Ellab Monitoring Solutions IN-RP002F2 Notion Pro Echo Repeater User Manual Notion Pro

®

Notion Pro

USER MANUAL

IMC Group Ltd

2

Table of Contents

1. About Notion Pro Help 6

2. Introducing the Notion Pro System 7

2.1 What does Notion Pro do? ................................................................................................ 8

2.2 Installing your Notion Pro Equipment .............................................................................. 9

Notion Base Wall Bracket Extender ............................................................................ 132.2.1

3. Getting Started with the Notion Pro 15

3.1 The Opening Display ......................................................................................................... 16

The System Overview Page ......................................................................................... 173.1.1

Basic Operations in Notion Pro ................................................................................... 173.1.2

4. How To . . . 20

4.1 (Administrators) ................................................................................................................ 21

Set Up Users, Sites and Zones .................................................................................... 214.1.1

Create and Edit Users ................................................................................................................................... 214.1.1.1

Change a User's Password .......................................................................................................................... 234.1.1.2

Set Password Security .................................................................................................................................. 234.1.1.3

Create External Contacts ............................................................................................................................. 244.1.1.4

Create and Populate User Groups ............................................................................................................. 254.1.1.5

Create Sites and Subsites ............................................................................................................................ 264.1.1.6

Set Access Rights ........................................................................................................................................... 274.1.1.7

Create Zones ................................................................................................................................................... 294.1.1.8

Define Roles and Permissions .................................................................................................................... 304.1.1.9

Specify email and SMS Alert Settings ........................................................................................................ 334.1.1.10

Create Alert Groups ...................................................................................................................................... 384.1.1.11

Set Up Sensors ............................................................................................................. 394.1.2

Create, Edit and View Sites .......................................................................................................................... 394.1.2.1

Configure Devices ......................................................................................................................................... 414.1.2.2

Add Sensors .................................................................................................................................................... 434.1.2.3

Create and Edit Sensor Groups ................................................................................................................... 464.1.2.4

4.2 (All Users) ........................................................................................................................... 47

Get a Quick View of ... ................................................................................................ 484.2.1

sensor readings ............................................................................................................................................. 484.2.1.1

alarm statuses ............................................................................................................................................... 494.2.1.2

a sensor reading in graphical form .......................................................................................................... 514.2.1.3

Look at Sensor readings from . . . ................................................................................ 534.2.2

another Zone .................................................................................................................................................. 534.2.2.1

another Day .................................................................................................................................................... 544.2.2.2

another time interval ................................................................................................................................... 554.2.2.3

View and Acknowledge Alarms ................................................................................... 564.2.3

View System Alarm Status Overview ......................................................................................................... 564.2.3.1

View System Messages ................................................................................................................................. 574.2.3.2

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Table of Contents

Acknowledge Alarms .................................................................................................................................... 574.2.3.3

4.3 Create and View Reports .................................................................................................. 58

4.4 View System Logs .............................................................................................................. 61

5. Reference Section 63

5.1 Signing In ........................................................................................................................... 64

View Archived Databas e ............................................................................................. 655.1.1

View Live Database ..................................................................................................... 665.1.2

5.2 Setting Up Users, Sites and Devices ................................................................................. 66

Us er Ma na g ement ....................................................................................................... 665.2.1

User Group Management ............................................................................................ 775.2.2

Access Control ............................................................................................................. 825.2.3

Sys tem C onfi g uration .................................................................................................. 935.2.4

Us er Alerts ................................................................................................................. 1065.2.5

Site Ma nag ement ...................................................................................................... 1175.2.6

Devic e Config ura ti on ................................................................................................. 1215.2.7

5.3 Setting Up Sensors .......................................................................................................... 134

Addi ng Z ones ............................................................................................................. 1355.3.1

Editing Zones ............................................................................................................................................... 1375.3.1.1

Deleting Zones ............................................................................................................................................. 1385.3.1.2

Addi ng Sensors .......................................................................................................... 1385.3.2

C onfi g uring Sensors .................................................................................................. 1425.3.3

Setting Ala rms ........................................................................................................... 1465.3.4

5.4 Setting Up Sensor Groups .............................................................................................. 157

Creating Sens or Groups ............................................................................................. 1585.4.1

Loca l Ala rms .............................................................................................................. 1595.4.2

Viewing Sens or Groups ............................................................................................. 1615.4.3

5.5 Viewing Data .................................................................................................................... 162

Signi ng In ................................................................................................................... 1625.5.1

Viewing the Live Database ....................................................................................... 1665.5.2

Choosing the Site to View ......................................................................................... 1665.5.3

Operations from the Live View ................................................................................. 1675.5.4

The Plan View ............................................................................................................ 1845.5.5

The Default View ....................................................................................................... 1885.5.6

Globa l Settings .......................................................................................................... 1895.5.7

Globa l Uni ts ............................................................................................................... 1905.5.8

Dec i mal Pla c es .......................................................................................................... 1915.5.9

5.6 Viewing Live Data ............................................................................................................ 192

5.7 Alarm Management ........................................................................................................ 195

System Status Overview ............................................................................................ 1955.7.1

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Table of Contents

Acknowledgi ng Ala rms .............................................................................................. 1975.7.2

5.8 Setting Up and Running Reports ................................................................................... 200

Summa ry Re ports ...................................................................................................... 2015.8.1

C a li bration R eports ................................................................................................... 2055.8.2

Exc epti on Reports ..................................................................................................... 2075.8.3

Scheduled Reports ..................................................................................................... 2115.8.4

Re ports Fol der ........................................................................................................... 2175.8.5

5.9 Viewing System Logs ....................................................................................................... 217

Acti vity Logs .............................................................................................................. 2185.9.1

Ala rm L og s ................................................................................................................. 2205.9.2

SMS L ogs ................................................................................................................... 2215.9.3

Ema i l L og s ................................................................................................................. 2215.9.4

5.10 Settings ............................................................................................................................ 222

5.11 Adding Transmitters ....................................................................................................... 223

5.12 Backfill .............................................................................................................................. 225

5.13 Adding Users - Before you Start .................................................................................... 225

5.14 Alarm Status .................................................................................................................... 225

5.15 Battery ............................................................................................................................. 226

5.16 Door Alarm ...................................................................................................................... 226

5.17 Equipment Positioning ................................................................................................... 227

5.18 Live Data .......................................................................................................................... 227

5.19 Manuals ............................................................................................................................ 228

5.20 Permissions ...................................................................................................................... 228

5.21 Receiver Connectors ....................................................................................................... 228

5.22 Receiver Lights ................................................................................................................. 229

5.23 Roles ................................................................................................................................. 229

5.24 Specifying Alert Settings - Before you Start ................................................................. 230

5.25 User Groups ..................................................................................................................... 231

5.26 User Privileges ................................................................................................................. 231

5.27 Compliance ...................................................................................................................... 231

5.28 Terms and Conditions of Sale ......................................................................................... 232

6. The Notion Pro Hardware 236

6.1 The Network Receiver .................................................................................................... 237

LEDs ........................................................................................................................... 2386.1.1

Connectors ................................................................................................................ 2396.1.2

6.2 The Echo Module ............................................................................................................ 239

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Table of Contents

Connectors ................................................................................................................ 2406.2.1

6.3 The SMS Module ............................................................................................................. 241

Ins tallation and Operation ........................................................................................ 2426.3.1

Connectors ................................................................................................................ 2446.3.2

6.4 The ARB Module .............................................................................................................. 245

Connectors ................................................................................................................ 2466.4.1

6.5 The Calibration Module .................................................................................................. 246

Connectors ................................................................................................................ 2476.5.1

Display ....................................................................................................................... 2476.5.2

Operation .................................................................................................................. 2476.5.3

6.6 The Transmitters ............................................................................................................. 248

Single Channel, Air Temperature, Internal ................................................................ 2496.6.1

Single Channel, Air Temperature, Internal + Door Switch ......................................... 2506.6.2

Single Channel, External Temperature Probe ........................................................... 2506.6.3

Single Channel, External Temperature Probe + Door Switch .................................... 2516.6.4

Dual Channel Internal/External Temperature Probe ................................................. 2516.6.5

Dual Channel External Thermistor ............................................................................ 2526.6.6

Single Channel, External PT100 Probe ...................................................................... 2526.6.7

Single Channel PT100 Probe + Door Switch .............................................................. 2536.6.8

Dual Channel PT100 Probe ........................................................................................ 2536.6.9

Single Channel Type T Thermocouple ....................................................................... 2536.6.10

Dual Channel Type T Thermocouple ......................................................................... 2546.6.11

Single Channel Type T Thermocouple + Door Switch ................................................ 2546.6.12

Dual Channel 4-20mA Input ...................................................................................... 2556.6.13

Dual Channel Voltage Input Transmitter .................................................................. 2556.6.14

Temperature and RH Transmitter ............................................................................. 2556.6.15

Linear Transmitter (1V 5V 10V 4 to 20mA) ............................................................... 2566.6.16

6.7 Base Unit Installation Procedure (typical) .................................................................... 257

6.8 Relay Connections ........................................................................................................... 259

7. Using the Help 260

8. Frequently Asked Questions 263

9. Warnings FCC 280

Index 281

6

About Notion Pro Help

1About Notion Pro Help

Welcome to the Notion Pro online help system.

The current release of Help is version 1.2.15, release date 19th January 2017

Introducing the Notion Pro System

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Introducing the Notion Pro System

2Introducing the Notion Pro System

2.1 What does Notion Pro do?

IceSpy Notion Pro enables you to configure and monitor temperature sensors installed in

(typically) refrigerated storage units or other temperature-sensitive environments.

Notion Pro is a System, containing software and hardware. For details of the hardware, see

The Notion Pro Hardware, also http://www.the-imcgroup.com/notionpro/.

The Notion Pro software (described in this Help) gives a graphical user interface (GUI) which

works through all the main web browsers, for display on a desktop PC, laptop or mobile

device such as a tablet or smart phone.

Summary of Functionality

Data is mainly generated by wireless sensors and collected by wireless receivers. The data

is relayed to the server by TCP/IP, USB or GPRS and is stored in an SQL database. The

data is then available for viewing using a local management application or via a standard

Web Browser.

Notion Pro is:

Scalable

Notion Pro can be installed on a single site with 1 user up to 100’s of sites with

1000’s of users.

Browser-

based

Notion Pro uses commercially available browsers such as Internet Explorer,

Chrome or Firefox to view the data.

SQL

Database

Notion Pro uses an SQL database - the modern method making it easy to

access data. The SQL database could be used by 3rd-party tools if required/

commercially desirable.

Notion Pro:

·allows you to rapidly change what you need to, given the necessary permissions

·allows you to select any combination(s) of sensors to form ‘Views’ with all subsequent

operations (alarms, reporting) only operating on that subset

·gives you control of exception handling protocols, the various options do not have to be

generically configured by the Administrator

·has extensive reporting capabilities, with custom reports available as easily accessible plug-

ins to the main system (future proofing/ready customisation)

·has a totally separate GUI (Graphical User Interface) from the underlying hardware

·is a services-based system

·architecture ensures that support for as yet unknown hardware can be readily integrated

9

Introducing the Notion Pro System

(future proofing) by modularising the hardware services and accessing the database via a

universal interface module

·uses Browser technology as the primary view (optionally over the web BUT NOT

NECESSARILY, could be all Intranet). Browser support will likely be there as long as

computers run, the risk of problems caused by Operating System Providers is therefore

minimised

·allows seamless support for large numbers of sensor communication protocols, and very

large numbers of sensors over multiple sites.

See Also:

User Privileges

4.1.1.2 Change a User's Password

If you want to change a user's password, proceed as follows:

1. Select Admin>User Management.

2. Select .

3. In the User Details dialogue box, make sure the Keep Old Password tick box is clear.

4. Enter the new password in the Password box.

5. Enter it again in the Confirm Password box.

6. Click .

Notes:

·An ordinary user cannot change his/her own password. Only a System Administrator can

do this.

·It is recommended that a password be at least eight characters in length and contain at

least one number, one letter, one uppercase letter.

4.1.1.3 Set Password Security

The password security features allow the System Administrator to set the password length,

expiry time and other password attributes. The security settings apply to all users.

1. Select Admin>User Management, then select to give

the Password Security Settings dialogue box.

24

How To . . .

2. Set the variables in this dialogue box to the values agreed for your Installation.

3. Click .

See Also:

User Management.

4.1.1.4 Create External Contacts

External Contacts are used when there is a requirement to email Reports or send SMS alarm

messages to people who are not Notion Pro users. The details of these people need to be

entered into Notion Pro. Select to give the External Contact

Details window.

25

How To . . .

Enter the necessary details then select .

See Also:

User Management.

4.1.1.5 Create and Populate User Groups

You can separate Users into User Groups. User Groups allow Privileges to be set, so

that only members of a given User Group will have the privilege to be able to view data

relating to the User Group. Users added to a Group inherit the viewing privileges associated

with that Group.

1. Select Admin>User Group Management. The Create User Group dialogue box

appears.

(In this example, two new Users, named User1 and User2 have been created. None of

them are members of a Group yet.)

2. Enter a name for the Group into the Group Name: field.

3. Select a user in the Non-Members list who you want to be member of the named

Group.

4. Click .

5. Repeat as necessary (or hold down the Ctrl key while selecting users, then click ).

6. Click .

26

How To . . .

Note: You can define a Group to correspond to physical location on a Site. Another

approach would be to define and name Groups by sensor type, for example, a

Group for all temperature sensors or a Group for all humidity sensors (or a Group for

all temperature and humidity sensors).

See Also:

User Group Management.

4.1.1.6 Create Sites and Subsites

You will have created a Site and given it a name as part of the ‘Creating a New Database’

steps in the Installation Procedure. We will refer to this Site as ‘YourSite’. YourSite will contain

a Zone called Zone 1 (created automatically by the Install Procedure.)

Start by selecting Admin>Sites from the main menu bar.

Note: you can only use the options under the Admin menu if you are a System

Administrator user.

You can:

Create Sites

You can create a new Site and give it a name and location information.

1. Select Admin>Sites to give the Add Site dialogue box:

27

How To . . .

2. Enter the necessary details then select Add Site.

It is important to set the Time Zone correctly, otherwise Notion Pro will give false time/

date data for that Site. You must now assign Site Access to the User Groups, so that

the User Group members can see data on the Site.

Create Subsites

A Sub-Site is a subdivision of a Site. For example, a Site could be a hospital, the Subsites

could be the different units in the hospital.

1. To add a sub-site, first select Admin>Sites, then select to give:

2. Select Add Sub Site in the Actions column to give the Add Subsite dialogue box.

3. Enter the Sub Site name and other details as necessary, then select Add Subsite.

Note: you can also Edit and Delete Sites from the Available Sites dialogue box.

See Also:

Site Management.

4.1.1.7 Set Access Rights

This topic introduces the procedure for assigning User access rights by assigning Privileges

to the User Groups of which the Users are members.

28

How To . . .

You can:

Set Access Rights

1. Select Admin>User Group Management, then select

2. Select Privileges for the required Group to give the Assign Privileges window:

Zones are commonly used to group different types of Sensor, for example you could

have a Zone for temperature sensors, a Zone for humidity sensors, etc. See Adding

Zones for how to create Zones.

3. Select the tick boxe(s) next to the required Sites and Zones.

4. Click Assign Site Access (you may need to scroll to the bottom of the Assign

Privileges window to see this).

29

How To . . .

See Also:

User Group Management.

4.1.1.8 Create Zones

Zones are used to logically group sensors, this could be all sensors of the same type or all

the sensors in a particular area. For example a Zone could be called RH&T Sensors which

contains all the humidity and temperature sensors, or First Floor Sensors which contains

sensors of different types but which are all on the first floor. During installation a default Site

is created. This Site contains one empty Zone called Zone1.

Note: If there is only one Site in you Notion Pro installation you will see the View Data

menu (see below) straight away, otherwise you must first select the Site of interest

starting from the Opening Display.

You can:

Create a Zone

1. Select Add Zone from the View Data menu, see below:

2. In the Add Zone dialogue box, enter a name for the Zone, then click Add Zone.

See Also:

Setting Up the Sensor Model.

30

How To . . .

4.1.1.9 Define Roles and Permissions

This topic introduces the procedures for assigning Permissions and Roles to users.

You can:

Review Permissions

These steps give an example of how the Administrator would review the Permissions of the

Site's users.

1. Select Admin>Access Control to give:

31

How To . . .

(shows the default Permissions for a System Administrator).

2. Click on User1 in the list at the bottom of the Permissions table to give:

32

How To . . .

(table shows typical Permissions for a Standard User).

Manage Roles

These steps go through an example of creating Roles.

1. Select Admin>Access Control, then select .

2. Click on New Role to give the New Role dialogue box.

33

How To . . .

3. Enter Advanced User into the Name: field.

4. Select the Ignore option buttons for:

·Access Control

·Access Logs

·Access Sites

·Activate privileged Access

·Disable User

·User Group Management

·User Management

Select the Allow option buttons for all other Permissions.

5. Click Save.

The Select a Role to Manage dialogue box appears, confirming that the Advanced

User Role has been defined.

Assign Roles to Users

Now you have defined some Roles, you need to assign those Roles to the Users. Most

users will probably be ‘Standard Users’. You can always ‘upgrade’ a user temporarily

(while, for example, you are on holiday) by assigning a different Role to them or by giving

them extra Permissions within their existing Role. It is assumed that you have at least

one User, one of who is called User1.

1. Select Admin>Access Control, then select .

2. In the Select a User to Manage dialogue box, click Select in the Action column for

User1 to give the ManagingUser1 dialogue box.

See Also:

Access Control

4.1.1.10 Specify email and SMS Alert Settings

This topic introduces Email and SMS Alerts and tells you how to specify them. Alerts enable

Users to be emailed with the status of Notion Pro. Alerts can also be set to enable Users to

be emailed if a sensor goes into Alarm condition (see Create Alert Groups). If your Site has

an SMS Module then users can also get text messages to inform them of alarm conditions.

Before you start

You can:

34

How To . . .

Set Up Email Alert Global Settings

1. Select Admin>System Configuration, to give:

35

How To . . .

Note: the above settings are for illustration purposes only and are not 'real'.

2. Fill in all the fields in the Email Alert Global Settings window, then select Update.

See Also:

System Configuration

Set Up SMS Alert Global Settings

1. Select Admin>System Configuration, then select to

give:

2. When using the SMS Module anywhere using GSM900/1800, select EU Phone Band.

3. It is recommended that Heartbeat Enable is always selected.

36

How To . . .

4. Set the Heartbeat Time as applicable

5. Click Update.

Set Up the Email Heartbeat Group

The Heartbeat Group enables several users to receive the same Heartbeat message.

1. Select Admin>System Configuration, then select to give:

2. Give the Group a Name.

3. Enter an Email Subject. This is the text to be used as the Subject line in the

Heartbeat email.

4. To specify the Users that will receive the Heartbeat message begin by selecting the

Contacts tab.

5. If no contacts have been added select Add Contacts.

6. Select the required Site from Site Name:

7. Select User names as necessary from the Source List: and click for each

selection, or click to select all Users.

8. Click Submit.

Set Up the SMS Heartbeat Group

(The procedure is very similar to setting up the Email Heartbeat group. Begin by selecting

.)

Note: to see Usernames in the Source List for SMS Contacts, you must have entered

mobile phone numbers in the User Details window for each User.

37

How To . . .

Set Up Email and SMS System Groups

The Email System group enables emails to be sent to notify users of ‘System Events’ such

as when Notion Pro starts or stops.

1. Select Admin>System Configuration, then select to give:

2. Select the ‘events’ that you need users to see from the System Events panel.

3. Click Submit.

The procedure is very similar to the procedure for creating the Email Heartbeat Group,

see above.

The procedure to create an SMS System Group is very similar to the procedure for

creating an Email System Group, start by selecting .

Check email feature

This can be used to check that the Contact email settings you have specified work correctly.

1. Select Admin>System Configuration, then select .

2. Enter an email address into the Check Email Feature window, then select Submit.

See Also:

System Configuration

38

How To . . .

4.1.1.11 Create Alert Groups

User Alerts provide automated Alarm notification delivered via Email or SMS or both to Users

who are members of Alert Groups. (An SMS Module is required for SMS Alarms).

You can:

Create Email Alert Groups .

1. From the menu bar in the Live View, select User Alerts>E-mail Alert Group to

give the Create Email Alert Group dialog box.

2. Complete the Group Details tab as applicable.

3. Select the Sensors tab.

4. Add Sensors for which Alerts are to be sent by selecting Add Sensors to give the

Add Sensors dialog box.

5. Select the required Zone from the Zone Name: pull-down list. The Source List:

will become populated with the sensors in the selected Zone.

6. Select Sensors as necessary from the Source List: and click for each

selection, or click to select all Sensors. Select Submit when you have

39

How To . . .

finished specifying sensors for Alerts.

