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Operation and Instruction Manual Version 2.0 © Copyright 2006 Fluitec International. All rights reserved Rev2.0/JA/LW

Operation and Instruction Manual Version 2€¦ · 2. R-DMS 2.0.Installation Procedure This manual has been organized to make information easily accessible to users of varying needs

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Page 1: Operation and Instruction Manual Version 2€¦ · 2. R-DMS 2.0.Installation Procedure This manual has been organized to make information easily accessible to users of varying needs

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© Copyright 2006 Fluitec International. All rights reserved Rev2.0/JA/LW

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Table of Contents

1. Introduction RULER Data Management Software …………………………………………… 1

A. Objectives ……………………………………………………………………………… 1

B. Basic Features ……………………………………………………………………… 1

C. Standards ……………………………………………………………………………… 1

D. Used Oil Test Reports ……………………………………………………………… 1

E. Used Oil Tests Trending ……………………………………………………………… 1

2. R-DMS 2.0 Installation Procedure ………………………………………………………………… 2

2.1 Set-up of R-DMS Installation ……………………………………………………… 2

3. ActiveSync Installation Procedure …………………………………………………………… 3

4. R-DMS 2.0 Installation Procedures ………………………………………………………………… 5

5. R-DMS 2.0 Users Procedures

5.1. Starting and Quitting R-DMS 2.0 ………………………………………………………. 10

5.2. Main functions from R-DMS drop-down menu bar ……………………………………… 11

5.3. Creating a database …………………………………………………………………… 11

5.4. Opening a database ………………………………………………………………… 12

5.5. Closing a database ………………………………………………………………… 14

5.6. Repairing a database ……………………………………………………………… 14

5.7. Working with Test Directories Information ………………………………………… 15

5.8. Downloading Data from RULER instrument ………………………………………… 17

5.9 Uploading Data to RULER instrument …………………………………………18

5.10 Export Tests as ASCII file ……………………………………………… 21

5.11. Export Tests as MDB file ………………………………………………… 22

5.12. Export Tests to EXCEL file ………………………………………………… 23

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5.13. Importing data from R-DAS files into R-DMS files ………………………… 24

5.14. Setup (Report) …………………………………………………………… 25

5.15. Defining a Filter for Selection of Data …………………………………………… 27

5.16. Working with Test Data from the Test Directory ………………………………… 28

5.16.1. Delete Tests ………………………………………… 28

5.16.2. Extract Standards ………………………………………………………… 28

5.16.3. Copy Tests to Another Database …………………………………………… 29

5.16.4. Print List …………………………………………………… 29

5.16.5. Display The Test Graph …………………………………………………… 30

5.17 Direct Function Buttons ……………………………………………………… 32

5.18 Edit/Changing the Sample Information from the RULER Tests …… 33

5.19. Edit/Changing Additive Information on Standards and Tests …………… 34

5.20. Trending RULER data …………………………………………………………… 36

5.20.1. Trending by Multi-graph ………………………………………………… 36

5.20.2. Trending by Area ……………………………………… 37

5.20.3. Trending by Peaks RUL% (Additives)………………………………………… 37

5.20.4. RAN Trending …………………………………………… 37

5.20.5. Printing a Trending Report ……………………………………………… 38

5.20.6. Adding your company logo to the Report……………………………………… 38

5.21 Instructions and Information for RDMS 1.1 users, upgrading to the RDMS 2.2. software ……………………………… 39

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1. Introduction Ruler Data Management Software Version 2.0

R-DMS© Version 2.0 A user-friendly Software for RULER Data Management and Acquisition

A. Objectives R-DMS© version 2.0, is a Windows® based software designed for users of the RULER® CE320. It allows end-users to download RULER field data from the RULER® CE320 field unit to a PC, for users-friendly data interpretation. With R-DMS© 2.0 the user can maintain large databases, trend time-series testing, view multiple tests, and export data to other database formats.

