales …… 5-4
11 – eZ-TOMAS Remote
“Real Time” Plot Controls …… 5-5
“History Data” Plot Controls …… 5-5 What is eZ-TOMAS Remote?...… 11-1
Channels …… 5-7 Installing eZ-TOMAS Remote…… 11-2
Running eZ-TOMAS Remote …… 11-3
eZ-TOMAS Remote Operations…. 11-4
6 – Toolbar Buttons Monitor Mode …. 11-4
Controller Mode …. 11-5
Configuration …. 11-6
Server Configuration (eZ-TOMAS) ….. 11-6
7 – Plot Examples Client Configuration (eZ-TOMAS Remote) ….. 11-8
How to Read Status Lines…… 11-11
Time Waveform …… 7-2
An Explanation of Offline Status…… 11-12
Spectrum …… 7-6 Working with Previously Recorded
Projects…… 11-13
Orbit …… 7-8 Troubleshooting …… 11-13

eZ-TOMAS & eZ-TOMAS/Remote 987489 ii


Introduction to eZ-TOMAS 1

What is eZ-TOMAS ? …… 1-1


Installing and Starting the Application …… 1-2
Connecting Signals …… 1-3
eZ-TOMAS Order of Operation …… 1-4
A Look at the Gauge Window & Control Pull-down Menu…… 1-5

In regard to data acquisition systems, the following terminology is used:


ZonicBook refers to a ZonicBook/618E.
WaveBook refers to WaveBooks in general, except when a specific model is
specified.
IOtech 600 Series refers to dynamic signal analyzers 640, 650, 652, 655, and 672.

Reference Note:
The information provided in this manual applies to the above noted analyzers with
exceptions as noted. Refer to your system’s specific hardware documentation in regard to
hardware setup. PDF versions of documents are included on CD and on our website. They
are also installed in the Programs group on your PC as a part of product support, during the
software installation process.

What is eZ-TOMAS?
eZ-TOMAS (Total Online Monitoring and Analysis Software) is designed to acquire, limit check, store,
and analyze vibration and process data from rotating machinery. eZ-TOMAS can be used with ZonicBook,
WaveBook, and IOtech 600 Series hardware. The application can be used as a server for scenarios
involving remote control. Remote viewing is possible via eZ-TOMAS Remote.
Analog input signals are typically associated with a specific machine train; and can be any combination of
the following:
• Proximity
• Velocity
• Accelerometer
• Tachometer
• DC proportional voltage
• Microphone
• Pressure

Note: The eZ-TOMAS Remote application, purchased separately, allows you to remotely monitor and/or
control eZ-TOMAS applications through client/server architecture. If needed, refer to Chapter 10
for additional information.

eZ-TOMAS & eZ-TOMAS Remote 917390 Introduction to eZ-TOMAS 1-1


Installing and Starting the Application
System Requirements
Verify that you have meet or exceed the minimum requirements listed.
• For Ethernet devices: 10/100BaseT Ethernet port [on PC or on a hub connected to the Ethernet]
• For USB devices: a USB port on the host PC [USB2.0 recommended]
• Monitor: SVGA, 1024 x 768 screen resolution
• Requires one of the following:
Windows 2000 SP4 or Windows XP (32-bit)
PC with Intel™ Pentium 4 or equivalent; 1 GB memory; 10 GB disk space
Windows Vista or Windows 7 (32-bit or 64-bit)
PC must be Windows Premium Ready
• Dynamic Signal Analysis (DSA) CD
• License Keys for eZ-TOMAS and/or eZ-TOMAS Remote, as applicable
• For eZ-TOMAS users wanting to acquire data: Data acquisition hardware and associated cables and power
supplies. Compatible hardware includes ZonicBook/618E, WaveBooks, and IOtech 600 Series.
• User documentation: available in pdf format on CD and online
If using eZ-TOMAS Remote, the version numbers of eZ-TOMAS Remote and eZ-TOMAS
must match.

If using eZ-TOMAS Remote, be aware that an effective firewall will likely alert the
eZ-TOMAS host application when eZ-TOMAS Remote is trying to monitor information or
take control; and will block such remote attempts. We recommend that you maintain
firewall protection; however, you will need to set your firewall to allow access to
eZ-TOMAS Remote. As used here, providing firewall access means making ports used by
clients and servers open [on both ends].
Software Installation
1. Start Windows.
2. Close all running applications.
3. Insert the Dynamic Signal Analysis CD into your CD-ROM drive and wait for the CD to
auto-run.
If the CD does not start on its own:
(a) click the desktop’s <Start> button
(b) choose the Run command
(c) select the CD-ROM drive, then select the setup.exe file.
(d) click <OK>.
An Opening Screen will appear.
4. Click the <ENTER SETUP> button.
5. From the hardware selection screen [which follows a licensing agreement], select the type of
data acquisition device you are using from the drop-down list.
6. On the Software Options Dialog screen, select eZ-TOMAS Machine Vibration Analysis.
OPC In addition, if you want to install OPC Support, check the eZ-TOMAS OPC Support
Note checkbox. Note that the eZ-TOMAS Machine Vibration Analysis checkbox must be
checked first.
7. Continue to follow the on-screen instructions.

eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-2


Reference Notes:
Adobe Acrobat PDF versions of documents pertaining to hardware and software are
automatically installed onto your PC’s hard-drive as a part of product support at the time
of software installation. The default location is the Programs group, which can be
accessed via the Windows Desktop Start Menu.

Running eZ-TOMAS
To run eZ-TOMAS, double-click the associated icon or use your Windows desktop Start button to navigate to the
program. This is located in the programs group by default.
The first time you start the application you will be prompted for your name, your company name, and a license
number. The number will activate eZ-TOMAS for every day operations. Note that the eZ-TOMAS license number
does not apply to eZ-TOMAS Remote, and will not activate it [Chapter 10 discusses eZ-TOMAS Remote].
If you are loading your software from a CD, the license key will be available on the Authorization Code Sheet that
accompanied the CD, as part of your order. If you downloaded your software from the website, your license key
(authorization code) will be e-mailed to you within one business day.
You will be prompted to set up your project’s security password. When you click the <Save> button the Password
Confirm window opens. Retype your security password and click the <Confirm> button.
The program’s Main window appears after your license key is accepted.

Connecting Signals

WaveBook and ZonicBook Users


Connect the analog signals to the analog input BNC connectors. WaveBooks, ZonicBooks and the WBK14 and
WBK18 dynamic modules require no physical hardware configuration. Configuration is accomplished via software.
Reference Note:
Information regarding the following products is provided in documentation as follows:
WBK14 and WBK18 - WBK Options Manual (p/n 489-0902).
WaveBook - WaveBook User’s Manual (p/n 489-0901).
ZonicBook/618E - ZonicBook/618E User’s Manual (p/n 1106-0901).

PDF versions of the documents are included on CD, website, and are installed in the
Programs group on your PC during software installation as a part of product support.

IOtech 600 Series Users


Connect the analog signals to the analog input BNC connectors. These dynamic signal analyzers require no physical
hardware configuration. Configuration is accomplished via software.
Reference Note:
Information regarding 600 Series products is provided in Quick Starts and Users Manuals.

PDF versions of the documents are included on the installation DSA CD, website, and are
installed in the Programs group on your PC during software installation as a part of product
support.

eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-3


eZ-TOMAS Order of Operation

eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-4


A Look at the Gauge Window & Control Pull-down Menu
The Gauge Display Window is used to show real-time values and measurement status. Gauge Display is not used for
historical data analysis. The Gauge Window in eZ-TOMAS Remote looks identical, except a Server panel is included on the
left edge of the window (see the network section of Chapter 3 for an illustration).
The main window of the GUI (graphical user interface) includes a set of virtual gauges, which use one of 14 spectral bands,
discussed shortly. There will always be a vertical gauge associated with each input channel. When the 1x Amp/Phase
selection is made, spectral bands for “1x Amplitude” and “1x Phase” are simultaneously displayed, with the later being in a
circular phase gauge (see second figure).
In addition to spectral band gauge displays, eZ-TOMAS can interactively display data in a variety of other formats,
including: Orbit, Polar, Time, Bode, Cascade/Waterfall, Strip Chart, and Shaft Centerline. You can control the acquisition
through toggle switches on the lower panels or through the Control pull-down menu.

Right-click on the panel to


access the pop-up menu.

Acquisition Limit Check Digital I/O Data Storage Options

Gauge Window Display - Various Spectral Bands


Tip: You can use the mouse to accomplish the following.
o Double-click the left-mouse button on an area of the gauge window to access a plot display window.
o When limit pointers are used for a vertical gauge you can use the mouse to drag them to new positions, thus setting
new limit values.
o When applicable, you can drag limit-lines on circular phase gauges to new positions, thus setting new values for the
phase angle limits.
o Right-click on an area of the gauge window to bring up a menu with several edit options (see frame A in figure).
eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-5
The data acquired by eZ-TOMAS and the supporting configuration information are stored in user-defined
files. This allows a single eZ-TOMAS system to be used with several different machines. The acquired
data is stored according to user-defined event changes, e.g., alarms, time, overall, and rotating speed.
Acquisition, instrumentation, and storage configuration parameters are also definable. These parameters
are stored over time. Configuration changes do not invalidate previously acquired data.

These are the buttons from the “Options” panel


[lower right section of the Gauge Window.
This figure shows their corresponding menu
selection.

Double-click in this area to add notes. Use the


up/down buttons to scroll through the notes.

Gating Status (Note 1)

Control Pull-Down Menu’s Relation to Lower Panels

Acquisition
The Acquisition Panel contains one slide switch, which determines the ON/OFF status of data acquisition.
Turn the data acquisition ON (Up/Green), or OFF (Down/Red).
Note 1: If gating is enabled, a yellow or green indicator will appear beneath the Acquisition switch during an
acquisition. Yellow indicates that gating is enabled, but that gating conditions are not satisfied; green
indicates that gating is enabled and conditions are satisfied. For details regarding gating refer to the
Storage Panel section in chapter 3.

Limit Check Panel


The Limit Check panel contains a slide switch, an alarm log progress bar, a padlock button, and an <OK>
button. The Limit Check slide switch determines the ON/OFF status of the Limit Checking feature [ON is
Up/Green; or OFF is Down/Red.
The Alarm Log Progress Bar graphically indicates how full the Alarm File is. The log can be accessed
from the Display pull-down menu. The most recent alarm event will appear below the bar.

eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-6


When there is an alarm event, channel labels will flash until the event is acknowledged. Click on the <OK> button
to acknowledge all outstanding alarm events. You can right-click on a channel gauge to acknowledge alarm events
for an individual channel. To list alarm events for a given channel, right-click on the channel’s gauge, then select
the View Alarm Event(s) menu option.

The padlock button is used to lock or unlock limit pointers.

Digital I/O Panel

The Digital I/O Panel contains an ON/OFF slide switch and a Relay Output Status display, which consists of 8
switches.

If the Digital IO slide switch is turned on, Digital I/O relay switches will activate [or deactivate] depending on the
configuration set in the Digital I/O Configuration window (detailed in Chapter 3). The window is accessible via the
Edit pull-menu.
During an acquisition you can manually activate each switch by clicking on the associated button.

Data Storage Panel


The Data Storage Panel is easily recognized by its Snapshot [camera] button and the bar for Current Data Record /
History File Size. Data storage uses the First In First Out (FIFO) method of receiving and releasing data.
The bar graphically indicates how full the file is. Two numbers, separated by a slash, reside just below the progress
bar. In the example this is 279 / 500. The first number is the current data record number (279 new records); the
second number is the entire number of records stored in the FIFO file 500. The number of new records is referred to
as the History File Size. In this case the History File Size is 279.
Clicking the <Snapshot> (camera) button will save “N” seconds of data to the history file; where “N” is defined in
the User Snapshot field of the Storage Tab [in the Configuration Panel] The Configuration Panel is accessed
through the Edit pull-down menu. The Gauge Window’s data storage panel includes the data file’s Date/Time
Range.

FIFO Records Capacity Bar


Number of Records that can be stored (History File Size)

Number of New Records


Date/Time Range of Data File

eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-7


Options Panel
The Options Panel includes several items. A description of each follows.

1
1 Show eZ-TOMAS Gauge Setup Files Machine Local
1
2 Display All Gauge Values Machine Local
1
3 Display Peak Hold Gauge Pointers Machine Local
1
4 Reset Peak Hold Gauge Values Machine Local
5 OPC Status and Control
6 Display List of Network Connections
7 Display List of TOMAS Projects
8 Display Machine Graphic Picture
9 Scroll through Notes
10 Enter a Project Note
1
The use and results of items 1-4 are machine local, i.e., they are never transferred from client to server or from server to client.

Item (1), “Show eZ-TOMAS Gauge Setup Files” Use this button to show (or hide if already visible) a list of
gauge setup files. These files have ‘.tgs’ extensions and are created when you select “Save Gauge Setup” from
the Gauges pull-down menu. If no gauge setup files were saved a pop-up message will inform you.

Item (2), “Display All Gauge Values” Click this button to show (or hide if already visible) the values for each
gauge. The values list beneath the associated gauges on the main window.

Item (3), “Display Peak Hold Gauge Pointers” Click this button to display (or hide if already visible) peak
hold gauge pointers for each gauge. Each pointer shows the peak value reached for its respective gauge.

Item (4), “Reset Peak Hold Gauge Values” Click this button to reset the peak hold gauge values.

Item (5), “OPC Status and Control.” This button image changes to indicate the Disabled
OPC status. Clicking on the button brings up an OPC Status and Control
dialog which gives more detailed information. From eZ-TOMAS the OPC Enabled
Status and Control dialog box allows you to enable/disable the OPC server
Updating
update during acquisition. Note that if server update is disabled during
acquisition, then gauge values, as published, will be set to zero. See chapter 10 Error
for information regarding OPC Support for eZ-TOMAS.
eZ-TOMAS OPC Support
is not installed

Item (6), “Display List of Network Connections” relates to


eZ-TOMAS Remote which is discussed in Chapter 11. If you
are using eZ-TOMAS Remote you can click on the button to
display a list of all clients connected to the eZ-TOMAS
server. A few notes: (a) The button will be dim if no
network connections are enabled. (b) The Remote Network
Connections dialog does not automatically update. To update Remote Network Connections
the dialog box you must close, then reopen it. (c) If there is a
client in controller mode, it will be denoted by two asterisks
preceding the Remote PC ID, as shown in the second line of
the example screenshot.

eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-8


Item (7), “Display List of TOMAS Projects,” brings up a window that lists the available .tom project
data files that can be displayed in eZ-TOMAS. The projects listed are those which are located in the
folder for the current project, as well as the two folders adjacent to it. To locate other projects you can
use the File pull-down menu, select “Open” and then use the “Look in” feature to locate available
projects. The TOMAS Projects window displays the following for each project: File, Folder, Size, and
Date Modified. To open a project in the list, double-click on it.

Item (8), “Display Machine Graphic Picture,” brings up a selected .jpg or .bmp image to represent the
associated machine or process being tested. The Machine Name is defined in the Project Information
Window (see Edit Menu).
In regard to the graphic image, if you right-click in the window, two choices will appear: “Load graphic
picture” and “Remove Graphic Picture.” Clicking on the former allow you to browse your PC for the
appropriate graphic. Note that this can also be accomplished through the Edit pull-down menu.

Item (9), “Scroll through Notes” Use the up/down arrow buttons to scroll through notes. See item 10.

Item (10) “Enter a Project Note.” Double-click in the indicated area (see graphic above) to enter a note.
The note text, preceded by date, appears in two places.
1. The Project Information dialog box. This can be accessed by selecting it from the Edit pull-down menu.
For details on the dialog box refer to the Project Information topic on page 3-1.
2. TOMAS_Config.txt - Notepad. This is a text file that includes data from the Project Information dialog, and
elsewhere (See following figure). To access the TOMAS_Config.txt file, navigate to your eZ-TOMAS files
which are typically saved at your default install directory; for example:
C:\Programs Files\eZ-TOMAS\TOMAS_Config.txt

Locating a Note in the TOMAS_Config.txt File

eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-9


A Look at the Gauges Pull-down Menu
Most of the Gauge window is occupied by gauges which display values for spectral bands and tachometers.
Selection of the band types can be made from the “Gauges” pull-down menu.
The window supports up to four frames (A, B, C, D). Each frame can accommodate up to ten gauges.

Gauges Pull-down Menu

You can define the parameters of User Defined bands E through N in the Spectral Bands window as follows:
1. Open the Edit pull-down menu.
2. Select Spectral Bands.
3. Set the parameters of the User Defined bands (E through N) as desired.

Additional information of primary importance to the gauge window is included in Chapter 3, which concerns
the window’s Edit menu.

Note: For the IOtech 655, gauges can also be set to monitor temperature. Gauge Display Preferences in
Chapter 3 provides additional information.

eZ-TOMAS & eZ-TOMAS Remote 988689 Introduction to eZ-TOMAS 1-10


Monitoring a Machine 2

Using the File Pull-down Menu …… 2-1


New (Clone) Project …… 2-1
Initialize Project ….. 2-2
Open Project …… 2-2 Note: The File Menu discussed in this chapter is located
Save As …… 2-3 in the Gauge Window’s menu bar. It is not to be
Erase History Data …… 2-7 confused with the Plot Window’s File Menu.
Erase Alarm Log …… 2-7
Print …… 2-7
Exit …… 2-7
Configuring the Project …… 2-8
Starting an Acquisition …… 2-9
Viewing Spectral Bands …… 2-10
Plotting Data …… 2-12
Multiple Plots …… 2-12
“Real Time” Plot Controls …… 2-13
“History Data” Plot Controls …… 2-14
Viewing Reports …… 2-15

An eZ-TOMAS Project is a collection of data files, typically associated with a monitored machine. The data files
include configuration and measured data. When eZ-TOMAS is activated it attempts to open the last eZ-TOMAS
Project accessed.
Multiple files are associated with each eZ-TOMAS project. Renaming a project file alone
(*.tom) using Windows Explorer [or from within a directory dialog] will corrupt the project
structure. The preferred way to rename a project is to use the File Menu ‘Save As’ entry.

In addition to the preceding note of importance, you should be aware of the following:

• If you are monitoring a machine for the first time, you should create a new eZ-TOMAS Project to store the
machine’s configuration and vibration data.
• If you have already created an eZ-TOMAS Project for the machine, use the File pull-down menu and select
Open to pick up where you left off.
• The configuration and data files have a FIFO design. When you turn on the acquisition switch, data will be
appended to the data files.
• Projects which have been automatically backed up become read-only projects. When a project is read-
only, automatic startup of acquisition for that project is disabled, even if it is specified in its configuration.
This is to avoid attempts to write to read-only files.

Using the File Pull-down Menu [In Gauge Window]


Open Project
Though this function is listed third on the menu list, we will mention it first here as it is frequently used and requires
very little explanation. The Open Project option provides a means of locating and opening an existing eZ-TOMAS
project.
Note: When eZ-TOMAS is started, it opens the last active project.

