Fluid Manager User's Guide

Doc. p/n 100-00110

Rev. D | January 2017

Spectro Scientific | An ISO 9001:2008 Company

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www.spectrosci.com
 Preface
This section provides information about Spectro Scientific and the Fluid Manager software.

Copyright Notice
© 2017 Spectro Scientific. All rights reserved.
The information and descriptions in this document are the sole property of Spectro Scientific and
may not be copied, reproduced, disseminated, or distributed without explicit written permission
from Spectro Scientific.
The statements, configurations, technical data, and recommendations in this document are
believed to be accurate and reliable at the time of this publication, but Spectro Scientific
assumes no responsibility or liability for any errors or inaccuracies that may appear in this
document.
Spectro Scientific is not responsible for any infringement of patents or other rights of third parties
that may result from the use of this document. The content of this document is furnished for
informational purposes only, is subject to change without notice, and does not represent a
commitment or guaranty by Spectro Scientific.
Spectro Scientific makes no warranty, express or implied, with respect to the content of this
document. Spectro Scientific shall not be liable for any loss or damage, including consequential
or special damages, resulting from any use of this information, even if loss or damage is caused
by Spectro Scientific as a result of negligence or any other fault.

Trademarks
FluidScan®, MicroLab®, InfraCal®, LubeTrak® and Spectro Scientific® are all registered
trademarks of Spectro Scientific.
SpectroTM, SpectroViscTM, SpectroTrakTM, SpectroLNFTM, SpectroFTIRTM and
SpectroFDMTM are all unregistered trademarks of Spectro Scientific.
All other trademarks are the property of their holders.

Patents
Domestic
9,274,041; 9,234,829; 9,176,041; 8,867,034; 8,661,878; 8,384,895; 8,079,250; 7,518,720;
7,495,761; 7,385,694; 7,307,717; 7,237,431; 7,184,141; 7,019,834; 6,873,411; 6,707,043;
6,455,850; 6,452,179; 6,104,483; 2,640,059; 2,340,097;
Foreign
163,024; 141,344; P5707513; EP1105710B1; AU2003257512B2; AU199953978B2;

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Licenses
Each copy of the software must have its own (separate) license and be registered with Spectro
Scientific. You are not permitted to make copies of the software without first purchasing the
appropriate additional licenses. Individual software licenses are only valid when registered. This
license does not grant any reseller privileges.

Limitation of Liability
Except to the extent prohibited by local law, in no event will Spectro Scientific, or its employees
or officers be liable for direct, special, incidental, consequential or other damages (including lost
profit, lost data, or downtime costs), arising out of the use, inability to use, or the results of use of
the software, whether based in warranty, contract, tort or other legal theory, and whether or not
advised of the possibility of such damages.
Your use of the software is entirely at your own risk. Should the software prove defective, you
assume the entire cost of all service, repair, or correction.

Software Warranty
Spectro Scientific warrants to the Customer that commencing from the date of delivery to the
Customer and continuing for a period of 12 months:
(1) the media on which the Spectro Scientific Software is furnished is to be free of defects and
workmanship under normal usage and service and
(2) to conform in all material respect to the printed specifications for the Software, which have
been delivered to the Customer.
This limited warranty covers only the original Licensee of the Software.

Limited Warranty
Spectro Scientific warrants to the original purchaser only, that all Spectro Scientific portable
instruments will be free from defects in material or workmanship for a period of one year from
date of invoice.
SPECTRO SCIENTIFIC’S SOLE OBLIGATION AND YOUR EXCLUSIVE REMEDY under
this Limited Warranty and, to the extent permitted by law, any warranty or condition implied by
law, shall be the repair or replacement of parts, without charge, that are defective in material or
workmanship and that have not been misused, carelessly handled, abnormal conditions or
operation, accidents or acts of God, or mis-repaired by persons other than Spectro Scientific or
Authorized Service Provider.
To make a claim under this Limited Warranty, you must return the complete portable instrument,
transportation prepaid, to Spectro Scientific Factory Service Center or Authorized Service
Location.
The determination of whether any product has been subject to misuse or abuse will be made
solely by Spectro Scientific. If a hardware defect arises and a valid claim is received within the
limited warranty period, at its option and to the extent permitted by law, Spectro Scientific will

ii
 either (1) repair the hardware defect at no charge, using new parts or refurbished parts that are
equivalent to new in performance and reliability, (2) exchange the product with a product that is
new or refurbished that is equivalent to new in performance and reliability and is at least
functionally equivalent to the original product, or (3) refund the purchase price of the product.
Spectro Scientific may request that you replace defective parts with user-installable new or
refurbished parts that Spectro Scientific provides in fulfillment of its warranty obligation.
A replacement product or part, including a user-installable part that has been installed in
accordance with instructions provided by Spectro Scientific, assumes the remaining warranty of
the original product.