B. Basic Features R-DMS© 2.0 is a 32-bit software for Windows equipped with user-friendly interface, utilizing drop-down menus, dialog boxes and mouse control, offering the RULER® users the following features:

Direct Function Buttons for quick connection, printing and updating of standards

Download oil test data (tests and standards) from the portable RULER® instrument (model RULER® CE320) to a PC.

Record and trend the antioxidant and acid number levels of used and new oils to contribute to existing oil condition monitoring programs.

View oil standards and modify antioxidant peak locations.

Upload oil standards from the RDMS software to the RULER® CE320 instrument.

Export data to other database formats such as EXCEL, MDB, and ASCII format - comma or space delimited.

Copy Tests in between R-DMS Databases

C. Standards Used Oil Tests can be compared to a previously stored Standard. This Standard is a test from a fresh oil sample, stored in the appropriate database. To compare a test to a standard the test must have the same solvent color, sample amount and Mode (A or V) used to test the standard. RAN (Ruler Acid Number) tests do not need standards, and can be compared to all other standards, as all can be used as standards for all others. Fluitec also refers to the RULER® CE320 operating manual and Users Guide for more information.

D. Used oil tests - reports Used Oil tests are saved in a database, with a Company (or Customer) Name/Number, Equipment Type and Equipment ID. Any of the tests saved under these criteria, can be recalled individually and reviewed on screen or printed out. Company ID numbers can be used instead of a name.

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E. Used oil tests - trending A series of tests under the same standard can be recalled can be displayed in an XY Chart showing the depletion trend from test to test. RUL% calculation by area or by specific Additives can be trended separately for evaluation, or shown as multiple test graphs.

2. R-DMS 2.0.Installation Procedure

This manual has been organized to make information easily accessible to users of varying needs and experience levels. Chapter 3 details the installation for ActiveSync and Chapter 4 for R-DMS software. For the software operational instructions of the R-DMS 2.0. software , we refer to Chapter 5.

Throughout this manual, certain typographical conventions have been to illustrate menu items, dialog box options and Windows-based characteristics.

Significant concepts and important terms are shown in lowercase italics.

Menu options are depicted in a special font, for example: the DATABASE menu gives you information on Open, Close, and New database.

Dialog boxes are named in normal text while their options are displayed in italics, for example: OK and Cancel in the Test Setup Dialog Box

Important concepts or notices are boxed.

Very Important information will appear in a box, as shown here

2.1. SETUP FOR R-DMS 2.0.Installation This section provides step-by-step instructions for installation of R-DMS 2.0. It will guide you through initial program start-up. WINDOWS installation

1. Prepare your workspace with the RULER® CE320 Instrument, computer equipment, oil samples, RULER® Solutions and auxiliary equipment at hand, including recommended safety equipment such as safety glasses for eye protection.

2. Insert the CD-ROM entitled “R-DMS 2.0. Installation CD-ROM” in a CD-ROM drive.

3. Follow the instruction on your screen, as the Installer will guide you through the installation

4. If you use a USB/Serial port adaptor, consult the CE320 users manual for connection and installation procedures with USB-adaptors.

It is recommended to follow the instructions from the dialog boxes.

3. ActiveSync Installation or Updating Procedure

ActiveSync is the communication software that allows the CE320 instrument to communicate via a Com Port.

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• Insert the CD-ROM entitled “R-DMS 2.0. Installation CD-ROM” in a CD-ROM drive.

• Follow the instruction on your screen, as the Installer will guide you through the installation

The first screen that appears, will confirm that the Installer Program will first look for the latest version of the Microsoft ActiveSync. The dialog box above will confirm this, and you have to confirm by clicking OK.

If the Installer detects that your PC has a version of ActiveSync installed that appears to be current enough for RDMS, you will have the following dialog box. Confirm by selecting NO. You will be guided immediately to the R-DMS installation dialog box (chapter 4.0)

If you have not installed ActiveSync Version 4.2 on your PC, the following screen will appear, and start the updating from the ActiveSync 4.2. The Installer will automatically remove earlier versions of ActiveSync and install the version 4.2.