New (Clone) Project – Creates a Copy of a Project and its Data


Cloning a project keeps all of the values from the original project.
The New (Clone) Project option opens the Save As window. The first step in creating a new project is to select or
create a Folder where the new project’s files should be saved. Enter a filename for the project, then click the <Save>
button.

eZ-TOMAS & eZ-TOMAS Remote 919490 File Menu 2-1


Each eZ-TOMAS Project contains eZ-TOMAS configuration and data files. You should logically equate
an eZ-TOMAS Project with a specific machine. This is accomplished as follows:

1. On the File pull-down menu, select New (Clone) Project. This opens the Save As window.

Save As Window, Being Used to Create a New File

2. Select [or create] a Windows folder for the eZ-TOMAS Project.


3. Enter the desired filename for this project.
4. Click the <Save> button to create the new project.

Initialize Project – Creates a New Project and Sets the Number of Available Channel Inputs
When a project is initialized you are essentially starting with a “clean slate.” No data is carried over
as when a project is cloned.
To inform eZ-TOMAS as to what type of hardware will be used, select “Initialize Project” from the Gauge
Window’s File pull-down menu. The resulting window allows you to select a Hardware Device and the
applicable number of input channels.

If you have multiple hardware modules, and change the number of Input Channels, you
need to use the initialize function to create a new eZ-TOMAS Project. This needs to be
done once, for the first implementation of the new hardware setup. An explanation of
how to access and use the Initialize Project function follows.
When a project is initialized you are essentially starting with a “clean slate.” No data is
carried over, as would be when a project is cloned.

“Initialize Project” is accessed from the File pull-down menu. Initialize Project provides a means of
selecting the hardware device and setting the number of input channels. For example: If you had an 8
channel Medallion and were going to change your acquisition to 24 channels, for example, using a
ZonicBook/618E and two WBK18 modules, you would need to use the Initialize Project feature.

eZ-TOMAS & eZ-TOMAS Remote 919490 File Menu 2-2


Complete the following steps to initialize a project. Note that the step numbers correspond to the numbers
in the figure.

1. From the File pull-down menu, open “Initialize Project.” An Initialize Project dialog will open.
2. Select the Hardware Device (e.g. 640u, ZonicBook/618E) from the associated pull-down list.
3. Select the number of analog input channels from the associated pull-down list. For
ZonicBook/618E do not count the separate tach channels as input channels.
4. If applicable, enter and confirm the project password.
5. Click the <OK> button.
Note that the last section of the preceding chapter illustrates an example for 24 channels.

Depending on the data acquisition hardware, eZ-TOMAS will automatically enable gauges
for the first 8 or 10 channels. If your device has more channels that you want to display you
will need to enable them manually using the Gauge Display Preferences window (accessed
via the Edit pull-down menu). From the Gauge Display Preferences window, ensure there is
a checkmark in the “Visible” column for each channel that you want to display. Remove
the checkmark for those you don’t want to display. The window is discussed on page 3-21.

Save As
The Save As option allows you to backup history files in a binary file format, or export files in an ASCII
file format. This command opens the Backup/Save eZ-TOMAS Project window. The options in this
window change as you make selections. You can backup and export full or partial files.
Note: The disk space required to backup the selected records is displayed on the left panel.

Entire Project
The Entire Project option is only available when data
acquisition is turned off. Entire Project performs a file copy
operation to the specified Windows Directory. This backup
method is the fastest.

Save As… Entire Project

eZ-TOMAS & eZ-TOMAS Remote 919490 Monitoring a Machine 2-3


Partial Project
The Partial Project option can be used when data
acquisition is active. This option copies data and the
configuration setup to the designated folder for the
date and time range specified in the panel on the right.
To make a partial backup:
1. Select the range you want to backup [see next
section, Selecting Range Limits].
2. Click the <Save> button. The Save As window
will open.
3. Select the folder where the file is to be saved.
4. Enter a filename.
5. Click the <Save> button.

Save As… Partial Project

Selecting Range Limits


For each backup format, with exception of “Entire Project,” you will need to select the start and stop points
to define the range of data. This section explains how to use the Date/Time panel to set the range.
o Button <A> [in the following figure] resizes to the default history range.

Reset Drag Method “E”


Place mouse cursor over
Zoom-in a band, then hold left
mouse button down to
drag the limit band to a
Start point new location.
End point

o Button <B> zooms in on the history range. This affects the view, not the range. After clicking on
the button, put the mouse cursor at a point on the screen where you want the viewing area to begin
(such as B1 in the figure) and drag the mouse to the desired zoom end-point (for example, B2). We
have used a yellow band to show what would be in the new viewing area. Note that clicking
button <A> would now reset the range.
o Numeric fields “C” and “D” allow you to enter range start and stop points. In the example these
are 83 and 199. Note that the displayed Date/Time/RPM information changes to reflect the
associated range end-point as you move the green or red limit band.
o “Drag Method E” You can place the mouse cursor over the green (start) and red (end) limit
bands, and then use the mouse to drag the selected band to a new range point.
o Click the <Save> button once you have selected the desired range.

eZ-TOMAS & eZ-TOMAS Remote 919490 File Menu 2-4


Backup Format – Spectral Bands (ASCII)
This option creates an exportable ASCII file for the spectral band data that resides within the specified
Date/Time range.

Save As… Spectral Bands (ASCII)

eZ-TOMAS & eZ-TOMAS Remote 919490 Monitoring a Machine 2-5


Backup Format – Time History Data (BUNV)
This option creates an exportable Binary Universal
(UFF-58B) format (BUNV) file for the
Time History data that resides within the specified
Date/Time range.

Save As… Time History Data (BUNV)

BackUp Format – Time History Data (ASCII)


You can save time history data in ASCII format.
Select the: File-Save As menu option, then Click
on the Time History Data (ASCII) menu option.

NOTE:

This option can result in


relatively large files.

Save As… Time History Data (ASCII)

eZ-TOMAS & eZ-TOMAS Remote 919490 File Menu 2-6


EZ-TOMAS 5.5.09
ASCII Time Waveform Data Report generated 30-Aug-2006 11:15:01
Project Path: J:\Tomas Software\Data\Unit #2 Pre Outage\Ops Duwn 92603

Start Date: 26-Sep-2003 22:39:13


End Date: 26-Sep-2003 22:43:00

Sampling Rate: 1280. samples/second


Delta Time: 0.00078125 seconds

1. Brg 1Y mils
2. Brg 1X mils
4. Brg 2 "X" mils

Date / Time mSec Sample Time Waveform Data

26-Sep-2003 22:39:13 190 1 0.1830 -1.014 1.362


26-Sep-2003 22:39:13 190 2 0.6764 -1.136 1.266
26-Sep-2003 22:39:13 190 3 1.131 -1.195 1.460
26-Sep-2003 22:39:13 190 4 1.456 -1.136 1.793
26-Sep-2003 22:39:13 190 5 1.702 -0.9803 1.991
26-Sep-2003 22:39:13 190 6 1.773 -0.8245 1.996
26-Sep-2003 22:39:13 190 7 1.729 -0.6158 1.920
26-Sep-2003 22:39:13 190 8 1.580 -0.3180 1.988
26-Sep-2003 22:39:13 190 9 1.288 -0.1010 1.878
26-Sep-2003 22:39:13 190 10 0.8858 0.1411 1.709
Etc…

Erase History Data


Use the Erase History Data option with caution. This
menu item will erase History Data for the project. All
data for the active project will be permanently removed.
It is not recoverable.

Warning for Erase History

Erase Alarm Log


Use the Erase Alarm Log option with caution. This
menu item will erase the Alarm Log file for the project.
It is not recoverable.

Warning for Erase Alarm Log

Print “Print” brings up the Print Window for printing the current screen.

Exit Closes the eZ-TOMAS application.

eZ-TOMAS & eZ-TOMAS Remote 919490 Monitoring a Machine 2-7


Configuring the Project
A default configuration is automatically loaded when you open an eZ-TOMAS file. However, you may
want to make some changes to the configuration. To make changes:
1. From the eZ-TOMAS Main Window, open the Edit pull-down menu.
2. Select Project Information to open the associated window (following figure). Update
information and/or add notes as applicable.

Project Information Window

3. After the Project Information is as desired, click the <OK> button.


4. In the Edit menu select Configuration. The Setup Configuration window will appear
(following figure).

Reference Note:
The four tabs of the Setup Configuration window are labeled: Acquisition, Input Channels,
Spectral Bands, and Storage. They are discussed briefly in this section and in detail at the
beginning of Chapter 4, Edit Menu.

eZ-TOMAS & eZ-TOMAS Remote 919490 File Menu 2-8


5. Make sure that the Hardware panel reflects the correct hardware, for example, ZonicBook/618E.

Setup Configuration Window, Acquisition Tab

Clicking the <Cancel> button will undo all the changes you’ve made since you
opened the Setup Configuration Window.

6. Make the desired changes for each of the tabs and then click the <Save> button.
You can start monitoring immediately.
Acquisition Tab – From the Acquisition tab you can set up parameters that include, but are not limited
to: Block Size, Analysis Frequency, Low Cutoff Frequency, FFT Window, and Number of Averages.
Input Channels Tab – From the Input Channels Tab you can change channel parameters. This
includes, but is not limited to assigning channel types, customizing channel names, setting the instrument
range per channel, and assigning units.
Storage Tab - From the Storage Tab you can specify how you want trigger data storage. If any one
event is triggered, data from all channels is stored. Data storage events are triggered when a change occurs
in the monitored machine’s condition. The basic idea is to activate storage based on Time Change and/or
Speed Change and/or Amplitude Change.
Refer to Chapter 3 for more information regarding the Setup Configuration tabs.

Starting an Acquisition
After you configure your eZ-TOMAS Project, click the <Acquisition> Switch to place it in the ON (green)
position. This starts the data acquisition. The switch is located in the in the lower left corner of the eZ-
TOMAS gauge window.
When acquisition is active, real time overall values are displayed in the instrument gauges.
To stop data acquisition, click the switch. It appears in the slide-down position for OFF (red).

eZ-TOMAS & eZ-TOMAS Remote 919490 Monitoring a Machine 2-9


Viewing Spectral Bands
You can set spectral band options from the Main Gauge
Window. There are several methods of setting gauges;
these are discussed below.
In the partial gauge window at the right, we see five gauges
with spectral bands selected as follows, from left to right.

1. DCGapV. Vdc
2. 1xAmp: mils (p-p)
3. 1xAmp: mils (p-p)
4. DCGapV: Vdc
5. Overall: mils (p-p)

We can change the spectral band for each gauge,


independently; or we can make a global change – where we
would apply the same spectral band to all gauges at once.

To set a gauge independent of other gauge settings:

1. Right-click in the applicable gauge.


2. Select “Spectral Band.”
3. Select the desired band type.
(See second figure)

Open TCs and Open IEPE

Open temperature and open IEPE channels are indicated


by a blue gauge label. In the figure to the immediate right
we see that “Temp Ch 4” has a black gauge label which is
indicative of a normal (closed) connection. “Temp Ch 5,”
however, has a blue gauge label, which indicates that the
associated thermocouple is open.

Note that the example at the right is from an


IOtech 655u which includes five temperature
channels.

eZ-TOMAS & eZ-TOMAS Remote 919490 File Menu 2-10


To set all gauges to the same type of spectral band, i.e., to
make a global change:

1. Open the Gauges pull-down menu.


2. Select the band of interest.

As soon as step 2 is performed, all gauges will change to the


selected spectral band.

Note: Selecting 1x Amp/Phase or 1x Phase/Amp results in


two gauge types. In both of these instances, a vertical
gauge will display for 1x Amplitude and a circular
phase gauge will display for 1x Phase.

To set all gauges to a previously established set of


gauge settings:

You must first have one or more saved gauge setup files.
When you have a setup that you believe you will use
frequently, open the Gauges pull-down menu and select
“Save Gauge Setup.” In the “Save As” window that
appears, select a Filename and a location. Then save the
.tgs file.

You can either:


(a) use the Gauges pull-down menu and select
“Recall Gauge Setup” or
(b) click on the <Show eZ-TOMAS Gauge Setup
Files> button.

You can also affect the Gauge Window from the Edit pull-down menu.

Selecting “Gauge Preferences” opens an associated window. See following figure. From there you can drag a desired
spectral band type over to a specific gauge. The Gauge Preferences window is discussed in detail in Chapter 3, Edit-menu.

eZ-TOMAS & eZ-TOMAS Remote 919490 Monitoring a Machine 2-11


The “Spectral Bands” selection in the Edit-menu opens up a window which resembles the following. Making changes in this
window will impact the Gauge Window.

Refer to Chapter 3 for details on this and other aspects of the Edit menu.

Plotting Data
Click on “Display” in the main window’s menu bar, then select “Plot Windows.” The Data Display
Window will open. Note that you can double-click on a gauge to open the Data Display Window to plot
data for that specific channel.

Multiple Plots
1. On the second row of the Plot Windows toolbar, click the
<Open New Plot Window> button (see figure). This opens a second
display window. As an alternative to using the button you can open a
new Window from the Window pull-down menu.
2. On the Window pull-down menu of the Plots window, select either
Tile Vertically or Tile Horizontally.

All display windows will be shown simultaneously.


3. Select the Channel(s) and Display type for each window.

eZ-TOMAS & eZ-TOMAS Remote 919490 File Menu 2-12


Time Display and Spectrum Display Plots Tiled Horizontally
Each plot is longer in the horizontal direction.

A cursor is provided with each display. To move the cursor, place your mouse icon over the cursor and
drag it to the desired location on the trace or use the East / West Arrows.

“Real Time” Plot Controls


“Real Time” is the default data source. For Real Time displays you can Halt and Resume the display of
data by using the <Pause/Continue> toggle button (see following figure). As an option to the <Pause/
Continue> button you can use the “P” key on the PC’s keyboard. A table, which identifies all control
buttons follows shortly.
The <Clear Real Time Plot Buffer> button, which looks like a black “X,”allows you to clear the data in
the realtime trend displays. This display option can be used to clear the plot displays prior to starting a
test.
Pause/ Clear Real Time
Continue Plot Buffer
Selects
Real Time
Mode

Real Time Mode is Selected

Reference Note:
Refer to Chapter 6 for more detailed information regarding Plots and the associated toolbar
buttons and other controls.

eZ-TOMAS & eZ-TOMAS Remote 919490 Monitoring a Machine 2-13


“History Data” Plot Controls
When viewing History Data (pre-recorded data files), you can use the set of playback buttons or the slider
bar to navigate through the data. A table, which identifies all control buttons, is included in Chapter 6.
Note that the playback buttons and slider remain hidden in the GUI when eZ-TOMAS is in the Real Time
mode.
History Data is accumulated according to the parameters setup in the Setup Configuration window’s
Storage Tab, which is accessed via the Gauge Panel window’s Edit Menu.

Data Source- Play Back Record Record / Total Playback


History File Buttons Pointer Update Rate

Resize to the
default range.

Zoom in on the
History range.

Set range
starting record.

Set range
ending record.

Show
Alarm Log

Show Snapshot
Log

Reference Note:
Refer to Chapter 6 for more detailed information regarding Plot displays,
associated toolbar buttons, and other controls.

eZ-TOMAS & eZ-TOMAS Remote 919490 File Menu 2-14


Viewing Reports

eZ-TOMAS can generate the following types of reports, which are accessible from the Display pull-down
menu.

Display Pull-down Menu

The Statistical Report lists the historical spectral band data. It includes the instrument, the engineering
units, the minimum value, the mean average value, the maximum value, and the standard deviation by
channel. Statistical reports can be used to automatically generate limit values based on historical data.
The Alarm Log is a record of the last “N” number of alarm events. The number of alarms was specified in
the Setup Configuration window under the Storage Tab. The Alarm Log includes the date and time, the
channel number, reference tachometer, instrument name, spectral band type, alarm type, and value of the
alarm signal.
The Snapshot Log can be accessed from the Reports pull-down menu, or from the History Data Window.
The Snapshot Log file contains entries which were created whenever the user clicked the <Snapshot>
button, which is located in the Gauge Window’s Data Storage panel.
The Production Test Report. The feature allows you to generate a custom report, which can include the
company logo or other graphic, such as a machine image. The Production Test Report application is
primarily used by manufacturers, as it summarizes the results of each tested machine state in an easy-to-
read report. The feature uses Microsoft Excel 2000 (version 9.x) or later.
Selecting Configuration Setup from the Reports pull-down menu creates a text file that contains
configuration details of the current project.

Reference Note:
Refer to Chapter 6, Display… Reports, for detailed information regarding each report type and
for instructions pertaining to generating limits.

eZ-TOMAS & eZ-TOMAS Remote 919490 Monitoring a Machine 2-15


Edit Menu [In Gauge Window] 3

Project Information… (Ctrl+M) …… 3-1


Configuration… (Ctrl+E) …… 3-2
Acquisition Tab…… 3-2
Input Channels Tab …… 3-3
Tachometer Notes ….. 3-10
Synopsis of Tach Modes …… 3-11
Storage Tab …… 3-12
Spectral Bands… (Ctrl+B) …… 3-15
Spectral Limits… (Ctrl+L) …… 3-18
Digital I/O…… 3-21
Gauge Display Preferences… (Ctrl+G) …… 3-22
Plot Display Preferences… (Ctrl+D) …… 3-22
Function Key Preferences …… 3-24
Server Configuration… (Ctrl+R) …… 3-25
OPC Configuration ….. 3-24
Copy Window… (Ctrl+C) …… 3-25

Note: The Edit Menu discussed in this chapter is located in the Gauge Window’s menu bar.
It is not to be confused with the Plot Window’s Edit Menu.

Project Information… (Ctrl+M) Edit Menu

The Project Information window allows you to add general details to the eZ-TOMAS project: Company,
Plant, Job Number, and up to 8 alphanumeric Machine Names1. Up to 10 user notes [each up to 256
characters] can be added to each project. Double-click in a text field to add or edit information.
The information in this window can be added to analysis displays as plot annotation, which can be useful
when generating reports.

1
Note: When entering project information that uses an ampersand, for example “Smith @ Jones,” the ampersand
might not appear on reports. If this is the case, entering the ampersand twice should remedy the issue.
Thus an entry of “Smith @@ Jones” would result in “Smith @ Jones.”

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-1


Configuration… (Ctrl+E) Edit Menu
This opens the Setup Configuration Window, which has three separate tabs for configuring the acquisition
device. Click the appropriate tab [Acquisition, Input Channels, or Storage], make the necessary changes in
each, then click the <OK> button to save all your changes and close the window.

Clicking the <Cancel> button will undo all unsaved changes.


You must turn acquisition off and then on again for Acquisition Configuration
changes to take effect.

If OPC is configured, the OPC settings are not automatically updated when changes
are made to the channel type or spectral bands. To ensure that OPC settings remain
valid bring up the OPC configuration dialog and click OK after verifying the
settings.
Acquisition Tab

Acquisition Tab
The Acquisition tab is used to configure how the data will be acquired and processed. For eZ-TOMAS,
sampling rate and through-put rate are determined by two user-set parameters: Analysis Frequency
and Spectral Lines. The following table shows parameter relationships. Information was obtained from
the above screen-shot.