7. Select the System Contacts tab to specify the Users who are to receive the

Alerts.

6. Select the required Site from Site Name: pull-down list.

7. Select User names as necessary from the Source List: and click for each

selection, or click to select all Users.

8. Perform the same operations for External Contacts if necessary.

9. When you are satisfied with the Email Alert Group settings click Submit.

Create SMS Alert Groups

This procedure is very similar to that used to create Email Alert Groups - see above. You

must also define SMS Alert Global Settings.

See also:

User Alerts

4.1.2 Set Up Sensors

4.1.2.1 Create, Edit and View Sites

Sites are the main access points to the system data, each Site represents a single physical

Site where receiving devices such as Network Receivers or SMS Modules are located along

with Sensors. Sites can also have Sub Sites associated with the main top level Site.

You can:

Create Sites

1. Select Admin>Sites, then select from the side menu to give the

Add Site dialogue box:

40

How To . . .

2. Enter Site Name, Location and Address information as appropriate.

3. Select the time zone of the Site from the Time Zone pull-down menu. (The value

displayed by default is the time zone of the host PC. It is important to set this

correctly, as dates in the database are stored using GMT.)

Edit Sites

1. Select Admin>Sites, then select from the side menu to give the

Available Sites dialogue box.

2. Select the tick box next to the Site you wish to edit.

3. Select Edit in the highlighted line to give the Edit Site dialogue box. This is very similar

to the Add Site dialogue box, see above.

4. Carry out the required edits, then select Update to save your changes.

View Sites

1. Select Admin>Sites, then select from the side menu to give the

Available Sites dialogue box.

The Sites that have been created are listed here. You can carry out Edit, Delete or Add

Sub Site operations from here on the selected Site. If Sub-Sites have been added to the

selected Site then you can view them by selecting View Sub Sites, otherwise View Sub

Sites will not be click-able.

Add Sub-Sites

1. Select Admin>Sites, then select from the side menu to give the

Available Sites dialogue box.

2. Select the tick box next to the Site you wish to add a Sub Site to.

3. Select Add Sub Site to give the Add Sub Site dialogue box. This is very similar to the

Add Site dialogue box, see above.

4. Enter Sub Site Name, Location and Address information as appropriate.

5. Select Add Sub Site to create the Sub Site.

View Sub-Sites

1. Select Admin>Sites, then select from the side menu to give the

Available Sites dialogue box.

2. Select View Sub Sites for the Site whose Sub Sites you wish to view. (If the Site has

no Sub Sites, View Sub Sites will not be click-able.)

41

How To . . .

Delete Sites

1. Select Admin>Sites, then select from the side menu to give the

Available Sites dialogue box.

2. Select Delete against the Site that you wish to delete.

3. A confirmation box is displayed for you to confirm that you wish to delete the Site.

Select YES if you are sure you wish to delete the Site, otherwise select NO.

Delete Sub Sites

1. Select Admin>Sites, then select from the side menu to give the

Available Sites dialogue box.

2. Select View Sub Sites for the Site which contains the Sub Sites you wish to delete. (If

the Site has no Sub Sites, View Sub Sites will not be click-able.)

3. Select Delete against the Sub Site that you wish to delete.

4. A confirmation box is displayed for you to confirm that you wish to delete the Site.

Select YES if you are sure you wish to delete the Sub Site, otherwise select NO.

See also:

Site Management

4.1.2.2 Configure Devices

You need to set up and configure the Notion Pro Hardware Devices to get live sensor data

from your Site. For full details of the hardware, see the IceSpy Notion Pro System Manual,

IMC doc. no. IM5521.

This section runs through what you need to do to:

·set the Database Logger service for the Network Receiver device

·set the default Network Receiver Service Port details

·add a Network Receiver device to your Notion Pro installation

·create Device Groups

You can:

Change the Database Logger Service

The DB Logger Service is the Service that passes data to the Notion Pro SQL database.

The Listening Port Name and Number are set automatically during installation, but may

be changed to suit your local IT installation if required.

42

How To . . .

Select Admin>Device Configuration, then select from the side

menu to give the View DB Service Logger Service Details dialog box, for example:

1. To change the Logger Service details click Edit to give the Database Logger Service

Details dialog box. Make changes as required, then click Update Details.

2. To delete the Logger Service details click Delete for the relevant Service Port entry.

Alternatively, select the tick box for the relevant entry, then click Delete Record. In

both cases a confirmation box is displayed for you to confirm that you wish to delete

the Service. Select YES if you are sure you wish to delete the Service, otherwise

select NO.

Add a Device to Notion Pro

1. Select Admin>Device Configuration, then select from the side

menu to give the Control Device Details dialog box.

2. Enter the device details as required. In particular, you must select the Device Type

and Installation Site from the appropriate pull-down menus.

3. When you have entered all the necessary details, click Add Device.

Create a Device Group

You must have a Device Group, even if there is only one Receiver Device at your Site.

1. Select Admin>Device Configuration, then select from the

side menu to give the Create Device Group dialog box.

2. Give the Group a name, then select the Device Type from the pull-down menu. The

available devices of that type will appear in the Non-Members list.

3. Select a device by highlighting it, then click to move it across to the Members

column.

4. Click Add Members to create the Device Group.

See also:

Device Configuration

43

How To . . .

4.1.2.3 Add Sensors

We have already gone through the steps to create Zones.

This section goes through the steps to add Sensors to Zones. At this point it would be

advisable to record, in a table, attributes of the sensors you intend to add to Notion Pro.

Note: the examples in this section are for Temperature sensors or Humidity sensors (or

for sensors which measure both Temperature and Humidity). Notion Pro supports

other sensor types, the displays for those sensors will be slightly different to those

shown here.

You can:

Add Sensors

1. From the System Overview select View Data for the Site which contains the Zones

that you with to add sensors to. The Live View display has the name of the currently

selected Zone at its top left corner.

2. Select View Data>Edit Mode from the menu bar to give a display similar to that

shown below:

3. Select Add Sensor to Zone to give the Add Sensor dialog box.

4. Using the table referred to earlier, enter details of the sensor you wish to add. Sensor

Type and Device Group are selectable from pull-down lists. Serial number is on the

back of the transmitter.

5. When you have entered all the details you require, select Add Sensor.

6. Repeat the above steps for all the sensors you intend to add to the current Zone.

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How To . . .

Multiple sensors of same sensor type can also be added by selecting Add Multiple

Sensors, this feature is useful for adding sensors in a batch.

You can also sort sensor records by clicking Sensor Name heading.

Configure Sensors

You may need to change the sensor properties from the pre-set default values. These

properties include General Settings, Calibration, Alarms and Filters. See Adding Sensors for

full details of sensor configuration.

Accessing Sensor Properties

1. Continuing with the example above, select the sign next to , then select

the sign next to , finally select the sign next to .

2. Select to give the General Information dialog box.

3. Set properties as required.

Calibration Properties

1. Continuing with the example above, select the sign next to .

2. Select to give the Next Calibration Due Date dialogue box.

3. Select a new date from the tool.

4. Select Update .

5. Repeat as necessary for all sensors in all the Zones on your Site.

Temperature Calibration Properties (for sensors with a temperature channel)

1. Continuing with the example above, select the sign next to to give

the Temperature dialog box.

2. If you need to change any of the default values, select the field next to the required

setting, enter the new value and select Update .

3. If you wish to return to the default settings at any time, select Set Default .

4. Repeat as necessary for all temperature sensors in all the Zones on your Site.

Door Calibration Properties (for sensors with a door monitoring and alarm function

channel)

1. Continuing with the example above, select the sign next to to give the Door

dialog box.

2. If you need to change any of the default values, select the field next to the required

setting, enter the new value and select Update .

3. If you wish to return to the default settings at any time, select Set Default .

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How To . . .

4. Repeat as necessary for all door monitoring and alarm function sensors in all the

Zones on your Site.

Current Calibration Properties (for current clamp sensors)

1. Continuing with the example above, select the sign next to to give the

Current dialog box.

2. If you need to change any of the default values, select the field next to the required

setting, enter the new value and select Update .

3. If you wish to return to the default settings at any time, select Set Default .

4. Repeat as necessary for all current clamp sensors in all the Zones on your Site.

Humidity Calibration Properties (for sensors with a Humidity channel)

1. Continuing with the example above, select the sign next to to give the

Humidity dialog box.

2. If you need to change any of the default values, select the field next to the required

setting, enter the new value and select Update .

3. If you wish to return to the default settings at any time, select Set Default .

4. Repeat as necessary for all humidity sensors in all the Zones on your Site.

Set Sensor Alarm Properties

You can set basic alarm properties on a sensor as follows:

·whether the sensor is enabled to give alarms are not

·the Levels (for example, of temperature and/or humidity) above or below which an

alarm would be triggered

·the delay period (Alarm Advance) before an alarm would be raised

·the rate of change of a quantity which would raise an alarm (for example, a rapidly

increasing temperature might indicate a fire)

·the days of the week on which your sensor alarms are enabled (you may want to

turn alarms off at weekends if there is no activity on the Site).

·Filter alarms to help reduce interference

·set Notes against an alarm.

Setting Sensor Alarm Levels and other Properties

1. Click on the sign next to under the sensor for which you wish to set alarm

properties. is highlighted by default and gives a dialog box dependent on the

sensor type.

2. If you wish to change any of the default values, select the field next to the required

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How To . . .

setting, enter the new value and select Update .

3. Repeat as necessary for all sensors (or all types) in all the Zones on your Site.

Other Alarm Settings

1. Select to give the Alarm Advance dialog box.

2. Adjust the values and/or set the Yes/No options as necessary, then select Update.

3. If you wish to set any notes against an alarm setting, select to give the

Alarm Notes dialog box.

4. Enter the required note in the Notes Description field, then click Add.

Filters

1. Select to bring up a dialog box which allows you specify filtered limits on data

values.

2. Enter the required minimum and maximum values, then click Update.

Define Global Settings

Global Settings allow alarm disable times and days to be set across a range of Sensors.

1. Select Global Setting on the Alarm Levels or Alarm Advance dialog box to give a

(Site-dependent) window, for example:

2. Click to show the Zones within the Site.

3. Select the Zones (by clicking in the box next to the Zone name) that you wish to

apply Global Settings to, then click Submit.

See also:

Adding Sensors

Configuring Sensors

Setting Alarms

4.1.2.4 Create and Edit Sensor Groups

The Sensor Groups feature is extremely useful for grouping sensors of the same type

that are measuring the same parameters.

You can:

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How To . . .

Create Sensor Groups

1. Select Settings>Customise Sensor Groups from the main menu bar to give the

Create Sensor Group dialog box, see below

2. Enter a name for the Group, for example 'Door Sensors'.

3. Select the owning Site for the Sensor Group from the pull-down list. If the Site has

Sub Sites these will now appear. Select the Sub Site if required.

4. After selecting the Site (or Sub Site) the available Zones on that Site become visible.

Select the + symbol next to the Zone name that contains the Sensors that you wish

to select.

5. When you are happy with you selections click on Create Group. The Group you

have created appears in the View Sensor Groups dialog box.

Edit Sensor Groups

1. Select Settings>Customise Sensor Groups, then select

on the side menu to give the View Sensor Groups dialog box.

2. Select Edit against the Group you wish to edit.

3. From here you can delete Sensor Groups (Delete Members, or Delete for the

selected Group), add a Sensor Group (Add Members) or edit a Sensor Group (Edit

again from under the Actions column to add or remove sensors).

See Also:

Setting Up Sensor Groups

4.2 (All Users)

All Users can:

·view live data

·check alarm statuses

·look at system logs

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·produce reports.

The options described here are only a summary of what's available. For full information see:

Viewing Data

Setting Up and Running Reports

4.2.1 Get a Quick View of ...

4.2.1.1 sensor readings

When you log in, if your System Administrator has only given you viewing rights for one Site,

you will see something like:

In this example (called the Live View) we see that:

·we are looking at the sensors in the 'Stores' Zone (see top left corner)

·all the sensors except one are showing an alarm

·all the sensors are showing temperature readings, except 'Stores A 50 17' which is also

showing a humidity reading, and 'Airflow 1' which is a current sensor

·somebody has left the door open in the Entry Hall

·the door is closed in Stores

·all the sensor batteries are OK.

If you have you have more than one Site in your installation you will have to select the Site

of interest first. In this case, when you log in you might see something like:

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How To . . .

To see the sensor data in the Notion Pro Demo Site, just click View Data.

The IMC Group Ltd Site has a Sub-Site, click on Sub-Site to see it:

Click View Data as before to see the sensor data in the Pendle House Sub-Site.

See also:

The Opening Display

The System Overview Page

Choosing the Site to View

4.2.1.2 alarm statuses

When you log in, at the top right corner you will see something like:

In this example we see that:

·We have sensors in alarm.

·11 alarms are unacknowledged, 0 alarms are awaiting reset.

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How To . . .

·The System Message bubble on the left is showing amber dots, which means there no

new unread system messages. To see the System Messages, click on the bubble to

show:

Clicking on the red alarm bell icon gives:

The Communication Status icon ( ) (green arrows in

this case) shows that communications to all control devices (such as Network Receivers) are

working normally.

Clicking on from this view goes back to The Opening Display

See also:

View System Alarm Status Overview

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How To . . .

4.2.1.3 a sensor reading in graphical form

Starting from the Live View,

click on for the sensor of interest to give, for example:

Here, the graph shows live temperature data, starting at 00:00 for the Office 1 10 01

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How To . . .

sensor.

An example of a graph for a two-channel sensor might be as shown below:

Here we see temperature data in red, door data in yellow. The door had been open (and so

in an alarm state) until about 12:30, then somebody closed the door.

See also:

Viewing Live Data

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How To . . .

4.2.2 Look at Sensor readings from . . .

4.2.2.1 another Zone

The name of the Zone for the current data display is shown at the top-left corner of the

Live View for the Zone ('Stores' below):

To switch the Live View display to show another Zone:

1. Select View Data>Live View:

2. Move the mouse pointer down the Zone list until you have highlighted the Zone of

interest.

3. For example, moving the pointer down to 'Goods Out' might change the display to

show:

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How To . . .

See also:

Viewing Data

4.2.2.2 another Day

The graphical display shows data from, by default, the current day.

To show data from a day in the past:

1. Click on the calendar icon on the controls above the graphical display:

The current day is highlighted in yellow.

2. Click on the day in the past for which you would like to see the sensor data.

3. The graphical display changes to show data from the selected day.

4. To display data from a month (or a year) in the past, click the arrow at the top of

the calendar until you get to the month of interest, then click on the day of interest.

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How To . . .

Obviously you can only get historical data up to the point when the transmitter was

actually installed.

See also:

Operations from the Live View

4.2.2.3 another time interval

By default, sensor data is displayed for the current 24-hour period, but you can change the

display to show data from a wider time interval.

To show data over a different time span:

1. Select a different time interval from the Interval pull-down menu on the controls above

the graphical display:

(if you wish you may also select a different starting date at the same time).

2. Click .

For example, the two displays below show data for a sensor over a one-week period,

followed by a display of data from the same sensor over a one-month period:

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How To . . .

See also:

Operations from the Live View

4.2.3 View and Acknowledge Alarms

4.2.3.1 View System Alarm Status Overview

1. Click .

2. View the Alarm and Communication Status of the Sites in your installation in the Available

Sites window.

See also:

Alarm Management

Alarm Statuses

Alarm Status

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How To . . .

4.2.3.2 View System Messages

1. From anywhere in Notion Pro, look at the System Message Alert icon at the top of

the screen.

2. To view System Messages, click on the icon.

See also:

System Status Overview

Alarm Statuses

4.2.3.3 Acknowledge Alarms

If the symbol is displayed on the Live View page for a given Site, the associated

transmitter has gone into an Alarm state (for example, a temperature threshold has been

exceeded) and the alarm has not been acknowledged.

To acknowledge an Alarm:

1. Make sure you are in the Live View page for the Zone which contains the sensor of

interest. See another Zone.

2. Click on the symbol for the sensor of interest.

3. On the resulting Acknowledging Alarm for page, enter a suitable message into the User

Actions box, then click Acknowledge.

The symbol changes to to indicate that the alarm has been acknowledged.

4. To reset the alarm, click on the symbol.

See Also:

Acknowledging Alarms

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How To . . .

4.3 Create and View Reports

Notion Pro can produce a variety of Reports. These can be tailored to a customer’s

individual specifications. The report will be in .pdf format with the option to export a .csv

data file.

You can create and view:

Summary Reports

These can be summaries of data collected by selected sensors or all sensors in a Zone over

the past week.

1. Select Reports>Browser Summary Reports to give the Summary Report dialog

box.

2. To report on selected Sensors:

i. Ensure that the Sensor option button is selected.

ii. Select the sensors of interest from the Sensor Name list.

iii. Select Generate Report.

3. To report on a Zone:

i. Ensure that the Zone option button is selected.

ii. Select Search.

iii. Select the Zone of interest from the Zone Name list.

iv.Select Generate Report.

See also:

Summary Reports

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How To . . .

Calibration Reports

A simple report of all sensors that need calibrating on a given date.

1. Select Reports>Browser Calibration Reports.

2. By default, a Report will be generated for all sensors which need to be calibrated one

month from today's date. If you wish to select a different due date click and

select the required date. Select the 'Include Out of Service Sensors' tick box if

required. Click Search to generate the Report.

Exception Reports

Reports of ongoing alarm conditions, by Sensor or by Zone.

1. Select Reports>Browser Exception Reports.

2. To report on selected Sensors:

i. Ensure that the Sensor option button is selected.

ii. Select the sensors of interest from the Sensor Name list.

iii. Select Generate Report.

3. To report on a Zone:

i. Ensure that the Zone option button is selected.

ii. Select Search.

iii. Select the Zone of interest from the Zone Name list.

iv.Select Generate Report.

Scheduled Reports

Reports of a variety of types which start and end at predefined dates/times and run at

predefined intervals.

1. Select Reports>Scheduled Reports to give the Add Scheduled Report Settings

dialog box.

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How To . . .

2. Select the required Scheduled Report Type from the Report Type: pull-down list.

3. Enter a suitable title for the Report in the Report User Title: box.

4. Select a date and time for the first Report run using the First Report Run: controls.

This should be later today or any time in the future.

5. Specify a Report Interval if required. This is the length of time between repeated

runs of the Report. For example an interval of one day would give daily Reports. You

don’t have to specify a Report Interval, this would give a ‘one off’ Report.

6. Use the Report Start: and Report End: controls to specify the time span for the

Report. This would typically be dates in the past, but could be dates in the future

(although if, for example you specified a start date one week in the future and end

date two weeks in the future you would have to wait 2 weeks before you saw a

Report).

Note: you should set an Interval, with no Report Start or Report End time, or a

Report Start and Report End time, (but no Interval).

7. Having set up the Report dates, we now need to specify the Sensor data that we

wish to report on. Click the Sensors tab, then click Add Sensors to give the Add

Sensors dialog box.

8. Select the Zone that contains the sensors you wish to report on from the Zone

Name pull-down list. The Source List becomes populated with the sensors in the

selected Zone.

9. Select a sensor in the Source List that you wish to report on, and select to

transfer it to the Destination List. To transfer all sensors in a single operation click

.

10. When satisfied with your selections, select Submit.

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How To . . .

11. Now we need to specify a list of Users (System Contacts) that the Report will be

emailed to. Click the System Contacts tab, then click Add Sensors to give the Add

Contacts dialog box.

12. Populate the Destination List for System Contacts using the same methods that

you used to populate the Destination List for Sensors (see step 9 above). When

satisfied with your selections click Submit.

13. If any External Contacts have been set up and you wish to send the Report to

them, select the External Contacts tab and populate and Submit it in the same

way as for System Contacts.

14. When satisfied with all of your Report Settings, select Submit or Submit and Run

Now under the Add Scheduled Report Settings banner. Submit and Run Now

button is used to generate reports immediately; however some delay can be

expected if a large report is submitted.

The Scheduled Report you have defined will now be added to the View Scheduled Reports

window.

See also:

Setting Up and Running Reports

4.4 View System Logs

Notion Pro has a series of System Logs for keeping track of critical events such as system

activity, alarm activity and SMS activity.

You can:

View the Activity Log

Logs user activity.

Select Logs>Activity Log to give the Activity Logs dialog box.

View the Alarm Log

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How To . . .

Select Logs>Alarm Log to give the Alarm Logs dialog box.

View the SMS Log

Select Logs>SMS Log to give the SMS Logs dialog box.

View the Email Log

Select Logs>Email Log to give the Email Logs dialog box.

See also:

Viewing System Logs

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5Reference Section

See below for a list of information topics.

5.1 Signing In

Note: If you are NOT a System Administrator, you will be unable to access the Notion Pro

facilities detailed in this topic, the Setting Up Users, Sites and Devices topics, and the

Setting Up the Sensor Model topics.