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Once the installation or updating is completed, the dialog box above will appear. To finish this operation confirm by selecting Finish.

4. R-DMS 2.0 Installation Procedures

Once the ActiveSync 4.2 software is being successfully installed, the Installer will proceed with the installation of the R-DMS 2.0 software. In case you skipped the installation of the ActiveSync 4.2 you will automatically be asked to continue with the R-DMS 2.0 installation.

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Confirm OK, and after a few seconds, you will be asked to select the desired language during the R-DMS 2.0 Installation.

Read attentively the information in the Welcoming Dialog Box to R-DMS 2.0 Program Setup Program. Confirm by selecting « Next », and you will start the installation of the RDMS

Window – preparing installation R-DMS.

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.

Read carefully and confirm the license agreements for RDMS 2.0 by selecting I Agree

The Installer will select automatically a folder to install the Program. If not, select the desired folder where you want to install the R-DMS 2.0 program. Confirm « Next » to proceed with installation of the RDMS 2.0 program.

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Backup Replaced files dialog box

With this Dialog box you will be asked to select the appropriate location to store and create the backups of the replaced files. These files will be necessary to use when the software is uninstalled and a rollback is requested. If you do not have backup files, by skipping this operation, you will only be able to uninstall the software and not roll the system back to its previous state.

If you wish to have backup files, confirm by selecting YES. Otherwise, select NO.

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The message above confirms you the successful ’installation of the R-DMS 2.0 software.

To uninstall the software, insert the CDROM and follow the screen information.

Select the remove option, and after removing the RDMS a final window will confirm you the succesfull uninstall of the RDMS software.

1. Follow the On-Screen prompts.

2. When installation is completed, Active Sync will attempt to communicate with the CE320 instrument. Once communication is established, Active Sync will prompt you to setup a partnership with the CE320 instrument.

3. Select YES and Continue. The installation is complete, you are now ready to install and run R-DMS©.

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Fig: ActiveSync 4.2. Screen after successful connection between RULER CE320 and PC

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5. R-DMS 2.0 USERS PROCEDURES - Getting Started

5.1. Starting and Quitting R-DMS 2.0. Click on the Start button from the task bar, select Programs, select R-DMS 2.0. and click on the R-DMS icon. From the Desktop double-click on the icon to the right and the R-DMS 2.0 main screen will appear.

To quit the R-DMS 2.0 program Click the Close button in the upper-right corner of the Window, or click on EXIT from the Direct Function Buttons;

5.2. Main Functions from the R-DMS 2.0 Drop-down Menu Bar NEW All of the main functions of the R-DMS2.0 software will be easily selected via the drop-down menu. The menu is divided in the following main headings:

A) Database:

Main functions: open database close database new database compact/repair database history of last opened files

See paragraphs 5.3 to 5.6 for more detailed software user’s procedures.

B) RULER

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Main functions: Import test or standards from RULER CE320 Download Standards to RULER

See paragraphs 5.8 and 5.9 for more detailed software user’s procedures.

C) Import/Export

Main functions: Export Tests as ASCII file Export Tests as MDB file Export Test to EXCEL Import data from R-DAS file

See paragraphs 5.10 and 5.13 for more detailed software user’s procedures.

D) Setup (Report)

Main functions: Insert Company Name and Information Setup Printer Configuration Select Color Report Autotrim graphs

See paragraph 5.14 for more detailed software user’s procedures.

E) (Defining a ) Filter

Main functions: Define Filter Select or deselect filter directory

See paragraph 5.15 for more detailed software user’s procedures.

F) Tests – Working with Test Data Information from the Directory Main functions: Delete Test from list Extract Standards Copy Tests to another R-DMS Database

Print Lists- Printing and refreshing list of Tests

See paragraph 5.16 and 5.17 ( Direct Function Buttons) for more detailed software user’s procedures.