Disclaimer of Warranties
To the extent allowed by local law, this software is provided to you "as is" without warranties or
conditions of any kind, whether oral or written, express or implied. Spectro Scientific specifically
disclaims any implied warranties or conditions of merchantability, satisfactory quality, non-
infringement and fitness for a particular purpose.

General Disclaimer
Spectro Scientific neither assumes nor accepts any liability for any loss, damage, theft, misuse,
malfunction, etc. of your hardware or data or anything else that you may own regardless of the
cause or reason for any such misfortune.
Spectro Scientific, its officers, and employees will not be liable for lost profits, loss of business or
other consequential, special, indirect or punitive damages, even if advised of the possibility of
such damages, or for any claim by any third party. These policies, terms, and conditions may be
subject to change without notice.

Return Policy
Software (including but not limited to all exe, java, JBoss, exe, java, JBoss, html, asp, aspx,
graphic/image, and text files) that is not specifically referred to as "trial software" or "demo
software" cannot be returned for a refund. Should you experience a problem with any
purchased software, Spectro Scientific offers support services to assist with any technical
issues. There are no refunds on installation services or any software that has been installed,
downloaded, or emailed to you.

Manual Conventions
There are three types of special instructions that appear in this manual.

A process or procedure that carries a risk of personal injury, and/or damage to the
device, and/or a catastrophic loss of data and/or impact on the software and/or
databases.

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 A process or procedure that has a direct impact on fluid analysis and/or data
reporting and/or data analysis.

Any information that is of special note, such as information that amplifies previous
information.

Changes for this Release

Rev Date Notes

D Jan 2017 Changes for Version 5.0
After performing a Sync operation with a FluidScan, Fluid Manager
will prompt if you want old records deleted from the internal memory.
This is intended to save space and help speed up the CPU. The
recommended response is "Yes."

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 End User Licensing Agreement (EULA)
LICENSE AGREEMENT
BETWEEN
Spectro Scientific. ("SPECTRO SCIENTIFIC") AND
___________________________________________("LICENSEE")

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v
instruction or agreement with its employees who are permitted access to Software, to
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Licensee shall pay invoiced license fees, including tax on the license fee, for use of the Software,
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5. Limited Warranty: Warranty Disclaimer

SPECTRO SCIENTIFIC warrants that all Software will substantially conform, for a
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IN NO EVENT SHALL SPECTRO SCIENTIFIC OR ITS THIRD PARTY VENDOR

(IF ANY) BE LIABLE FOR SPECIAL, INDIRECT, INCIDENTAL OR
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IT OPERATES ON ARE BEING PROVIDED HEREUNDER FOR OIL ANALYZING
ACTIVITIES ONLY AND SPECTRO SCIENTIFIC HAS NO LIABILITY OR
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OPERATION OR CONDITION OF EQUIPMENT OR MACHINERY BEING
OPERATED.

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 7. Infringement Indemnity
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vii
procurement. This Agreement alone shall govern the Government’s use of the Soft-
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 Table of Contents
Preface i