To view the Notion Pro website, you will need to open a browser and navigate to the Notion

Pro site.

If you are working on the Notion Pro Server itself, type http://localhost/NotionPro on to the

Browser’s address field.

If you are working on a another computer or device, you will need to use the URL supplied

by your System Administrator or IT Support provider to reach the Notion Pro server. This

may be similar to \\ServerName\NotionPro for a LAN connection or www.mycompany.com/

Notion Pro for an internet connection.

Once you have navigated to the correct URL, the login screen will be displayed, as above.

As you are setting up the System immediately after installation, you need to login as the

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System Administration User:

Username: Admin User

Password: Admin

Enter your username and password to login, then click Sign In. Passwords are case

sensitive.

As this is the first time you have logged in, you must supply the answer to a security

question, so if you forget your password in the future you can retrieve it using a procedure

which includes supplying the answer to your security question. See below:

Choose your security question by clicking and choosing from the list. Type the answer

into the box below, then click Submit. You will now be returned to the login screen, where

you will again need to enter your username and password.

The Security Question screen is only shown when a user logs in for the first time; it will not

show when you login as the Admin User again.

Note: When you are editing users' details, you should change the default Admin User

password so that it is secure.

5.1.1 View Archived Database

For detailed information about the Notion Pro Archive / Backup system, see the IceSpy

Notion Pro Archive/Backup Manual, doc no IM5549.

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To access Archived data, select Archive Database, select the required Archive Database

from the list, then click Next.

5.1.2 View Live Database

To access the live Notion Pro system, make sure Live Database is selected and click Next

to give the System Overview, see below for an example.

See Setting Up the Sensor Model and Viewing Data for more details of the System Overview

display and viewing Live Data.

Note: You will only see the Available Sites view if your installation has more than one Site.

For a one-Site installation, clicking Next will take you straight to the Live View, see

Viewing Live Data.

5.2 Setting Up Users, Sites and Devices

The options under the menu enable System Administrators to set up Notion Pro for

use.

5.2.1 User Management

Note: The functionality described in this Section only applies to System Administrators or

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Users who have been given System Administrator access rights. The Admin User is

created automatically when Notion Pro is installed. The Admin User cannot be

deleted.

User Management allows you to add Users, edit Users add External Contacts and edit

External Contacts.

Adding and Editing Users

Select Admin then User Management from the drop down

menu to access the User Management section.

The Admin menu is located at the right hand side of the top

menu bar.

After selecting User Management a new window appears see

below.

Add User Name

In the dialog box above enter a new User Name. If the user name is already taken the

following message will be displayed.

Select another User Name until the following message is displayed:

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Add Password

Enter a password into the Password field, now re-enter your password into the Confirm

Password field. It is not recommended to cut and paste the password as this would copy a

mistake to the Confirm Password field. If when typing your password into the Confirm

Password field you make a mistake, the following message will be displayed.

If you have re-typed your password correctly then you will be able to proceed to the next

step.

By default, Notion Pro requires passwords to be at least four characters long. The

Administrator will not be able to set a minimum password length of less than four

characters. This is configurable by the Administrator. The User ID and password cannot be

the same.

Administrators may also require that user passwords have an alphanumeric and mixed case.

In this case, passwords must have numeric characters, upper and lower case letters.

Note: It is recommended that a password be at least eight characters in length and

contain at least one number, one letter, one uppercase letter.

Password Never Expires

By default user passwords are set to expire in 90 days, this is selectable by the

Administrator.

Password Expiry does NOT apply to the Admin User password, which is always set to never

expire.

Email:

This field allows you to enter your email address. This is used to receive the following:

·email alerts generated from the system

·email reports.

·password reminders.

Telephone No:

This field allows you to enter your mobile phone number. This is used to receive SMS text

alerts generated from the system.

The number should be entered in the following format:

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+44 123 987654

When you are happy that all details are correct, click the Add User button.

Edit/View Users

Edit/View Users allows you to edit existing user’s details. The following functions are

available:

·Edit allows passwords to be changed along with email address, phone number and

calibration technician status

·Delete allows single or multiple users to be deleted

·Privileges allows users to be set with viewing rights.

To edit new user, select Edit/View Users. A new window opens, see below.

Edit

To edit a user select Edit. After selecting Edit a new window opens, see below.

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In this screen you can change the User’s email address, mobile phone number or calibration

technician status. If you wish to update the User without changing your password tick Keep

Old Password and the existing password will be populated in the password dialog boxes. If

you wish to change your password follow steps in Add Password. (See also Change a User's

Password.)

Reset Lockout

Locked out users can be reset from this screen, by selecting Reset Lockout.

When you are happy that all details are correct, click the Update User button.

Delete User

There are three methods for deleting users:

1. Select Delete. This will delete the record selected, once you are happy with your selection

confirm delete by selecting YES on the warning dialog box (see below.

2. If more than one user is to be deleted select the tick box to the left of the name, tick all

users to be deleted. Once you are happy with your selections click Delete Users select

confirm delete by selecting YES on the warning dialog box.

3. By clicking the tick box next to User Name all users will be deleted. WARNING, this will

select all users for deletion. Once you are absolutely sure you want to delete all users

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click Delete Users and confirm delete by selecting YES on the warning dialog box.

WARNING: Deleting users cannot be undone.

User Privileges

This allows individual users to be assigned viewing rights to Sites and Zones. (See Site

Management for more information on Sites and Zones.) Click on Privileges in the View User

window (see Edit/View Users) for the User that you wish to assign viewing rights to. This

gives the Assign Privileges dialogue box (see below).

In the example above, User1 has been pre-allocated with viewing access to the Notion Pro

Demo Site and the listed Zones. Click Assign Site Access or Remove Site Access as

required. See also User Group Management.

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Create External Contacts

External contacts are used when there is a requirement to email reports or send SMS

alarms to people who are not Notion Pro users.

To create external contacts, select Create External

Contact.

After selecting Create External Contact a new window opens,

see below.

Enter User Name, Email and Telephone No for an external user. There is no requirement

for a password as these users do not have access to Notion Pro.

Edit/View External Contacts

To Edit/View external contacts, select Edit/View External

Contacts.

After selecting Edit/View External Contacts a new window

opens.

To edit external user details follow steps at Edit, to delete external users follow the steps in

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Delete User.

Password Security Settings

To Edit/View Password Security Settings, select Password

Security Settings. Once selected, the Password Security

Settings window will be shown see below.

Figure

The Password Security Settings window is used to set the system’s login security

features. Login security features apply globally to all logins, with some exceptions for the

Admin User account, as detailed below. Individual features can be disabled by selecting the

associated Feature Off tick box. Clicking Apply Default will return Password Security

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features to the default settings. click Update to apply any changes made.

Auto Logout Period (Mins)

If a login session is left unattended, then the system will log the user off after the Auto

Logout period. The auto logout period can be set by the Administrator.

When Auto Logout activates, the browser will continue showing the last screen actioned by

the user, and if on the Live View, data values will continue to update on the screen.

However, when the user tries change window or enter a value, then the browser will show

the Login screen and require the user to log back into the system.

The Auto Logout Period can be set between 5 and 60 minutes, the default period is 30

minutes.

Password Expiry

Passwords will automatically expire, and need to be changed, after the Password Expiry

time. By default user passwords are set to expire in 90 days, this is selectable by the

Administrator. Password Expiry does NOT apply to the Admin User password, which is

always set to never expire.

Users are warned on login within 10 days of expiry, and given the option to type in a new

password. This can be done any time between the first warning and expiry. The warning

time is settable by the Administrator. This will be a countdown warning and will decrease as

the expiry deadline approaches.

Once a password has expired no further access will be allowed for that user until they enter

their expired password at which point the system will force a change before any further

progress can be made.

Password Depth

This option is NOT available on the standard version of Notion Pro.

The Password Depth sets the number of previous passwords that cannot be immediately

reused by a user. A password depth can be set globally, between 1 and 10.

Retries Allowed

This is the number of failed login attempts allowed for a username, within the Retries

Period, before the user is locked out. Locked out users are informed of their locked out

status, when they try to login.

Lockout Period is the time that a user will be locked out after the Retries limit is exceeded.

By default users will be locked out for 60 minutes after three consecutive failed password

login attempts within a 30 minute period. Where a lockout occurs, the user will be informed

of the lockout period by a message on the browser, and the lockout will be recorded in the

activity log.

The number of Retries Allowed can be up to 10. The Lockout Period can be up to 1440

minutes and the Retries Period can be between 10 and 1440 minutes. The Admin User is

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never locked out.

A lockout value of 0 will lock out users until reset by the Administrator. Any Administrator

lockout will be for 30 minutes, (this prevents the Administrator becoming permanently locked

out).

A Reset Lockout tick box is available on the User Details screen. This control will

normally be greyed out, and will only become active when the user is currently locked out.

This control is only accessible by an Administrator. Administrators can reset a locked out

user from the Edit/View Users window, see Edit.

Username Reuse

Deleted usernames cannot be reused for the period of time specified by Username

Reuse. If an Administrator types a Reuse blocked username into the User Details

screen, a warning will be displayed. By default, Username Reuse checking is disabled.

Minimum Password Length

By default, Notion Pro will require passwords to be at least four characters long, the

Administrator will not be able to set a password length of less than four characters. This is

configurable by the Administrator. The User ID and password cannot be the same.

Accepted Value Ranges

The list below details the setting ranges for each option:

Auto Logout – 5 to 60 minutes.

Password Expiry – 30 to 730 days.

Retries Allowed – 1 to 10 attempts.

Lockout Period – 0 to 1440 minutes; 0 will lockout users until reset by the Administrator.

Retries Period – 10 to 1440 minutes.

Password depth – 1 to 10; not available on the standard version of Notion Pro.

Minimum Password Length – 8 to 50 characters.

Minimum Numbers, Minimum Letters, and Minimum Upper Case – 1 to 50, these values are

consistency checked, against minimum length and each other.

Changing the Password

To change your password select Settings>Account

Settings then Change Password to give the Change

Password dialogue box. See below.

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Enter the old password in the Old Password field. Enter the new password in the New

Password field, enter it again in the Confirm New Password field.

Note: It is recommended that a password be at least eight characters in length and

contain at least one number, one letter, one uppercase letter.

Click Submit. The message shown below will be displayed to confirm a successful password

reset.

Changing your Security Question

You will need to know the answer to your security question if you have forgotten your

password and you have to click on the Forgotten password? Link on the Sign In screen.

To change your security question select Settings>Account

Settings then Change Security Question to give the

Change Security Question dialogue box. See below.

Select your desired question from the Security Question pull-down list, the enter the answer

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into the Answer field, then click Submit. Click Submit. The message shown below will be

displayed to confirm a successful password reset.

5.2.2 User Group Management

User Group Management

This section describes how User Groups are created and used. User Groups allow viewing

Privileges to be set for a group, Users added to that group inherit the viewing Privileges

associated with that group. Any previous viewing Privileges assigned to an individual user will

be overridden by the viewing Privileges associated with that group.

To learn about setting Privileges for individual users see User Group Management. Privileges

are the viewing rights that allow a user to see Sites and Zones. Through Privileges a user

can be restricted to the number of Zones they can see. This is especially useful on very

large systems.

Select Admin>User Group Management from the drop down menu

to access the User Group Management section.

After selecting User Group Management a new window appears, see

below.

Create User Groups

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To create a User Group, enter a name for the User Group, see examples below:

·T+RH Sensors - for a small Site this could be used to allow access to all of the

temperature and humidity sensors.

·T+RH Sensors 1st Floor - for a larger site this could be used to allow access to all of

the temperature and humidity sensors on one floor.

Select the Users that you would like to add to the group. All users that have not already

been associated with a group will be shown in the left column. To select more than one user

hold the Ctrl key and select the required users. Once you are happy with the selected users

click the double left arrows located between the columns, this will move the users to the

right column.

Users can be de-selected by selecting them in the right column and clicking the double left

arrows. When you are happy with your selection, click on Add Members. You will be asked

if you would like to proceed, see below.

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Select YES to proceed or NO to cancel.

Delete User Group

To delete a User Group select Delete in the line corresponding to the User Group to be

deleted. Once Delete has been selected you will be asked if you would like to proceed, see

below.

Select YES to proceed or NO to abort.

Edit User Group

To Edit a User Group select Edit in the line corresponding to the User Group to be edited.

Once Edit has been selected the Edit User Groups window will appear, see below.

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Users can be removed from the User Group or added. To remove Users highlight them in

the right column and click the double left arrows. To add Users highlight them in the left

column and click the double right arrows.

When happy with your selections click Update Members. You cannott remove all the

members from a group you must always have to have at least one member. If you want

to remove all the members then the User Group needs to be deleted.

When a User is removed from a User Group that User will require Privileges adding, see

section 2.1.9 to add Privileges.

User Group Privileges

To set the Privileges for a User Group select Privileges in the line corresponding to the User

Group to be edited. Once Privileges has been selected the Assign Privileges window will

appear, see below.

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All Sites that have been added to Notion Pro will be visible in the Assign Privileges window.

Sites with an empty tick box are top level Sites with no Sub Sites associated. Sites with a +

symbol have Sub-Sites associated, see IMC Group Ltd above.

Selecting the + symbol will reveal the Sub Site details, see below.

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To allow the members of User Group T + RH sensors 1st floor to view the sensors from

the IMC Group Pendle House subsite select the tick box next to Pendle House. This will now

allow all Users added to this group to be able to see those sensors only.

When you are happy with your selections click on Assign Site Access, see below.

To remove access the process is the reverse of the above. When happy with your

selections click on Remove Site Access.

Some sites will have more Zones and sensor types than others. However, the process for

allocating Privileges is the same. Depending on what the System Administrator wants an

individual user to see as many or as few sensors or Zones can be selected.

See also User Privileges for more information on setting Privileges.

5.2.3 Access Control

This topic describes how users are granted Permissions. Permissions are system access

rights such as Edit, Delete etc.

Notion Pro allows the creation of Roles which are assigned with access permissions. Users

are added to Roles and inherit the permissions assigned to the Role thus avoiding the

repetitious and error-prone task of adding multiple individual users.

Permissions Overview

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The menu on the right above gives access to the different sections of Access Control, the

list on the left above is the Permissions Overview for the Admin User.

Note: the Permissions Overview list is much longer than the lists shown here, but these are

abbreviated here for space reasons.

The Admin User is created automatically when Notion Pro is installed. The Admin User

cannot be deleted or the Permissions altered. As Users are added to the system they will

automatically appear at the bottom of the Permissions Overview screen, see below.

To view the Permissions granted to a user click on the underlined user name. The

Permissions Overview for Customer window will appear, see below.

A red circle with a cross means that the Permission is denied, a green circle with a tick

means that the Permission is granted. These permissions are inherited from the Role that

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the user has been assigned, this process is described below.

Manage Roles

Before you can assign Permissions to a user you need to create Roles. To view Roles click

on . The Select a Role to Manage window will appear see below.

When Notion Pro is installed there are no pre-defined Roles set. The Admin User can create

Roles and decide what Permissions to assign to each Role. The list below shows a typical

set of Role. There is no limit to the amount of Roles that can be set.

·Administrator

This would be a high level Role with all Permissions assigned.

·Advanced User

These would be trusted users with access to Admin functions blocked but still able to edit

sensor properties. Full data viewing and alarm acknowledging allowed.

·General User

These would be lower level users with access to Admin functions and sensor editing

blocked. Full data viewing is allowed.

·Guest User

These would be view-only users with no editing or alarm acknowledging rights. Full data

viewing is allowed. See also Roles.

When Notion Pro is installed a default Admin User is created. The Admin User cannot be

deleted and is preset with the Username “Admin User” and the Password “Admin”. We

recommend that these details are changed immediately after installation. This can be done

from Admin>User Management see User Management. The Default Admin User is pre-

assigned with all available Permissions.

When setting up from first install, select Admin>Access Control>Manage Roles. The

Select a Role to Manage window appears see below.

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Click on New Role. The New Role window appears see below.

Enter a name for the Role. We would recommend using Administrator for the highest level

user. It is also suggested that all functions are set to Allow with the exception of Activate

privileged Access which should be set to Deny. Select Save. You have now created the

Administrator Role. See below.

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Other Roles can be created as required. following the instructions above.

Permission Definitions

Permission

Description

User

Level

Access Archive Database

Controls access to Archived read only data

M

Access Control

Controls access to the Access Control section

H

Access Logs

Controls access to System Logs

M

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Permission

Description

User

Level

Access Reports

Controls access to Reports

M

Access Reports - Sensor

Groups

Controls access to the Sensor Groups, Reports menu

M

Access Settings

Controls access to entire Settings menu

H

Access Sites

Controls access to Sites meu

M

Acknowledging Alarms

Allows a user to acknowledge alarms

M

Acknowledge Alarms in Bulk

Allows user to acknowledge multiple sensors alarms

H

Activate privileged Access

Allows Admin User to login as the user, see note 1

below.

H

Change Alarm Settings on

Reset

Allows a user to change alarm values when resetting

an alarm

M

Device Configuration

Controls access to the Device Configuration menu.

H

Disable User

Allows a user to disable other users.

H

Edit View

Controls access to Edit Mode for Views.

M

Email Alert Group

Controls access to Email Alert Group settings

M

Live View

Controls access to the Live View, see note 2 below.

L

Live View - Sensor Groups

Controls access to Sensor Groups

L

Password Security Settings

Allows access to Password Security Settings screen

H

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Permission

Description

User

Level

Plan View

Controls access to Plan View menu, see note 2

below.

L

Plan View Edit

Allows movement of sensors in Plan View

M

SMS Alert Group

Controls access to SMS Alert Group menu

M

System Configuration

Controls access to System Configuration menu

H

User Group Management

Controls access to User Group Management menu

H

User Management

Controls access to User Management menu

H

Key:

·HThese permissions are recommended for the highest level user only

·MThese permissions can be granted to general users

·LThese permissions can be granted to all users

Notes:

1. So the Admin User can configure settings which the normal user does not have access

to.

2. This should be available to all users.

Suggested Role Definitions

The following table gives suggested roles and the settings for those roles. You may wish to

define roles and permissions slightly differently for your Site.

Role

Permissions

General

Administrator

Select Ignore for:

·Access Control

·Access Logs

·Access Sites

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Role

Permissions

·Activate privileged Access

·Disable User

·User Group Management

·User Management

Select the Allow option buttons for all other permissions.

Advanced User

Select Ignore for:

·Access Control

·Access Logs

·Access Sites

·Activate privileged Access

·Change Alarm Settings on Reset

·Device Configuration

·Disable User

·User Group Management

·User Management

Select the Allow option buttons for all other permissions.

Standard User

Select Ignore for:

·Access Reports

·Access Reports – Sensor Groups

·Access Settings

·Acknowledge Alarms

·Bulk Acknowledge Alarms

·Live View

·Live View – Sensor Groups

·Plan View

Select the Deny option buttons for all other permissions.

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Role

Permissions

Guest User

Select Ignore for:

·Live View

·Live View – Sensor Groups

·Plan View

Select the Deny option buttons for all other permissions.

Manage Users

Notion Pro allows users to be associated with Roles rather than having to individually add

Permissions to each individual User. Permissions can also be done individually if required.

When setting up users, select Admin>Access Control>Manage Users. The Select a

User to Manage window appears. See below.

To assign a User to a Role click on Select next to the user name that you want to assign a

Role to, see above. The Managing User window appears, see below.

To assign a Role to this User select Manage Roles. The Manage User Roles window

appears. See below.

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In this case the previously selected User was the Administrator user, so we need to select

the Member option button next to Administrator to put this user into the Administrator

Role. This user will now inherit the Permissions assigned to this Role. More than one user can

be assigned to the same Role.

A user can be assigned to more than one Role, for example a lower level user can be

assigned a higher set of Permissions by an Admin user on a temporary basis. This allows a

user to stand in for a colleague without the need to access the user settings and individually

change the Permissions.

User Permissions

The main method for Notion Pro users to be granted Permissions is by association to a

Role. For total flexibility an individual user can have some permissions Allowed or Denied

rather than inherited.

To Manage Permissions for a User:

1. Select Manage Users to give the Select a User to Manage dialogue box.

2. Select the required user to give the Managing <user name> dialogue box.

3. Click Manage Permissions to give the Manage User Permissions window. See below.

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To change a Permission select the drop down arrow next to the Permission to be changed

and select either Allow or Deny. The above process can be repeated for other Users and

Roles.

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5.2.4 System Configuration

This section describes where SMS settings are set for the automated alarm functions.

Email Alerts enable Notion Pro Users to be emailed with the status of Notion Pro. Email Alerts

can also be set to enable Notion Pro Users to be emailed if a sensor goes into Alarm

condition. If your Site has an SMS Module then users can get text messages to inform

them of alarm conditions.

Note: You should have details of values and settings for the following items. These details

should be completed in the IceSpy Notion Pro Pre-Requisites document, doc. no.