Parameter Calculation (based on above Acquisition Tab)


Sampling Rate = 500 Hz x 2.56 The sampling rate applies to
= Analysis Frequency x Nyquist Factor = 1280 samples per second ALL input channels.
Time Resolution = 1 / 1280 samples per second
= 1 / Sampling Rate = 0.000781 seconds
Acquisition Time = 800 Lines / 500 Hz
= Spectral Lines / Analysis Frequency = 1.6 seconds
Frequency Resolution = 500 Hz / 800 Lines
= Analysis Frequency / Spectral Lines = 0.625 Hz
Block of Time Data = 800 x 2.56
= Spectral Lines x Nyquist = 2048 samples

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-2


Panels of the Acquisition Tab

Hardware
The Hardware Panel has a pull-down list from which the applicable
data acquisition device must be selected.

Startup State
Used to set the default startup state for the project's Acquisition,
Limit Checking, and Digital IO processes. eZ-TOMAS will turn on
the selected processes when the project is opened. The default user
level (1, 2, or 3) is also selected in this panel.
o User Level 1 - Users can view gauge data in the main menu and Print.
o User Level 2 - Users cannot start or initialize a project, erase the
History file, edit the configuration, or change the security password.
o User Level 3 - Users have full privileges, including the ability to start
new projects and erase History files. Level 3 is password protected.
Refer to chapter 9, Security Menu for more information regarding
security levels.

Acquisition
Analysis Frequency (Hz) The maximum frequency of interest. The
sampling rate will be 2.56 times the analysis frequency. Verify the
maximum frequency response of your probes. For a Tach signal,
your Analysis Frequency should be a higher multiple of the maximum
rotating speed. Typically, this multiple is at least 10 times the rotating
frequency.

Spectral Lines The number of lines per spectrum and the number of
data samples used in the FFT (Fast Fourier Transform) process. The
more spectral lines, the greater the data resolution. As the number of
spectral lines increases, so does the time that it takes to collect the
data and the amount of disk space.
Overlap Data Acquisition For slow speed data acquisition
applications, you have the option to select overlap data processing to
speed up real time data displays. This option is enabled when the
Acquisition Time is greater than 2 seconds.

If you select Overlap Data Acquisition, eZ-TOMAS will automatically


determine the overlap percentage needed to achieve a 1 to 2 second
display update rate. For example, if your analysis frequency is
500 Hz and you have 3200 spectral lines, the acquisition time is 6.4
seconds. With Overlap Data Acquisition, the overlap percentage will
be 75% and the update rate will be 1.6 seconds. (6.4 sec / 4). The
divisor is a power of 2.

Number of Averages The number of data blocks averaged before a


block of data is accepted and displayed. Typically, the value is “1”
indicating no averaging.

FFT Window Fast Fourier Transform. FFT is an efficient technique


for calculating the frequency of components in a time-domain
waveform based on digitized voltage measurements. The result is a
display of amplitude versus frequency and phase versus frequency.
The FFT Window is a weighting window, typically either Hanning or
Flat Top. Hanning provides better frequency resolution. Flat Top
provides better amplitude resolution.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-3


dB Reference
This panel is used to set the 0 dB reference point in Engineering Units
(EU). The EU value for 0 dB reference is used with microphone input
channel types. The default setting is 20 micro-Pascals (0.000020 pa).

High Pass AC Coupling Filter (Hz)


Note: Filter Panel options apply to ZonicBook/618E and WBK18 channels.
High Pass AC Coupling Filter: When AC Coupling is selected in
the Input Channels tab, the associated input signals will pass
through a 0.1 Hz or a 1.0 Hz High Pass Filter, depending on which
radio button is selected.
IEPE Delay Time - The typical IEPE charge time for a 0.1 Hz AC
coupling filter is 40 to 60 seconds, and 4 to 6 seconds for a 1.0 Hz
AC coupling filter. While the IEPE is charging, you will see large DC
offsets in the acquired data.
For this reason you may want to enter an IEPE Charge delay time.
eZ-TOMAS will pause data acquisition and storage for the indicated
time period.

Acceleration – Velocity – Displacement Preferences

Accelerometer and Velocity signals can be integrated. Select the


desired integration units from the Engineering Units pull-down list.
The High Pass Display Filter applies to the frequency displays and
calculations, such as the Overall Vibration Level. The filter values
(Hz) can be defined for each integration type. Frequency data below
the set filter value is zeroed. This is useful when you want to remove
the “Ski-Slope” effect of integration.
Important: Make sure the Filter Value is lower than the Machine
running speed, by at least 50%.
Example: For a running speed of 1200 RPM we would need to
set the filter value to 10 Hz or lower. Calculated as follows:
0.5(1200rev/60sec) = 0.5(20rev/sec) = 10Hz

For related information, see INT/DIFF on page 3-7.

Scale Preferences
The instrument scale preferences can be defined for Acceleration,
Velocity, and Displacement input types.

You can select one of the following for each of the three instrument
types:

RMS

Peak (PK)

Peak-to-Peak (P-P)

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-4


Terms and factors related to the Acquisition Panel
Nyquist Nyquist Factor – The nyquist factor is a representation of the anti-aliasing cutoff frequency and is equal to the
Factor anti-aliasing cutoff frequency divided by the sample rate. In eZ-TOMAS, the analysis frequency is multiplied
by a nyquist factor of 2.56 to obtain the sampling rate. This ensures that a sampled analog signal is accurately
represented.
Sampling The rate at which the signal is sampled. For eZ-TOMAS, the sample rate is always 2.56 times the Analysis
Rate Frequency.

Spectral Spectral Resolution equals the Analysis Frequency divided by the number of Spectral Lines.
Resolution
Example: Analysis Frequency: 1000 Hz
Spectral Lines: 800
Spectral Resolution: 1.25 Hz per spectral line ( 1000 Hz / 800 = 1.25 Hz )

Input Channels Tab


This tab is used to configure each channel for your project. The available setup options in this window are
dependent on the instrument type selected; for example, the IOtech 655u can measure temperature and the Input
Channels tab will display columns associated with Thermocouples, RTDs, and units in degrees (second figure).

Input Channels Tab - Scrolled Left

Partial Input Channels Tab


Showing temperature related columns for an IOtech 655u.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-5


Input Channels Tab - Scrolled Right

To configure a channel:
1. Select the channel to be configured.
2. Set the instrument type.
3. Set the value for each attribute of the channel.
Repeat this process for each channel.
The parameters of one channel can be copied to another channel by using
options on the Edit menu.

Input Channels Tab Column Functions


No. is the channel number. Selecting the channel number highlights all attributes for that
channel.
Type is the type of instrument attached to the channel. Options for channels 1 through 10 are:
o Accelerometer o Microphone
o Velocity o Pressure
o Displacement o General
o Static o Unused (select “Unused” for channels that
o Tach have no instrument attached.)
Note: For the five temperature channels of IOtech 655u, there are two Types
available: Temperature and Unused. Temperature is not an available Type for
channels 1 through 10.

Name is a Label you will use to identify the channel.


Gauge Min, represent the instrument range minimum and maximum gauge values.
Gauge Max
Units is used to enter the Engineering Units label you want to use.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-6


INT/DIFF This column is used for setting a single or double integration, or a single or double
differential. It can be used for the following three types: Accelerometer, Velocity,
Displacement.
Note that the integration value (g’s/ips/mils, g’s/ips/in, or g’s/mmps/mm) is selected in the
Acquisition Tab.
Possible INT/DIFF column selections for Accelerometer, Velocity, and Displacement are:
Accelerometer Velocity Displacement
None None None
Single Integration Single Integration Single Differential
Double Integration Single Differential Double Differential
Comments:
(1) If the signal is acceleration, then single integration results in velocity; and
double integration results in displacement.
(2) If the signal is velocity, then single integration results in displacement; and
single differential results in accelerometer.
(3) If the signal is displacement, then single differential results in velocity; and
double differential results in accelerometer.

mV / EU is the instrument sensitivity. (Typical displacement probes: 200 milli-Volts per mil. Typical
accelerometer probes: 100 milliVolts per G. For Tach probes
enter 1000.) For static channels, this property represents the slope variable (m) of the linear
equation y = mx + b.

Offset Sets the offset factor that is to be applied to the Engineering Units.
FSV FSV (Full Scale Voltage) is the maximum input voltage for the instrument. If you are unsure
of the instrument’s maximum voltage value, select a high voltage value.

IEPE A constant bias current is available for IEPE (ICP) transducers that are used as signal input
for many IOtech devices. The bias current is sourced through the center conductor of the
input channel BNC connector and returns to the analyzer via the BNC’s outer conductor.
Consult your hardware manual for applicability.
The current source features an operating compliance voltage (see product specifications) and
is protected in regard to both short-circuit and overvoltage. Operating compliance refers to
the highest voltage that can be applied without change of the current source value. In the
absence of a transducer, the current source will output an open circuit voltage. For
applications that do not require bias, the current source can be disconnected from the input by
un-checking IEPE in the Input Channels tab on a per-channel basis.
When the IEPE cell is checked for a channel, the current source is enabled and the input
voltage is continuously monitored with level detection circuitry. Recognition of a voltage
slightly greater than compliance voltage (transducer open) or a very low voltage (transducer
short) triggers a transducer fault condition for the affected channel. When the IEPE function
is not available to a channel a dash appears in the IEPE column of the associated channel.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-7


Coupling Each input can be AC or DC-coupled. The AC-Coupling High Pass Filter selection is
located on the Acquisition Tab. Proximity and Static Probes are typically DC-coupled.
All other types are usually AC-coupled. AC-coupling can be set to a high pass filter value
of 0.1 Hz or 1 Hz. The value is selected in the Edit Menu’s Acquisition Tab. Note that
when DC-Coupling is selected the high pass filter is bypassed.
When the Coupling function is not available to a channel, or not used by a channel, a dash
appears in that channel’s Coupling column.

[Probe]
The probe location and L/R columns are used to define
Location
the physical angular location of a probe, from 0° to
L/R 180° left or right of Top Dead Center (TDC). The two
columns are in the Input Channels tab, as indicated in
the figure below. Probe location is used for Orbit,
Polar, and Shaft Center Line displays.
Note: Orientation of view is looking from the Driver
to the Driven. Zero degrees is always given as top
dead center (TDC). With eZ-TOMAS versions 5.5.09
and higher, the probe location is defined as “N”
degrees Left or Right of TDC. Projects created in
earlier versions of eZ-TOMAS defined location as
being CCW from TDC. That convention is
automatically converted to the newer one, represented
in the figure at the right.

1xA Ref and 1x Amplitude Reference and 1x Phase Reference are the slow roll values used for Runout
1xP Ref Compensation on Bode, Polar, Time Waveform, or Orbit displays.
Gap Volt is the DC voltage value when the shaft is at rest. This value is used for Shaft Center Line
displays.

XY Pair XY Pair associates 2 probes on a bearing. Typically, probe pairs are located 90 degrees
apart. Orbit and Shaft Centerline displays require a Channel Pair.
Brg Clear Bearing Clearance is measured in the instrument’s engineering units. You can
optionally overlay the bearing clearance circle onto an orbit display or shaft centerline.
Brg Start Bearing Start is the location of the shaft relative to the bearing when the machine is at
mechanical rest. Three possible locations are taken into consideration: Bottom, Center,
and Top. For horizontal shafts, a bearing start of bottom is typical, due to gravity;
However, in some situations mechanical linkage can result in a bearing start with the shaft
at the top. For shafts that are oriented vertically, a bearing start of center is likely.
Tach This column defines allows you to define a reference tachometer for each channel. Thus,
Reference on Gauge Display and Plot Display eZ-TOMAS can show 1x values relative to the
preferred tach. When two or more tachs are defined eZ-TOMAS computes spectral data
relative to each. For example, with two tachs: If Tach 1 measures 3000 rpm and Tach 2
measures 4500 rpm eZ-TOMAS computes 1xA values for each. With the RPMs given,
the resulting 1x Frequency values are 50 Hz for Tach 1 and 75 Hz for Tach2.

Clicking the Tach Reference column brings up a pull-down list which indicates the
tachometer channels available for use as reference [for the currently displayed data].

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-8


Tach Section of the Input Channels Tab
Rotation is the shaft’s rotation direction, either clockwise or counter-clockwise. The direction
indicated is as viewed from the driver end of the machine train.
Pulse/Rev is the number of pulses per 360 degree revolution. (Default: 1)
RPM Mult. Used to enter an RPM multiplier value. This is useful if your tachometer is measuring an
RPM that is proportional to another value of interest, such as in a gear train. For
example, you want to see the RPM for shaft “X” which is known to turn at 2.5 times the
RPM of gear “Z;” but it is impractical for a tachometer to measure the RPM of the shaft
by any direct means. In this case, we would enter a multiplier of 2.5 for the gear’s RPM
to obtain the shaft’s RPM.
Auto Tach If a Analog Input Channel is defined as a Tachometer Input. You can either manually
specify a trigger level or use the Auto-Tach detection option.

During acquisition eZ-TOMAS can automatically detect and adjust the analog tach’s
trigger settings. This can be useful when the tach signal changes voltage levels during
machine operation.
Trig Dir is the “negative’ [down arrow] or “positive” [up arrow] direction of the moving shaft.
Trig Volt defines the Tach pulse for tach signals. A keyway will generate a Negative Tach pulse.
Typical Tach signals will generate at least a 1 V pulse. You can check the voltage value
using a Time display.
Mode Used to select one of three available modes: Voltage, Counter, or Period.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-9


Tachometer Notes
To Assign a 1. Navigate in eZ-TOMAS as follows: Edit [pull-down men] \ Configuration \
Tachometer Input Channels Tab \ Tach Reference column.
to a Channel 2. Click in the Tach Reference column and select the desired tachometer from
the pull-down list.

To Edit a 1. Navigate in eZ-TOMAS as follows: Edit [pull-down menu] \ Configuration \


Tachometer Input Channels tab.
Channel’s 2. Edit the parameters on a column by column basis, as desired. Note that there
Parameters are two places from which you can edit tachometer parameters:
(a) The main area of the Input Channels tab. This is where, for a Tachometer
type, you can edit the tachometer channel’s name, minimum and maximum
gauge values, units, etc.
(b) The lower panel of the Input Channels tab. From here you can configure
the tachometer channel’s rotation (CW or CCW), trigger/revolution, trigger
direction (POS or NEG), and trigger voltage.
For applicable illustrations of the channel configuration areas, refer to the
preceding two figures.

To obtain 1. Setup the input for Voltage Mode.


optimal noise
rejection 2. Take a measurement.
3. View the Tach Signal on a TimeWaveform plot.
4. Set the Trigger Slope [Trig Slope] to Positive (POS) or Negative (NEG).

Using Analog 1. If you connect a tachometer sensor to an analog signal input channel (e.g.,
Input as a Tach CH1 through CH8) [instead of to a dedicated tach channel], the tachometer
modes will not be applicable to that channel.
2. Tach calculations [using an analog input] automatically remove offset. For
this reason you must specify the tach trigger voltage [for the tach channel] as
though the channel was AC coupled.
3. Though offset is automatically removed, it can be displayed using DC
coupling.
4. The gauge max value [for an analog channel used as a tach] is used to ignore
spurious tach pulses, i.e., anything above the gauge max value. For this
reason care must be taken to set the max gauge value correctly when any
analog channel is used as a tach.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-10


Synopsis of Tach Modes
When you connect a tach sensor to a tachometer designated connector, such as the ZonicBook/618E’s
TACH BNCs (TACH1, TACH2, TACH3, or TACH4) you can select one of the following three modes:
Counter, Period, or Voltage.

If tachometer triggers will occur at a rate greater than or equal to the


“scan rate divided by 10” then the Period Mode must be used.

Counter Mode

Counter Mode generates a Pulse of Amplitude “+1” for each tach


trigger. The counter mode can be used when the number of
pulses is less than the scan rate divided by ten (< scan rate / 10).

Use Counter Mode when Pulses per Once you have established the phase relationship of a machine
Revolution are needed. running near optimum, the observance of phase shifts can be
used to signal the development of a mechanical problem.
Counter Mode can be used for phase
shift observance.

Period Mode
The period is the time from the rising edge of one pulse to the
rising edge of the next pulse, or the time from the falling edge of
one pulse to the falling edge of the next pulse.
The Period Mode is used for Tachometer inputs which exhibit
multiple pulses per revolution. The mode provides accurate
Use Period Mode when multiple overall RPM without sacrificing scan rate. Phase measurements
pulses are involved, such as from gear are not possible when using period mode.
teeth.
Note: 60 seconds divided by the period [in seconds] equals
Period Mode cannot be used for RPM.
phase shift observance.

Voltage Mode
Voltage Mode is used for Tachometer inputs to view actual input
voltages from the Tach Sensor. This mode is useful for locating
an ideal Tach Trigger Voltage setting, i.e., one that is in a clean
region of a leading edge, as illustrated.
Notes:
1) Voltage mode cannot be used for phase measurements
between analog inputs and tachometer inputs.
2) When in voltage mode, a displayed hardware tach
channel will always show existing offset, if present.
Use Voltage Mode when you need to 3) When specifying the voltage for a hardware tach
determine a trigger voltage. trigger, consider whether the channel is AC or DC
coupled.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-11


Storage Tab

Storage Tab
Basic Description
Data storage is activated by trigger events. If any one event is triggered, data from all channels is stored.
Data storage events are triggered when a change occurs within the range of your defined parameters. An
example follows the parameter definitions.
Note: For Static Input Channel types (selected in the Input Channels “Type” column)
eZ-TOMAS calculates and stores the averaged value in the time block.

Panel Description
History FIFO Displays the number of storage records in the History FIFO (First-In-First-Out) file.
Based on the configuration, values for both the required and the available disk space
are shown. The panel includes a checkbox to enable backing up the project. If the
project backup feature is enabled, the backup files will be stored in your EZ-TOMAS
project folder. They will have the same file name, followed by an underscore and a
number; for example, the first backup of a file called: TurbGen.tom would be
TurbGen_1.tom.
RPM Range The speed range in which data storage is permitted.
RPM Change An RPM-based trigger for the storage of data. Data will be stored when the machine
speed changes by the specified RPM value. To enable the delta RPM storage trigger
check the “Enabled” checkbox and enter an RPM value.
Time Change A time-based trigger for the storage of data. Enter the number of seconds, minutes,
hours, or days between desired storage events. To enable the time-based trigger
check the “Enabled” checkbox.
Overall Change An amplitude-based trigger that can be defined for each channel. Data is stored when
the overall amplitude changes by the specified value. The user must check the
“Enabled” box for each channel that is to be used as an overall change trigger.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-12


User Snapshot Used to specify the duration of continuous data gathering (in seconds) for a snapshot
of data. When the snapshot button is clicked [the button with the camera image], data
will be collected for the specified duration.
Gating Allows a designated state of a selected input signal to control storage and limit
(Signal Gating) checking operations. Refer to the following page for details.

The history file is a FIFO file. You can define the depth of the history file; however, the amount of time
needed to fill the file depends on the trigger event values. The smaller the trigger values, the faster the
history file fills. The current data storage status is shown in the Main Window.

Example
Assume that a motor typically runs at 3600 RPM and we would like to store data when the motor is running
above 200 RPM and below 5000 RPM.
1. Open the Edit menu.
2. Select “Setup.” The Setup Configuration window will open.
3. Select “Storage Tab.”
4. For RPM Range enter a value of 5000 for the maximum and 200 for the minimum.