Copyright Notice i

Trademarks i

Patents i

Licenses ii

Limitation of Liability ii

Software Warranty ii

Limited Warranty ii

Disclaimer of Warranties iii

General Disclaimer iii

Return Policy iii

Manual Conventions iii

Changes for this Release iv

End User Licensing Agreement (EULA) v

1. Definitions v

2. Scope of Authorized Use v

3. Title and Ownership: Confidentiality v

4. Payment, Shipment, and Risk of Loss vi

5. Limited Warranty: Warranty Disclaimer vi

6. Limitation of Remedies vi

7. Infringement Indemnity vii

8. Termination vii

9. Miscellaneous vii

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1 Getting Started 1

Installing Fluid Manager 1

Automatic Fluid Test Device Software Update 2

FluidScan Update 2

Q5800 Update 3

Synchronize Database Alert 3

Understanding the User Interface 4

Exit Icon 4

Help Icon 4

Sync Icon 4

Settings Button 5

Devices Button 5

Assets Button 5

View Results Button 5

2 Settings Button 6

Opening the Settings Menu 6

Switch Local Database Button 7

Backup Local Database Button 7

Switch Language Button 8

3 Devices Button 9

Updating the Software on a Test Device 9

Copying User Fluids to Another Device 12

Backing Up the Database From a Device 13

Replacing the Database on a Device 14

4 Assets Button 15

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 Creating Descriptor Levels and Asset Descriptors 15

Adding Descriptor Levels 16

Adding Asset Descriptors 18

Adding Assets to Asset Descriptors 19

Editing Assets 24

Searching for an Asset 24

Editing an Asset 25

Reset Selected Descriptors Button 25

Importing Assets 27

Exporting Assets 28

Copying Selected Assets to Other Test Devices 29

Retiring an Asset 29

Reactivating a Previously Retired Asset 30

Deleting an Asset 30

Alarm Limit Editor 30

5 View Results Button 32

View Results Screen 32

Search Filters 34

Generating Reports 36

Trending Report 37

Asset Summary Report 38

Print Selected Measurements 39

6 Updating Fluid Manager 40

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 1 Getting Started
Fluid Manager is a PC-based data management program that works with the Q5800 and
FluidScan Q1x -Series fluid analyzers.
Features include support for the following
• Multiple analysis devices
• Multiple databases
• Trend, Measurement and Asset Summary reporting
• Multi-level Asset Management structure
• Device software updates
• Additional data storage
• Fluid Manager and Device database updates
This section describes the following:
Installing Fluid Manager on page 1
Automatic Fluid Test Device Software Update on page 2
Synchronize Database Alert on page 3
Understanding the User Interface on page 4

Installing Fluid Manager

The Fluid Manager software is included on a CD accompanying your fluid analysis device. You
must install the software on a computer running Windows 7 Professional on either 32-bit or 64-
bit systems.
For information on updating Fluid Manager, see Updating Fluid Manager on page 40
Follow these steps to install the software:
1. Insert the CD into your CD/DVD disc drive.
Wait a moment while the disc is read; then the AutoPlay window will open automatically:

2. Click the Open Folder to View Files button.

This will automatically open Windows Explorer to the Setup.exe file location.
3. Double-click on Setup.exe.

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 4. Follow the installation wizard prompts.
5. Click Finish when the installation process is complete.
Fluid Manager is now installed. A shortcut will be placed on the desktop:

and also on the Start Menu:

Automatic Fluid Test Device Software Update

After Fluid Manager is installed, the "out-of-the-box" default action is to update the test device
with software that is included as part of the Fluid Manager installation package.
FluidScan Update
FluidScan software will always have a .fsu extension. By default, it is placed in the following
folder:
C:\ProgramData\Spectro Scientific\FluidManager\FluidScan\Updates
The Update Device Software screen points to this location by default:

Software file names often differ, but the .fsu extension will not. Use the Browse button to select
the latest <filename>.fsu file.
Press the Update Device Software button to begin the backup process.
By default, the device software is backed up to the following location:
C:\ProgramData\Spectro Scientific\FluidManager\<DeviceNumber> similar to the above
example.

2
An elapsed time indicator opens:

The device update will begin as soon as the backup process is complete.
Q5800 Update
Q5800 software will always have a .tsu extension. By default, it is placed in the following folder:
C:\ProgramData\Spectro Scientific\FluidManager\Q5800\Updates for TotalOil.
The Update Device Software screen points to this location by default.
Software file names often differ, but the .tsu extension will not. Use the Browse button to select
the latest <filename>.tsu file.
Press the Update Device Software button to begin the backup process.
By default, the device software is backed up to the following location:
C:\ProgramData\Spectro Scientific\FluidManager\<Q5800Device>.
An elapsed time indicator opens:

The device update will begin as soon as the backup process is complete.