IM5546:

·SMTP Mail Server name

·Sender Email Address

·SMTP Username

·SMTP Password

·BCC Email Address

·Heartbeat Enable setting

·Email Alert Heartbeat Time setting

·Email Receiving Protocol (optional)

·Receive Email over SSL setting (optional)

·IMAP/POP3 Mail Server Name (optional)

·IMAP/POP3 User Name (optional)

·IMAP/POP3 User Password (optional)

Select Admin>System Configuration from the drop down

menu to access the System Configuration section.

After selecting System Configuration a new window appears,

see below.

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Email Alert Global Settings

The in the above example details ideally should have been collected prior to installation and if

available will be on the Notion Pro Pre-Requisites document. If the details are not available at

the time of commissioning, you will need to contact your IT department or provider. If the

details are available enter them into the dialog boxes above.

It is not essential that these details are entered at this time. If email alerts and emailed

reports are not required at this point these details can be entered at a later date.

Mail Servers can be specified as a resolvable hostname or IPv4 address. The example

settings, shown above use standard IANA assigned port numbers when connecting to the

mail server(s). If required you can specify the port number to be used, by adding a colon ‘:’

followed by the required port number to the server hostname or IPv4 address; e.g.

‘MS001:25’ would use port 25.

If you do not know the address(s) and/or port number(s) used by your Mail server, contact

your system administrator or IT support provider. Do NOT contact IMC Technical Support,

as this is information that only your IT administrator or support provider can supply.

It is recommended that the Heartbeat message is enabled, the problem with automated

alarm systems using tools such as email, is if you don’t get an alarm for several days or

weeks then it is difficult to know if that is because the system is not generating any alarms

or is it because the email system has failed. The Heartbeat message will give a daily

indication that everything is functioning correctly. The timing of the Heartbeat message can

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be set in the bottom dialog box, please ensure that the time is entered in the following

format:

·14:15:00

Any time from the 24 hour clock can be set. When all settings are entered select Update.

The Receive Email and IMAP/POP3 settings are for email alert acknowledgement handling,

and can be left blank should this feature not be required.

Note: Do NOT set the BCC Email Address to be the same as the Sender Email Address.

Warning: It is not recommended that email alerts are used on their own for critical alarms.

Email alerts rely on your internal email systems functioning correctly. Or if your Internet

Service Provider is suffering any problems this will also cause disruption of service.

For critical alarms IMC recommends the use of two different methods to send out alarm

alerts. Other forms of alarm alert generation methods are SMS driven from the SMS Module

GSM device or hard wired relays driven locally from the Network Receivers. Both methods

require extra hardware.

Contact your IceSpy sales representative or your local distributor for further details. Contact

information can be found on our website at http://www.the-imcgroup.com/contact-us for

our UK Head office contacts or http://www.the-imcgroup.com/global-distributors to contact

one of our authorised distributors

SMS Alert Global Settings

Notion Pro allows alarm alerts to be sent out via SMS Alerts.

To set up SMS Alert Global Settings, select SMS Alert Global Settings, the SMS Alert

Global Settings Window will appear see below.

IMC recommend that the SMS unit is set to auto-detect the phone band; however, the

Phone Band drop down control can be used to select a specific band for your service

provider.

It is recommended that the Heartbeat message is enabled. The problem with automated

alarm systems using tools such as SMS is, if you don’t get an alarm for several days or

weeks then it is difficult to know if that is because the system is not generating any alarms

or is it because the SMS system has failed. The Heartbeat message will give a daily

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indication that everything is functioning correctly. The timing of the Heartbeat message can

be set in the bottom dialog box, please ensure that the time is entered in the following

format:

·10:10:00

Any time from the 24 hour clock can be set. When all settings are entered select Update.

Email Heartbeat Group

You can create the Email Heartbeat Group which allows multiple users to be allocated to a

group. To create the Email Heartbeat Group select Email Heartbeat Group from the side

menu and the Create Email Heartbeat Group Window will appear see below.

Step 1

Enter a name for the group in the dialog box next to Group Name, then enter a phrase in

the dialog box next to Email Subject. The text entered here will become the subject of the

email.

Step 2

Click on the Contacts tab and the Contacts dialog box appears, see below.

To add Contacts select Add Contacts and the Add Contacts window appears, see below.

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Select a Site from the Site Name drop-down menu on the dialog box. On initial setup there

will only be one Site available which is created during the installation. See more about creating

Sites in Site Management.

The selected Site's associated contacts will appear in the left window, when the Site

contacts/users list is long the required Contacts can be found by using the Filter. Select the

right-facing arrow to move the Contact to the right window. More than one Contact can be

moved across. Once you are happy with your selection of Contacts select the Submit

button at the bottom left. This will return you to the Edit Email Heartbeat Group window.

Select the Update button to save the group.

SMS Heartbeat Group

You can create the SMS Heartbeat Group, which allows multiple users to be allocated to a

group. To create the SMS Heartbeat Group select SMS Heartbeat Group from the side

menu and the Create SMS Heartbeat Group window will appear see, below.

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Step 1

Enter a name for the group in the dialog box next to Group Name.

Step 2

Click on the tab marked Contacts and the Contacts dialog box appears, see below.

To add Contacts select Add Contacts and the Add Contacts window appears, see below.

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Select a Site from the Site Name drop-down menu on the dialog box. On initial setup there

will only be one Site available which is created during the installation. See more about creating

Sites in Site Management.

The selected Site's Contacts will appear in the left window, when the Contact list is long the

required Contact can be found by using the Filter. Select the right facing arrow to move the

Contact to the right window. More than one Contact can be moved across. Once you are

happy with your selection of Contacts select the Submit button at the bottom left. This will

return you to the Create SMS Heartbeat Group window. Select the Submit button to save

the group.

Email System Group

You can create the Email System Group, which sends email alerts from a predefined list of

System Events. These events are:

·Edit

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·System Start

·System Stop

·Login Fail

·Hardware Event

Multiple users can be allocated to the group. To create the Email System Group select

Email System Group from the menu and the Create Email System Group window

appears, see below.

Step 1

Enter a name for the group in the text box next to Group Name, next enter a phrase in the

text box next to Email Subject. The text entered here will become the subject of the email.

Step 2

Select the parameters from the System Events panel that you require notification on.

Step 3

Click on the Contacts tab, see below.

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To add Contacts select Add Contacts and the Add Contacts Window will appear, see below.

Select a Site from the Site Name drop-down menu on the dialog box. On initial setup there

will only be one Site available which is created during the installation. See more about creating

Sites in Site Management.

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The selected Site's contacts will appear in the left window, when the Site contacts list is long

the required Contact can be found by using the Filter. Select the right facing arrow to move

the Contact to the right window. More than one Contact can be moved across. Once you

are happy with your selection of Contacts select the Submit button at the bottom left. This

will return you to the Create Email System Group window. Select the Submit button to save

the group.

SMS System Group

You can create the SMS System Group. The SMS System Group, which sends SMS alerts

from a predefined list of System Events. These events are:

·Edit

·System Start

·System Stop

·Login Fail

·Hardware Event

Multiple users can be allocated to a group. To create an SMS System Group select SMS

System Group from the side menu and the Create SMS System Group window will appear,

see below.

Step 1

Enter a name for the group in the dialog box next to Group Name.

Step 2

Select the parameters from the System Events panel that you require notification on.

Step 3

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Click on the Contacts tab and the Contacts dialog box appears, see below.

To add Contacts select Add Contacts and the Add Contacts window appears. See below.

Select a Site from the Site Name drop-down menu on the dialog box. On initial setup there

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will only be one Site available which is created during the installation. See more about creating

Sites in Site Management.

The selected Site's contacts will appear in the left window, when the Site contacts list is long

the required Contact can be found by using the Filter. Select the right facing arrow to move

the Contact to the right window. More than one Contact can be moved across. Once you

are happy with your selection of Contacts select the Submit button at the bottom left. This

will return you to the Create SMS System Group window. Select the Submit button to

save the group.

The Check Email Feature

This can be used verify that the settings that have been set up in Email Alert Global Settings

function correctly and that you can receive an email from Notion Lite.

Select Check Email Feature to give the Check Email Feature dialog box, see below.

Enter your email address into the Receiver Email Address field then click Submit – you should

receive an email from Notion Pro.

SMS Power & Comm's Group

This Group is used to set up a list of phone numbers to receive SMS messages, should the

IMC SMS Module detect a power failure or lose of communications with the Notion Pro

server.

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Enter the required Group name, Power / Communication failure timeout and Round Robin

Time.

Group name - user set name, this appears at the start of the SMS sent on the event of a

Power or Communications failure.

Power / Comm's failure Timeout - period the IMC SMS Module will wait after a Power or

Communications failure, before sending SMS messages.

Round Robin Timeout - period the IMC SMS Module will wait between sending each SMS

message to the contacts assigned to the group.

Click on the Contacts tab to display the current list of contacts set to receive the SMS

messages.

To add or edit Contacts, click Add Contacts, the Add Contacts screen will display as

below.

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Select a Site from the Site Name drop-down menu on the dialog box. On initial setup there

will only be one Site available which is created during the installation. See more about creating

Sites in Site Management.

The selected Site's contacts will appear in the left window, when the Site contacts list is long

the required Contact can be found by using the Filter. Select the right facing arrow to move

the Contact to the right window. More than one Contact can be moved across. Once you

are happy with your selection of Contacts select the Submit button at the bottom left. This

will return you to the Create SMS Power & Comm's Group window. Select the Submit

button to save the group.

5.2.5 User Alerts

The options under this menu concern setting up user alerts by email and SMS. A user must

be a member of an Alert Group in order to receive messages specified when setting up

the System Configuration.

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User Alerts provide automated Alarm notification delivered via Email or SMS or both. (An

SMS Module is required for SMS Alarms).

This section will take you through the use and settings for Email alarms and SMS Alarms. To

access the User Alert settings select User Alerts from the main menu, see below.

Email Alert Group

To access the Email Alert Group settings select E-Mail Alert Group from the menu, see

below.

After selecting E-mail Alert Group, select . The Create Email Alert

Group window appears, see below.

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The window above allows Alert Groups to be created and configured for the automated

notification of email Alarms.

Step 1

Input a Group Name. This can be something that makes sense to the Site in question or

something related to the function. For this example, we will call the group, “Service Email”

this will be a Group that sends email Alarms to the Service Engineers.

Step 2

Enter a subject title for the Email into Email Subject. For this example we will call it “System

Alarm on Notion Pro Site” this would then alert the engineer in the email subject that they

were getting an email about an Alarm condition on that Site.

Step 3

Enter an Acknowledge Timeout. This is the time that the system will wait for an

acknowledgement email. This should be entered in time format like this 12:00:00, this would

be a 12 hour delay.

Step 4

Select the tick box next to Confirm Acknowledge if an acknowledgement email is required.

Step 5

Email Alerts can be sent in "Round Robin" mode. Round Robin mode is when email alerts are

sent to the first name in the list. If there is no response within the time limit the system

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moves on to the next person in the list and so on until a response is received, or emails

have been sent to everybody in the list. To activate Round Robin mode select the tick box

next to Round Robin Enable.

Step 6

You can select the time period the system waits before sending the next email, this should

be entered in the Round Robin Timeout field in time format like this: 00:15:00. This would be

a 15 minute delay.

Step 7

If required, a reply email can be sent which will reset the alarms. To activate this feature

select the tick box next to Email Reset Alarm.

Step 8

Select the alarm parameters that Email Alerts are required for by clicking in the tick box next

to the alarm condition within the Alarms panel. Multiple selections can be made.

Step 9

Select the Sensors that you require to be included in the Alert Group. Click on the Sensors

tab. A new window will appear, see below.

To add sensors click the underlined Add Sensors link. A new window will appear, see below.

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To select a Sensor first select a Zone from

the Zone Name: drop down menu.

As the Zone is selected the available sensors

in that Zone will populate the left column

(Source List).

To select Sensors highlight the ones that you

want to generate email alerts for then click

.

To deselect Sensors highlight them in the

right column and click .

To move all Sensors across click the double

arrows.

Once happy with you selection select

Submit.

To add Contacts to the Group select the System Contacts tab, see below.

Contacts are the people that you want alerting by email when any of the selected sensors

are in Alarm. To add Contacts select Add Contacts. A new window will appear, see below for

example.

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To select a Contact or Contacts highlight the required contacts and select , to de-select

a Contact highlight the Contact and select .

When happy with the details select Submit.

There is an option to have email Alarms sent to non-Notion Pro Users or External Contacts.

See User Management.

To select External Contacts click the External Contacts tab and follow the procedure above

for adding System Contacts.

SMS Alert Group

To access the SMS Alert Group settings select SMS Alert Group from the menu, see below.

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After selecting SMS Alert Group the Create SMS Alert Group window appears, see below.

The window above allows SMS Alert User Groups to be created and configured for the

automated notification of SMS Alarms.

Step 1

Input a Group Name. This can be something that makes sense to the Site in question or

something related to the function. For, example we could call the group, “Service SMS”. This

will be a group that sends SMS Alarms to the Service Engineers.

Step 2

Enter an Acknowledge Timeout. This is the time that the system will wait for an

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acknowledgement message before re-sending the message. This should be entered in time

format like this: 00:10:00. This would be a 10 minute delay.

Step 3

Select the tick box next to Confirm Acknowledge if an acknowledgement SMS message is

required.

Step 4

SMS Alerts can be sent in "Round Robin" mode. Round Robin mode is when SMS Alerts are

sent to the first name in the list. If there is no response within the time limit the system

moves on to the next person in the list and so on until a response is received. To activate

Round Robin mode select the tick box next to Round Robin Enable.

Step 5

You can select the time period the system waits before sending the next message, this

should be entered in time format like this: 00:15:00. This would be a 15 minute delay.

Step 6

If you require, a Reply SMS can be sent which will reset the Alarms. To activate this feature

select the tick box next to SMS Reset Alarm.

Step 7

The number of times the system will go around the Round Robin loop can be limited. To

activate this feature enter the number of times the system should go round the loop in the

Maximum Round Robins field.

Step 8

Select the Alarm parameters that Email Alerts are required for by clicking in the tick box next

to the Alarm condition within the Alarms panel. Multiple selections can be made.

Step 9

For Channel Alarms, you may define your own text message, (this can be used to trigger

events on a 3rd-party system with SMS receive capability).

To set-up the required message select Enable and enter the required text in the text box.

See below.

Step 10

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Select the Sensors that you require to be included in the Alert Group. To select sensors click

on the Sensors tab. A new window will appear, see below.

To add sensors click the Add Sensors link, a new window will appear, see below.

To select a Sensor first select a Zone from

the drop down menu.

As the Zone is selected the available

Sensors will populate the left column (Source

List).

To select sensors highlight the ones that

you want to generate email alerts for then

click .

To deselect Sensors highlight them in the

right column and then click .

To move all Sensors across click the double

arrows.

Once happy with you selection select

Submit.

See below for example.

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To add Contacts to the Group select the System Contacts tab. A new window will appear,

see below.

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Contacts are the people that you want alerting by email when any of the selected Sensors

are in Alarm. To add Contacts select Add Contacts. A new window will appear see below.

To select a Contact or Contacts highlight the required Contacts and select , to de-select

a Contact highlight the Contact and click . When happy with the details select Submit.

There is an option to have email Alarms sent to non-Notion Pro Users or External Contacts.

To add External Contacts to the system see Create External Contacts.

To select External Contacts follow the procedure above for adding System Contacts.

Set SMS Times

You can set times of day within which SMS messages can be sent. Select Set SMS Times

to give the Set SMS Times dialogue box. See below.

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Select the required SMS Alert Group from the Select SMS Group Name pull-down menu.

For each day of the week, select the required Start and End times for SMS messaging. If

necessary, two Start and End time periods can be set within a single 24-hour period.

Enter Start and End times as required, then click Submit.

5.2.6 Site Management

Sites are the main access points to the system data, each Site represents a single physical

Site where receiving devices such as Network Receivers are sited along with measuring

Sensors/Transmitters.

Sites can also have Sub Sites associated with the main top level Site. A Sub Site is used

where it is desirable to sub-divide a main Site, for example when there are large numbers of

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sensors on a Site or many departments. Sub Sites could also be floors in a building or

departments.

When Sub Sites are used the View Data, User Alerts, Reports and Logs are not available

from the top level Site. These functions are now available from the Sub Sites. See below for

details of viewing Site data from the Available Sites dialogue box.

Creating Sites

Select Admin>Sites from the drop down menu to access the Sites

section.

After selecting Sites a new window appears (see below).

To add a Site complete the following:

·Site Name: Enter a name for the Site. For example, this could be the name of the

company.

·Location: Enter the location. For example, this could be the town or city. (not

mandatory)

·Address: This would be the Site address. (not mandatory)

·Post Code: This would be the Site post code. (not mandatory)

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·Time Zone: Set this to the time zone of the Site. (The value displayed by default is the

time zone of the host PC. It is important to set this correctly, as dates in the

database are stored using GMT.)

·When all details have been entered and are correct, click Add Site.

Viewing Sites

To View Sites select Edit/View Sites from the side menu. The Available Sites window

appears. See below.

Note: The Available Sites dialogue box here is for editing Sites and Sub Sites and is

not

same as the Available Sites dialogue box available from the System Overview

selection.

Editing Sites

To edit a Site select Edit on the line corresponding to the Site you wish to edit. The Edit Site

window appears, see below.

All Site details can be edited in this window. When all details are correct select Update to

save details.

Adding Sub Sites

To add Sub Sites select Add Sub Site on the line corresponding to the Site you wish to add

Sub Sites to. The Add Sub Site window appears, see below.

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Enter a name for the Sub Site into the Sub Site Name field. When all details are correct

select Add Sub Site to save the details and add the Sub Site.

To return to the main Sites menu select Edit/View Sites from the side menu.

Deleting Sites

To delete a Site you must first delete all Sub Sites if any exist. To check this select Edit/

View Sub Sites. If Sub Sites exist select Delete to delete the Sub Site, see below.

When you are happy that you are deleting the correct Sub Site click Delete and confirm the

deletion, see below.

After deleting all Sub Sites the main site can now be deleted, to delete the required Site

select Delete against the Site to be deleted.

When you are happy that you are deleting the correct Site select YES, see below.

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Viewing Sub Sites

To View a Sub Site select View Sub Sites on the line corresponding to the Site you wish to

view Sub Sites for. The Available Sub Sites of window appears, see below.

To Edit the Sub Site select Edit, address details and images can be changed or added.

When happy with any changes select Update.

Adding Company Details

Select Company Details from the menu allows you to add your Company logo. After adding

the details the logo will appear next to Notion Pro logo in the header of the website.

To add your logo, click Choose File navigate to the required logo image, and click Open.

Choose File button varies from browser to browser; in some browsers it might say Browse.

5.2.7 Device Configuration

Warning: Changing settings in this section will impact on system function, please proceed

with caution. If in doubt please contact your local supplier or IMC Support.

This section is where Notion Pro Hardware Devices are setup and configured.

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Select Admin>Device Configuration from the drop down

menu to access the Device Configuration section.

After selecting Device Configuration a new window appears (see

below).

Setting up the Database Logger Service

The DB Logger Service is the Service that passes data to the SQL database. The Listening

Port Name and the Listening Port No are set automatically during installation. There is an

option to change this information during installation but it is highly recommended that the

default values are used. If there is a port conflict this should be noted on the Notion Pro

Pre-Requisites Manual (doc. no. IM5546).

Edit/View DB Service

To Edit the Listening Port No select Edit/View DB Service from the menu. A new

window View DB Logger Service Details will appear, see below.

It is possible at some time in the future that a new piece of software could be added to the

server which causes a Port conflict. IMC would recommend that the new item be given a

different Port number. If this is not possible then a new Port number can be allocated to the

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relevant Notion Pro Service.

To Edit the Port number select Edit in the line corresponding to the Service you wish to

change the Port number a new window Database Logger Service Details will appear, see

below.

You will need to contact your IT department or IT service provider to get a new Port

number. Once you have the new Port number enter it into the dialog box next to Listening

Port No. Once you are happy with the details select Update Details.

Warning: The Data Services will need to be re-started after changes are made, and all

Receiver Units , Alarm Units and SMS Units will need to be reconfigured.

Adding Devices

This section describes the addition of wireless receiving devices to Notion Pro. To add

Devices to Notion Pro select Add Device from the side menu. A new window Control Device

Details will appear, see below.

Control Device Name:

This should to be related to Site and location to identify the Device this should be a unique

name across all sites. Example: Network Receiver First Floor Building One. Enter required

text into dialog box next to Control Device Name.

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Device Type:

The Device Type is selected from a pre-defined list. Select the Device Type from the drop-

down menu. There is a label on the back of all Receiving Devices that states the Device

Type.

Device Serial No:

This can be found on a label on the back of the device.