5. Set one or more of the following to trigger data storage:


a) Time Change
b) RPM Change
c) Overall Change (the overall change in engineering units)

For this example assume that Time Change and RPM Change were both set to “None” and the
Overall Change trigger for a channel was set to set to 0.25 mils.

6. Click <OK>.
With this configuration, data will be stored if . . . the motor’s speed is greater than 200 RPM and
less than 5000 RPM and the overall value changes by 0.25 mils [since the last trigger event]. In this
case
eZ-TOMAS will store time waveform and spectral gauge (band) data for all channels. All event
triggers are reset whenever any event trigger occurs. In other words:
IF minRPM < Motor Speed < maxRPM
AND IF {delta Time, OR delta Speed, OR delta EU = specified setting}
THEN data is stored.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-13


Gating (Signal Gating)
Signal gating allows a designated state of a selected input signal to control storage and limit checking
operations.

The signal state sensed is strictly level based, in other words, above or below a designated overall level in
scaled units. Use of a signal for gating does not change the configuration or operations of that signal.

Setup of the gating feature is accomplished within the Storage tab, located in the Storage Configuration
dialog (Edit Configuration). An example, showing Gating enabled, is presented by way of the following
figure.

Gating Panel, Located within the Storage Tab

When gating is disabled the system ignores all gating specifications, i.e., the panel’s indicated signal
channel, above/below state, and level value parameters have no effect. This means eZ-TOMAS will check
limits and storage specifications with no imposed restrictions.

When gating is enabled you can select an input signal from the Signal pull-down list. In the previous
figure, Accelerometer Channel 2 (Accel Ch 2) is selected.

The above/below radio buttons indicate that gating (or enabling) of system operation will occur when the
overall value of the specified signal is above or below (respectively) the level specified in the Level field.
When gating is enabled and the set condition is met a green indicator will display below the Acquisition
switch.

Gating Condition is Met Gating Condition is


(green indicator) Not Met (yellow indicator)

When the gating condition is not met, but gating is enabled, a yellow indicator will appear beneath the
Acquisition switch.

Note that there is no indicator when gating is disabled.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-14


Spectral Bands… (Ctrl+B) Edit Menu

Up to 14 Spectral Bands ( A through N) can be selected for each dynamic channel. The first four bands
(A, B, C, D) named Overall, DC Gap V, 1x Amplitude and 1x Phase are pre-defined and cannot be
modified. However, the user-defined bands (E through N) can be customized for specific applications.
Spectral Band values are displayed on the dynamic instrument gauges. All gauges are vertical, with
exception of circular phase gauges. When either 1x Amplitude, or 1x Phase is selected, both a vertical
gauge [for 1x Amplitude] and circular phase gauge [for 1x Phase] are displayed.

Spectral Bands Window

If OPC is configured, the OPC settings are not automatically updated when changes
are made to the channel type or spectral bands. To ensure that OPC settings remain
valid bring up the OPC configuration dialog and click OK after verifying the
settings.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-15


Input Channels Panel
Selected channels have green backgrounds. Non-selected channels appear with white backgrounds.
Selected channels are listed by channel number and name. The channel name is the one that is
assigned in the Input Channels tab of the Edit menu’s Setup Configuration window, under the
“Name” column.

Spectral Bands Panel


Band is the Spectral Band of interest. Only the “User Defined” bands [E through N] can
(A thru N) be modified.
Spectral is the name you assign to a spectral band. It is displayed on the dynamic instrument
Band gauge in the main window. A, B, C, and D are pre-defined.
Freq Units can be either Frequency or Orders. If you do not have a tach defined, the Orders
option will not be available.
Freq LO Used to set the range of the frequency or order. It is a good practice to set the range
Freq HI 2 to 4 spectral lines wider than the frequency of interest. This is due to the FFT
window. For example, if your frequency of interest is the 3rd order. You should
specify a range of 2.9 to 3.1 orders
CALC Specifies to calculate Peak, Overall, Phase, or Unused.
Peak is the highest spectral amplitude within the specified range.
Overall is the sum of vibrations of each spectral amplitude, within the specified range.
Phase is the time relationship between the vibration probe and tach signal.
Unused does not calculate a value for the spectral band.

Amp LO Used to set the low and high amplitudes. These high and low values define the gauge
Amp HI range.

The lower portion of the Spectral Bands Window consists of a Spectral Band Toolkit panel. The
toolkit includes a field to enter machine speed in RPM, selection for 50 or 60 Hz line frequency, and
selection for a band scale in Hz or Orders. Aside from these, the toolkit includes 5 tabs: Bearing
Faults, Motors, Gears, Pumps / Fans, and Belts.

Spectral Band Toolkit Panel


Nominal Enter the machine’s nominal running speed.
Machine Speed
(RPM)
Line Frequency Select 60 Hz or 50 Hz, depending on the frequency of the power supply.
Band Scale Choose Hz or Orders.

Examples from the toolkit tabs follow.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-16


Spectral Band Toolkit Tabs – Examples

Bearing
Faults

Motors

Gears

Pumps
Fans

Belts

Each of the tabs includes parameters related to a specific type of fault. The tabs calculate and display frequencies
[or orders] which you can select with the left mouse button, then [with a click of the right mouse button] drag into
the Spectral Bands panel. In the following figure, 4 frequencies associated with bearing faults have been highlighted
and dragged into position for spectral bands E, F, G, and H.

Applying Bearing Fault Frequencies from the Toolkit to Bands E, F, G, and H

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-17


Spectral Limits… (Ctrl+L) Edit Menu
Overview
The Limit Configuration window is accessed from the Edit pull-down menu by selecting “Spectral
Limits.” The window provides the user with a means of setting limits and ranges for multiple machine
states for 1 or more Input Channels.

A machine state can be defined by RPM and Delay Time (minutes). For example, a machine state could
be defined as 5001 to 10,000 RPM, but with a delay of 3minutes. Thus the speed would need to be at least
5001 RPM for 3 minutes.

Six states are supported, where “0” is an RPM state not covered by the defined RPM ranges 1, 2, 3, 4, 5.
See top central panel, following figure.

There can be gaps between user-defined RPM ranges; however, the ranges may not overlap. For
example: Range 1 could be assigned to cover 400 to 800 RPM, and Range 2 could be set to cover 900 to
1000 RPM, thus ignoring the 801 to 899 RPM range. But you could not then reset Range 2 to cover 700
to 1000 RPM because this new range 2 value overlaps those of Range 1. When RPM ranges are used,
there is a unique set of limit set-points for each combination of: Input Channel, RPM Range, and
Spectral Band. For convenience, you may copy and paste limit settings between Channels.
A different set of Limit Values for Spectral Bands A through J can be assigned to each of the six
RPM ranges. Click on one of the cells for an RPM range to see the limits assigned to that range. The
range currently selected is listed at the left side of the Limit Values panel. In the above figure RPM Range
2 (5001 to 10,000) RPM is selected.

Up to four limits can be defined for each channel’s operating condition (LO-LO, LO, HI, HI-HI). The
alarm colors are defined in the Plot Display Preferences window. If the channel value is lower than the
LO-LO limit, the bar graph will change to the color indicated in the LO-LO column header (see following
figure). A value between LO-LO and LO limits will cause the bar graph color to change to the specified
LO limit color. HI and HI-HI limits have the same effect, relative to channel value. A bar will be green
for normal channel values (those between the LO and Hi limits).
The window includes a Text Messaging feature that allows a message to be sent to up to 5 e-mail
addresses. Such messages are typically sent when triggered by an alarm condition. The user can elect to
include Spectral Band Data in the message by checking the associated checkbox.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-18


Facts Regarding Spectral Limits
To configure two or more channels to the same limit settings, you can click on the first channel; then use
<Shift>/click, or <Control>/click to select the range of channels that are to have the common limits.
Limit values are not used if:
(a) the limit value is outside of the instrument range, or
(b) the limit value is set to Zero.
Limits from one channel can be copied to another from the Limit Configuration Window’s Edit pull-down
menu, using the “Copy Channel” option, or by selecting multiple channels.

Use the Input Channels Tab of the Configuration Window (selected from the Edit pull-down menu) to
Select the Tach Reference on a per channel basis.

You can modify limits on the graphical bar graph display in the main window by dragging the limit
arrows and then opening the Spectral Limits window to save your changes. Note that right-clicking on a
gauge activates a pop-up [following figure] with several selection options, including “Edit Spectral
Limits.”

Gauge Window Pop-up

The Alarm Log File panel [upper right of the Limit Configuration window] has a numeric field for
entering “Records” is the number of Alarm events logged. When an alarm occurs, eZ-TOMAS
automatically saves the data to the History FIFO file.

The colors for the four limits (set in Edit Menu / Plot Display Preferences) are used in the Gauge
Window, as illustrated in the following figure.

The Statistical Report can be used to generate limits for each machine state. You can select channels,
spectral bands, and variance for high and low limits. A Limit Generation dialog box is accessed via the
Statistical Report’s File pull-down menu.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-19


Partial Spectral Limits Panel Showing
User-set Color Indications for LO-LO, LO, HI, and HI-HI

Example of Limits Effects on the Gauge Colors

Note: The Statistical Report can be used to generate limits for each machine state. You can select
channels, spectral bands, and variance for high and low limits. The Limit Generation dialog box is
accessed via the Statistical Report’s File pull-down menu. See Chapter 8 for more information.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-20


Digital I/O… Edit Menu

Hardware Panel
The top panel of the Digital I/O Configuration Window
is the Hardware panel.
For NDT Relay Modules:
(1) An NDTRelay must be connected as indicated in
separate NDTRelay documentation.
(2) The applicable COM Port must be identified.
Select the RS232 COM (serial) Port to which the
output Relay module is connected

For 600 Series Analyzers:


For these 600 series analyzers, the Digital outputs are
accessed via a 9-pin connector on the rear panel. Refer to
the associated product’s user manual for a pinout and
additional details. The manuals are located on the
Dynamic Signal Analysis CD in Adobe PDF format.

Digital I/O Configuration

Relay Outputs Panel


Relay outputs can be used to communicate Alarm Status to external devices. Up to 8 relay outputs are supported. You
must indicate, by checkmark, if a relay output is to be active. For an “active” relay, the normal state is either Normally
Open (NO) or Normally Closed (NC). In the preceding figure, only Relay Output 0 is “Active.”
When you cl ick o n one of t he cells associated with a relay
output, t he “Alarm E vents” t hat will tr igger it appear to the
right of the output’s switch graphic. I n the preceding figure
we see the events that will trigger Relay Output 0. When any
Output Relay 0, Active, Normally Closed –
of the defined Alarm Events are True, the relay will be in the Shown set to Open on Alarm Conditions on Channels 1, 3, or 5
state other than indicated in the NO/NC column. For
example, in the following figure Output Relay 0 is normally
closed; thus the relay will open when:
(a) Input Channel 1 is in Red Alarm Condition, or
(b) Input Channel 3 is in Yellow Alarm Condition, or
(c) Input Channel 5 is in Cyan Alarm Condition.

Digital Inputs Panel


Digital Inputs can be used to trigger eZ-TOMAS Actions. Each supported
action is assigned to specific Digital Input. For example, in the figure at
the right, Store Snapshot is assigned to Digital Input 0. This means that
the Store Snapshot action will occur when Digital Input 0 changes state.
Note: Digital Inputs are available in NDTRelay2 [not NDTRelay1].
Store Snapshot Selected for
Digital Pattern 0
Note: Each number in the “No.”
column represents a specific
Digital Pattern.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-21


Gauge Display Preferences… (Ctrl+G) Edit Menu
The G auge P references window p rovides a
means of independently setting the background
colors o f t he c ontrol p anel a nd p rimary gauge
panel. The Gauge Preferences window includes
a font styles button which allows you to apply a
global f ont c hange t o t he g auge a nd c ontrol
panels. T he l ower section o f t he G auge
Preferences window p ertains t o G auge
Properties. I n regard to the “Bands” column, to
make a ch ange you can d rag a n ew S pectral
Band t ype from t he far r ight i nto t he B and
column. You can also double-click in a cell and
enter a d esired S pectral B and le tter ( from A
through N). Channels can be edited in a
similar manner.

655u Note: When a temperature channel is


selected only two spectral bands
will be listed at the right side of
the window; these are ‘A:Overall’
and ‘B:DCGapV.’

Plot Display Preferences… (Ctrl+D) Edit Menu


The Display Preferences Window provides a means of changing
various display colors for the Plot Window. I t also allows you
to ch ange other display parameters, i ncluding, b ut not li mited
to, W aterfall la titude a nd lo ngitude a ngles, a nd units f or t he
frequency axis.
Although most d isplay p reference functionality is s elf-
explanatory, the following information may be useful to some.
The Plot Window panel allows you to define the Plot Display's
border, ba ckground, g rid c olors, a nd t he font style a nd s ize.
The p anel i ncludes a n RT B uffer numeric f ield f or indicating
Realtime Trend. This value defines the amount time [in
minutes] that data will be displayed before scrolling will begin.
For example, if t he Realtime T rend was set for 2 minutes t he
trend d isplay would s how t he d ata b eing c ollected f or t wo
minutes, a nd t hen s tart s crolling a fter 2 m inutes. I n t his
example t he s creen will al ways d isplay t he most r ecent 2
minutes of data.
The Plot Trace Colors panel allows you to define colors for use
in t he p lot d isplays. I f you select " By T race" t he s equential
order of t he T race Number will de fine t he plot c olor. I f you
select " By C hannel" colors will b e a ssigned to s pecific
channels according to the numbered color squares.
The Alarms panel defines alarm colors. The panel includes two
numeric fields. The upper field indicates the number of records
to be displayed. The lower field, for Pre/Post Alarm Event, defines
the amount of data that will be displayed when using the Alarm Log report.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-22


The Waterfall Display panel is limited to a fixed number of spectrum traces,
up to 100 traces. The Longitude Angle defines the vertical tilt of the display.
The Latitude Angle defines the horizontal tilt.

The Frequency Axis panel is used to set the frequency axis to Hz or CPM.
Select Hz-Orders for cycles per second; or select CPM-Orders for cycles
per minute.

The Bode Display panel includes two checkboxes: Unwrap Phase and
Flip RPM Axis.
Unwrap Phase – when “checked,” the Y-axis scale can span multiple 360
degrees. Data will smoothly transition across the 0 / 360 boundary. When
“not-checked” the Y-axis scale is 0 to 360 degrees; and data that straddles the
0 / 360 boundary will show a vertical line.
Flip RPM Axis – is typically used for shutdowns (coastdowns). When
“checked,” the X-Axis (for RPM) reverses. Thus an X-axis from 0 to 6000
RPM would “flip” to show 6000 to 0 RPM.

In addition to color changes, the Main Cursor and Harmonic Cursors can be
shown with or without a vertical line. Click on the first button [in the
associated cursor panel to toggle to the desired choice (line or no line).

The Orbit Display - Bearing Circle panel allows the user to select “Probe
Location” or “X / Y Axis.” The selection defines the Bearing Circle on the
Orbit display. If the bearing clearance is elliptical, select the locations that
will be used to measure the clearance.

When checked, the following information will appear in the header when you
copy and paste a plot into a document or paint application: Company, Plant,
Job No., Machine Name(s). This information will be as entered in the Project
Information window, which is accessed from the Edit menu.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-23


Function Keys Preferences… Edit Menu

eZ-TOMAS can be controlled through a network via keyboard function keys (F1 through F12). The Function
Key Preferences feature allows you to define computer keyboard function key actions.

Note: When you click on a Function Key row (such as F5 in the figure) a pull-down list appears – allowing for
easy selection of a function.

You can assign the keys to control starting and stopping acquisitions, limit checking, data storage, and to indicate
what project is open. Network Communication is via Port 7652.

You can assign the “File – AutoBackup” menu option to a function key. The AutoBackup feature allows you
quickly backup the current eZ-TOMAS Project. When this function is use a date and time string is added to the
project name. Note that the File Attributes of the backed up project are Read Only.
The AutoBackup feature can be useful in Conjunction with the Network access of the function keys.

You may contact XV for an example application.


If doing so, please request: EZT_netfkey.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-24


Server Configuration… (Ctrl+R) Edit Menu
eZ-TOMAS can be configured to provide data and/or control to remote computers using a client/server architecture
via TCP/IP. The remote computers will need to have an authorized version of the eZ-TOMAS Remote application of
the same version number as the eZ-TOMAS software being used.

Refer to Chapter 11, Using eZ-TOMAS Remote, for details regarding server configuration.

OPC Configuration… Edit Menu


eZ-TOMAS can act as an OPC server to publish its gauge data items as OPC tags. OPC clients can connect to the
server to obtain data acquisition values as they are being produced by eZ-TOMAS.

Refer to Chapter 10, OPC Support for eZ-TOMAS Gauge Data, for details.

Copy Window… (Ctrl+C) Edit Menu


“Copy Window” is not a window, but a command to copy the currently selected window to the clipboard. After
using this command you can paste the copied window into another application, such as Microsoft Word or Excel.
The feature is useful for creating reports, or sending screen images to others via e-mail.

eZ-TOMAS & eZ-TOMAS Remote 919490 Edit Menu 3-25


Control Menu 4

The Control Menu allows you to enable and disable several functions which can also be
controlled via switches and buttons on the lower panels of the Gauge Window (main
window) as discussed in Chapter 1.
If needed, refer to Chapter 1 for information regarding the selections, as well as the
relationship between the menu items and the Gauge Window buttons.

Control Pull-Down Menu

eZ-TOMAS & eZ-TOMAS Remote 919390 Control Menu 4-1


Display Menu . . . Plot Windows 5

Introduction …… 5-1
Saving and Recalling Plot Setups …… 5-3
Changing Display Ranges and Scales …… 5-4
“Real Time” Plot Controls …… 5-5
“History Data” Plot Controls …… 5-5
Channels …… 5-7

Introduction
The Display pull-down menu [following figure] provides a means of displaying plot windows, logs, and
reports. This chapter covers the Plot Windows aspect. Chapter 6 pertains to the various logs (reports) that
can be generated from the menu.

Select Plots from the Display Pull-down Menu

Selecting Plot Windows from the Display pull-down menu opens a Data Display window (see following
Window). Note that you can double-click on a gauge to open a Data Display window for plotting that
gauge’s data.
For real-time displays, you can halt and resume the display of data by using the Pause/Continue toggle
button, or use the “P” key on the keyboard. When viewing historical data, you can use the playback buttons
and the slider to navigate through the data.
You can view either real-time data or historical data. In the examples that follow we are view historical
data, thus the History button has been clicked, and appears “active” [green] on our screen.
Prior to viewing a plot you need to:
• select the channels to be displayed
• select the desired data display format, e.g., Time Display, Spectrum, or Waterfall
• select the data source, i.e., a “Real Time” source, or a history data file.

Reference Notes:
For toolbar button functions refer to Chapter 6.
For examples of various plot display types refer to Chapter 7.

eZ-TOMAS & eZ-TOMAS Remote 919290 Display Menu … Plot Windows 5-1
See RPM
Note below.

History Data – Orbit, Bode, Time Waveform, and Spectrum Displays

Plot controls can be data that is in “Real Time” or pre-recorded, i.e., “History Data.” A different set of
control buttons will be present depending on which mode you are using. In addition, Time Display and
Spectrum Display formats differ in regard to certain control options.