Synchronize Database Alert

After installation, the Fluid Manager and test device databases are often at different revisions. If
they are, Fluid Manager will detect this and the Sync icon will flash red.
A notification will also appear in the green notifications bar in the lower left corner.
Press the Sync icon to continue the process.

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 Understanding the User Interface
6. Open Fluid Manager from either the desktop icon:

or the Start Menu icon:

The Main Menu looks like this:

Exit Icon
Press to close Fluid Manager.
Help Icon
Press to open an interactive context-sensitive Help program.
Sync Icon
This icon is grayed out until a device is connected.

4
When a device is detected, it changes to green.
If there is data to synchronize it will flash red.
Settings Button
See Settings Button on page 6
Devices Button
See Devices Button on page 9
Assets Button
See Assets Button on page 15
View Results Button
See View Results Button on page 32

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 2 Settings Button
This section describes the following:
Opening the Settings Menu on page 6
Switch Local Database Button on page 7
Backup Local Database Button on page 7
Switch Language Button on page 8

Opening the Settings Menu

Follow these steps to access the options in the Settings Menu.
1. Open Fluid Manager from the desktop icon or from the Start Menu:

6
 2. Press the Settings button to open the Settings Menu:

Switch Local Database Button

You can maintain multiple Fluid Manager databases, and you can switch between them at will.
1. Press the Browse button to locate the folder where the databases are backed up.
2. Select the database you want from a list of databases so the full path is displayed in the
Database field
3. Press the Switch Local Database button to load the database.
4. A dialog box will notify you if there is a database mismatch; press Yes to update the
database.

After an update, you need to check the Main Menu. If there are now any
items to sync, the Sync icon will be flashing red, and a message similar to
this example appears at the bottom of the screen:

Backup Local Database Button

Backing up the Fluid Manager database on a regular basis helps protect against data loss.
1. Press the Browse button to locate a folder that is used for backup files.
2. Create a name for the backup file.

Make sure the file is saved with the .sdf extension.

3. Press the Backup Local Database button.

4. A dialog box confirms the backup is complete.

7
 Switch Language Button
Click the Down arrow in the User Interface Language drop-down menu and select your
language. Options are English, Russian and Spanish:

Press the Switch Language button and the GUI will display in your chosen language.

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 3 Devices Button
This section describes the following operations:
Updating the Software on a Test Device on page 9
Copying User Fluids to Another Device on page 12
Backing Up the Database From a Device on page 13
Replacing the Database on a Device on page 14

These operations are accessed by pressing the Devices button on the Main Menu.

Updating the Software on a Test Device

You can use Fluid Manager to update the software on any supported test device like a Q1x
FluidScan or Q5800.
1. Place the new software image on the desktop.
2. Connect the test device to the computer running Fluid Manager with a USB A-male to
USB A-male cable (supplied).
3. Power up the test device as described in the appropriate user guide and wait until it
opens at the Main Menu.

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 4. Open Fluid Manager from either the desktop icon or the Start Menu:

As soon as the devices connect, there will usually be some information to

synchronize and the Fluid Manager Sync icon will start flashing red. DO NOT
synchronize until after you have updated the device software.

5. Press the Devices button to open the Manage Devices screen. If Fluid Manager located
the test device, the connected icon will appear in the top left corner, like this:

If Fluid Manager cannot connect with the test device, you will see a red Disconnected icon
instead.
If this happens, allow 60 seconds for the connection to be made before restarting both Fluid
Manager and the FluidScan. If they still do not connect, contact Technical Support for
assistance.
6. Press the Update Device Software button.

10
7. Click the Browse button for the Software Location on Desktop field and browse for the
new software file. This will have a .fsu extension as for a FluidScan file, or a .tsu
extension if it is for a Q5800.