Elapsed Connection Alert

An Alert is generated if the specified time period elapses, without the selected device

connecting to the IMC Remote Data service. An entry is recorded in the Activity Log and

the icon in the Available Sites dialogue box (see Site Management) changes to red ( ).

If the Email System Group and/or the SMS System Group has Hardware Event selected,

then an Email and/or SMS will be sent.

Installation Site:

The Installation Site can be selected from the drop-down menu. This list is automatically

populated with Site names added in the Sites section. Select the Site name for the Site that

you are adding the Device to.

Installation Sub-Site:

The Installation Sub-Site can be selected from the drop down menu. This list is automatically

populated with Sub Site names added in the Sites section. Select the Sub Site name for the

Site to which you are adding the Device.

Edit/View Devices

Select the items to Edit when happy with the changes select Update Details.

Create Device Groups

Base Units can receive data from a maximum of 200 transmitters. On systems with more

than 200 transmitters, Device Groups enable specific sensors to be assigned to a Base Unit,

or group of Base Units.

On systems with fewer than 200 transmitters, all sensors are available to be received by all

Base units. However, Base Units still need to be a member of a Device Group.

If you are going to fewer than 200 transmitters and all your Base Units are in a single

location such as a warehouse or a laboratory, then it is probably best to group all your Base

Units in a single group.

If you are going to exceed 200 transmitters then you will need to use multiple Device

Groups; also if you have Base Units at separate physical locations, then using separate

Device Groups can help you manage your system.

To add a Device Group select Create Device Groups from the menu, a new window Create

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Device Group will appear, see below.

The Group Name should be a name that easily identifies a Device Group, a Group that

contains one or more Receiving Devices. Every receiving device must be in a Device Group.

The Device Type is selected from a drop down menu. Select the Device Type that

corresponds to your Device. The name of the device type is clearly printed on the front of

your device (Base Unit).

Available Devices will be listed in the left column, to select a Device highlight it then click the

double right arrows to move it across to the right column.

Once you are happy that the details are correct select Add Members.

Edit/View Device Groups

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To Edit/View Device Groups select Edit/View Device Groups from the menu to give the View

Device Groups window, see below.

To Edit a Device Group select Edit in the line corresponding to the Group Name that you

wish to Edit, a new window called Edit Device Group will appear, see below.

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To remove Devices from the Group highlight them in the right hand column then select

. This will deselect them and move them to the left column. You cannot de-select all

Devices from a Group a Group always has to have at least one Device. If you need to

deselect all the Devices then Delete the Group. This can be done by selecting Delete in the

previous step.

Device Sensor Lists

Note: For systems with less than 200 sensors, Device Sensor Lists have no effect.

These list all the sensors associated with a Device Group. The signal from a given sensor

can be received by more than one Base Unit (Network Receiver). You can select a

particular sensor instance (for example, the one with the highest signal strength) and assign

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it to the associated device group.

To display a Control Device Sensor List select Device Sensor List from the menu on the

left to give the Control Device Sensor List window, see below.

Note: You cannot create (or delete or edit) a Control Device Sensor List. These are

created by Notion Pro as sensors are added to the System.

Select the Site of interest from the ‘Site Name’ list. You must select a Site. Select the Sub

Site of interest from the ‘Sub Site Name’ list, and the Control Device Group of interest from

the ‘Control Device Group’ list. It is not necessary to specify a Sub Site or a Control Device

Group, in this case a list of sensors for all Sub Sites and Device Groups will be generated (as

in the example above). Click Search to generate the list.

To assign a sensor to its associated Device Group, select the tick box on the left side of the

table, then click Assign. The list will be redisplayed with assigned sensors highlighted. (See

above, three sensors have already been assigned to the ‘LongTermTest’ Device Group).

To remove a sensor from its associated Device Group, select the tick box on the left side of

the table for the sensors you wish to remove, then click Remove. The list will be

redisplayed with assigned sensors highlighted. (In the example above, three sensors have

already been assigned to the ‘LongTermTest’ Device Group).

As another example, the example below shows a case where signals from two sensors (05-

09-00-62 and 05-09-00-46) are each being received by two Network Receivers. The user

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has selected the two sensors with the highest signal strengths to link to a Device Group.

Adding Alarm Unit Sensors

This facility supports the operation of the Notion Alarm Unit (the ARB Module) and enables

you to associate sensors with the unit. Select Add Alarm Unit Sensors from the side

menu, see below.

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Site Name

Select the Site which contains the Alarm Unit of interest from the pull-down list.

Sub Site Name

Select the Sub Site (if present) which contains the Alarm Unit of interest from the pull-down

list.

Zone Name

Select the Zone which contains the Alarm Unit of interest from the pull-down list.

Alarm Unit Name

Select the Alarm Unit of interest (previously created using the Add Device facility described

at section 2.7.3). The Add Alarm Unit Sensors dialog box changes to show a list of the

sensors which can be associated with the Alarm Unit. See below for example.

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To associate sensors with the Alarm Unit select the required sensors from the Non-

Members list then select to move the selected sensors to the Members list. Click

Add Members to move the selected sensors to the Members list. The View Alarm Unit

Sensors dialogue box will appear to show the sensors which have been associated with the

Alarm Unit. See below for example.

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Editing/Viewing Alarm Unit Sensors

To edit or view associated Alarm Unit sensors select Edit/View Alarm Unit Sensors from

the menu to give the View Alarm Unit Sensors window, see above for example.

To the list of sensors associated with a given Alarm Unit, select Edit in the line corresponding

to the Sensor list that you wish to Edit. A new window called Edit Alarm Unit Sensors will

appear, see below.

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To remove sensors from the list highlight them in the left hand column then select .

The double left arrows will de-select the selected sensor(s) and move them to the left

column. Having de-selected the required sensors click Update to update the list.

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5.3 Setting Up Sensors

This topic gives detailed information on how to add Zones and Sensors to the Notion Pro

System in your Installation.

During the Notion Pro installation process a default Site will have been created. You can Edit

the details for the default Site, see section Site Management. The first time you run Notion

Pro the System Overview screen will look something like:

Before you can start monitoring temperature, humidity and other data you will need to add

some sensors to Notion Pro.

Each main Site can have any number of Sub Sites. Sensors added to a Site can be sub

divided into Zones. Zones are viewed in a familiar Windows-style tree, see below.

Zones allow large systems to be sub-divided into logical groups of

sensors.

Zones can also be used when granting viewing Privileges. When a

Site contains many sensors, just granting Privileges for a whole Site

could still lead to a single User being overloaded with data that

doesn’t relate to that User. Zones can be allocated to Users as well

as Sites.

Individual sensors can’t be allocated Privileges, only Sites and Zones.

There is no practical limit to the number of Zones that can be

added to the system. To allocate an individual sensor to a User add

a Zone for that sensor.

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5.3.1 Adding Zones

Zones are used to logically group sensors, this could be all sensors of the same type or all

the sensors in a particular area. For example a Zone could be called RH&T Sensors which

contains all the humidity and temperature sensors, or First Floor Sensors which contains

sensors of different types but which are all on the first floor.

During installation a default Site is created. This Site contains one empty Zone called Zone1.

An example of a Zone which has had Sensors added and which has live data coming

through is shown below.

The above display shows the ‘Stores’ Zone. See Viewing Data for full details of the Live Data

viewing facilities in Notion Pro.

To Edit and add Zones select View Data from the System Overview display for the Site of

interest then View Data>Edit Mode from the main menu bar, see below.

A new window will appear. This window will, as we add Zones and sensors become the main

data viewing and access window, see below (for the default Zone, Zone1).

To add a new Zone select Add Zone from the main View Data menu, see below.

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A new window will appear, see below.

To add a new Zone, enter a name into the Zone Name field. For this example we will call

the Zone Outdoor Sensors. When happy select Add Zone. You will now see that another

Zone has appeared in the tree, see below.

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5.3.1.1 Editing Zones

Edit Mode is only available if you have the correct access Permissions. If you do not have

the required access permissions you will see the following message:

Access Denied. You are not authorised to perform this task, please contact your System

Administrator.

After selecting Edit Mode the Sensor and Zone editing/configuration window appears, see

below.

To Edit the Zone select Edit Zone. the Edit Zone window will appear, see below.

Select a name for the Zone that will make it easy to identify either the type of sensors in

the Zone or the location of the Zone. In this example we are changing the Zone1 name to

‘Room RH + T Sensors'. Enter the name into the Zone Name field, once happy select

Update, see below.

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5.3.1.2 Deleting Zones

To delete a Zone select the tick box next to the Zone that you want to delete then select

Delete Zone. You cannot delete a Zone with Sensors still in the Zone, see below.

Delete all sensors in the Zone then repeat the steps above to delete the Zone.

5.3.2 Adding Sensors

Now that we have added some Zones we can now add some Sensors. Before adding

Sensors you need to select the Zone that you wish to add Sensors to. To add Sensors

select View Data>Edit Mode, then select Add Sensor to Zone. A new window called Add

Sensor will appear, see below.

You will notice that the Zone Room RH + T sensors is highlighted (because it is at the top of

the list). This is the Zone that the new Sensor will be added to. If you wish to add a sensor

to another Zone, simply click on the Zone name.

Sensor Name:

Here you can type a name for the Sensor that means something in relation to either the

type of measurement that the Sensor is making or the location, for example, Room 1 RH/

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T.

Family Type:

The ‘family’ for the sensor you are adding. Select from iSense, Notion or Legacy / Scout.

Sensor Type:

Select the type of Sensor you are adding from the drop-down menu, a detailed list

explaining all the Sensor types can be found on the IMC Group website.

For this example we will add a temperature sensor, the standard temperature and humidity

sensor can be found in the list as Notion Temperature/RH.

Hardware Serial No:

This is the transmitter serial number and can be found on the back of the transmitter, for

example: 50-00-02-08.

Note: if the sensor has already been added, you would get an error message, as shown in

below:

Control Device Group:

The Control Device Group contains wireless receiving device that will receive the data from

the transmitters. The Control Device Group is selected from the drop down menu, select

the Group that corresponds to the Site and is compatible with the wireless transmitters used

at that Site. For more details see Device Configuration. For this example, we are going to

select Notion Pro Group.

Once you are happy with the details select Add Sensor. You will now see that the Zone

icon has a + symbol to the left of the icon and that the sensor we have just created has

appeared in the table on the right hand side of the screen. See below.

You can add more sensors by repeating the steps above. Multiple sensors of same sensor

type can also be added by selecting Add Multiple Sensors, this feature is useful for

adding sensors in a batch. When adding more sensors additional Zones can also be added

and additional sensors added to those Zones. Sensors can be edited or deleted by selecting

either Edit or Delete in the line corresponding to the sensor to be edited or deleted.

Copy Sensors

Sensors can be copied from on Zone to another. There are cases where you may want to

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have the same sensor duplicated in different Zones.

Example 1

When a site has an outdoor sensor it is desirable to have this sensor available in every

Zone. The data from an outdoor sensor can be compared with sensor data from individual

rooms to see if the conditions inside are being driven by the conditions outside. This is a

good indicator of how well HVAC systems (Heating, Ventilating and Air Conditioning) are

performing.

Example 2

Rooms that have many enclosed spaces such as fridges in a hospital or display cases in a

museum can benefit from being able to compare sensor data. A gallery with 20 display

cases all with RH/T sensors could be compared with an RH/T sensor placed in the open

gallery. By comparing the data you can see if the conditions outside are driving the

conditions inside the cases.

To copy sensors, highlight in the Zones list the Zone that you want to copy sensors to then

select Copy Sensor from the Zone dialog box. The Copy Sensors to window appears, see

below. You will notice that the name of the Zone that the sensors are going to be copied to

forms part of the window name.

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Select the Zone that you want to copy the sensor/s from. The names of the available

sensors in that Zone will appear in the left column. Highlight the sensor/s you wish to copy

then click . This will move the highlighted sensor/s to the column on the right. When

happy with the details select Submit. To copy all the sensors click .

Delete Sensors

There are three methods to delete Sensors:

·Select the tick box to the left of the sensor names that you want to delete on the Zone

dialog box then select Delete Sensor from the top menu. This will delete all highlighted

sensors.

·Select Delete in the row corresponding to the sensor you wish to delete. This will delete

only that sensor.

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·To delete all sensors in the table, select the tick box on the left of the title row (next to

Sensor Name), then click Delete Sensor.

Warning: Deleting Sensors cannot be undone.

5.3.3 Configuring Sensors

This topic takes you through the configuration of the Sensor properties which include

General Settings, Scale, Alarms and Filters.

Accessing Sensor Properties

To access Sensor properties highlight the Zone name that contains the Sensor that is to be

edited, see below.

To see the available Sensors click on the + symbol next to the highlighted Zone. The

selected branch will expand showing all the available sensors, see below.

To view the properties of the Sensor that is to be edited click on the + symbol next to the

Sensor name. This will expand the branch again, see below.

To access the individual Sensor properties click on the + symbol next to properties this will

expand the branch again, see below.

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General Properties

To edit the General Sensor Properties click on the underscored link General .This opens

the General Information window, see below.

Station Name:

The Station Name can be changed, be aware that changing the name may be confusing for

other Users as the Station Name normally relates to the physical location of the Sensor.

Changing the Station Name no longer starts a new data file.

Family Type:

Notion.

Sensor Serial No:

This is set when the Sensor is added to the system.

Units:

This is the units for each of the channels for the Sensor. These cannot be changed here as

they are set by the Sensor install. (But see Global Units.)

Sensor Out of Service:

This feature allows you to temporally take a sensor out of service. This is useful if the

Sensor is measuring something that is turned off for a period and monitoring is not required.

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It avoids alarms being generated while the Sensor is not required. Out of Service Sensors

are displayed with blue text in the Live View.

Location:

The Location field allows you to put a note against the sensor to assist with physically

locating the Sensor within a building. This is an aide-mémoire and serves no operational

function within the software and is not mandatory.

Once you are happy with any changes select Update.

Scale

To access Calibration Scale properties click on the + symbol next to Scale and the tree will

be further expanded, see below.

The Scale section allows you to set Graph Scaling, Decimal places and the Next Due

calibration date for Calibration Reports.

If you have iSense Sensors, then this section will allow you to enter the Sensors/

Transmitters to IMC, having IMC Calibration Engineers come to Site or self-correct

calibration parameters for those sensor(s). See the documentation delivered with the iSense

unit for specific calibration details.

Next Due

This feature allows the next Calibration due date to be entered into the system. A PDF

Report can be triggered from the due date field. This is very useful in a regulated

environment where exceeding the stipulated calibration period would cause a non-

compliance. (See Calibration Reports for more information on Calibration Reports.)

To access Next Due click the link, the Next Calibration Due Date windows appear, see

below.

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To change the due date enter the new date into the Date field (in LYLY-MM-DD format) or

click on the calendar icon and select the required data. If the Sensor has just been added to

the system the date in the form is one year from the date that the Sensor was added.

A typical period would be 12 months for environments that are contaminated or the

constant operating humidities are very high. Where the environments are clean and the

averages humidities are mid-range then every 24 months would be acceptable.

When you are happy with the new date click Update.

Channel One/Temperature Calibration

To enter the Temperature scale page select Temperature. The Temperature window

appears, see below.

Each Sensor is installed with a default range. These are only a suggestion and can be

changed to suit your requirements.

The defaults can be re-loaded by selecting Set Default,you will be asked to confirm see

below.

Once the new Scale details are known these can be entered into the table above. Select

Update to confirm the details. If correct the following message will be displayed:

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Channel Two/Humidity Scale

To access the Humidity scale settings click Humidity and repeat the steps above.

Note: Not all Sensors/Transmitters have two channels, some have only one.

5.3.4 Setting Alarms

This topic will take you through setting Alarms.

Levels

To access Alarm Settings click on the + symbol next to Alarms (in Edit Mode). This will

expand the branch again, see below.

To access Levels click on Levels. See below.

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The Sensor in this example is a two-channel temperature and humidity device. You will see

two tabs at the top one marked Temperature and highlighted, the other marked

Humidity. The highlighted tab is the active tab. The tab names will change depending on

sensor type, the number of tabs will change depending on the number of channels.

Channel Out of Service

This feature allows a single channel on a dual channel device to be taken out of service.

This is useful as it may not be desirable to take the whole device out of service for example

if a dual channel temperature transmitter was being used to measure the temperatures in a

fridge freezer and the freezer had failed or was not in use the channel associated with the

freezer could be taken out of service. This would allow alarms from the fridge to come

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through the system but there would be no alarms from the unused freezer.

To take a channel out of service select the appropriate tab and select the No option button

to take that channel out of service. When the channel is required again select the Yes

option button.

Alarm Enable

If a Sensor is temporally out of service, or if the alarms are temporally not required rather

than set all the alarm settings to zero the alarms can be disabled. To disable the alarms

select the No option button. When the alarms are required again select the Yes option

button.

High/High High Alarm

The High High Alarm is the highest level alarm that can be set on the system. This alarm

should be set at a level that warns the user of potential damage. (High would represent the

highest point of the desirable working range.) To set the High High Alarm type a value in the

text box next to High High. The level can be set to one decimal place.

Low/Low Low Alarm

The Low Low Alarm is the lowest level alarm that can be set on the system. This alarm

should be set at a level that warns the user of potential damage. (Low would represent the

lowest point of the desirable working range.) To set the Low Low Alarm type a value in the

text box next to Low Low Alarm. The level can be set to one decimal place.

High/Low Alarm Delay (Mins)

The high/low alarms can be delayed, which is very useful to prevent false alarms. In many

buildings rooms are air conditioned to keep the environmental conditions constant. The

conditions in any room change when doors are opened but soon recover when the door is

closed again.

If alarms are set these could be activated every time a door is opened which would

generate many alarms on the system. There is a danger with alarms that a syndrome

called alarm fatigue develops where alarms are generated so frequently that they become

an annoyance and are consequently ignored.

To avoid this a delay in minutes can be set for the alarms. For example when a door is

opened the temperature drops but has recovered back to normal 10 minutes after the door

is closed, without an Alarm Delay an alarm would be generated every time the door is

opened. With an Alarm Delay of 15 minutes there would be no alarm generated however if

the door was left open there would be an alarm generated after 15 minutes. To enter a

High/Low Alarm Delay enter the time in minutes in the text box next to High/Low Alarm

Delay.

Alarm Outside Range

To activate High/Low Alarms click the Yes option button. To disable High/Low Alarms click

the No option button.

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High High/Low Low Alarm Delay (Mins)

This feature allows a delay to be activated on the High High and Low Low alarms. It is

generally accepted that no delay is enabled on the High High and Low Low alarms as these

are normally the fail safe alarm levels. If delays are used here it may be that a very small

delay is used to avoid a single reading out of spec generating alarms. To put a delay on the

High High and Low Low alarms type a value in the text box next to High High/Low Low

Alarm Delay (Mins), and should be entered in minutes.

Rate of Change

This feature activates rate of change alarms, depending on the application, a high and low

level alarm may not work. A Rate of Change alarm is a mechanism that monitors how fast a

parameter is changing and generates an alarm based on the selected criteria. For example,

and alarm could be generated if temperature changes by more than 10°C per minute.

To set the Rate of Change enter a value in the dialog box next to Rate of Change. For

example, a value of 10 would mean 10°C per minute if temperature units are set to °C.

(See Global Units for how to set units.)

Rate of Change Period (Mins)

This feature is used together with the Rate of Change value above. Rate of Change Period

is the time period associated with the Rate of Change value. This would be entered in

minutes, so combined with Rate of Change would work like this - if the temperature changed

by more than 10°C in 5 minutes an alarm would be generated. To set the Rate of Change

Period enter a value in the field next to Rate of Change Period (Mins).

Alarm Disable Start Time

This feature allows alarms to be disabled during certain time periods. For example if a room

is used during the day to work on sensitive items, alarms would be required during the day,

but not required during the night. To set the Alarm Disable Start Time enter the time in the

field next to Alarm Disable Start Time and should be entered like this: 18:00:00 in hours, (24

hour clock format) minutes and seconds. All alarms will be disabled after 18:00.

Alarm Disable End Time

This feature works together with Alarm Disable Start Time and sets the reactivation time for

alarms. To set the Alarm Disable End Time enter the time in the dialog box next to Alarm

Disable End Time and should be entered like this: 08:00 in hours, (24 hour clock format)

minutes and seconds. All alarms for this device will be active again after 08:00:00.

Active Days

This feature allows alarms to be turned off on certain days. For example where sensitive

goods are worked on during the week and put away each evening and at the weekend

alarms would not be required at these times. The weekday alarms are handled by Alarm

Disable Start and Stop Times. The weekends can be handled by disabling the alarms on

Saturday and Sunday. To disable alarms on certain days select the No option button. In this

example we want to disable the alarms on Saturday and Sunday. To do this select the No

option button next to Saturday and Sunday. To make those days active again select the

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Yes option button.