Reference Notes:
For toolbar button functions refer to Chapter 6.
For examples of various plot display types refer to Chapter 7.

RPM In real-time or history mode, RPM associated with up to 18 defined tachometer channels is
Note: displayed in the upper left hand edge of the display panel. For projects using more than 18
tachometers, you can use strip chart plot windows to specify the additional RPM values.

eZ-TOMAS & eZ-TOMAS Remote 919290 Display Menu … Plot Windows 5-2
Saving and Recalling Plot Setups
You can save and recall plot setups. If you typically need to display data in a fixed format, this option can
simplify the display setup process. After you can setup your plot displays, select the “Save Plot Setup” file
menu option and save the setup. The next time you need to display data in that format, you can use the
”Recall Plot Setup” file menu option to quickly display data in that format.

File Pull-down Menu


for Plot Displays

Preparing to Save a Plot Setup

Preparing to Recall [Open] a Plot Setup

eZ-TOMAS & eZ-TOMAS Remote 919290 Display Menu … Plot Windows 5-3
Changing Display Ranges and ScalesTo change the maximum or minimum range value (following figure): Left-click on
upper or lower scale value that is to be changed, then enter the new value. An example follows. This technique works for
both X and Y axis.

In this example, the cursor and PC


keyboard were used to change the
maximum scale value from 3.000 volts
to 3.800 volts.

To change the X-Axis (following figures): Hold down the <Ctrl> key, at the same time, left-click and drag the mouse
cursor horizontally on the plot. Two vertical cursor lines will define the new x-axis end points. As an alternative, you can
click the X-Scaling button and then drag the mouse cursor horizontally on the plot.

To change the Y-Axis (following figures): Hold down the <Alt> key, at the same time, left-click and drag the mouse
cursor vertically on the plot. Two horizontal cursor lines will define the new Y-axis end-points. As an alternative, you can
click the Y-Scaling button and then drag the mouse cursor vertically on the plot.

To simultaneously change the X & Y Axes (following figures): Hold down the <Ctrl> and <Alt> keys, at the same time,
left-click and drag the mouse cursor diagonally on the plot. A rectangle will define the new area of the plot. As an
alternative, you can click the X-Y-Scaling button and then drag the mouse cursor diagonally on the plot.

Note: In regard to using toolbar buttons to change axis ranges, refer to Chapter 6.

eZ-TOMAS & eZ-TOMAS Remote 919290 Display Menu … Plot Windows 5-4
“Real Time” Plot Controls
“Real Time” is the default data source. For Real Time displays you can Halt and Resume the display of
data by using the <Pause/Continue> toggle button (see following figure). As an option to the <Pause/
Continue> button you can use the “P” key on the PC’s keyboard. A table, which identifies all control
buttons follows shortly.
The <Clear Real Time Plot Buffer> button, which looks like a black “X,” allows you to clear the data in
the realtime trend displays. This display option can be used to clear the plot displays prior to starting a
test.
Pause/ Clear Real Time
Continue Plot Buffer
Selects
Real Time
Mode

Real Time Mode is Selected

“History Data” Plot Controls


When viewing History Data (pre-recorded data files), you can use the set of playback buttons or the slider
bar to navigate through the data. A table, which identifies all control buttons, is presented in Chapter 6.
Note that the playback buttons and slider remain hidden in the GUI when eZ-TOMAS is in the Real Time
mode.
History Data is accumulated according to the parameters setup in the Setup Configuration window’s
Storage Tab, which is accessed via the Gauge Panel window’s Edit Menu.

Data Source- Play Back Record Record / Total Playback


History File Buttons Pointer Update Rate

History Data (Playback) Mode is Selected

The playback buttons from left to right are: Rewind, Step backward one record, Play Backward, Stop, Play,
and Step forward one record
Note that you can drag the History Data Slider (at the right of the play buttons) to a specific area of the file
before you start playing back the data.

The Playback Update [Delay] Slider allows you to slow down (delay) the playback update. The delay value
can be set to anywhere from 0 to 1000 milliseconds, in 200 millisecond increments.

eZ-TOMAS & eZ-TOMAS Remote 919290 Display Menu … Plot Windows 5-5
Resize to the
default range.

Zoom in on the
History range.

Set range
starting record.

Set range
ending record.

Show
Alarm Log

Show Snapshot
Log

Reference Note:
Refer to Chapter 6 for more detailed information regarding Plot displays,
associated toolbar buttons, and other controls.

The default is the entire history file. To change the start and end dates drag the green and red bands to the
desired start and stop times, respectively. As an alternative, you can enter the record numbers in the
numeric fields for starting and ending records. After defining the range, click <OK>.
From the plot window, click the play button to play back the file.
The History Data window includes a Show Alarm Log button. Click the button to open a table of alarm
events that are included in the file (if applicable). You can select an alarm event to display the data that
surrounds the event.

The History Data window also includes a Show Snapshot Log button. Click the button to open a list of
data snapshots. You can select a snapshot from the list to view it in the plot window.

RPM Filter – This feature eliminates hysterisis and is therefore useful for trend displays, e.g., Stripchart,
Polar, Shaft Centerline and Bode. If the RPM Filter checkbox is checked eZ-TOMAS will only display
data for increasing or decreasing RPM.

eZ-TOMAS & eZ-TOMAS Remote 919290 Display Menu … Plot Windows 5-6
Channels

*
**

A Time Waveform Display of 4 Channels


* Right-clicking on a channel button brings up a menu (see figure) which allows for changing some of
the display characteristics for that channel, such as the color of the plot [channel trace].

** Right-clicking anywhere in the plot display area brings up a menu of many display options. Refer to
the menu at the left, in the above figure.

The vertical channel bar at the right-hand edge of each plot represents the input channels. The number of
channels that can be displayed is dependent on the plot display format. Some points regarding channels
follow.
• A color-filled channel box indicates that the channel is currently being displayed as a trace of
matching color.
• A white channel box indicates that the channel is active, but is not being displayed.
• A dimmed channel number is not active, thus there is no data to display.
• Multiple channels can be plotted on Time, Spectrum, Strip Chart, and Bode displays.
Examples of plot types are provided in Chapter 7.
• A single channel can be plotted on Waterfall, Polar, and Shaft Center Line displays.
• For Orbit displays and for Shaft Centerline displays, the time display of a channel pair is
displayed.

Reference Notes:
For toolbar button functions refer to Chapter 6.
For examples of various plot display types refer to Chapter 7.

eZ-TOMAS & eZ-TOMAS Remote 919290 Display Menu … Plot Windows 5-7
Toolbar Buttons 6

1st Toolbar

1 Data Source-Real Time – selects the “Real Time” live data acquisition mode or the “History Data” (Play Back) mode.

2 Pause / Continue – toggles to pause or continue data monitoring. Applies only to the Real Time mode.

Clear Real Time Plot Buffer allows you to clear the data in the realtime trend displays. This display option can be used
3
to clear the plot displays prior to starting a test.
4 Data Source-History File – Opens the History Data Dialog Box to select a file for viewing via the playback (history data)
mode. After clicking this button the playback buttons and related slider will appear.

5 Playback Buttons – From left to right, the buttons are:


Rewind, Step Backward One Record, Stop, Play, and Step Forward One Record.

2nd Toolbar

1
Select Plot Setup File – Pops-up a list of saved plot setup files (.tps) which you can select to display.

2 Open New Plot Window – Adds one more plot window to the screen. Note that there is a limit of 8 plot windows.

3 Align Plots, Vertical Orientation – Affective with 2 or more plots. This function orients the plot windows such that they
are longer in the vertical direction. With 8 plot windows, eZ-TOMAS will display 2 rows of 4 plot windows.
4 Align Plots, Horizontal Orientation – Affective with 2 or more plots. This function orients the plot windows such that
they are longer in the horizontal direction. With 8 plot windows, eZ-TOMAS will display 4 rows of 2 plot windows.
5 Time Waveform - Selects Plot Display window for which the x-axis is in units of time.

6 Spectrum – Selects a Plot Display window for which the x-axis is in frequency-related units.

7 Orbit – Used to plot a time waveform for a channel pair. The data will is displayed in a polar format.

8 Waterfall – Selects a Plot Display window that makes use of x, y, and z axis. Waterfall plots display data as a series of
Spectral Maps. Some users refer to Waterfall Plots as Cascades.
9 Bode – Selects a plot display window in which the x-axis is scaled in RPM.

10 Polar – Selects a window for a circular plot. Displays 1x Amp and Phase data in a polar format.

11 Stripchart – Selects a stripchart type plot display window.

12 Shaft Centerline – Used to plot a shaft centerline orbit as a trend in Gap Voltage for a channel pair. The data is
displayed in a polar format.
13 Spectral Bands – Bands A, B, C, and D are pre-defined as follows: A-Overall, B-DC
Gap Voltage, C-1xAmp/Phase, D-1xPhase/Amp. E through N are user-defined
14 Overlap/Recalculate Gauge – Used to perform one of the following:
• Overlap Transient Analysis – Performs post process overlapping. Uses consecutive time records to improve
data resolution.
• Recalculate Historical Gauge Data – Reprocesses data with updated spectral band information.

Also see ‘Overlay Overlap Data’ button (15).


15 Overlay Overlap Data – Use this button to plot overlap processed data onto Bode or Polar displays. The feature can be
used to compare various startup and shutdown data. This button is closely related to the ‘Overlap/Recalculate Gauge’
button (14).
16 Show Baseline – superimposes a pre-recorded baseline on top of display data. This option is only available in the Time
or Spectrum plots. Show Baseline is typically used to compare a spectrum with another (the baseline) which was taken
when the machine was known to be in good working condition. Show baseline is only available for multiple plot
applications.

eZ-TOMAS & eZ-TOMAS Remote 908390 Toolbar Buttons 6-1


3rd Toolbar

1 Scale – Toggles between Instrument Scale, Auto Scale, and User Scale. Instrument Scale is shown in the figure.

Instrument Scale is the default. It displays the data based on the instrument’s Engineering Units range.

Instrument
Scale
Auto Scale automatically scales the axes based on the data being displayed.
Auto Scale
User Scale is used to display data in relation to a user-defined scale. You can quickly customize a scale
as follows:
User Scale
(1) press the <Ctrl> + <Alt> keys and hold them in.
(2) press the <left mouse button> and hold in
(3) move the mouse cursor to draw a rectangle around the area of the plot that you desire to view.
(4) release the mouse button and the two keys. Your plot should now have a new and more practical
scale.
2 Manually Scale X and Y Axis – A diagonally oriented dual-arrow cursor appears. The cursor lets the user
simultaneously adjust both the X-axis and Y-axis by dragging the mouse.
3 Manually Scale Y Axis – A vertical dual-arrow cursor appears. The cursor lets the user manually adjust the Y-axis by
dragging the mouse.
4 Manually Scale X Axis – A horizontal dual-arrow cursor appears. The cursor lets the user manually adjust the X-axis by
dragging the mouse.
5 Linear / Log Scale Y Axis – Spectrum Display Only. This button allows you to switch between Linear and Log Y-axis
scaling. If you expand the data plot this feature is disabled until the plot is returned to its original scale via the Auto Scale
button.
6 Frequency Axis – Used to set the x-axis to Hz, CPM, or Orders. Applies to Spectrum Plot Windows only. Each click of
the Frequency Axis button toggles the x-axis unit of measure.

7 Delta Time or Delta Record – For Stripcharts Only: Selects one of two X-axis spacing types.

(a) When button (7) is gray, Delta Time is selected for the X-Axis. Delta Time spacing displays data with
With absolute time for the X-axis.
Stripcharts
selected (b) When button (7) is green, Delta Record is selected for the X-Axis. Delta Record has X-axis time
spacing based on record changes. Thus the time line on the X-axis is not uniform. Delta Record spacing
is good when there are short acquisition durations over long periods of time as vacant time slots are
eliminated from the display.

Skip Records or Use All Records – For Waterfalls Only: Selects one of two display modes.

(a) When button (7) is gray, “use all Records” is selected and the entire Waterfall will scroll. Scrolling can
With be forward or backward.
Waterfall
selected (b) When button (7) is green a maximum of 100 records will be scrolled based on a Skip Record Factor.
SRF = History Records / Waterfall Records - 1. Thus if we had 634 history records and 100 waterfall
records we would have a skip factor of 6.4 records, i.e., 634 / 100-1 = 6.4 records. This skip factor would
result in 100 records being scrolled. Note that the SRF is automatically calculated and applied by
software.
8 Display Cursor Values – allows you to show a plot cursor with annotation. A cursor is provided with each plot trace.
Cursors can be visible or hidden.
9 Show Frame Annotation – Shows a framed set of information such as machine names, user notes, and spectral bands.

10 Show RPM / Time Annotation - Active with Polar, Waterfall, and Shaft Centerline Plots. Use this button to superimpose
RPM or Time values onto the displayed data.

eZ-TOMAS & eZ-TOMAS Remote 908390 Toolbar Buttons 6-2


3rd Toolbar (continued)

11 Harmonic Cursors – Can only be used when 1 trace is displayed. Results in several cursors positioned to the right of
the primary cursor and at intervals that are at twice the x-axis value of the primary cursor. For example: When the
primary cursor is at 100 Hz, the first harmonic cursor will be at 200 Hz, the second at 400 Hz, the third at 600 Hz, etc.
Moving the primary cursor to 400 Hz would result in the first harmonic cursor residing at 800 Hz, the second at 1200
Hz, etc. If Display Gauge Values is selected, the applicable values will be shown for all cursors. Harmonic cursors
can only be moved by moving the primary cursor.
12 Side Band Cursors – Can only be used when 1 trace is displayed. Results in several cursors spaced at even
intervals on both sides of the primary cursor. Unlike the harmonic cursors, the sideband cursors can be moved by
the user. Once adjusted, they remain in position at until the next adjustment. If Display Gauge Values is selected,
the applicable values will be shown for all cursors.
13 Peak Cursors – Can only be used when 1 trace is displayed. The cursors will automatically position at the highest
peaks on the trace.
14 Multiple Trace Cursor
Locked - When locked, cursors for like plots are moved simultaneously. As you move cursors in one spectrum, the
cursors in the other spectrum plots move to the same X position.
Unlocked - When unlocked, you can only move the cursors in the plot that has focus.
15 Cursor Update - Fixed X axis / Peak Search – When this button has a gray background, the x-axis is fixed and the
cursor will not move when a new spectrum is plotted. When the button has a green background “Peak Search” is in
effect and the cursor will automatically move to the highest point on the plot. The button is typically used for
Spectrum plots, either Real Time or Historical Data.

16 Overlay Limits – For Spectrum, Stripchart, and Polar plot windows. Superimposes the limit values onto the
displayed data.

17 Runout Compensation – displays a graph of the RunOut compensated values for Bode and Polar plots. RunOut
compensation is a vector math operation in which the referenced first-order amplitude and phase vector is subtracted
from the displayed first order vector. For Time Waveform and Orbit plots this shows time waveform compensation.

18 Overlay Bearing Clearance Circle – For Orbit and Shaft Centerline this button is used to superimpose the bearing
clearance circle over the plot display.

19 Apply DC Coupling – For Bode, Stripchart, and Time Waveform this button is used to apply DC Coupling.
Commonly used with Displacement Probes.

-/+ Spectrum Full – Sets the x-axis to have both negative and positive on the scale.

20 Double Differential – Changes the display by a double differential, for example, from Displacement to
Accelerometer.

21 Single Differential – Changes the display by a single differential, for example, from Displacement to Velocity, or
Velocity to Accelerometer.

22 Single Integration – Changes the display by a single integration, for example, from Velocity to Displacement, or
from Accelerometer to Velocity.

23 Double Integration – Changes the display by a double integration, for example, from Accelerometer to
Displacement.

24 Shaft Revolution Filter – Used with Time and Orbit plots. This filter selection is used to limit the amount of data
displayed. The limitation is set by selecting “n,” where “n” is equal to the number of shaft revolutions. The Shaft
Revolution Filter is used to make the plot display cleaner by reducing clutter from excess data. Selection options are:
N/A, 1 rev, 2 revs, 5 revs, and 10 revs.

25 Show User Notes – Displays the User Notes from the Project Information window. The notes are displayed in a
free-moving, re-sizeable box. You can enter text in this field.

eZ-TOMAS & eZ-TOMAS Remote 908390 Toolbar Buttons 6-3


Plot Examples 7

This chapter provides examples of the various plot types. The following chapters are directly related to this
one and may need reviewed or referred to.

Chapter 5, Display Menu… Plot Windows, discusses:


o how to save and recall plot setups
o change display ranges
o change scales
o Real Time and History Data (playback) modes
o channels
o filtering data

Chapter 6, Toolbar Buttons, identifies the layout of the


toolbars and explains the purpose of each button.

Selecting Plots from the Display pull-down menu opens a Data Display window. Note that you can
double-click on a gauge to open a Data Display window for plotting the data for that gauge.
For real-time displays, you can halt and resume the display of data by using the Pause/Continue toggle
button, or use the “P” key on the keyboard. When viewing historical data, you can use the playback buttons
and the history data slider to navigate through the data.
You can view either real-time data or historical data. In the examples that follow we are viewing historical
data, thus the History button has been clicked, and appears “active” [green] on our screen.
Prior to viewing a plot you need to:
• select the channels to be displayed
• select the desired data display format, e.g., Time Display, Spectrum, or Waterfall
• select the data source, i.e., a “Real Time” source, or a history data file

The examples in this chapter consist of the following:

Time Waveforms …… 7-2

Spectrum …… 7-6

Orbit …… 7-8

Waterfall …… 7-12

Bode …… 7-14

Polar …… 7-16

Strip Chart …… 7-19*

Shaft Centerline …… 7-22

*Note for IOtech 655 Users: Use the Strip Chart for meaningful temperature plots.

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-1
Time Waveform Displays
Time Waveform displays show vibration amplitude as a function of time (seconds) for a block of time
domain data. This Block is the measured data used in Spectral Displays. Note that multiple channels
can be shown on the Time Display.

Tach Pulse locations are shown with a black dot.

TIME WAVEFORM SPECTRAL BAND A SHAFT REVOLUTION FILTER


(OVERALL, UNFILTERED) (FULL BLOCK IS THE DEFAULT)

TACH PULSE LOCATIONS


(EACH BLACK DOT IS A LOCATION)

Time Waveform, Fig. 1 - Unfiltered, Channel 1, Full Time Block, No Cursors

DISPLAY CURSOR VALUES SIDE BAND CURSORS 10 REVOLUTIONS

Time Waveform, Fig. 2 - Unfiltered, Channels 1 and 2, 10 Revolutions, Cursor plus Sidebands
eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-2
DISPLAY CURSOR VALUES SINGLE DIFFERENTIAL

Time Waveform, Fig. 3 - Unfiltered, Channel 1, 10 Revolutions, Cursor, Single Differential

DISPLAY CURSOR SHOW FRAME DC COUPLING


VALUES ANNOTATION

Time Waveform, Fig. 4 - Unfiltered, Channels 1 and 2, Full Block, Cursor with Frame Annotation, DC Coupling

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-3
DISPLAY CURSOR SPECTRAL BAND C
VALUES (1x Amp / Phase)

Time Waveform, Fig. 5 - Filtered 1x, Channels 1 & 2, 5 Revolutions, Cursor

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-4
Time Waveform Compensation (selectable option)

As an option, you can display compensated Time Waveforms. Typically this compensation function is used to remove
shaft runout from the data display.