8. In the Backup Location on Desktop field, accept the default path to the program data
folder, as a timestamped backup will be created in the device-specific folder.
9. Click the Update Device Software button to start loading the new software.
Fluid Manager will stop the test device processes and start the backup process.
An elapsed time indicator will appear at the bottom of the Update Device Software
screen:

10. After the backup procedure, Fluid Manager will start updating the software.
11. Once the software update is done, Fluid Manager will restart the test device
automatically.
12. After the test device reboots, verify that the Main Menu appears as you expect it to with
any new menu options, then press the Sync button to start the synchronization process.
This can take up to an hour or even longer - the progress is updated in the green bar at
the bottom of the Fluid Manager screen.
13. Once the synchronization is done, the following message will appear in Fluid Manager
asking if you want to delete old test results:

11
 Storage space on the test devices is limited, so deleting old test results you don't want to
export is generally a good idea. Deleting all the old files can also help speed up the CPU.
You can track the progress in the green bar until all files have been deleted:

Copying User Fluids to Another Device

User Fluids are fluids created in a test device based on the chemistry of an existing fluid with
parameters that have been customized to suit a particular customer. Refer to the user's guide
for the test device to find out more about how to create User Fluids.
Follow these steps to copy user fluids from one device to a second device:
1. Connect the first device to the laptop running Fluid Manager and sync it by pressing the
Sync button on the Fluid Manager Main Menu.
2. From the Manage Devices screen, press the Copy User Fluids button to open a list of
User Fluids similar to this example:

3. Press the User Fluid to select it. (Control-click to select multiple User Fluids.)
4. Connect the second device.
5. Press the down arrow in the Device drop-down box and select the device you want to
transfer to.
6. Press the Copy button.
7. If the transfer was successful, you will see a confirmation message:

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Backing Up the Database From a Device

When replacing the database there could be compatibility issues if the database
version does not work with the software version. We recommend you update
your test device using Updating the Software on a Test Device on page 9.

1. Press the Backup Database from Device button.

2. Fluid Manager displays a message telling you that the test device is being shut down:

3. Once the test device is shut down, a timer will open while the device synchronizes with
Fluid Manager:

Do not interrupt this process to avoid any possible database corruption.

4. A dialog box now displays confirming the update completed successfully.

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 The Manage Devices screen message will change to one that the test device
processes are being restarted:

But, the restart process does not actually start until you click OK!

This database is now available as a backup file in case you should need to overwrite or replace
the database on the test device for any reason.

Replacing the Database on a Device

When replacing the database there could be compatibility issues if the database
version does not work with the software version. We recommend you use Device
Update instead.

1. The most recent backup file is selected by default, or you can press the down arrow in
the Available Backup File drop-down menu and select the file you want to load on the
test device:

2. Press the Replace Database to Device button.

3. A warning dialog box will ask if you want to overwrite the database on the test device:

4. Press Yes to continue. A dialog box confirms the update completed successfully.
5. Click OK. This will restart the test device processes and close the Manage Devices
screen.

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 4 Assets Button
This section provides information about the following:
Creating Descriptor Levels and Asset Descriptors on page 15
Adding Assets to Asset Descriptors on page 19
Editing Assets on page 24
Alarm Limit Editor on page 30

Creating Descriptor Levels and Asset Descriptors

This is a hierarchical structure with Descriptor Level 1 at the top and up to nine sub-levels for a
total of 10 maximum. We modeled a large mining operation with multiple sites that only uses six
levels. Many operations use fewer.

It is imperative that you plan your asset structure carefully. Once you start testing
fluids associated with physical assets you will be able to add or delete Descriptor
Levels, but you will not be allowed to make any changes to a Descriptor without
deleting all the assets associated with it - which means losing stored test data.
If you try to import assets that do not have exactly the same structure as the one
you create, you will see the following error message:
Imported descriptor structure conflicts with existing structure;
therefore, this import is not allowed.
If you try to copy an asset from one device to another from the Manage Assets
screen and the two devices have different asset structures, you will see the
following error message:
The descriptor structure of the following asset(s) conflict with the
existing structure on the selected device and they cannot be copied.

This example will use a three-level structure that readers might already be familiar
with: Area\Equipment\Point or A\E\P.
Level 1 for this example will be Area.
Level 2 for this example will be Equipment.
Level 3 for this example will be Point.

Descriptor
Level
Level
1 Area
2 Equipment
3 Point

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 Adding Descriptor Levels
This section describes how to create descriptor levels on the default device.

The default device is "System."

1. Open Fluid Manager and press the Assets button to open the Manage Assets screen:

2. In the top left corner, click the down arrow in the Device field and select System; this will
activate the Manage Asset Descriptors button (if it was not already active).