Once you are happy with your selections click Update. The alarm settings will be saved.

The above can be repeated for the second tab if applicable. After selecting Update and the

settings are saved the settings page returns with a message “Record updated successfully”

see below.

The example dialog box below shows a correctly completed temperature alarm settings

page. The actual values will change depending on the measuring parameters, every

application will be different. The example shows a high level alarm of 25.5°C, a low level

alarm of 5°C with a delay of 5 minutes. The high range is set to 20°C and the low range to

5°C with a delay of 5 minutes.

There is a rate of change alarm active which will alarm if the temperature changes by more

than 10°C in 5 minutes. All alarms are disabled between the hours of 8am and 6pm and

there will be no alarms at any time on Saturdays or Sundays.

Caution:

Alarm fatigue can be a major problem on automated monitoring systems especially when

the alarms can drive emails or SMS alerts to call out service personnel.

There are many circumstances where the conditions of a room or space are not actively

controlled and are driven by outside forces such as what’s happening next door or the

weather outside. In these cases there is little point setting alarms that would relate to ideal

conditions, especially if those conditions couldn’t be met on a daily basis. In these cases it is

better to have no alarms set.

The danger of receiving many alarms that do not have an action where something can be

done to prevent the re-occurrence of that alarm is the main cause of alarm fatigue.

If on the same system there was a critical space with high value objects that was controlled

by an HVAC (Heating Ventilation and Air Conditioning) system, and on system failure an

alarm was generated there is a great danger that this alarm could be ignored.

We are not suggesting that alarms are never set in these conditions just that thought and

consideration are given during the alarm setting process.

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Digital Alarms are Alarms generated by digital channels that record data from devices

such as ‘door open’ sensors. Digital channels can only have two states, which are analogous

to open or closed. The example dialog box below shows the alarm Levels settings view for a

Digital channel:

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For a door open/close sensor, Alarm on Open would give an alarm if someone opened the

door.

Global Settings

If there are many Sensors/Transmitters on the same system doing the same function in

different spaces it can be tedious and error-prone to go through all the Sensors/

Transmitters on the system. There is a facility to change the Alarm settings globally on a

number of sensors.

To make global changes stay on the alarm settings tab that you want to use to update

other Sensors/Transmitters with and select Global Setting at the bottom of the tab. A new

window will appear, see below.

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To expand the tree, select the blue arrow to the left of the Site name, see below.

To see the Sensors/Transmitters in a Zone click the blue arrow to the left of the Zone

name, see below.

To select the Sensors/Transmitters to update the alarm settings either click in the tick box

next to the Zone name which will select all the sensors in that Zone or individually select each

sensor in turn by clicking in the tick box next to the Sensor name, see below.

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Once you are happy with your Sensor selections select Submit. The selected Sensors will

now be updated with the alarm settings from the selected Sensor. This can be checked by

going into the alarm properties of another Sensor.

Advanced

To edit the Advanced settings select Advanced. A new window called Alarm Advance will

appear, see below.

Elapsed Time Warning (Mins)

The elapsed time warning is used to alarm when a signal is not received from a Sensor

within the predetermined time. In the default settings the Elapsed Time Warning is set to

120 minutes. This can be changed to any time up to 999 minutes. It is not recommended

to set the Elapsed Time Warnings to very long periods. If there are lots of Elapsed Time

Warnings being generated this may be an indication of a more serious problem such as poor

radio coverage.

The main purpose of the Elapsed Time Warning is to alert you that a problem has occurred

such as a Sensor has failed, been moved out of radio range or has inadvertently had the

battery removed.

There are occasions where all the sensors in a Zone or Zones that are served by a wireless

receiving device go into Elapsed Time Warning at the same time. This would be caused by

either a failure in the wireless receiving device or a network problem causing the wireless

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receiving device to stop communication with the database. If such problems are seen then

these need to be investigated.

To set the Elapsed Time Warning period enter the required time in minutes into the field

next to Elapsed Time Warning.

Alarm Reactivation Time (Mins)

The Alarm Reactivation Time is the default setting for the time between acknowledging an

alarm and when the system checks to see if the alarm condition has returned to normal.

If the alarm condition has returned to normal the alarm status will change from amber

(acknowledged) to green (OK), if after the Alarm Reactivation Time the alarm condition still

exists the alarm status will return to red (unacknowledged) and create a new alarm on the

system.

The default setting is 60 minutes. To change this enter a new value in minutes in the field

next to Alarm Reactivation Time.

Auto Reset

Auto Reset is used to reset an alarm status to green when an alarm condition returns to

normal. The default is No which means that all alarms have to be acknowledged. The

disadvantage is that a Sensor could go in and out of alarm all night but when the User

checks in the morning the status shows green, so without looking at the graphs or alarm

logs they would be unaware of a problem.

To change the setting select one of the Yes or No option buttons as required.

When happy with the settings click Update. The setting will be saved, see below.

Notes

To edit the Notes settings select Notes. A new window called Alarm Notes appears, see

below.

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This feature allows you to enter notes for an Alarm. This is especially useful for

inexperienced operators. The system can be set up so that low-level users can monitor the

system but can’t make changes. The Alarm Notes will give an inexperienced user specific

instruction on what to do when an Alarm occurs.

For example in the middle of the night the temperature increases in a room or space

containing high value objects, an Alarm is generated and a night shift operative or security

guard views the Alarm. The Alarm message might say “On a high temperature alarm

contact Facilities Management on Ext 235 and report the alarm condition and the room

location”. This feature means that someone not familiar with an area or its contents can still

effectively and efficiently deal with an alarm condition.

To activate this feature type your instruction into the dialog box and when happy select

Add. This will add the message to this Sensor. This can be set individually for every Sensor

on the system. Once the changes have been added and are OK you will see the following

window, see below.

Filters

This feature lets you set filter limits for the Sensor. These should only be used in exceptional

circumstances. For example if a Sensor is located in or near an electrical switch panel which

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can be very noisy electrically this can occasionally cause interference on the radio link, which

would be seen on the graph as a large spike in the data.

The filters are designed to remove such interference. If the Sensor is reading temperature

and the expected range for this application is -10°C to +50°C a filter could be set at say -

40°C for the Min Value and +80°C for the Max Value. Any readings seen above or below

these readings would be rejected.

To edit the Filter settings select Filters. The Temperature tab (for temperature in this

case) will appear, see below.

To activate this feature enter the required Min and Max values in the appropriate fields. The

values should be whole numbers in the range 50 for the Max Value and -40 for the Min

Value. Select Update when finished. (A warning message is given if you click on another tab

before you’ve selected Update for a change you made on the current tab.) Once the data

is accepted you will see the following screen, see below.

For dual channel Sensors, repeat the above process for the other channel.

Note: Setting filters will cause data to be rejected above and below the filter limits. Check

that any filter limits set are above and below the expected ranges.

5.4 Setting Up Sensor Groups

Notion Pro has the capability to group sensors of the same time together into Sensor

Groups. The Sensor Groups feature is extremely useful for grouping sensors of the same

time that are measuring the same parameters. Sensors from different Sites can be added

to one Sensor Group.

Sensor Groups are also used to control Network Receiver Alarm Relays, SMS Module Alarm

Relays, and associated MS1000 Control Interface outputs via the Local Alarms settings.

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To create a Sensor Group select Settings>Customise Sensor Groups from the main

menu, see below.

The Create Sensor Group window appears, see Creating Sensor Groups

5.4.1 Creating Sensor Groups

Enter a name for the Group this could be “Door Sensors” . Select the Site from the drop

down menu next to Site Name. For this example we will select Notion Pro Demo. If the

selected Site contains Sub Sites, these can be selected from the Sub Site Name drop down

menu.

After selecting the Site the available Zones on that Site become visible, select the + symbol

next to the Zone name that contains the Sensors that you wish to select. Here we will select

the sensors which have a door channel.

Once you are happy with your selections select Create Group. The View Sensor Groups

window appears, see below.

This list contains all the Sensor Groups that are available. Each Sensor Group can be Edited

or Deleted.

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See also:

Create and Edit Sensor Groups

Viewing Sensor Groups

5.4.2 Local Alarms

Sensor Groups are used to control Local Alarms which drive the alarm relays on Network

Receiver, Alarm Unit and SMS Unit devices. If an alarm is activated for a Sensor that is a

member of the Sensor Group, then the associated Local Alarm will be activated on the

device.

Setting up Local Alarms

Firstly create a Sensor Group, adding the required Sensors.

Once the required Sensor group is created, select Edit/View Sensor Group in the left

hand menu, see below for example.

Now click on the Edit action for the new Sensor Group. The edit view will be displayed, see

below.

Click the Local Alarms button to display the Local Alarms view, see below.

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Click on the Device Type combo control, and select the required control device type –

Notion Base [Receiver Unit], IMC Alarm Unit or IMC SMS Unit, see below, then click on the

Device Name combo control and select the require device by name.

The view will now change to display device information and Local Alarm options, see below

for example.

To use the Relay output, select the Relay Output option button.

If you wish to use an output on a MS1000 card; select the option button adjacent to the

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MS 1000 Channel text, this displays the MS1000 channel options, see below.

Select the required channel number (up to 32 channels are available). When the required

Local Alarm has been selected, click Set Alarm to save the setting.

5.4.3 Viewing Sensor Groups

To Sensor Groups that have already been created select Sensor Groups from the Home

menu bar to give the Available Groups dialogue box, see below.

The Available Groups dialogue gives you an alarm status summary for the sensors which

form the Group. Clicking View Data shows you the Live View for the sensors in that group.

See below for example.

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See Viewing Data for details of the facilities available from the Live View window. You can

also generate Reports for the sensors in the Group by clicking on Reports. See Setting Up

and Running Reports.

Note: An unlimited Sites and Sensor Groups licence can be purchased, IMC product code

W604. Contact IMC Group Ltd for details.

5.5 Viewing Data

This topic gives detailed information on how to view live data coming from the sensors in

your Installation.

5.5.1 Signing In

First Time Login (Any User)

To view the Notion Pro website, you will need to open a browser and navigate to the Notion

Pro site.

If you are working on the Notion Pro Server itself, enter http://localhost/NotionPro in the

browser’s address field.

If you are working on a another computer or device, you will need to use the URL supplied

by your System Administrator or IT Support provider to reach the Notion Pro server. This

may be similar to ServerName/NotionPro for a LAN connection or www.mycompany.com/

NotionPro for an internet connection.

To view the Notion Pro website, you will need to open a browser and navigate to the Notion

Pro site.

If you are working on the Notion Pro Server itself, enter http://localhost/NotionPro in the

browser’s address field.

If you are working on a another computer or device, you will need to use the URL supplied

by your System Administrator or IT Support provider to reach the Notion Pro server. This

may be similar to ServerName/NotionPro for a LAN connection or www.mycompany.com/

NotionPro for an internet connection.

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Once you have navigated to the correct URL, the login screen will be displayed, as above.

Log in using the username and password that the System Administrator has given you.

Enter your username and password to login, then click Sign In. Passwords are case

sensitive.

The first time you log in you must supply the answer to a security question, so if you forget

your password in the future, you can retrieve it using a procedure which includes supplying

the answer to your security question. See below.

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Choose your security question by clicking and choosing from the list. Type the answer

into the box below, and then click Submit.

You will now be returned to the login screen see above, where you will again need to enter

your username and password.

Subsequent Logins (Any User)

Once you have navigated to the correct URL, the login screen will be displayed, see 132

below.

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Log in using the username and password that the System Administrator has given you.

If you have forgotten your password click Forgotten password? and work through the

procedure that follows. You will need to know the answer to your Security Question to be

able to do this.

Archived Databases

Archived Databases will probably only be present if the Notion Pro installation at your site has

been running for some time, and if the System Administrator has performed one or more

archive operations.

If you login as System Administrator, or with a username with the Access Archive Database

permission set, then the Choose Database screen will be displayed, see below.

If your Username does not have the Access Archive Database Permission set, then Notion

Pro will go straight to the live system Home screen.

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To access archived data, click Archive Database, select the required Archive Database, then

click Next. For detailed information about the Notion Pro Archive / Backup system, see the

IceSpy Notion Pro Archive/Backup Manual, doc no IM5549.

5.5.2 Viewing the Live Database

To access the live Notion Pro system, make sure Live Database is selected on the

Choose Database dialog box then click Next to give the System Overview, see below for

an example.

Note: You will only see the Available Sites view if your installation has more than one Site.

For a one-Site installation, clicking Next will take you straight to the Live View.

5.5.3 Choosing the Site to View

On logging in to Notion Pro, you are presented with the System Overview display, see

below.

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The icons under the Alarm Status column in the Available Sites window show the alarm

and sensor communication status of the Site under the Site Name column on the left. See

Alarm Management for details of Alarms. The available Actions for each Site are:

View Data

(see also Viewing Live Data)

User Alerts

Allows you to set up email and SMS Alert Groups.

Reports

Allows you to create sensor Reports.

Logs

Allows you to view and edit System Logs.

5.5.4 Operations from the Live View

The Graphical Display

To view the graph data for a Sensor click the icon for the sensor on the Live View,

or double-click on the Sensor Name to give the same graph in its own window. See below for

an example graph.

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Line Graph, Temperature Data

Here, the graph shows live temperature data, starting at midnight for the 'Single Int Therm

0103' sensor. Summary data in textual form is shown in the display box under the graph

area.

Double-click on the Sensor Name in the Viewing Live Data list to give the same graph in its

own window.

An example of a graph for a two-channel sensor might be as shown below:

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Line Graph, Temperature Data and Door State Data

Here we see temperature data in red, door data in yellow. The door sensor graph line

indicates the percentage of time in each data period that the door was open. This could be

one continuous period or an accumulation of several periods.

Display Time Spans

The graph window defaults to displaying the current day’s data.

To change the date range for the graphing period, use the Date and Interval controls,

see below.

Select the calendar icon to change the data graphing start date, this is the data that the

graph will start from, see below.

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The date has been changed to the 8th July 2015. To view data for one week (commencing

12th of October 2015) use the Interval drop down menu and select Week, see below.

Click on to generate the graph, see below for example.

To view data for a month follow the steps above, selecting a date from the calendar that is

a month or more prior to the current date, set the Interval to Month and select

, see below.

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Using the tools above the graph window the following functions can be performed.

Overlay Sensors

This feature allows the comparison of one or more sensors. This is particularly useful if you

have an outdoor sensor and want to see if the outdoor conditions are driving the conditions

indoors. To overlay sensors, in Live View select Overlay Sensors from the bar menu in

the Live View window. A new window called Select Sensors to Overlay Graph will appear, see

below.

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Select the Zone containing the relevant sensors from the Zone Name: pull-down list. See

below.

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Select the sensor(s) you require from the Source List then click . To select more than

one sensor, hold down the Ctrl key as you select the sensors, then click . See below.

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Once you are happy with your selection, scroll to the bottom of the list and select Overlay,

see below.

After selecting Overlay you will be asked to confirm your selection, see below.

Select YES to confirm and to proceed with overlaying data. The graph window will re-appear

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with the selected Sensors overlaid over the original graph, see below.

The coloured key below the graph window clearly identifies the overlaid data traces. To see

all the key information use the scroll bars to view the lower data. To view specific values on

the graph a cursor can be applied, to use the cursor move the mouse pointer over the

graph window and the cursor will appear, see below.

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Keeping the mouse pointer within the graph window, move the mouse to the left and right

to move the cursor across the screen. As the cursor moves you will see the sensor values,

along with the date and time, changing.

You can see from the above that as the outside temperature (red trace) increases the two

indoor temperature traces (salmon and mustard) are moving up as well. This indicates that

the equipment controlling the indoor space is not powerful enough to overcome the effects

of the outside temperature changes.

To remove the overlay select the Overlay Sensors button and scroll to the bottom of the

Sensor list and select Clear Overlay, see below.

The graph data will return to the original data.

High Low Alarm

This feature allows the levels for alarms to be overlaid on the graph. To use this feature

alarm levels will need to be set, see Add Sensors for how to set alarms.

Click on the High Low Alarm button, then the Select Channel to Display High / Low Alarm

Settings window appears, see below.

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To bring on the temperature range alarms select the option button next to Channel 1 and

select Submit. Lines representing where the range alarm levels are set will appear on the

graph, see below.

This gives a clear visual indication if there has been an excursion either above or below the

range alarm settings.

To clear the Alarm select High / Low Alarm from the graph window, the Select Channel

to Display High / Low Alarm Settings window will appear again, this time the Channel that has

been put on the graph will be highlighted. See below.

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Select Clear Range Alarm to remove the Range Alarms from the graph.

High High / Low Low Alarm

This feature has the same function as the High / Low Alarms only this time the High

High and Low Low alarm levels are overlaid on the graph. Level Alarms are set in a similar

way to Range Alarms. To start the routine, select High High / Low Low Alarm from the

toolbar above the graph window. See Add Sensors section for setting alarm levels (System

Administrator Users Only).

The result here might be as shown below.

(Temperature has gone below the Low Low setting in the above example).

Reset

This function will clear the graph window back to the default view regardless of where you

are. The default view is the current date with one day’s data displayed. To reset the graph

select Reset from the menu above the graph window.

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The Previous function steps you back through the data one graph span at a time. If the

Interval is set to Day then the graph will step in days, Week and it will step in weeks, Month

it will step in months.

Interval is set to Day then the

graph will step in days, Week and it will step in weeks and Month it will step in months. When

a graph is first generated the Next button won’t be visible as there is no future data to

display. Once you select a time to graph in the past the Next button will appear.

Scale

The configuration of the graph Scale is selectable. There are three methods of selecting the

graph Scale. To change the Scale select Scale from the menu above the main graph

window. A new window called Graph Scale will appear, see below.

Default/User Defined Scale

You can define a default Scale for each Sensor on the system. The User Defined Scale can

be set here or in the Calibration page see Configuring Sensors. Some Sensors have a very

wide operating range but the Sensor in question may be being used at one end of the

range. A User Defined Scale allows a more detailed view of the data.

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Fixed Scale (0-100)

Each Sensor installs with a Default Scale which would cover the maximum range for that

Sensor. This is Scale setting is OK if the Sensor is going to be used over its range. If it’s to

be used over a smaller range then a User Defined Scale may be more appropriate, see

above.

Auto Scale

This feature allows the graph Scale to be set automatically. Auto Scale will set the graph

Scale to a very tight range which covers the range for the data displayed. This gives a

much expanded view of the data and may be confusing as the data can look like it is

changing dramatically.

Select the Scale type you require by clicking the option button next to the Scale Type and

select Submit. The graph will re-draw with the new Scale settings, see below.

The User Defined Scale for this Sensor is -40°C to +40°C and 0% to 100% Relative

Humidity. Using Auto Scale has rescaled the graph to 150°C to 23°C and -165%

[theoretical] to 20% Relative Humidity.

Export Data

The data associated with Day and Week interval graphs can be saved as a comma

separated variables file, (.CSV). The entire Day or Week’s data will be exported, irrespective

of the current zoom state when the data is exported. To export data click Export Data.

Once clicked you may be asked to choose between saving the file and opening with your

computer’s default spreadsheet application (see below). However, the exact action will

depend on the browser you are using, the default settings for your browser and the

computer operating system and its setup. If you require assistance with this contact your

system administrator or IT support provider, please do NOT contact IMC Technical

Support, as this is help that only your administrator/support provider can supply.

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Print Graph

The Print Graph function allows you to export a picture of the graph (line or bar chart) in

.pdf format. Clicking on the Print Graph button gives the browser’s standard “Do you want

to open or save . . .” window. (Example below is for Internet Explorer.)

Clicking Open displays the graph in a .pdf window, with IMC headers and footers:

Select File>Save As… to save the file to your desired location with name graph.pdf,

renaming the file if required.

Start of Data, End of Data

Select Start of Data to change the graph display to the date/time when data was first

recorded by the sensor. End of Data returns the display to the show data at the current

date/time.

Go Back

Click this button to go back to the Live View display for the Zone at the top of the Live View

list. See also Viewing Live Data.

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Zooming In

The graph can be zoomed by using the mouse. To Zoom in on a section of the graph place

the mouse cursor at the place where you want to Zoom in on, click and hold the left mouse

button and move the mouse to cover the section of the graph to Zoom in on.

When the area required is highlighted release the left mouse button, see below.

The graph will re-draw, zoomed into the area selected, see below.

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Once the graph has been zoomed a new button (Zoom Out) will appear on the graph

toolbar, see below.

The new button will Zoom the graph out. You will see that Zoom Out is followed by a

number in brackets. In the example above (+1) tells you that the graph has been zoomed

one time. If the number in brackets was (+3) that would indicate that the graph has been

zoomed three times.

Clicking the Zoom Out button once will take you back one step. To go back to no Zoom in

one step you can select Reset. Once the graph has been returned to an un-zoomed view

the Zoom Out button will disappear.