To use this feature:


(a) view the history data
(b) select the slow roll condition
(c) select: File
(d) select: Export
(e) select: Runout

You can now view data at steady state and select Runout Compensation.

The following example, using channel 14, shows Uncompensated and Compensated plots.

Time Waveform, Fig. 7 - Uncompensated and Compensated (upper & lower respectively)

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-5
Spectrum Displays
Spectrum Displays show vibration amplitude as a function of frequency. The frequency units can be either Hertz
(Hz), cycles per minute (CPM) or orders. Multiple channels can be shown on the Spectrum Display.

SPECTRUM DISPLAY CURSOR


DISPLAY VALUES

Spectrum, Fig. 1
Channel 1, Instrument Scale, Cursor, and X-axis in Hz

INSTRUMENT DISPLAY SHOW FRAME HARMONIC CURSORS


SCALE CURSOR ANNOTATION
VALUES

LINEAR SCALE

Spectrum, Fig. 2
Chs 1 & 2, Linear Scale, Cursor + Harmonic with
Frame Annotation, X-axis is in Orders

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-6
INSTRUMENT LOG SCALE PEAK CURSORS
SCALE

Spectrum, Fig. 3 - Channel 1, Log Scale, Cursor plus Peaks with Frame Annotation, X-axis is in Hz

AUTO SCALE SINGLE DIFFERENTIAL


(DISPLACEMENT TO VELOCITY)

Spectrum, Fig. 4 - Ch 1, Auto Scale, Cursor, X-axis is in Hz, Single Differential (Displacement to Velocity)

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-7
Orbit Displays

Orbit Displays show simultaneous time domain vibration amplitude for an X and Y probe pair.
The location of each Tach pulse is shown on the orbit plot using black circles; and a rotation direction label
("CCW" or "CW") is shown next to these (see figure).
The default display is “Full Block” of time data. However, a specific number of Shaft Revolutions can be
displayed (1, 2, 5, or 10) by using the associated pull-down list (see figure). The orbit display is corrected
for probe location.
You can optionally overlay the orbit onto a shaft center line display by clicking the Shaft Centerline
button. The center of the orbit trace in SCL computes the difference between the current gap voltage and
the reference gap voltage. Information regarding shaft centerline plots is presented on page 7-20.
To display an overlay of the bearing circle clearance, as indicated below (third plot), click the
<Overlay Bearing Clearance Circle> button (see figure).
Note: Only one probe pair can be shown on the Orbit Display.

INSTRUMENT ORBIT SPECTRAL BAND A FULL BLOCK


SCALE (OVERALL, UNFILTERED)

Orbit, Fig. 1 - Channels 1 & 2* Unfiltered, Full Block, Instrument Scale

*Channel 2 Pairing is from the Setup Configuration Window, Input Channels Tab, XY Pair Column

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-8
AUTO ORBIT SPECTRAL BAND A 10 REVOLUTIONS
SCALE

Orbit, Fig. 2 - Channels 1 & 2* Unfiltered, 10 Revolutions, Autoscale

*Channel 2 Pairing is from the Setup Configuration Window, Input Channels Tab, XY Pair Column

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-9
SPECTRAL BAND A OVERLAY BEARING
(OVERALL, UNFILTERED) CLEARANCE CIRCLE

Orbit, Fig. 3 - Chs 1 & 2* Unfiltered, 10 Revs, Autoscale, Overlay Bearing Clearance Circle

*Channel 2 Pairing is from the Setup Configuration Window, Input Channels Tab, XY Pair Column

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-10
SPECTRAL BAND C OVERLAY BEARING
(1x Amp / Phase) CLEARANCE CIRCLE

Orbit, Fig. 4 - Chs 1 & 2* Filtered 1x, 10 Revs, Autoscale, Overlay Bearing Clearance Circle

*Channel 2 Pairing is from the Setup Configuration Window, Input Channels Tab, XY Pair Column

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-11
Waterfall Displays
Waterfall Displays show a series of Spectrums on a 3D graph. The X-axis is Frequency either Hz or CPM. The Y Axis is
Vibration Amplitude. And the Z Axis is time. Three examples follow.

WATERFALL SCROLL THRU DISPLAY CURSOR


ALL RECORDS* VALUES

Waterfall, Fig. 1 - Channel 1, Scrolling Buffer, Cursor

To adjust the Latitude Angle (Vertical Pitch) of the Waterfall display, Right Click in the Y-axis area and enter a value
between 0 and +75 degrees. This is indicated in the upper left corner of the display (see figure). Unless you right-click
in the Y-axis region, this feature will remain hidden.

To adjust the Longitude Angle (Horizontal Pitch) of the Waterfall display, Right Click in the X-axis area and enter a value
between -75 and +75 degrees. This is indicated in the lower right corner of the display (see figure). Unless you right-click
in the X-axis region, this feature will remain hidden.

*Note: Use All Records or Skip Records – When Waterfall is selected this button determines which one of two display
modes will be in effect.

o Show Entire Range (Use All Records): When the button is gray, as indicated above, “Use all Records” is
selected and the entire Waterfall will scroll. Scrolling can be forward or backward.

o Skip History Record: When the button is green a maximum of 100 records will be scrolled based on a Skip
Record Factor. SRF = History Records / Waterfall Records - 1. Thus if we had 634 history records and 100
waterfall records we would have a skip factor of 6.4 records, i.e., 634 / 100-1 = 6.4 records. This skip factor would
result in 100 records being scrolled. Note that the SRF is automatically calculated and applied by software.

Waterfall Figure 3 is an example of Skip History Record.

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-12
USER RPM
SCALE ANNOTATION SPECTRAL BANDS
(A, C, E, F, G ARE SELECTED)

Waterfall, Fig. 2 - Ch 1, Scrolling Buffer, Cursor, Overlay 1xA & 2xA & 3xA & 4xA, RPM Annotation

SKIP RECORDS* TIME ANNOTATION

Waterfall, Fig. 3 - Ch1, Skip Records Fill Buffer, Cursor, Overlay 1xA & 2xA & 3xA & 4xA, Time Annotation
* In regard to “Skip Records,” see Waterfall Figure 1 and the associated note page 7-11.

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-13
Bode Displays
Bode Displays show vibration amplitude and phase as a function of rotating speed. You can display the runout
compensation values on the same plot by clicking the <Runout Compensation> button (see Bode, Figure 3).
Runout Compensation is a vector math operation, in which the referenced first order amplitude and phase vector is
subtracted from the displayed first order vector.

BODE

DISPLAY CURSOR
VALUES

Bode, Fig. 1 - Channel 1, 1xA & 1xP, Cursor

Bode, Fig. 2 - Channel 1, Overall & 1xA & 1xP, Cursor

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-14
RUNOUT COMPENSATION

Bode, Fig. 3 - Channel 6, 1xA & 1xP, Cursor


You can view displays as either Compensated or Uncompensated. When Runout Compensation is selected, a
single “Compensated” trace is displayed.

DC COUPLING

Bode, Fig. 4 - Channel 1, Overall, DC Coupling Applied, Cursor

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-15
Polar Displays
Polar Displays show vibration amplitude and phase lag on a polar plot format. The data is corrected for probe
location. Phase lag is opposite the direction of rotation. You can optionally display the “Runout” compensated
values by clicking the associated button (see figure). The compensation values are specified for each channel in the
setup configuration.

Runout Compensation is a vector math operation, in which the referenced first order amplitude and phase vector is
subtracted from the displayed first order vector.

Note: Only one channel can be shown on a Polar Display.

USER SCALE POLAR DISPLAY

Polar, Fig. 1 - Channel 1, User Scaled

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-16
RUNOUT
COMPENSATION

Polar, Fig. 2 - Channel 6, Runout Compensation

You can view displays as either Compensated or Uncompensated. When Runout Compensation
is selected, a single “Compensated” trace is displayed.

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-17
RPM OVERLAY
ANNOTATION LIMITS

Polar, Fig. 3 - Channel 1, Limit Region Overlay, RPM Annotation

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-18
Strip Chart Displays
Strip Chart Displays show selected instrument gauge values as a function of date and time. Five examples follow.

STRIP CHART

Strip Chart, Fig. 1 - Channel 1, Overall, Cursor

FRAME ANNOTATION

Strip Chart, Fig. 2 - Channel 1, Overall & 1xA & 2xA, Cursor with Frame Annotation

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-19
DC COUPLING

Strip Chart, Fig. 3 - Channel 1, Overall with DC Coupling Applied, Cursor

EVEN RECORD SPACING DC COUPLING


ON X-AXIS*

Strip Chart, Fig. 4 - Ch 1, Overall with DC Coupling Applied, Even Record Spacing on X-axis, Cursor

*Note: Delta Time or Delta Record – When this button is used with Strip Charts, one of the two following modes will be effect.
Each pertains to X-axis spacing.

(a) When the button is gray (as in the upper plot display), Delta Time is selected for the
X-Axis. Delta Time spacing displays data with absolute time for the X-axis.

(b) When the button is green (as in the lower plot display), Delta Record is selected for the X-Axis. Delta Record has X-
axis time spacing based on record changes. Thus the time line on the X-axis is not uniform. Delta Record spacing is good
when there are short acquisition durations over long periods of time as vacant time slots are eliminated from the display.
(c) A feature of the strip charts is that, DC coupling changes the strip chart format to represent +/- overall value. The width
of the bars represents the density of measurements. Note the difference in figures 3 and 4.

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-20
OVERLAY LIMITS

Strip Chart, Fig. 5 - Channel 1, Overall, Limit Values Overlayed, Cursor

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-21
Shaft Center Line (SCL)
Shaft Centerline (SCL) is used to display the change in gap voltage for a Channel Pair. SCL is typically
used in conjunction with Displacement Probes.

In order to get valid SCL displays the input channels must be DC coupled.

The measured DC Gap Voltage is corrected to the Gap Reference Value and Shaft Starting Location
(Brg Start), which are set in the Edit pull-down menu’s Setup Configuration window, in the Input
Channels tab.

DISPLAY SHAFT OVERLAY BEARING


CURSOR VALUES CENTERLINE CLEARANCE CIRCLE

ECCENTRICITY (e)

Shaft Centerline, Fig. 1

Note: Eccentricity “(e)” is computed and displayed as a cursor value for Shaft Centerline plots.
Eccentricity is the ratio of current gap to the bearing clearance.

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-22
OVERLAY BEARING
CLEARANCE CIRCLE

Shaft Centerline, Fig. 2 - Ch 3 & 4*, Bearing Clearance Circle, RPM Annotation

*Channel 4 Pairing is from the Setup Configuration Window, Input Channels Tab, XY Pair Column

eZ-TOMAS & eZ-TOMAS Remote 887491 Display Menu … Plots Plot Examples 7-23
Display Menu . . . Reports and Logs 8

Statistical …… 8-1
Alarm Log …… 8-4 (Note 1)
Snapshot Log …… 8-6
Production Test Report …… 8-7
Configuration Setup [.txt File] …… 8-8

Display Pull-Down Menu

eZ-TOMAS can generate the following types of logs and reports:


Statistical, Alarm, Snapshot, Production Test, and Configuration Setup text file (.txt).
Note 1: Plot Windows, which can also be selected from the Display pull-down menu,
are discussed in Chapters 5, 6, and 7.

Statistical Report
The Statistical Report lists the historical spectral band data. It includes the instrument, the engineering
units, the minimum value, the mean average value, the maximum value, and the standard deviation by
channel.
The Statistical Report can be accessed from the Gauge Window’s Reports Pull-down menu.

Statistical Report

The report can be saved as an ASCII text file for further use.
This data can be used to generate or fine tune limits. Note that you can have eZ-TOMAS automatically
compute limit values by selecting Generate Limits on the File menu. You can view and modify limits by
selecting Limits in the Gauge Window’s Edit pull-down menu. Chapter 2 contains additional information.

eZ-TOMAS & eZ-TOMAS Remote 918890 Display Menu …. Reports & Logs 8-1
Accessing a Statistical Report
To obtain a Statistical Report you need to specify the time period that the report is to cover. This is
accomplished as follows:
1. From the Gauge Window’s Display pull-down menu, select Statistical. The Select History Data
window will open (see following figure).

Select History Data Window


2. Select the start and end points to define the period the report is to cover. You can do this by entering
record numbers in the numeric fields at the left, or by dragging the green and red bands. Page 2-4 of
this manual contains detailed instructions.
3. Click the <OK> button to display the report.
4. To save the Statistical Report as an ASCII text file, select Save the Report from the Statistical
Report’s File pull-down menu (see following figure).

The Statistical Report’s File Pull-down Menu


With options to “Save the Report” and to “Generate Limits”

Statistical reports can be used to automatically generate limit values based on historical data. If your
monitored machine has been operating at a steady state condition and if you have stored data at this
condition, then eZ-TOMAS can use this data to determine limit values based on the average and variance
of the data. However, you probably will want to edit these limits if the machine is experiencing amplitude
or frequency shifts.

eZ-TOMAS & eZ-TOMAS Remote 918890 Display Menu …. Reports & Logs 8-2
Using a Statistical Report to Generate Limits
Statistical reports can be used to automatically generate limit values based on history data. If you have
acquired and stored data at a steady state machine condition Tomas can calculate limits for you based on
the Average and Variance of the data.
1. On the Display pull-down menu select Statistical; the History Data window will open.
2. Drag the top slide pointer across the time scale to select the Start Date and Time for the report.
3. Drag the lower slide pointer across the time scale to select the End Date and Time for the report.
4. Click the <OK> button. The Statistical Report will be displayed.
5. Open the File menu (in the Statistical Reports window).
6. Select “Generate Limits.” The Limit Generation dialog box will appear (see following figure).
7. Use the checkboxes, as applicable, to select: (a) the Input Channels for which you want Limit
Calculations performed, (b) the Spectral Bands for which limits should be generated, (c) the
RPM Ranges, if applicable, (d) the Standard Deviation to be used for HI HI (Danger), HI
(Alert), LO (Alert), and LO LO (Danger). (See following figure).

Limit values are not used if:


(a) the ‘HiHi limit value’ minus the ‘LoLo limit value’ is less than 5% of the
instrument scale, or
(b) the limit value is outside of the instrument range.

Limit Generation
8. Click the <OK> button. A prompt will appear, asking if you want to Save New Limits.

9. Click <Yes>.

eZ-TOMAS & eZ-TOMAS Remote 918890 Display Menu …. Reports & Logs 8-3
Alarm Log
eZ-TOMAS triggers data storage based on Alarm Events. Whenever an alarm occurs, the program
automatically stores the following Time Blocks for all Input Channels:
o One Time Block prior to the Alarm Event
o The Time Block which the Alarm Event occurred in
o “N” Time Blocks after the Alarm Event
From the Alarm Log you can select an event of interest, then click the <Display> button to display data
from the event, the preceding time block, and a specified number of blocks following the event.
The Alarm Log (following figure) includes the date and time, the channel number, reference tachometer,
instrument name, spectral band type, alarm type, and value of the alarm signal.
You can access the Alarm Log from the Gauge Window’s Display pull-down menu, or by clicking the
<Show Alarm Log> button [located in the History Data File window].

Show
Alarm

Two Ways to Access the Show Alarm Log

Alarm Log
The Alarm Log contains the last “N” number of alarm events, where
“N” is the number of Records specified in the Limit Configuration
window. In the following figure the number of records has been
set to “100.” Alarm Log File Records
in the Limit Configuration Window

eZ-TOMAS & eZ-TOMAS Remote 918890 Display Menu …. Reports & Logs 8-4
In the visible portion of the following Alarm Log we see that the LoLo alarm state occurred 7 times,
the Lo alarm state 2 times, and the HI HI alarm state 5 times.

Alarm Log

Note: From the Alarm Log you can select an alarm event then click the <Display> button to display data
from that alarm event. You can also display the data by double-clicking on the desired alarm event

To save the Alarm Log select “Save the Report” from the window’s File Menu. The log is saved as a
TXT file associated with the TOMAS project. Notepad is automatically activated to show the Alarm log.

eZ-TOMAS & eZ-TOMAS Remote 918890 Display Menu …. Reports & Logs 8-5
Snapshot Log

Selecting Snapshot Log


from the Display Menu

Selecting Snapshot Log from the ‘Select History Data Dialog Box’

The Snapshot Log can be accessed from the Gauge Window’s Display pull-down
menu, and also from the Select History Data dialog box.
The Snapshot Log contains entries which were created whenever the user clicked the
Snapshot button located on the main window (gauge window). See figure at lower left
of this page.

In the figure at the right, the log contains three snapshot entries.

The two buttons (Selecting Snapshot Log and Snapshot) should not be confused, as one (on the Select History
Data dialog) opens the Snapshot Log and the other (on the main window) takes the snapshot, i.e., captures data to
be stored in log.

Snapshot Button

The Snapshot button captures “N” seconds of continuous data.


The captured data is stored in the Snapshot Log.

Data Storage Panel on the


Main Window

eZ-TOMAS & eZ-TOMAS Remote 918890 Display Menu …. Reports & Logs 8-6
Production Test Report . . .
You can use eZ-TOMAS to create a Production Test Report. When the feature is selected from the
Display pull-down menu, a screen similar to the following will appear.

Configuring a Production Report

Reports are created using your custom settings. Among the options available you have your choice of:

• Input Channels
• RPM Ranges
• Spectral Bands
• Start and End Dates in the History File
• Format Options: including Portrait or Landscape, Displaying Minimum and/or Maximum values,
display Pass and Fail labels (for example, you could have “Schedule Maintenance” as a label.
• Machine Test Information (from the Project Information dialog box)

eZ-TOMAS & eZ-TOMAS Remote 918890 Display Menu …. Reports & Logs 8-7
Example of a Production Test Report

Configuration Setup [.txt File]


Selecting “Configuration Setup” from the Reports pull-down menu creates a text file that contains configuration
details of the current project. The printed text file provides a backup of the project's configuration.

Sections of a Report

Program and Version


Project Path
Report Date/Time

PROJECT Information
ACQUISTION Setup
DATA STORAGE Setup
INPUT CHANNELS Setup
SPECTRAL BAND Setup
SPECTRAL LIMITS Setup
DIGITAL IO Setup

The Beginning of a Setup Configuration .txt File

eZ-TOMAS & eZ-TOMAS Remote 918890 Display Menu …. Reports & Logs 8-8
Security Menu [In Gauge Window] 9

Security Pull-Down Menu

eZ-TOMAS has three Security Levels. Note that these levels have no impact on eZ-TOMAS Remote.
• User Level 1 - allows users to View Gauge data in the Main menu and Print.
• User Level 2 - Level 2 operators cannot start or initialize a project, erase the History file, edit the
configuration, or change the security password..
• User Level 3 - has full privileges, which include the ability to start new projects and erase History
files. Level 3 is password protected.

After selecting User Level 3, a dialogue box similar to the following will appear. The user must enter the
project’s Level 3 password to enable full privileges.