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3. Press the Manage Asset Descriptors button. This will open the Manage Asset
Descriptors screen, but to add the descriptor levels, the focus is just on the left side of the
screen:

4. In the New Level Number field, enter 1. In the New Level Name field, enter Area and
press the Add New Level button to create the level, as follows:

5. In the same way, create Level 2 - Equipment and Level 3 - Point:

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 Adding Asset Descriptors
This section describes how to add the following asset descriptors for this example:

Descriptor Asset
Level
Level Descriptor
Bulldozer
1 Area
Excavator
2 Equipment Engine
3 Point Drain Plug

A descriptor level can support an unlimited number of asset descriptors.

At this time, look at the top of the Manage Asset Descriptors screen. The small arrow icon
indicates that the descriptors to be added will be applied to Level 1:

On the Descriptor side, there is a default entry: N/A. Do not attempt to delete or to
rename it - N/A is an option at every level if you do not want to select a descriptor.

1. In the Add New Descriptor field, enter Level 1. In the New Descriptor field, enter
Bulldozer and press the Add New Descriptor button to add the Bulldozer descriptor:

2. Do the same to add the Excavator descriptor:

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 3. In the Existing Levels side, click the gray box next to the Equipment Level to move the
arrow indicator down. This also changes the level number on the Existing Values side to
2 so you can add the Level 2 descriptor - Engine:

4. Do the same for Level 3 - Point and add the descriptor Drain Plug.
5. Press the OK button at the bottom of the screen to return to the Manage Assets screen.
Notice that the asset descriptors are displayed and the Add button is now active ready
for you to create some assets:

Under some circumstances, you may need to press the Reset Selected Descriptors
button to display the descriptors as shown in this screen:

Adding Assets to Asset Descriptors

Adding assets or measuring assets is something of a misnomer. What you are measuring is fluid
that has been taken from a physical asset that can be tracked by a unique identifier such as a
serial number - like an engine.

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 You can create an infinite number of assets with the same name as long as they
are created with a unique identifier like a serial number.
Deciding on a meaningful naming scheme is part of creating an effective asset
structure.

The results are typically used to help assess the operating condition of the physical asset with
less emphasis on the condition of the fluid itself.
So far the asset structure looks like this:

Descriptor Asset
Level
Level Descriptor
Bulldozer
1 Area
Excavator
2 Equipment Engine
3 Point Drain Plug
In this example, the bulldozers all use the popular D-10 diesel engine. All the excavators use the
popular D-8 diesel engine.
6. Press the down arrow in the Device drop-down menu and select System.
7. Press the Add button to open the Asset Editor screen:

Assets are created on the left.

8. In the Asset Name field, enter D-10.
9. In the Serial Number field enter the serial number for this particular D-10: 123.
10. Click the down arrow in the Area field and select Bulldozer:

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11. Open the Equipment menu and select Engine.
12. Open the Point menu and select Drain Plug.
You now need to select the fluid associated with this asset:

13. Either
Click the down arrow in the Fluid Category drop-down menu and select the correct Fluid
Category - assume this is Engine-Heavy Duty.
Then click the Fluids in Category drop-down menu and scroll down to the fluid name -
assume this is Caltex Delo 6200:

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 Or
Click the Fluids Sorted Alphabetically tab and scroll through the list of every fluid in the
database until you find Caltex Delo 6200:

14. Click OK to return to the Manage Assets screen.

The asset you created appears in the Selection field in the lower left corner:

Get into the habit of making sure your device is selected from however many are in
the Device drop-down menu, and always press the Update Asset List button (or
select the Auto-Refresh check-box) after you add assets.

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 Details of the asset you just created are displayed in the Current Asset Information field:

This information is grayed out and inactive, indicating that you can't edit the asset
from this screen. If you want to make edits, you need to select the asset and press
the Edit button (which is inactive until an asset is selected):

15. Using the same process, create the following assets:

Bulldozers:
D-10 Serial number 456
D-10 Serial number 789
Excavators:
D-8 Serial number ABC
D-8 Serial number DEF
Press the Update Asset List. The asset list now looks like this:

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 Editing Assets

Searching for an Asset

You can search for assets by entering all or part of the asset name and pressing the Search for
Asset button. Or you can search by entering all or part of the asset serial number and pressing
the By Serial No./Share ID button.