Graph Title

The graph title appears above the graph and is auto generated by the system. The name

consists of the Station name allocated by the user when the Sensor was added to the

system and the serial number, see below.

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5.5.5 The Plan View

Notion Pro allows you to allocate Plans to a Zone. Plan View gives a graphical view of the

data. To access Plan View select View Data>Plan View from the top menu bar, see

below.

To add a Plan select Browse... to locate a suitable Plan file if available, suitable Plan

formats are .gif, jpg and .png and should be no larger than 30K, see below.

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Once a suitable Plan has been located select Upload to load the image.

When a plan is first loaded all the sensor icons will be located along the bottom bar. The

icons can be dragged to the Plan by moving the mouse pointer over the icon, holding down

the left mouse button and dragging the required sensor icon to the desired location on the

Plan, see below. You must have the Plan View Edit Permission set to Allow to be able to do

this. (See Access Control).

‘Out of Service’ sensors are displayed on the Plan View in blue, see below.

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Each channel is represented by a single block. A double-channel device is represented by

two blocks, a three-channel device by three blocks. See below for an example.

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If required all icons can be removed from the Plan to the bottom bar, to perform this

function select Reset, you will get a confirmation request, see below.

To continue select YES, all icons will be moved to the bottom bar.

Moving the mouse pointer over a Sensor icon displays a tool tip with the sensor name and

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its parent Zone. See below. Click Re-Activate Tool Tips if the tool tips are not visible.

5.5.6 The Default View

The Live View is the default view type following Notion Pro install, but you can change this

to the Plan View if required. To do this, begin by selecting View Data>Default View,

see below.

This selection gives the Default View Setting dialogue box, see below.

Select the required default view type, then click Submit.

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5.5.7 Global Settings

Global Settings allows alarm disable times and days to be set across a range of Sensors. To

access Global Settings select View Data>Global Settings from the top menu bar, see

below.

After selecting Global Settings a new page will appear, see below.

For information on setting times and days see Setting Alarms, once the times and days

have been set use the Site and Zone tree on the left side to select which Sites and Zones to

apply the changes to. (Click on the desired Site, the Zone tree then expands underneath it,

see below for an example.)

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For example, setting Active Days to Sunday to Saturday (by selecting the 'day' tick boxes,

see above, then using the tree view shown immediately above to select those Zones (or

individual sensors within the Zones) to which the global settings are to apply, then selecting

Apply Global Setting will result in all selected sensors becoming active Sunday-Saturday

inclusive.

5.5.8 Global Units

Global Units allow common Sensor value types to be displayed using alternative units, for

example displaying Temperature values as Fahrenheit instead of Celsius. To access the

Global Units window, select View Data>Global Units, see below.

After selecting Global Units the Edit/View Global Units window will display, see below.

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To change the units used for Temperature, for example, click the down arrow to the right

of Default and select the required unit option, F or K, see below, then click Save. When

asked ‘Are you sure?’ click YES to confirm.

5.5.9 Decimal Places

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This window allows you to set the number of decimal places to be used to display sensor

data. Enter the number of decimal places you require in the Decimal Places: field and click

Submit. A confirmation window will appear confirming that the setting has been applied, see

below.

5.6 Viewing Live Data

Viewing Live Data

To view live data, click View Data from the Available Sites dialogue box. For a Site which has

Sub-Sites you must first click on Sub-Site and select the sub-site of interest to give the Live

View window. See example below.

Zone Selection

The example Live Data display above is for sensors in the Stores Zone – see top left

corner. To choose another Zone, select View Data>Live View and then move the

mouse pointer to the right to show the Zones within the current Site. See below.

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Live View Controls and Indicators

Sensor Name

The colour of the text for each named sensor in this column gives

an indication of its state:

Black

– sensor giving normal reading, within alarm threshold.

Red

– sensor in alarm condition.

Orange

– sensor in alarm condition, but alarm has been acknowledged.

Blue

– sensor is out of service.

Single-clicking on this text gives more information – see below.

Double-clicking opens graphical display of the live sensor data – see

Operations from the Live View

Click on this to give a graphical display of the sensor data – see

Operations from the Live View.

This icon indicates the alarm status of the sensor.

The current reading for the sensor channel. Typically, channel 1

would be for temperature data, channel 2 for relative humidity.

A red icon indicates that the sensor reading has gone over its alarm

threshold value.

The Door Alarm icons indicate the state of the door alarm channel (if present):

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The door is closed.

The door is open and the alarm has not been acknowledged.

The door is open and the alarm has been acknowledged.

There is no door monitoring and alarm function associated with this

transmitter.

The battery icons indicate the state of the battery for the associated transmitter:

Battery is fully charged.

Battery has less than half its life left, but need not be replaced yet.

Battery is very low and should be replaced as soon as possible.

Battery is empty and must be replaced immediately. Note: Scout/

Legacy sensors do not output battery information and so the

battery display symbol will always be grey. Check for Elapsed Time

Alarms.

Alarm Condition Tooltips

Click once on the sensor name to show the current alarm status for that sensor. See below

for example.

Here we see the date and time of the previous reading from the sensor, also the current

battery voltage. The channel 1 temperature value is below the Low Level value that has

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been set, and so is giving an alarm.

An ‘open door’ alarm might be as shown below.

5.7 Alarm Management

This section will take you through managing alarms generated by the system. When the

User first signs in to Notion Pro the first screen gives an overview of the system. The

overall system alarm status can be seen by looking at the Alarm icons under Alarm Status,

see below:

5.7.1 System Status Overview

We can see straight away that there are alarms on the Notion Pro Demo Site, but no

alarms on the IMC Group Site.

System Messages

System Messages can be viewed from the System Message Alert icon, see the example

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below:

The three coloured dots indicate the system message status:

·White there are no system messages

·Amber there no new unread system messages

·Red there are new unread system messages

To view the System Messages click on the System Status message bubble. A new

window will appear, see below for example:

The System Messages inform you of where on the system the Alarms are. Once this

window is closed the System Message bubble changes to amber which indicates that there

are still live messages but there are no new ones since the last time the System Messages

were checked, see example below.

The Status Message bubble is amber.

System Alarm Status Overview

The Alarm icon on the top right of the main screen gives a system wide view of the Alarm

status, see the example below.

The following data is shown:

·The User that is logged in, in this example it is Admin User

·The number of unacknowledged alarms, in this example there are three

·The number alarms awaiting reset, in this example there are none.

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The individual Site icons show the alarm status for that individual Site only, see Available

Sites above. The icon indicates that Control Device communications are operating

normally, (see below for details).

Communications Status

The green connection icon, shown under Alarm Status on the Available Sites

dialog box, indicates that communications to all control devices (such as Network

Receivers) associated with the site are operating normally.

If communications have been lost to one or more of the sites control devices,

the connection icon will display in red and entries will be added to the activity log.

Locating Alarms on the System

There are two ways that you can find Alarms on the system:

Method 1

Select Home (or System Overview) from the main menu bar.

This takes you to the main System Overview (Available Sites) screen. If any Sites that are

visible are in Alarm their individual Alarm icons will have turned red.

Method 2

Click on the main Alarm icon, see below.

Wherever you are in Notion Pro, clicking this icon will take you back to the System

Overview screen, so you can tell which Site(s) contain the sensors that are in alarm.

5.7.2 Acknowledging Alarms

Acknowledge Individual Alarms

To acknowledge an individual Alarm click on the red Alarm Bell in the line in the Live View

corresponding to the sensor that you want to acknowledge the alarm for. The

Acknowledging Alarm for window appears, see below.

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The type of Alarm will be highlighted in Red, in this example it is a High High Alarm for

Temperature. If there were special instruction added when the alarm parameters were set

these would appear in the Instructions text box. For more information on instructions see

Setting Alarms (System Administrator Users Only).

In the User Actions text box enter a note that is relevant to the Alarm, for example

“Humidifier out of water, humidifier tank filled up”. You cannot acknowledge the Alarm

without putting something in this dialog box. When happy click Acknowledge. The window

will close and the Alarm icon will turn amber which indicates an acknowledged state.

When you are satisfied that either the cause of the alarm has been resolved and the

conditions returned to normal limits the Alarm can be completed. To reset the alarm click on

the amber icon, the Reset Alarm for window will appear, see below.

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This window allows several features to be used.

The Current Alarm Settings are displayed at the top of the window, if the logged in User

has the Permissions these limits can be adjusted at this stage. Caution Note: Any changes

made here will be written back to the main database.

There are four methods available to reset the Alarm:

Reactivate Now

If Reactivate Now is selected as soon as you select Submit the Alarm will be

acknowledged. If the Alarm condition still exists the status will return to red and a new Alarm

will be generated on the system. If the Alarm conditions have returned to normal the amber

Alarm icon will be removed from the list.

When selecting Reactivate Now a default message “Reactivate Now was selected for

this Alarm” will be entered into the Alarm Notes text box. This can be added to or

overwritten.

Time Out

If Time Out is selected as soon as you select Submit, the Alarm will be acknowledged

after the time delay entered into the Alarm Reactivation Time (Minutes) dialog box. If the

Alarm condition still exists after the Time Out period the status will return to Red and a new

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Alarm will be generated on the system, if the Alarm conditions have returned to normal the

amber Alarm icon will be removed from the list.

When selecting Time Out a default message “Time Out was selected for this Alarm”

will be entered into the Alarm Notes dialog box. This can be added to or overwritten.

Return to Acceptable Conditions

If Return to Acceptable Conditions is selected, as soon as you select Submit the

Alarm will be acknowledged as soon as the conditions return to normal limits. The amber

Alarm icon will remain until the conditions return to normal limits.

When selecting Return to Acceptable Conditions a default message “Return to

Acceptable Conditions was selected for this Alarm” will be entered into the Alarm

Notes text box. This can be added to or overwritten.

Timed Reset Override

This feature allows you to defer the Alarm reset until a date in the future. To enter the

required date select the calendar icon and select the date. This will be entered in the dialog

box next to Reset Date. Select the time of day from the Hours and Minutes drop down

menus.

This feature would be used if for example the air conditioning in a room or space failed and

it was going to take several days to get an engineer in to carry out repairs. In this case the

Alarms would be going off all the time which is an inconvenience.

Using this feature requires you to manually enter a note into the Alarm Notes text box. A

suitable note might be “Engineer called to repair Humidifier unable to attend site before next

Friday”

When happy with the details select Submit.

5.8 Setting Up and Running Reports

Notion Pro can produce a variety of Reports. These can be tailored to your individual

specifications. The report will be in PDF format with the option to have a CSV data file

attached.

Scheduled Reports are user configurable and once configured to be auto generated on a

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daily, weekly or monthly basis and sent to the user by email. The on-screen reports can be

downloaded and saved in PDF format.

The topics in this section give detailed instructions on how to set up and run data Reports

for the sensors on your Site.

5.8.1 Summary Reports

(Reports>Browser Summary Reports)

These can be divided into two sub-types:

-Sensor Reports - Summaries of data collected over the past week by selected

sensors. You can also generate Reports for sensors of a selected type (temperature

for a Temperature Sensor, current for an Energy Sensor etc.) over a specified date

range (the past week by default).

-Zone Reports - Summaries of data collected by all Sensors in a given Zone for a

specified date range.

To generate a Summary Report:

1. Select Reports>Browser Summary Reports to give the Summary Report dialog box,

see below for example.

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The sensor list is for all sensors of all types across your Site. To report on one or more

Sensors:

i. Ensure that the Sensor option button is selected.

ii. Select the sensor(s) of interest from the Sensor Name list. If the list of sensors is long

you may need to click on to see the next page in the sensor list. To select all

sensors in the list simply click in the tick box next to Sensor Name at the top of the

list.

iii. Select Generate Report .

This gives a report in .pdf format. For example, see example below:

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Note that you need to use the scroll bar at the top (or bottom) to see all of the Report. If

you wish to save the report, click on to give the standard browser 'Save' dialog box

(example below is for Internet Explorer): :

Select Save or Save as to save the .pdf file to the required location.

There may be sensors that you often wish to report on. You can specify these as

‘favourite’ sensors. To do this, select the grey star symbol next to the sensors of interest.

The star colour changes to blue and the row containing the sensor becomes highlighted. See

below for example:

Having specified your ‘favourite’ sensors, select Add to Favourites. If you then nominate

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other sensors as ‘favourites’ select the grey start for the sensors of interest then select

Update Favourites .

Your favourite sensors will then move to the top of the Sensor List and Generate

Summary Report will then generate a report for your favourite sensors.

Having generated a Report, to generate Summary Reports for a selected sensor type over

a specified date range, first use the icon to choose the required Start and End dates

(or enter the required dates directly into the Start Date and End Date boxes), then select

the required sensor type from the Select Sensor Type pull-down list. Click Search to

generate the specified Report.

Note: you will only see the date range selection controls:

after you have already generated a Report.

To report on a Zone, ensure that the Zone option button is selected. Click Search to

generate a list of Zones for your Site. See below for example.

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To generate a report for all sensors in a Zone simply select the Zone of interest from Zone

Name list then select Generate Report. You can select ‘favourite’ Zones, or sensor types

and date ranges using the same methods as detailed above for sensors.

5.8.2 Calibration Reports

(Reports>Browser Calibration Reports)

A simple report of sensors that need calibrating on a given date. This is one month from

today’s date by default, but the example below shows sensors due for calibration within one

year of the current date.

For example:

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To generate a Calibration Report select Reports>Browser Calibration Reportins, see

below:

By default, a Report will be generated for all sensors which need to be calibrated one month

from today's date. If you wish to select a different due date, clear the ‘Keep Default Due

Date’ tick box then click the Due Date calendar and select the required date. There may be

Sensors on your Site which are out of service, but may still be due for calibration. If you

wish to include such sensors in the Report select 'Include Out of Service Sensors' tick box if.

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Click Search to generate the specified Report.

5.8.3 Exception Reports

(Reports>Browser Exception Reports)

Reports of ongoing alarm conditions, by Sensor or by Zone.

For example:

The sensor list is for all sensors of all types across your Site. To report on one or more

Sensors:

1. Ensure that the Sensor option button is selected.

2. Select the sensor(s) of interest from the Sensor Name list. If the list of sensors is long

you may need to click on to see the next page in the sensor list. To select all

sensors in the list simply click in the tick box next to Sensor Name at the top of the list.

3. Select Generate Report.

This gives a report in .pdf format. See below for example.

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This gives a report in .pdf format. See below for example.

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Note that you need to use the scroll bar at the top (or bottom) to see all of the Report. If

you wish to save the report, click on to give the standard browser Save dialog box

(example below is for Internet Explorer):

Select Save or Save as to save the .pdf file to the required location.

There may be sensors that you often wish to report on. You can specify these as

‘favourite’ sensors. To do this, select the grey star symbol next to the sensors of interest.

The star colour changes to blue and the row containing the sensor becomes highlighted. See

below for example:

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Having specified your ‘favourite’ sensors, select Add to Favourites. If you then nominate

other sensors as ‘favourites’ select the grey start for the sensors of interest then select

Update Favourites.

Your favourite sensors will then move to the top of the Sensor List and Generate

Exception Report will generate a report for your favourite sensors.

Having generated a Report, to generate Exception Reports for a selected sensor type over

a specified date range, first use the icon to choose the required Start and End dates

(or enter the required dates directly into the Start Date and End Date boxes), then select

the required sensor type from the Select Sensor Type pull-down list. Click Search to

generate the specified Report.

Note: you will only see the date range selection controls after you have already generated

a Report.

To report on a Zone, ensure that the Zone option button is selected. Click Search to

generate a list of Zones for your Site. See below for example.

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To generate a report for all sensors in a Zone simply select the Zone of interest from Zone

Name list then select Generate Report. You can select ‘favourite’ Zones, or sensor types

and date ranges using the same methods as detailed above for sensors.

5.8.4 Scheduled Reports

(Reports>Schedule Reports)

These cover a variety of Report types, which can be set up to start and end at predefined

dates/times and can run at predefined intervals.

For example:

The above would generate .pdf report which would be emailed to the System Contact

user(s). See below.

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The Sensors to be reported on and the Contacts who are to be emailed the report are

defined in a similar way to the method used for Email Alert Groups.

As an example, the steps to set up and run the Scheduled Report shown above might be:

1. Select Reports>Schedule Reports. Note on the side menu is

highlighted – we are defining a new Report.

2. Select Summary Report from the Report Type: pull-down list.

3. Enter a title for the Report in the Report User Title box, for example ‘Sys Admin

Summary Report’.

4. Select a date and time for the first Report run using the First Report Run: controls. This

should be later today or any time in the future.

5. Report Interval is the length of time between repeated runs of the Report, for example

an interval of one day would give daily Reports. You don’t have to specify a Report

Interval, this would give a ‘one off’ Report.

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6. Use the Report Start: and Report End: controls to specify the time span for the Report.

This would typically be dates in the past, but could be dates in the future (although if,

for example you specified a start date one week in the future and end date two weeks

in the future you would have to wait 2 weeks before you saw a Report). In our example

17 June 2015 has been set at the start date, 1 July 2015 as the end date.

Note: you should set an Interval, with no Report Start or Report End time, or a Report

Start and Report End time, (but no Interval).

7. Having set up the Report dates, we now need to specify the Sensor data that we wish

to report on. Click the Sensors tab, then click Add Sensors to give the Add Sensors

dialog box, see below for example:

8. Select the Zone that contains the sensors you wish to report on from the Zone Name

pull-down list. The Source List becomes populated with the sensors in the selected

Zone. See below for example:

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9. Select a sensor in the Source List that you wish to report on, and select to

transfer it to the Destination List. To transfer all sensors in a single operation click

. When the Zone Name list is long the required Zone can be found by using the

Filter. See below for an example of a populated Destination List.

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10. When satisfied with your selections, select Submit.

11. Now we need to specify a list of Users (System Contacts) that the report will be

emailed to. Click the System Contacts tab, then click Add Contacts to give the Add

Contacts dialog box. See below for details.

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12. Populate the Destination List for System Contacts using the same methods that

you used to populate the Destination List for Sensors (see step 9 above). When

satisfied with your selections click Submit .

13. If any External Contacts have been set up and you wish to send the Report to them,

select the External Contacts tab and populate and Submit it in the same way as for

System Contacts.

14. When satisfied with all of your Report Settings, select Submit or Submit and Run

Now under the Add Scheduled Report Settings banner. Submit and Run Now button

is used to generate reports immediately; however some delay can be expected if a

large report is submitted.

The Scheduled Report you have defined will now be added to the View Scheduled Reports

window. See below.

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To change the Report settings, click on Edit Settings.

Note: If your Email Server has been set up to limit the maximum allowed email/attachment

size, then Scheduled Reports in excess of the size limit will be blocked by your Email

Server. Note that because there is no standard mechanism for feeding this

eventuality back to the email client, Notion Pro cannot know that these emails have

been blocked by the server. Most Email Servers inform the sender of this situation

by placing a message in the sender account's Inbox. If Scheduled email Reports are

not being sent, check the Inbox for the sender account you set up in Notion Pro.

5.8.5 Reports Folder

(Reports>Reports Folder)

This section display Scheduled reports saved in the Reports Folder, users can view or

save the report by clicking the hyperlink provided under Download. The Reports folder

needs to be set-up first by using Notion Pro Config utility otherwise reports will not be

displayed. In order to refine the search use two calendars to select a Start and End Date

and select Search. All scheduled reports generated between these dates will be displayed,

see Figure below. A particular file can be searched quickly by entering first few characters of

the file name in Search by File Name input field.

5.9 Viewing System Logs

The options under this menu enable you to view the System Logs.

Notion Pro has a series of System Logs for keeping track of critical events such as system

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activity, alarm activity and SMS activity.

To access the System Logs select Logs from the main menu, see below.

5.9.1 Activity Logs

The Activity Log contains all the user activity on the system such as logging in and out

and editing. To access the Activity Log select Logs>Activity Log from the main menu.

The Activity Logs window appears, see below.

The Activity Log follows system events. Each entry is date and time stamped with a

description of the action carried out or activity and the user.

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There is a Memo field that may or may not contain any memos, for example an activity

such as User logged out would not have a memo as it is created by the system when the

user logs out. If required you can select the memo icon next to an activity and add a

memo. See below.

When happy with memo select Submit.

The memo will now be saved in the top section under existing comments. These comments

are date and time stamped and are identified by user and are now not editable, see below.

Additional comments can be added at any time.

To search back through previous Activity Logs use the Search function, see below.

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Use the two calendars to select a Start Date and End Date and select Search. All Activity

Logs between these dates will be displayed.

To move through available log pages, use the blue left and right arrows at the bottom of

the page. The single blue arrows will step through one page at a time, the double blue

arrows will take you to either the first page or the last page of the search, see below.

5.9.2 Alarm Logs

The Alarm Log contains all the alarm activity on the system. To access the Alarm Log

select Logs>Alarm Log from the main menu. The Alarm Logs window appears, see

below.