Change User Level Dialog Box

No password is required to go from Level 3 down to Level 2 or to Level 1. However, the project password
is required to move from Level 1, or Level 2, to a higher level.

eZ-TOMAS & eZ-TOMAS Remote 919290 Security Menu 9-1


The “Change Password” command, in the Security pull-down menu, opens the Change Project Password
dialog box (see following figure). This dialog box will only be visible when the user selects the “Change
Password.” option. Note that you can only access the Change Project Password box from User Level 3.

Changing Project Password Dialog Box

To change the password:


1. Open the Security pull-down menu.
2. Select “Change Password.” Note that you can only do this from User Level 3.
The Change Project Password dialog box will open.
3. Type the desired password in the field below “Enter Level 3 Password.”
4. Re-enter the password in the “confirm” text box.
5. Press the <OK> button.

If the confirmed password was entered correctly the new password will be in effect.

eZ-TOMAS & eZ-TOMAS Remote 919290 Security Menu 9-2


OPC Support for eZ-TOMAS Gauge Data 10
What is OPC?…… 10-1
eZ-TOMAS OPC Support …… 10-1
Installing eZ-TOMAS OPC Support…… 10-1
Setting up eZ-TOMAS as an OPC Server …… 10-1
Configuring the Windows Firewall for Windows XP or Vista …… 10-2
Configuring the Windows Firewall for Windows 7……10-4
Configuring DCOM Machine Default …… 10-11
Configuring DCOM for an Individual OPC Server …… 10-12
Using OPC …. 10-14
Accessing the OPC Configuration Dialog ….. 10-14
Understanding the OPC Interface …… 10-14
OPC Status on the eZ-TOMAS and eZ-TOMAS Remote Main Windows…… 10-17
Subscribing to OPC Tags using third party applications …… 10-18

What is OPC?
OPC stands for “OLE for Process Control,” where OLE is Object Linking and Embedding. OPC is a
series of specifications which are designed to support the ability for components of industrial automation
systems to communicate with each other. eZ-TOMAS OPC functionality is in accordance with the OPC
Data Access (OPC-DA) specification, which describes the ability to move process data between PLCs,
DCSs, HMIs and other clients. More information on OPC can be found at http://www.opcfoundation.org.

eZ-TOMAS can act as an OPC server to publish its gauge data items as OPC tags. OPC clients can
connect to the server to obtain data acquisition values as they are being produced by eZ-TOMAS.

eZ-TOMAS OPC Support


eZ-TOMAS OPC Support provides the ability to:

• Publish gauge data as OPC tags


• Set OPC process name
• Set OPC tag names
• Enable/disable OPC server update during acquisition
• Monitor OPC status (via icons) in eZ-TOMAS as well as eZ-TOMAS Remote

Installing eZ-TOMAS OPC Support


The software installation instructions for eZ-TOMAS and eZ-TOMAS OPC Support are located on
page 1-2 of this manual. You can access that page by clicking here.

Setting up eZ-TOMAS as an OPC Server

Installing eZ-TOMAS OPC support does not modify security permissions on your computer. To make
the OPC server visible on your network, certain security parameters with respect to Distributed COM
(DCOM) must be modified.

An OPC Foundation document is available which outlines the issues and the steps necessary to take to
make an OPC Server visible to clients on the network. This document may be obtained at:

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-1


http://www.opcfoundation.org >> Downloads >> White Papers >> Using OPC via DCOM with Windows…

Note: The OPC document (referenced above) covers the following topics and steps. In this IOtech
document the steps have been fine-tuned for eZ-TOMAS OPC Support.

Configuring the Windows Firewall for Windows XP or Vista


The Microsoft Windows firewall is set to ‘On’ by default, and is recommended by both Microsoft and the
OPC Foundation. For troubleshooting you may want to temporarily turn off the Windows firewall to see
if it is a source of communication failure. If your machine is protected by a corporate firewall, the
Windows firewall will likely not be used and thus be turned off, in which case the following steps need
not be performed.
1. From the Windows Desktop, navigate as follows:
Start>>Control Panel>>Windows Firewall The Windows Firewall dialog box will appear.
2. In the Windows Firewall dialog box perform the following as applicable to your 32-bit or 64-bit
operating system.

32-bit: (A) Click the Windows Firewall Exceptions tab. (B) Click the
Add Program button. The Add a Program dialog box will appear as
indicated in the figure below.

64-bit: (A) Click the “Allow a program through Windows Firewall.”


(See figure at right). (B) Click “Continue.”
Selection made from a
64-Bit OS

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-2


3. Using the Browse feature of the Add a Program dialog box (see previous figure), individually locate
and add the following three programs (executables). Note that the locations of the program files differ
for 32-bit and 62-bit operating systems.

Program Name Source Location

tagsrv.exe 32-bit Program Files >> National Instruments >> Shared >> Tagger
64-bit Program Files(x86) >> National Instruments >> Shared >> Tagger

mmc.exe 32-bit Windows\System32


(Microsoft Management
Console) 64-bit Windows\SysWOW64

Opcenum.exe 32-bit Windows\System32


(OPC Utility)
64-bit Windows\SysWOW64

4. After adding the three programs (tagsrv.exe, mmc.exe, and Opcenum.exe) click the Add Port button in
the Windows Firewall Exceptions tab.

At this point you need to add ports to initiate DCOM communications and allow for incoming echo
requests.

(A) In the Add a Port dialog box:


- Enter DCOM for the Name.
- Enter the Port number. Our example makes use of Port 135.
- Select the TCP radio button.
(B) Click the OK button.
(C) In the Add a Port dialog box:
- Enter DCOM2 for the Name.
- Enter the Port number. Our example makes use of Port 135.
- Select the UDP radio button.
(D) Click the OK button.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-3


Configuring the Windows Firewall for Windows 7
The Microsoft Windows firewall is set to ‘On’ by default, and is recommended by both Microsoft and the
OPC Foundation. For troubleshooting you may want to temporarily turn off the Windows firewall to see
if it is a source of communication failure. If your machine is protected by a corporate firewall, the
Windows firewall will likely not be used and thus be turned off, in which case the following steps need
not be performed.
1. From the Windows Desktop, navigate as follows:
Start>>Control Panel>>Windows Firewall The Windows Firewall dialog box will appear.
2. From the Windows Firewall dialog box, click the “Advanced Settings” link.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-4


The “Windows Firewall with Advanced Security” dialog will appear. See following figure.

3. From the left panel of the page, click “Inbound Rules.”

4. From the Actions panel (following figure), click New Rule.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-5


The New Inbound Rule Wizard will open.

5. In the Wizard, select the Program radio button; then click Next.

6. In Wizard’s Program page (following figure) select the “This program path” radio button and use
the Browse feature to locate tagsrv.exe program. This program can be found in Windows 7 as
follows:
32-bit Program Files >> National Instruments >> Shared >> Tagger
64-bit Program Files(x86) >> National Instruments >> Shared >> Tagger

7. After finding the file click Next. The Action dialog page will appear. See following figure.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-6


8. In the Action dialog page select to either Allow the connection or Allow the connection if it is
secure. If selecting the second option see your network administration in regard to customizing the
settings.

9. Click Next. A Profile dialog page will appear with three profiles selected by default. See following
figure. At least one profile must be selected. If you are not sure as to which profiles to select consult
your network administrator.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-7


10. Click Next. A Name dialog page will appear. See following figure.

EXAMPLE

11. Enter a name, for example, Rule 1 and, if desired, a description, for example, tagsrv.
Upon completion click Finish.

12. Repeat steps ‘4 through 11’ for the remaining two programs, replacing tagsrv information with mmc
and Opcenum information, when applicable. The programs can be found at the following locations
when using a Windows 7 operating system:

mmc.exe 32-bit Windows\System32


(Microsoft Management
Console) 64-bit Windows\SysWOW64

Opcenum.exe 32-bit Windows\System32


(OPC Utility)
64-bit Windows\SysWOW64

13. After all three programs (tagsrv, mmc and Opcenum) have been added, click New Rule in the
Windows Firewall with Advanced Security window. See following figure.

The Inbound Rule Wizard will appear, as indicated in the following figure. We will use the wizard
to add a TCP port and a UCP port. The ports will be used to initiate DCOM communications and
allow for incoming echo requests.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-8


Windows 7 - Adding Ports
14. On the New Inbound Rule Wizard dialog’s Rule Type page, select the Port radio button,
then select Next.

The Protocol and Ports dialog page will appear (following figure).

15. In the Protocol and Ports dialog page select the TCP radio button and the Specific local ports
button. Enter the value of the local port. In our example port 135 is used.

16. Click Next. For the TCP port, repeat steps ‘8 through 11’ to allow the connection, set the profile,
the rule name, and the description. After completing step 11, pick up the procedure at step 17.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-9


17. On the New Inbound Rule Wizard dialog’s Rule Type page, select the Port radio button,
then select Next.
18. In the Protocol and Ports dialog page select the UDP radio button and the Specific local ports
button. Enter the value of the local port. In our example, port 135 is used.

19. Click Next. For the UDP port, repeat steps ‘8 through 11’ to allow the connection, set the
profile, the rule name and the description.

At this point, with the three programs added (tagsrv, mmc, and Opcenum) and the TCP and UDP
ports set, you can exit out of the configuration windows.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-10


Configuring DCOM Machine Default
These steps are performed to configure the machine default settings for OPC Communications using
Windows XP Service Pack 2, Windows Vista, or Windows 7.

1. On the Windows Desktop go to Start >> Run, type DCOMCnfg, then click OK.
2. Click on Component Services (under Console Root)
3. Double-click on Computers (under Component Services)
4. Right-click on My Computer and select Properties.
The My Computer Properties dialog will appear.
5. Click on the COM Security tab.
6. In the Access Permissions panel:
(a) Click Edit Limits. The Access Permission dialog box will appear.
(b) In the dialog box, select ANONYMOUS LOGON
(c) Set all checkboxes to Allow.
(d) Click OK to exit the dialog.
The My Computer Properties dialog will appear with the COM Security tab active.

7. In the Launch and Activation Permissions panel:


(a) Click Edit Limits. The Launch Permission dialog box will appear.
(b) In the dialog box, select Everyone.
(c) Set all checkboxes to Allow.
(d) Click OK to exit the dialog.
The My Computer Properties dialog will appear with the COM Security tab active.

8. In the Launch and Activation Permissions panel:


(a) Click Edit Default. The Launch Permission dialog box will appear.
(b) In the dialog box, click the Add button. The Select Users or Groups dialog will appear.
(c) In the text box that states, “Enter the object names to select (examples):” enter the name,
Everyone.
(d) Click the OK button. The Launch Permission dialog will appear with Everyone
highlighted.
(e) Set all checkboxes to Allow.
(f) Click OK to exit the dialog.
The My Computer Properties dialog will appear with the COM Security tab active.
(g) Click OK. The Component Services dialog will appear.
(h) Exit the Component Services dialog.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-11


Configuring DCOM for an Individual OPC Server
These steps are performed to configure DCOM for a specific COM server for OPC Communications
using Windows XP Service Pack 2, Windows Vista, or Windows 7.

1. On the Windows Desktop go to Start >> Run, type DCOMCnfg, then click OK.
2. Click on Component Services (under Console Root)
3. Double-click on Computers (under Component Services)
4. Double-click on My Computer.
5. Double-click DCOM Config.
6. Right-click on the National Instruments Variable Engine.
7. Click Properties. The National Instruments Variable Engine Properties dialog opens.
8. Click on the Security tab.
9. In the Launch and Activation Permissions panel, select Customize.
10. Click the Edit button.
11. If the name Everyone is not in the Group or user’s names list, perform steps 11.a through 11.d
(otherwise skip directly to step 11.d).
(a) Click the Add button. The Select Users or Groups dialog will appear.
(b) In the text box that states, “Enter the object names to select (examples):” enter the name,
Everyone.
(c) Click the OK button. The Launch Permission dialog will appear with Everyone highlighted.
(d) Set all checkboxes to Allow.
12. Click OK to exit the dialog and return to the National Instruments Variable Engine Properties
dialog.
13. In the Access Permissions panel, select Customize.
14. Click the Edit button.
15. If the name Everyone is not in the Group or user’s names list, perform steps 15.a through 15.d
(otherwise skip directly to step 15.d).
(a) Click the Add button. The Select Users or Groups dialog will appear.
(b) In the text box that states, “Enter the object names to select (examples):” enter the name,
Everyone.
(c) Click the OK button. The Access Permission dialog will appear with Everyone highlighted.
(d) Set all checkboxes to Allow.
16. Click OK to exit the dialog and return to the National Instruments Variable Engine Properties
dialog.
17. Click OK to exit the National Instruments Variable Engine Properties dialog and return to the
Component Services window. It will be selected to DCOM Config.
Note: If using Windows XP or Windows 7, skip to step 19.

18. Windows Vista User’s Only:


(a) Right-click Opcenum.exe
(b) In the resulting pop-up dialog, click Properties. The OpcEnum Properties dialog box will
appear.
(c) In the OpcEnum Properties dialog, select the Security tab.
(d) In the Launch and Activation Permissions panel, select Customize.
(e) Select Edit. The Launch Permission dialog will appear.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-12


(f) In the Group or users names list, select Administrators.
(g) Ensure that the Remote Launch and Remote Activation checkboxes are not checked.
(h) Click OK to close the Launch Permission dialog.
(i) Click OK to return to the Component Services window.
(j) Close the Component Services window; then continue with step 19.

19. Navigate from the Windows Desktop as follows:

Start >> Settings >> Control Panel >> Administrative Tools >> Services

20. Perform the following:


(a) Select the National Instruments Variable Engine.
(b) Click Stop the service and wait for the service to end (this typically takes about one second).
(c) Right-click on the National Instruments Variable Engine.
(d) From the pop-up menu, select Properties.
(e) In the National Instruments Variable Engine Properties dialog box, select the Log On tab.
(f) Select the Local System account radio button.
(g) Check the checkbox that states, Allow service to interact with desktop.
(h) Click the OK button.
(i) Start the National Instruments Variable Engine service by clicking Start the service.
(j) Close the Services window.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-13


Using OPC
Accessing the OPC Configuration Dialog
To access the OPC Configuration dialog:
1. Run eZ-TOMAS
2. From the eZ-TOMAS main window, open the Edit pull-down menu.
3. Select OPC Configuration. The dialog box will open.

‘ChannelName:BandName.’
will be used for the OPC Tag
Names by default, but can be
edited.

Periods and slashes are not


supported tag name characters.

OPC Configuration Dialog

Understanding the OPC Interface


Process Name
The Process Name defaults to “TOMAS” and appears in
the Process Name field of the OPC Configuration dialog.
The Process Name will appear as a root name in the OPC
hierarchy as seen by a browser.

OPC Configuration
The OPC Configuration dialog allows you to set an OPC Update Interval.
The update interval works as follows: during acquisition, whenever the
specified time has elapsed, gauge values are updated on the server. The
interval is the closest multiple of the block time (Acquisition Time) as set
in the Acquisition tab of the Setup Configuration dialog).

Reducing the OPC Update Interval (s) can degrade the performance of eZ-TOMAS
depending on the CPU and memory of the host computer, especially when a large
number of gauge data is being published.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-14


Enable OPC Server Update
The OPC Configuration dialog also allows you to enable and disable the
updating of values to the OPC server via an Enable OPC Server Update
checkbox. When unchecked (disabled) the tags still appear on the server, but
they will not be updated during a data acquisition. This control is identical to
the checkbox on the Status and Control dialog (discussed later in this chapter).

Note that all items on the OPC Configuration dialog can be viewed, but not changed, during an acquisition. This
means that while an acquisition is running, enabling (and disabling) must be performed from the control dialog.

Each channel can have its own band definitions with the exception of bands A through D. In addition, some
channel types are restricted with respect to how many bands are supported. For example, tach, static and
temperature channels only provide Overall.

You can shift-select multiple channels to quickly select multiple bands (across the selected
channels). In the case of the ‘Selected’ column, the background of the cell will be gray if
different values for different channels exist. In this case, the visible value is that of the first
selected channel. A white background indicates that the values for all the channels are the same.

Upon selection the OPC Tag Name field is automatically filled Multiple Channels
(if empty) with ChannelName:BandName. Note that periods and (1-4) Selected
slashes are not supported; and spaces and quotation marks are
converted to underscore. If the tag name field is not empty, then it
will not be modified by selection. The OPC Tag Name field includes
tooltip help which allows full tag name to be seen. OPC Tag Names
can be viewed for individual channels only. The field will be grayed-
out when multiple channels are selected.

Values to be Published, Six Spectral Bands for Four Selected Channels

Note: The maximum string length for the Process Name and OPC Tag Name is 128 characters, each.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-15


The bottom right of the OPC Configuration dialog includes three buttons: OK, Cancel, and Apply. Their
purposes are as follows:

OK Clicking OK accomplishes the following:


• Performs validation for duplicate OPC Tag Names, syntax, and failure to
enable any gauge values for publishing.1
• Closes the OPC Configuration dialog.

Cancel Closes OPC Configuration dialog without updating it.

Apply Identical in functionality to the OK button, except that Apply does not close the
OPC Configuration dialog.

When the OPC configuration is changed, ensure that the OPC Clients are refreshed. This is important because a
new OPC Publishing process is created for every configuration change. The OPC Publishing process will remain
in existence until the next configuration change, eZ-TOMAS is shut down, a different project is opened, or a new
project is initialized. The behavior of an OPC client in the event of a process no longer existing is client specific.

If OPC is configured, the OPC settings are not automatically updated when changes are made to
the channel type or spectral bands. To ensure that OPC settings remain valid bring up the OPC
configuration dialog and click OK after verifying the settings.

1
An OPC Publishing process will not be created for any configuration that is invalid.
Attempting to enable an invalid configuration will result in an error message.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-16


OPC Status on the eZ-TOMAS and eZ-TOMAS Remote Main Windows

OPC status is indicated in the Options Area on the lower-right of both the eZ-TOMAS and the
eZ-TOMAS Remote main windows. Icons are used to indicate the current OPC state.

Disabled

Enabled

Updating

Error OPC Status Button

eZ-TOMAS OPC Support is not installed

Clicking on the OPC Status button brings up an OPC Status and Control dialog which gives detailed
status. In addition, from eZ-TOMAS the dialog box allows you to enable/disable the OPC server update
during acquisition. If server update is disabled during acquisition, then gauge values, as published, will be
set to zero.

The Control pull-down menu also provides a means of displaying the OPC Status and Control dialog.

OPC Status and Control Dialog

The OPC Status and Control dialog provides the ability to control server update and provides an
indication of the current server status. If an OPC process has been published, then enable will allow
server update to take place during the acquisition. Note that you can check (or uncheck) Enable OPC
Server Update while an acquisition is in progress, without impacting the acquisition.

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-17


Subscribing to OPC Tags using third party applications
The user interface for accessing OPC tags published by eZ-TOMAS is client dependent, and requires
specifying the following:

• The computer name on which the eZ-TOMAS project is running.


• The name of the OPC server (National Instruments.Variable Engine).
• The OPC process name, as specified in the Process Name field of the
OPC Configuration dialog in eZ-TOMAS.
• The names of the individual tags, as specified in the OPC Tag Name
column on the OPC Configuration dialog in eZ-TOMAS.

To obtain a summary of OPC information, which includes OPC Server name, process name, and tag
names, go to: Display (pull-down menu) >> Configuration Setup and view the produced report.