Share ID is not used for this application.

For this example, suppose you want to see a list of all Cummins engine assets.
1. Enter Cummins in the search box:

2. Press the Search for Asset button to display a list of all Cummins engine assets along
with the serial number and the full descriptor path similar to this example:

3. Select the asset and press the Select button to populate the Manage Assets screen with
information associated with this asset.

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Editing an Asset
1. Select the asset from the list and press the Edit button:

2. The Asset Editor will open; modify all properties as required.

Click OK when you are done otherwise your changes will not be saved.

Reset Selected Descriptors Button

Suppose you have a new location codenamed Argonne and you need to start creating assets
using the same A\E\P structure, where for this example the Area will be "Argonne."
1. Create your first sample for Argonne.
2. Press the Reset Selected Descriptors button.
3. Press the down arrow for the Area; Argonne will be listed similar to this:

4. Select Argonne and press the Update Asset List button to see the asset(s) associated
with this Area:

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 5. Now create an asset for a new Area codenamed Black Forest.
6. Press the Reset Selected Descriptors button and press in the Area drop-down menu.
You can now see both Argonne and Black Forest:

7. This time, select Black Forest and press the Update Asset List button to see the asset(s)
associated with this Area:

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Importing Assets
You can use the Import command to automate the process of synchronizing asset descriptors
and assets from multiple devices to Fluid Manager.
1. Create the import template file using an Excel template.

There is a sample template included with the documentation disc

2. Save the Excel template as a tab delimited text file - AssetImportList.txt

It is saved to Spectro\Fluid Manager\Data by default.
3. In the Manage Assets screen, press the down arrow in the Device drop-down menu:

4. Select a device. This will activate the Import button.

5. Press the Import button. If there are already any assets in your database, the following
dialog box will open asking you to confirm if you want to add more assets:

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 If the import process finds a match for an existing serial number, then that data will be
overwritten. Otherwise, the assets will be copied and added.
6. Press Yes to continue with the import.
7. Browse to the folder holding the AssetImportList.txt file.
8. Highlight the AssetImportList.csv file and press Open.
9. Press the Update Asset List button to populate the Manage Assets screen with the
imported data.
Exporting Assets
You can use the Export command to automate the process of synchronizing assets from Fluid
Manager to one or more FluidScan/Q5800 test devices.
1. In the Manage Assets screen, press the down arrow in the Device drop-down menu:

2. Select a device.
3. From the asset list, select the asset(s) to export.
4. Press the Export button. Windows Explorer opens to a default location.
5. You can name the file anything you want, or you can accept the default file name, but
you must save it with a .csv extension - a file you can open and edit with Excel similar to
this example:

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Copying Selected Assets to Other Test Devices
You can copy an asset and all its properties to one or more test devices.
1. Select an asset or assets from the Asset List. This will activate the Copy button:

2. Connect the test device to be updated to the computer running Fluid Manager.
3. Press the down arrow in the Device drop-down menu and select the test device.
4. Press the Copy button to transfer the data.
Retiring an Asset
Follow these steps to retire an asset:
1. Select the asset from the asset list and press the Retire button.

2. The asset disappears from view, and the Retire button becomes inactive.
To see this asset, press the Retired button or the All button below the Asset List:

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 Reactivating a Previously Retired Asset
To reactivate an asset, you need to press either the Retired button to see a list of retired assets,
or the All button to saee a list of assets including retired ones.

1. To reactivate an asset, select it and press the Reactivate button.

2. The asset disappears from view, and the Reactivate button becomes inactive.
In order to see this asset, you need to press the Active button or the All button below the
asset list.
Deleting an Asset
1. From the asset list, press the asset you want to delete (the asset is highlighted in the
GUI, but the red box is added for extra clarity).
2. Press the Delete button. You will be prompted to confirm you want to delete the asset:

3. Press OK to delete the asset or click Cancel to return to the Manage Assets screen.

Alarm Limit Editor

Alarm properties are set based on a particular fluid, but you can update alarms set against a
particular asset for an individual physical property. For example, you could raise the low alarm
threshold for the amount of soot in a sample before it is flagged as an alarm.
You can set the check-boxes to select the following options for each property:
• Whether you receive no alarms

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 • Whether you receive alarms at the low threshold but not the high threshold
• Whether you receive alarms at the high threshold but not the low threshold
• Whether you receive alarms at both the low and high threshold
To change the alarm value,
1. Select the asset for which you want to set alarm limits, and then press the Edit button.
2. Press the Alarm Limit Editor tab:

3. Make any changes and press OK.

4. Click OK when you finish to save alarm limit settings.

Click OK when you are done otherwise your changes will not be saved.