The Alarm Log contains date and time stamped data, Alarm Type, Sensor Name,

Channel, Acknowledged By, Extra Info and a Memo. Extra Info is a link to a floating

tip, the tip contains Site and Zone name information.

The Memo contains information on alarm reasons and action taken. Additional notes can be

added at any time. These notes are not editable. Notes are added by following the steps in

Activity Logs.

More Alarm Logs can be viewed by using the calendar Search function.

To move through available Alarm Log pages, use the blue left and right arrows at the

bottom of the page. The single blue arrows will step through one page at a time. The

double blue arrows will take you to either the first page or the last page of the search.

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5.9.3 SMS Logs

The SMS Log contains entries for all system SMS activity. To access the SMS Log, select

Logs>SMS Log from the main menu. The SMS Logs window appears, see below.

The SMS Log contains date and time stamped data, Activity details, Contacts and a

Details or memo field.

The SMS Details contains details of the message sent including User name and the contact

number that the SMS message was delivered to, see below.

The example shown above SMS is a regular system heartbeat message sent to the Admin

User. More SMS logs can be viewed by using the calendar search function.

To move through available SMS log pages, use the blue left and right arrows at the bottom

of the page. The single blue arrows will step through one page at a time. The double blue

arrows will take you to either the first page or the last page of the search.

5.9.4 Email Logs

The Email Log contains entries for all system email activity. To access the Email Log,

select Logs>Email Log from the main menu. The Email Logs window appears, see below.

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The Email log contains date and time stamped data, Activity details, Contacts and a

Details or memo field.

The Email Details contains details of the message sent including User name and the contact

email address that the Email was sent to, see below for example.

5.10 Settings

The options under the menu enable System Administrators to create Sensor

Groups and handle User Passwords.

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5.11 Adding Transmitters

Installing a Transmitter

As far as possible, the transmitter units should be placed where they will not be subject to

electromagnetic interference and where they will not be shielded by walls, doors, metal

furniture, appliances etc. They should also be mounted vertically to maximise radio range. A

wall-mounting bracket is available, IMC part no. N494.

Note: the procedure below must be followed for each Transmitter that you are installing.

Install Step

Notes

1. If you are NOT using the door

monitoring and alarm function

option with this transmitter, go to

step 2 below.

Secure a matching pair of door

monitoring and alarm function

sensor pads to the door and door

frame of your refrigerated/frozen

storage unit.

If you intend to the lay the Transmitter loosely in

the storage unit, ensure that you position the door

frame sensor pad such that the cable running from

the pad runs into the storage unit.

If you intend to wall-mount the Transmitter, ensure

that you position the door frame sensor pad such

that the cable running from the pad runs outside of

the storage unit.

Ensure that the pads meet perfectly when the door

is closed.

2. Pull away the contact tag on the

transmitter to ensure the battery

contacts and the transmitter

contacts meet.

A green light will flash briefly.

The sensors are powered by 1 x 1.5V Lithium AA

cells. Standard AA cells can be used, but are not

recommended.

3. If you do not intend to wall-

mount your transmitter, go to

(Transmitter is lying loosely in your storage unit.)

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Install Step

Notes

step 11 below.

4. Drill holes for the Transmitter wall

mounting bracket into the wall at

an appropriate location.

When mounting the Transmitter bracket, you

should bear in mind that, if you are using the door

monitoring and alarm function and/or external

sensor options, you will need to run cables from the

Transmitter to your storage unit door frame sensor

pad and/or external sensor.

5. Screw the mounting bracket to

the wall.

As an alternative, the transmitter bracket could be

attached to a suitable post using cable ties. Slots

are provided in the bracket for this purpose.

6. Slot the Transmitter into the wall

bracket.

7. If you are using the door

monitoring and alarm function

option with this transmitter, route

the storage unit door frame

sensor pad cable up to the

transmitter.

8. If you are NOT using the

external sensor option, go to

step 11.

9. Place the external temperature

probe and associated cable at a

suitable position in your storage

unit.

10. Route the temperature probe

cable over the door frame and

up to the Transmitter.

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Install Step

Notes

Insert the cable into the

Transmitter.

11. Repeat steps 1-10 above for

each Transmitter that you are

adding.

12. Use Notion Pro to set up the

Transmitters for use.

See Add Sensors.

5.12 Backfill

If a transmitted signal can’t get through for some reason, data is stored in an on-board

cache. Backfill is where the transmitter is placed close to the ARB unit, stored data is then

transferred automatically to the ARB via RFID.

5.13 Adding Users - Before you Start

·You need to know how many Notion Pro Users there are on your Site, their names, email

addresses and the types of access they need to sensor data. If your installation includes

an SMS Module you also need to know users' mobile phone contact numbers.

·You need to be sure that your Notion Pro licence will allow you to create the number of

users necessary for your Site. Additional licences are available from IMC Group Ltd.

·It is assumed you know how to log in to Notion Pro and that you have System

Administrator rights.

5.14 Alarm Status

The symbols under Alarm mean:

Temperatures are within the levels that have been set.

Temperatures are outside the thresholds, but the alarm has been acknowledged.

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Temperatures are outside the thresholds, and the alarm has not been

acknowledged.

5.15 Battery

The symbols under Battery Level indicate the state of the battery for the associated

transmitter:

Battery is fully charged.

Battery has less than half its life left, but need not be replaced yet.

Battery is very low and should be replaced as soon as possible.

Battery is empty and must be replaced immediately.

Replacement Batteries

IMC recommends:

·Lithium - Energizer Ultimate Lithium L91 IMC stock No. G301

·Alkaline - Duracell ID1500-10 IMC stock No. 88705

Note: Alkaline batteries will work from +55ºC to -20ºC, but with greatly reduced life

compared to the Lithium cell IMC recommends. For example (all these figures are

approximate):

·40% life at 20ºC compared to equivalent Lithium

·20% at 0ºC

·5% or less at -20ºC.

5.16 Door Alarm

The symbols under Door Alarm indicate the door position for the storage unit being

monitored by the associated transmitter.

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The door is closed.

The door is open and the alarm has not been acknowledged.

The door is open but the alarm has been acknowledged.

There is no door monitoring and alarm function associated with this transmitter.

5.17 Equipment Positioning

·Mount the Base Station vertically and away from metal as far as possible. Remember that

some walls may contain metal reinforcement, so fix to a masonry/plasterboard surface if

you can, or space the unit away from the wall

·Mount the transmitters vertically if you can. All transmitters can be wall-mounted or free

standing, as required. As far as possible, the transmitter units should be placed where

they will not be subject to electromagnetic interference and where they will not be shielded

by walls, doors, metal furniture, appliances etc.

·If the transmitters are vulnerable to physical disturbance then fix them in place to ensure

consistent performance.

·Repeater units can be supplied to increase effective range if needed.

5.18 Live Data

This is the last reading received from the transmitter.

A live data display icon such as:

indicates that the temperature has gone over the alarm threshold value, but the resulting

alarm has been acknowledged.

For a transmitter which has a Relative Humidity channel, a symbol such as the following

would be displayed:

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5.19 Manuals

The following manuals, in .pdf form, should be present on your Notion Pro install DVD:

IceSpy Notion Pro Pre-Requisites Manual

, IM5546. (You should have read this before you

purchased Notion Pro, but this manual may still be a useful source of reference).

IceSpy Notion Pro Installation Guide

, IM5529. (If you are reading this Help topic you have

already installed Notion Pro, but this manual may still be a useful source of reference).

IceSpy Notion Pro System Manual

, IM5521 (Describes the software GUI from a 'reference'

point of view, and goes through all the options in detail. Also gives a summary description of

the Notion Pro hardware.)

IceSpy Notion Pro Archive Backup Manual

, IM5549. (Describes how to back up and restore

old Notion Pro data.)

IceSpy Notion Pro Archive BaseUtil Manual

, IM5575. (Initial configuration of Notion Pro

devices. System Administrators only.)

5.20 Permissions

Permissions are System Access rights such as Edit, Delete etc. Permissions can be allocated

to Roles.

5.21 Receiver Connectors

The connectors on the underside of the Network Receiver unit are as shown below.

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(The connectors on the underside of the other members of the Notion Pro Base Unit family

are similar, but some of the connectors are blanked off.)

5.22 Receiver Lights

Red (flashing)

Alarm. (For example, Temperature is outside

thresholds.)

Yellow (constant)

Receiver is connected your Network. A flashing

yellow light means that a connection has not

yet been established.

Green (constant)

Unit is powered up. Flashes to indicate radio

reception.

5.23 Roles

Users assigned to a Role inherit the Permissions assigned to the Role.

Suggested Role Definitions

The following table gives suggested roles and the settings for those roles. You may wish to

define roles and permissions slightly differently for your Site.

Role

Permissions

General Administrator

Select Ignore for:

·Access Control

·Access Logs

·Access Sites

·Activate privileged Access

·Disable User

·User Group Management

·User Management

Select the Allow option buttons for all other permissions.

Advanced User

Select Ignore for:

·Access Control

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Role

Permissions

·Access Logs

·Access Sites

·Activate privileged Access

·Change Alarm Settings on Reset

·Device Configuration

·Disable User

·User Group Management

·User Management

Select the Allow option buttons for all other permissions.

Standard User

Select Ignore for:

·Access Reports

·Access Reports – Sensor Groups

·Access Settings

·Acknowledge Alarms

·Bulk Acknowledge Alarms

·Live View

·Live View – Sensor Groups

·Plan View

Select the Deny option buttons for all other permissions.

Guest User

Select Ignore for:

·Live View

·Live View – Sensor Groups

·Plan View

Select the Deny option buttons for all other permissions.

5.24 Specifying Alert Settings - Before you Start

You should have details of values and settings for the following items. These details should

be completed in the IceSpy Notion Pre-Requisites document, IMC doc. no. IM5546:

·SMTP Mail Server name

·Sender Email Address

·SMTP Username

·SMTP Password

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Reference Section

·BCC Email Address

·Heartbeat Enable setting

·Email Alert Heartbeat Time setting

·Email Receiving Protocol (optional)

·Receive Email over SSL setting (optional)

·IMAP/POP3 Mail Server Name (optional)

·IMAP/POP3 User Name (optional)

·IMAP/POP3 User Password (optional)

5.25 User Groups

User Groups allow viewing Privileges to be set for the Group. Users added to that Group

inherit the viewing Privileges associated with that group. Any previous viewing Privileges

assigned to an individual user will be overridden by the viewing Privileges associated with that

group

5.26 User Privileges

Privileges are the viewing rights that allow a User to see Sites and Zones. Through

Privileges a user can be restricted to the number of Zones they can see. This is especially

useful on very large systems..

5.27 Compliance

The Notion Pro equipment conforms to the following international standards:

·Country specific radio approval.

·CE approval. All Notion Pro hardware carries the mark to indicate that the equipment

meets the requirements of the applicable EC directives.

·WEEE compliance.

·RoHS compliance.

·Conflict minerals.

·Reach.

See also:

R & TTE Declaration of Conformity

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Reference Section

5.28 Terms and Conditions of Sale

1. GENERAL

In these Terms and Conditions 'The Company' means The IMC Group Ltd and 'The

Customer' means the person, firm or company named in this Quotation, Order

Acknowledgment, Advice Note or Invoice. No variation to these conditions shall be binding

unless agreed in writing between the authorised representatives of The Customer and the

Company. Any advice or recommendation given by the Company or its employees or

agents to The Customer or its employees or agents which is not confirmed in writing by the

Company is followed or acted upon entirely at The Customer's own risk.

2. CONTRACT

A contract shall be affected when The Company sends its confirmation and acceptance in

writing of The Customer's order. Quotations which are valid for 30 days are not binding until

the date of such acceptance. No oral quotations will be binding on The Company. Delivery

periods shall run from the date of such acceptance.

3. PRICES

Unless otherwise expressly stated the prices quoted do not include VAT or packaging,

insurance, carriage and delivery charges. Quotations represent no obligation until The

Company accepts The Customer’s order. All orders are accepted for execution at prices

current at date of despatch.

4. PAYMENT

Terms of payment are strictly net cash with order unless a credit account has been

established. Payment by an accepted credit card may be made. Where a credit account

has been established payment is strictly net monthly and payment should be made to the

Company's offices at Pendle House, Jubilee Road, Letchworth, SG6 1SP by the last day of

the month following that in which the goods are despatched. All outstanding balances not

paid on that date will be liable to compound interest charged at the rate of 1.75% per

month.

5. PROPERTY AND RISK

Property in the goods shall not pass to The Customer until The Company has been paid the

whole of the purchase price. Notwithstanding the above the risk in the goods shall pass to

The Customer upon delivery to the carrier at The Company's works.

6. DELIVERY

The Company will endeavour to adhere to the delivery date set out in the Quotation but

such delivery date is a business estimate only and The Company shall not in any way be

liable for delay in delivery or the consequences thereof however caused, including but not

limited to delay or interruption of work at The Company's works before or during the delivery

period any strike lockout labour dispute fire breakdown of machines force majeure or any

cause whatsoever beyond The Company's control in which case deliveries may be wholly or

partially suspended and the delivery period extended by the length of time during which

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Reference Section

deliveries are suspended, Where goods are ready for delivery The Company may postpone

delivery at the request of The Customer provided that The Customer pays the full price of

the goods to The Company forthwith. The Company may store the goods at its own

premises or elsewhere at The Customer's sole risk and all storage, insurance and transport

charges shall be paid by The Customer.

7. CANCELLATION FEE

No contract for goods ordered may be cancelled by The Customer. If The Company

agrees to accept a cancellation it shall be entitled to charge The Customer a cancellation fee

of up to fifty per cent (50%) of the purchase price in respect of costs and expenses

incurred and other damages without prejudice to any right to claim further costs expenses

and damages howsoever arising. The Customer is responsible for returning any such goods,

at their cost, in good condition to The Company.

8. WARRANTY

The Company guarantees the goods against defects of materials or workmanship for a

period of one year commencing on the date on which the goods are dispatched. The

Company in so far as it is able will also pass on to The Customer the benefit of all other

manufacturers' guarantees connected with the goods supplied which are not of The

Company's manufacture.

The Company's liability under this clause shall apply to defects that appear during normal

and proper operational use in accordance with any operating or service manuals supplied by

The Company. The Company shall be under no liability in respect of any defect of the

goods arising from any causes beyond the Seller's reasonable control, or to defects arising

from The Customer's faulty maintenance or handling or from alterations carried out without

The Company's prior authorisation in writing or from repairs which have not been carried out

in accordance with any operating or service manual supplied by The Company or defects

arising from normal wear and tear.The Company's liability under this clause is limited to

replacing or making good the defects in the goods.

If The Company so requests, The Customer, at the expense and risk of The Customer,

shall send the goods, or part thereof which are to be replaced or made good, to The

Company or some place nominated by The Company. Any repaired or substituted goods

may be delivered to The Customer at the risk of The Customer but The Company may if it

wishes pay the cost of carriage.

9. LIABILITY

Save as provided above The Company accepts no other liability for any other conditions or

warranties expressed or implied as to the quality or fitness of any purpose of the goods and

all such conditions and warranties are to the extent permitted by law hereby expressly

excluded to the intent that save as provided above The Company shall not have liability to

The Customer or to any third party in respect of any loss or defect in the goods supplied or

in respect of any personal injury or damage or loss of any kind directly or indirectly

attributable to faults or defects in such goods and The Customer will indemnify The

Company against any such claims. Under no circumstance will The Company be liable for

any consequential loss suffered by The Customer. In the event that The Company under

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Reference Section

any liability to The Customer in respect of the goods the same shall form a separate cause

of action and shall not entitle The Customer to any setting off and the full amount of all

sums payable to The Company from The Customer hereunder shall remain due and owing.

Good returned under this warranty shall be delivered to our premises at The Customers

expense and if found not to be defective (or when the defect is attributable to The

Customer’s design or materials) will be returned to The Customer at its expense and subject

to a testing charge of 15% of the invoice price together with VAT thereon if applicable.

The goods shall not be defective unless:

i. They are not in accordance with The Customers specification where this is the agreed

specification

ii. If The Customer has no such specification or to the extent that The Customers

specification is silent as to any aspect of the design function performances tolerances quality

or characteristics of the goods do not conform to The Company’s published information or if

no such information has been published the goods to not conform to the standards which

The Company considers normal or usual for products of the kind sold at a similar price. The

Company is not in a position to ensure that The Customers specification is correct and/or

sufficient for the purposes intended by The Customer and The Customer must satisfy

himself on this point.

10. CONTRACTS FOR SERVICES

a) In the event that a contract made between The Company and The Customer shall

amount to a contract for the provision of services rather than a contract for the sale of

goods then the provisions of these Terms and Conditions shall apply with such modifications

as may be necessary, to give effect to them.

b) Where specifications are to be supplied by The Customer they must be supplied before

the contract can be entered into. Where The Customer is to supply working drawings/

components these must be delivered to The Company by the agreed date. Delay in the

supply of such drawings or components will entitle The Company to defer delivery of the

goods by a period equivalent to such delay.

c) Where any additional or changed information is submitted to The Company by The

Customer The Company reserves the right to increase prices to cover any costs (including

overheads) arising from any losses incurred by The Company as a result of such alteration

and/or to extend the delivery period.

d) Where goods have been supplied to The Customer's specifications The Company

accepts no liability for any failure or defect in such goods, and The Customer shall indemnify

The Company against all actions, claims, costs and proceedings, including claims that the

specification or goods infringe(s) the intellectual property rights of another. The Company

gives no warranty as to the fitness for any particular purpose of goods so supplied to The

Customer's own specifications and accepts no liability for clerical or stenographical errors on

the drawings or specification provided by The Customer.

e) The Company reserves the right to sub-contract the fulfillment of any order or contract

or any part thereof.

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Reference Section

f) Any experimental results supplied or recommendations made under a Service contract are

given in good faith within the limitations of the data available, but no warranty, express or

implied, is given as to the performance of, or results obtained from such service and The

Company cannot accept any liability for the consequences of using or applying the said

results or recommendations.

11.

If any of these Clauses or any part of these Clauses is rendered void or unenforceable by

any legislation to which it is subject it shall be void or unenforceable to that extent but no

further.

12.

This contract shall be governed by and construed in accordance with the Laws of England.

May 2011

The Notion Pro Hardware

237

The Notion Pro Hardware

6The Notion Pro Hardware

A Notion Pro system contains the following hardware:

·Transmitters to monitor the levels of temperature and other variables and transmit the

data by radio to the Receiver. See The Transmitters for more details of the

transmitters.

·the Network Receiver (may also be referred to as the Base Unit). See the Network

Receiver.

·Optional Items. These are the Echo, the ARB Module, the SMS Module and the

Calibration Module.

6.1 The Network Receiver

The Network Receiver receives radio signals from the Notion Pro Transmitters and passes

them over a network to the Notion Pro software. The Hybrid Receiver will also receive

signals from IceSpy System 5 Scout transmitters, Notion Pro Legacy and Notion Pro

transmitters.

Key features:

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The Notion Pro Hardware

·IMC Part No IN-NR001x (where x indicates the territory-specific frequency, for example

F1 for Europe, F2 for USA; this notation will be used throughout this Help). Hybrid

unit is IN-HR001-Fx.

·Wall mountable.

·Internal aerials as standard – external aerials are a factory-fitted option.

·Red LED for alarm (normal state off), green LED for power (normal state on), yellow LED

for communications (normal state on). See also LEDs.

·Mains powered from supplied adaptor.

·TCP/IP communications.

·Two on-board Relays, one configured for alarm activation - driven by Notion Pro Local

Alarms, one for communications and power failure.

·RS485 output for optional Modbus or IMC MS1000 system relay cards - driven by Notion

Pro Local Alarms.

·Memory lasts for 5 days for up to 50 sensors.

·IP53 rated.

6.1.1 LEDs

Green

(constant/

flashing)

Unit is powered up. Flashes to indicate radio reception.

Red (flashing)

Alarm. (For example, temperature is outside thresholds.) Changes to

steady red if Reset button is pressed. Goes off when Alarm Clear signal is

received.

Yellow

(constant)

Receiver is connected your Network. A flashing yellow light means that an

Ethernet connection has not yet been established.

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The Notion Pro Hardware

6.1.2 Connectors

6.2 The Echo Module

The Echo module provides a Repeater function for transmitted signals, should this be

required in your installation. Key features:

·IMC Part No IN-RP002F1

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The Notion Pro Hardware

·Wall mountable.

·Green LED for power (normal state on), red LED to indicate signal being received, 1

yellow LED to indicate signal being transmitted.

·Mains powered from supplied adaptor.

·Battery backup for 3 days.

·IP53 rated.

6.2.1 Connectors

Ellab Monitoring Solutions IN-RP002F2 Notion Pro Echo Repeater User Manual Notion Pro

The IMC Group Ltd Notion Pro Echo Repeater Notion Pro

Users manual

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