Accessing ‘Configuration Setup’ to Obtain an OPC Summary

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-18


Example of an OPC Section of a Report (Partial)

eZ-TOMAS 987489 OPC Support for eZ-TOMAS Gauge Data 10-19


eZ-TOMAS Remote 11
What is eZ-TOMAS Remote?…… 11-1
Installing eZ-TOMAS Remote …… 11-2
Running eZ-TOMAS Remote…… 11-3
eZ-TOMAS Remote Operations…. 11-4
Monitor Mode …. 11-4
Controller Mode …. 11-5
Configuration …. 11-6
Server Configuration - Settings needed in eZ-TOMAS ….. 11-6
Client Configuration - Settings needed in eZ-TOMAS Remote ….. 11-8
How to Read Status Lines…… 11-11
An Explanation of Offline Status …… 11-12
Working with Previously Recorded Projects ……11-13
Troubleshooting…… 11-13

What is eZ-TOMAS Remote?


eZ-TOMAS Remote is a software application that allows you to remotely monitor and/or control eZ-
TOMAS applications through client/server architecture. The server, an eZ-TOMAS application, interacts
with the hardware; and can be in a remote location. Each client (eZ-TOMAS Remote) communicates with
eZ-TOMAS via TCP/IP.

Two eZ-TOMAS Remotes Communicating with one Server (eZ-TOMAS)


eZ-TOMAS Remote can be used to monitor and/or control multiple eZ-TOMAS applications.

Several clients can run simultaneously to monitor an eZ-TOMAS application. In addition to monitoring
and controlling eZ-TOMAS applications, you can create unique plot setups that are local to eZ-TOMAS
Remote. In other words, you can create custom display setups that exist only at the client.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-1


As indicated in the following figure:
• Each eZ-TOMAS application can be monitored by multiple clients.
• Each client can monitor multiple eZ-TOMAS applications.

eZ-TOMAS Remote
Applications (Clients)

eZ-TOMAS Applications (Servers)


connected to Dynamic Signal Analysis Hardware

Two eZ-TOMAS Remote Clients Monitoring Three eZ-TOMAS Servers

Installing eZ-TOMAS Remote


eZ-TOMAS Remote installations are entirely independent of eZ-TOMAS installations. However, the software
version number of eZ-TOMAS Remote must match the version number of eZ-TOMAS (on the server PCs) for
proper operation.
System Requirements
• 10/100BaseT Ethernet port
[on PC or on a hub connected to the Ethernet]
• Monitor: SVGA, 1024 x 768 screen resolution
• Requires one of the following:
Windows 2000 SP4 or Windows XP (32-bit)
PC with Intel™ Pentium 4 or equivalent; 1 GB memory; 10 GB disk space
Windows Vista or Windows 7 (32-bit or 64-bit)
PC must be Windows Premium Ready

In addition to meeting the system requirements above, verify that you have the following:
• Dynamic Signal Analysis (DSA) CD
• License Key for eZ-TOMAS Remote
• User documentation: available in pdf format on CD and online

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-2


eZ-TOMAS Remote and eZ-TOMAS version numbers must match in order for
eZ-TOMAS Remote to operate.

An effective firewall will likely alert the eZ-TOMAS host application when eZ-TOMAS
Remote is trying to monitor information or take control; and will block such remote
attempts. We recommend that you maintain firewall protection; however, you will need to
set your firewall to allow access to eZ-TOMAS Remote. As used here, providing firewall
access means making ports used by clients and servers open [on both ends].

Software Installation
1. Start Windows.
2. Close all running applications.
3. Insert the Dynamic Signal Analysis CD into your CD-ROM drive and
wait for the CD to auto-run.
If the CD does not start on its own:
(a) click the desktop’s <Start> button
(b) choose the Run command
(c) select the CD-ROM drive, then select the setup.exe file.
(d) click <OK>.
An Opening Screen will appear.
4. Click the <ENTER SETUP> button.
5. From the hardware selection screen [which follows a licensing agreement], select the type of data
acquisition device you are using from the drop-down list.
6. Continue to follow the on-screen instructions.

Reference Notes:
Adobe Acrobat PDF versions of documents pertaining to hardware and software are
automatically installed onto your PC’s hard-drive as a part of product support at the time
of software installation. The default location is the Programs group, which can be
accessed via the Windows Desktop Start Menu.

Running eZ-TOMAS Remote


To run eZ-TOMAS Remote, double-click the associated icon or use your Windows desktop Start button to
navigate to the program. This is located in the programs group by default.
The first time you start the application you will be prompted for your name, your company name, and a
license number. The number will activate eZ-TOMAS Remote for every day operations. Note that the eZ-
TOMAS code does not apply to eZ-TOMAS Remote, and will not activate it. You must use the license key
specified for eZ-TOMAS Remote.
If you are loading your software from a CD, the license key will be available on an Authorization Code
Sheet that accompanied the CD as part of your order. If you downloaded your software from the website,
your license key (authorization code) will be e-mailed to you within one business day.
The program’s main window appears after your license key is accepted.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-3


eZ-TOMAS Remote Operations
A single eZ-TOMAS Remote client can control multiple eZ-TOMAS servers. As indicated in the figure on
page 11-1, when connected to a server, eZ-TOMAS Remote has two modes of operation:
• Monitor mode
• Controller mode1

1
The words controller and control in this context and that which follows pertains to control of the state and configuration of
eZ-TOMAS, not to the control of the item being monitored.

Monitor Mode
Monitor mode allows you to view data from an eZ-TOMAS application. You can view gauges and plots;
and the data viewed can be live or historical.

eZ-TOMAS Remote – Monitor Mode, Gauge Window

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-4


Controller Mode
The controller mode allows you to control every aspect of the acquisition state for an eZ-TOMAS
application. While in the controller mode you can:
• Configure an acquisition
• Set Limits
• Configure Digital I/O
• Start and stop acquisitions
• View gauges and plots

eZ-TOMAS Remote – Controller Mode, Gauge Window

A client may be enabled as a controller for a server if eZ-TOMAS is configured to permit such control, as
discussed in the next section.

For each eZ-TOMAS application (server) there can only be one remote client configured
in the controller mode.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-5


Configuration
Server Configuration - Settings needed in eZ-TOMAS

Before connecting a client (eZ-TOMAS Remote) to the server, the following must be performed
via eZ-TOMAS:
(a) initialize the project
(b) verify hardware communication
(c) configure the acquisition
(d) set the input channels, and
(e) configure the server

To configure the server:


1 Open the eZ-TOMAS gauge window [main
window].
2 Open the Edit pull-down menu
(figure at right).
3 Select Server Configuration, as indicated in the
figure. As an alternative you can use the shortcut,
Ctrl+R.

Selecting “Server Configuration” from


the eZ-TOMAS Edit Menu

A Server Configuration dialog box will appear (following figure).

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-6


Server Configuration (In eZ-TOMAS)
It is important to properly configure the server to meet your application’s needs. Forgetting to enable the
data server, for example, would result in no clients having access to the server. The following table
describes the server configuration options and is broken down by panel.

Server Configuration Dialog Resides in eZ-TOMAS, access via Edit pull-down menu
eZ-TOMAS Server Panel
Enable Data Server Enables the data server when checked. Clients cannot connect to eZ-TOMAS when the data
server is not enabled. The default value is “unchecked” (server not enabled).
TCP/IP (Winsock) The port number is used to establish communication between the client and the server. The
Port server establishes and displays a range of port numbers that it listens to. Note that each
remote that connects to a server must use a different port number for that server.
Enable Controller Allows an eZ-TOMAS Remote client to get control access (controller mode). Note that for
Access each eZ-TOMAS application, at any given time, there can only be one client in the controller
mode. If this box is not checked clients are limited to the monitor mode, assuming that the
data server is enabled.
Network Update Panel
Update Rate Specifies how often the data sent over the server will be updated. The value must be at
(seconds) least 1 second, and no more than 60 seconds.
Controller Authorization Panel
Controller Sets the password that is required in order for a client to access controller mode. The
1
Password password alone is not sufficient to access controller mode. In addition, the data server and
controller access must both be enabled.
Inactivity Timer Allows you to set an inactivity time for a logged-in controller. If no activity occurs within
(minutes) the set period of time, another client can take control without receiving a prompt.
Activity in this case, is defined as making configuration changes.
Enable TCP/IP This feature allows the host eZ-TOMAS to grant controller mode access to one specific
Validation client, as determined by its TCP/IP address.
TCP/IP Address When the Enable TCP/IP Validation checkbox is checked, the TCP/IP address in this field
determines which client (only one) is permitted to have controller mode access.

1
The Monitor and Controller Modes of eZ-TOMAS Remote are entirely independent of User Level Security settings set in
eZ-TOMAS. The eZ-TOMAS Remote controller password has no relation to the eZ-TOMAS security level password discussed
in Chapter 9.

To avoid conflict between eZ-TOMAS and a client controller, uncheck the Enable
Controller Access check box Prior to making any configuration changes via the Edit
menu in eZ-TOMAS. In addition, avoid making any controller authorization changes
while one or more remote logins are active.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-7


Client Configuration - Settings needed in eZ-TOMAS Remote

A Servers Panel resides on the left side of the eZ-TOMAS Remote gauge window.

No Servers Two Servers (One Offline)

eZ-TOMAS Remote, Servers Panel

Servers Control Item Function


Server Clicking this icon brings up the Server Configuration dialog box.
Configuration
Server Clicking this icon forces a refresh of the server status. This is used for first time connection of a server
and for servers that go offline, for example, if port timeout was exceeded during communication.
Refresh
Note that increasing the Port Timeout increases the time it takes for refreshing the server list [when
servers are truly not on line]. For example, if a server is 1) really offline, 2) is in the refresh list, and
3)Port Timeout is set to 30 seconds; then every time you click the <Refresh> button the operation will
take 30 seconds to time out [before completing the refresh operation. If you know the server is really
offline, you can disable it to avoid the unwarranted slow refresh.

Server Checking the Server Update box enables automatic updates of server status. The update rate is
defined on a per server basis in the Server Connections dialog box.
Update

You can configure the Servers panel to have hosts via the Servers Connections dialog box.

To access the Servers Connections dialog box you can use the <Server Configuration> button that resides
in the Servers panel [see preceding table]; or you
can:

1. Display the eZ-TOMAS Remote main


(gauge) window.
2. Open the Edit pull-down menu.
3. Select Server Connections (see
following figure).
As an alternative to these steps you can
use the shortcut, Ctrl+R.

After selecting Server Connections, its dialog box


appears (following figure). The dialog allows you
to enable servers, which can be specified by IP Selecting “Server Connections” from the
Address or hostname. You can specify an update eZ-TOMAS Remote Edit Menu
rate for each server.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-8


If multiple clients will access a single server, each client requires a unique TCP/IP Port number. This means that
coordinating the access of multiple clients to a single server must be done by port assignment. Ports are provided on a first
come first serve basis.

If two clients happen to specify the same port, then the second client will get an offline indication from the server. There is
no indication as to whether the offline condition is caused by an inactive or non-existent server, or by a server whose port
is already in use. Up to 32 ports can be used.

Be aware that an effective firewall will likely alert the eZ-TOMAS host application when
eZ-TOMAS Remote is trying to monitor information or take control; and will block such remote
attempts. We recommend that you maintain firewall protection; however, you will need to set your
firewall to allow access to eZ-TOMAS Remote. As used here, providing firewall access means making
ports used by clients and servers open [on both ends].

The Servers Connections Dialog Box

Servers Connections Dialog Box, Column and Field Descriptions


Resides in eZ-TOMAS Remote, access via Edit pull-down menu
No. A pre-set value from 1 to 32. The column provides a numerical list of the host machine and servers.
Enabled A checkbox is used to enable (checked) or disable (unchecked) a server. If already connected,
unchecking the box doesnot remove the client from the Remote Network Connections dialog in the
eZ-TOMAS server until after the client is restarted. Unchecking the box does remove the eZ-TOMAS
server from the eZ-TOMAS Remote servers tree and from the refresh list.
Name/ Identifies the local host (eZ-TOMAS Remote host PC; which is always item number 1) and server IP
IP Address addresses.
Alias An opptional user-friendly name for the server. For item 1, the local host, the alias of “My
Computer” is used and cannot be changed.
TCP/IP Identifies the port that is being used for a servers’s Transmission Control Protocol (TCP) and the
Internet Protocol (IP). Each server must use a unique port. Note that the local machine, not being a
server, has no TCP/IP port assigned.
Update Rate The amount of time (in seconds) that will elapse before the status is updated.
Port Timeout The amount of time that must elapse before a port is is designated as “Offline” in eZ-TOMAS Remote.
(seconds) The timeout value must be no less than 1 second and no more than 60 seconds. For more
information pertaining to Port Timeout and its relationship with Offline status, refer to the section,
An Explanation of Offline Status.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-9


Each configured server is listed on eZ-TOMAS Remote’s Server Panel [on the left side of the Gauge Window].
Each server name is followed by a status line. The following figure provides two examples of status lines. How to
read staus lines is discussed in the subsequent section.

Server
Panel Status
Lines

An Example of the “Servers Panel” in eZ-TOMAS Remote with 2 Servers Enabled

Clicking on a server in the server panel (previous figure) brings up a password prompt. This prompt allows you to
request controller mode by checking ‘Login as Controller’ or for the monitor mode, by leaving the the checkbox
unchecked.

To complete the request for controller mode you must enter the correct eZ-TOMAS ‘controller password,’ which
was specified on the server (eZ-TOMAS application).

No pasword is required for monitor mode.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-10


How to Read Status Lines
Each status line shows the overall status of a server (an eZ-TOMAS application). Note that these lines are updated
regardless of whether or not the remote is logged onto the server.

Server
Panel Status
Lines

Designator Designator Indication for the associated server


Position
First A “A” indicates that a live acquisition is currently in progress.

- “-“ indicates that no live acquisition is in progress

Offline The term “Offline” refers to both (1) the associated server, and (2) the server connection.
When a server shows a status of Offline the server may, in fact, be available; but a network
connection [to the server] may not be. “Offline” will be the sole entry in the status line,
when the Port Timeout value is met. The port timeout value is set [in seconds] in
eZ-TOMAS Remote’s Servers Connections dialog box. For more information refer to the
section, An Explanation of Offline Status, which immediately follows this table.

Second L “L” indicates that limit checking is enabled.

- “-“ indicates limit checking is not enabled.

Third D “D” indicates the Digital I/O state is enabled.

- “-“ indicates the Digital I/O state is not enabled.

Fourth* OK “OK” indicates no alarm limits have been reached.

LOLO “LOLO” indicates that a channel value dropped below the LO-LO limit value.

LO “LO” indicates that a channel value dropped below the LO limit value, but not below the LO-
LO limit value.

HI “HI” indicates that a channel value rose above the HI limit value, but did not exceed the HI-
HI value.

HIHI “HI-HI” indicates that a channel value rose above the HI-HI limit value.

Fifth ___ RPM If a tachometer is specified “on” for the configuration, then the RPM is shown as long as the
RPM value is other than zero.

* The fourth status designator consists of 2 or 4 letters; and indicates the operational status in relation to alarm limits.
The status is associated with the highest severity [of any limit and channel]. The limit values are set in the Edit menu.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-11


An Explanation of Offline Status

The term “Offline” refers to both (1) the associated server, and (2) the server connection. When a server
shows a status of Offline the server may, in fact, be available while the network connection [to the server]
may not be.

eZ-TOMAS Remote uses a polling technique to obtain status and data. Each network request is protected by
a port timeout, for which the value is set in the Server Connections dialog box [in eZ-TOMAS Remote]. If a
request is not answered within the specified timeout interval, the connection will show a status of Offline.

An excessive occurrence of Offline states, while a server is known to be available,


is a strong indication that the Port Timeout should be set to a higher value.

Setting a higher Port Timeout value will typically reduce the number of Offline occurrences. The following
factors should be considered when resetting the Port Timeout.

Server Response Time


Other than the basic parameters of processor-speed and memory, eZ-TOMAS server response may be
affected by the number of concurrent clients and/or the types of display transactions taking place.

• The monitoring of gauge data is a relatively light demand on a server; however, a large number
of clients (eZ-TOMAS Remote applications) connected to one server may affect server response
time.

• A request for time or spectrum displays of real-time or historical data places a much larger
network demand on the server. Both time and spectrum displays result in time data for the
number of specified channels being transferred from server to remote.
Note: The parameter which affects the amount of data transferred [for a given time frame or spectrum] is
the spectral lines acquisition configuration parameter on the server (host eZ-TOMAS application).

Network Considerations
There is a distinct difference in network response times when considering the following two scenarios:
• Both the eZ-TOMAS Remote (client) and its host eZ-TOMAS application (server) reside on the
same intranet.

• The client and server are running across a VPN connection or across the open internet.

To avoid excessive Offline occurrences, the Port Timeout setting will have to be set higher for the VPN and
internet scenarios, as compared to when the client and server are on the same intranet.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-12


Working with Previously Recorded Projects

If you want to use eZ-TOMAS Remote to look at historical data from a previously recorded project, simply
open the project with the application. No server communication is required.

However, note that you cannot use eZ-TOMAS Remote to look directly at archived data which resides on
the PC that is host to eZ-TOMAS. By archived data we mean data that has been saved, but that is not
associated with the project currently opened.

To view data from a previously recorded project, via eZ-TOMAS Remote, you need to do one of the
following:

(a) Copy the eZ-TOMAS project to the file system of the eZ-TOMAS Remote, or

(b) Make the eZ-TOMAS project ‘network accessible’ to the eZ-TOMAS Remote’s file system.

Troubleshooting

Symptom Comment

1 Error messages Errors may occur during historical data access if the rate at which storage is
received during occurring is faster than network access time, and the FIFO has wrapped around.
historical data access
The error condition may be resolved by either
(a) stopping acquisition temporarily (if acceptable), or
(b) decreasing the rate of storage.

For related information refer to the Storage Tab section on page 3-12.

2 Client can’t connect 1) In eZ-TOMAS, verify that the Enable Data Server check-box is checked
to server (see page 11-7); if not, check it.
2) If the client still cannot connect to the on-line server, go to the Server
Connection dialog box in eZ-TOMAS Remote (see page 11-9). Look at the
‘Name/IP Address’ field for the associated server. If the field shows the
server’s host name, replace it with the server’s IP address.

3 Server goes ‘Offline’ If a server or server connection goes Offline during operation, the client will not
during operation continue attempts at reconnecting. You can use the manual refresh button to
attempt to restore the connection.
Note that an excessive occurrence of Offline states, while a server is known to be
available, is a strong indication that the Port Timeout should be set to a higher
value. Refer to An Explanation of Offline Status, page 11-12, for related
information.

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-13


Symptom Comment

4 Slow retrieval of The amount of time required to retrieve data from a server is dependent upon
historical data from several factors:
the server
• speed and memory of the host computer
• network response time
• the amount of data being transferred

Certain remote operations involve acquiring large amounts of data. Such


operations include viewing history data, alarm logs, and statistical reports. To
reduce the delay associated with retrieving historical data, decrease the FIFO size
on the server [see History FIFO, page 3-12].

eZ-TOMAS and eZ-TOMAS Remote 988689 Using eZ-TOMAS Remote 11-14

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