If you make any changes and save them, if anyone resets your changes to
the factory defaults using the Reset to Factory Default Limits button, you
will be able to reload the last user-specified limits with the Reset to User
Specified Limits button.
Be aware though - your limits might not be the "last user limits" that were
saved!

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 5 View Results Button
You can view measurement results for fluids that were assigned to a physical asset like an
engine based on an asset identifier like a serial number.
Measurements when you are only interested in the condition of the fluid itself and not the
physical asset can be viewed by sample date.
This section provides information about the following:
View Results Screen on page 32
Generating Reports on page 36

View Results Screen

1. Open Fluid Manager.
2. Click the View Results button to open the View Results screen.
By default, this screen opens with the most recent 30 test results visible, regardless of whether
they are results associated with a physical asset or not:

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 • Blue indicates the currently selected row.
• Red rows indicate a high alarm has been exceeded; yellow rows indicate the
measurement falls between low and high warning alarms.
• Measurements sort with the most recent on top. For results displayed in the top half of
the screen, scroll to the right to see all columns.
• Results in the lower half are the alarm conditions for the selected upper row. FluidScan
results display Fluid Chemistry alarms only; Q5800 results display Fluid Chemistry plus
Viscosity and Elements.
Toggle Selection button: this switches between a single row and all rows and back again.
Delete Selected Measurements button: select row(s) to be deleted and press this button,
then confirm you want to delete the rows by pressing Yes in the dialog box. This button deletes
the corresponding records from the device, but they will remain in Fluid Manager.

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 Search Filters
At the top of the screen are the search filters:

• Search by all or part of the asset name.

• Search by serial number.
• Search by date or date range. The date option is for searching for results that were not
bound to a physical asset. Click the down arrows to open a calendar and press the
Refresh button.
Follow these steps to filter results by resetting the Asset Descriptors.
1. Press the down arrow in the drop-down menu in the Device field and select a device.

"System" refers to the Fluid Manager database. All other device names are
specific to the device that it synced with

This will open the descriptors associated with that device similar to this example:

For this example, suppose you want to change to a different component type.
2. Press the Reset Selected Descriptors button to clear the selections.
3. Rebuild the descriptors with a different Component Type from the drop-down menu:

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Follow these steps to filter by Asset Name:
1. Click the down arrow in the Device field.
2. Either
Select the asterisk and press the Update Asset List button to display a list of all assets.
Or
Select a single Device ID and press the update button to display assets associated with
this device as in this example:

3. Select an asset to view any measurements associated with it.

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 Generating Reports
Follow these steps to generate a variety of reports based on measurement results.
4. Open the Main Menu and click the View Results button.
The Reporting options are in the lower left corner of the View Results screen; they are
inactive by default:

5. Select the measurement(s) you want to report on by clicking on a row to select a specific
measurement, or shift-click to select a range of measurement rows.
6. Optional: On the Reporting tab, click the Select by Date check-box and then select your
date range using the From: and To: drop-down lists.
The buttons will now be active.
7. Click the button for the report type:

36
Trending Report

37
 Asset Summary Report

38
Print Selected Measurements

39
 6 Updating Fluid Manager
C:\ProgramData\Spectro Scientific\FluidManager\Data\FluidManagerDB.sdf
contains all your measurement data.
Take care not to delete it!

1. Uninstall all previous Fluid Manager software for a clean installation. Uninstalling
software will not remove either data files or configuration settings.
2. Save the software package to a place you have access to like a folder on a computer or a
network drive or a data stick, for example.
3. Open the folder and double-click on the Setup icon.
4. Follow the prompts in the installation wizard.
5. When the update is done, click Finish.
6. If you are prompted to synchronize the Fluid Manager database with the device
database, click Yes.

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