G) Multigraph

Main functions: Define labels (by usage, data, equipment ID or sample ID)

H) Trending

Main functions: Trend RULER data by area or by individual additive RUL%

Sort by Standards, Equipment ID, or Equipment Type

See paragraph 5.20 for more detailed software user’s procedures

H) Help Accessing R-DMS Help file

I) Exit Exiting R-DMS software

5.3. Creating a New Database R-DMS 2.0 stores all RULER test data in a test database. It is necessary to create a new database after installing R-DMS.

All R-DMS databases are compatible with Microsoft databases and share the extension .MDB, i.e. FLUITEC.MDB.

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To create a new R-DMS file select Database from the Menu bar.

1. Select New Database. NEW

2. Type the name of the database you want to create, in the File Name Box. Choose the location that you wish to save the database in the Look in box and confirm by clicking on the Open button.

3. A new database (*.MDB) has been created and is now ready for use.

4. The R-DMS 2.0 software will prompt the user that the new database has no stored tests.

5.4. Opening a database To open an existing R-DMS database select Database from the Menu bar. You have 2 options:

1. If you have been using recently a RDMS database, you can select the file directly from the Dropdown list of files. If not so you have to go to procedure 2. 2. From the Database menu select Open Database.

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3. Select the directory in which your database is stored in the Look in box and select the name of the database you want to open, in the File Name Box. Confirm by clicking the Open button.

The following Window will appear on your screen, with the Main Window from the RDMS version 2.0 - NEW

Figure: Main Screen R-DMS 2.0 with Split Screen Layout

IMPORTANT: For RDMS 1.1 users having upgraded their software to the R-DMS 2.0. version, see paragraph 5.21 for instructions to convert R-DMS 1.1 files into R-

DMS 2.0 (when opening for the first time the R-DMS files).

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A few comments are important in relation to the Main RDMS Window: 1. Only one database can be open in the active window. 2. You can scroll between the different tests and standards, but make sure your mouse scrolling feature has been set properly (correct mouse drivers). 3. Each time you are with your mouse on a test, on the lower part of your screen the selected test or standard will appear.

If you wish, next time you open R-DMS 2.0, to have the last database you have been using to be opened automatically, highlight the function “Automatically open last database “ (see figure under)

5.5. Closing a database Before opening another database or creating a new database, you can close an individual database without closing R-DMS 2.0. by clicking Database from the Menu bar, and select Close Database. This is not an obligatory function, when switching from one database to another.

Each time a database is closed, it will be automatically compacted.

5.6. Repairing a Database

1. In case the R-DMS 2.0 is unable to open a database, the database may be corrupted and should be repaired. This function will automatically compact and repair the database to a new database file.

2. To repair databases, click on Database from the Menu bar, followed by Compact and Repair Database.

3. Click the Database you have selected to Repair.

The database to be repaired must not be open.

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4.Select the name for the new database you want to copy to. This database name must not exist.

5. Confirm the new name of the repaired database.

6. Follow the instructions on your screen until the end of the repair procedure.

5.7. Working with Test Directory Information - NEW This section details some basic information for organizing and viewing the information from the Test Directory. This database contains valuable test and standard information and it is important to understand the value of information for each field in the database.

The fields in the upper part of the Test Directory are for oil sample identity and information. By clicking on the field you can sort the database, ascending or descending.

Each row represents a test (both standards and used oils) and views the following information:

o Checkmark: to select 1 or more tests for trending purposes or when you want to delete or copy tests.

When clicking on the checkmark in the upper left corner , you will select/unselect all tests in the test directory.

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o Sample Date: this field shows the date that the sample was taken.

o Customer: this field shows the Customer name.

o Equipment Type: this field shows the Equipment type from which the sample was taken i.e., Diesel Engine, crankcase, Tractor, Hydraulics, etc.

o Equipment ID: this field shows the Equipment ID number that identifies the source of the sample. This will differentiate specific equipment of the same type.

o Usage: This identifies the period of use for the oil samples, in Miles, Kilometers, Hours, Days or Months, depending on customary means of tracking oil change intervals (or the total period of use since the last drain). The period of use will be displayed on Trending Reports in the terms identified here. MODIFIED

o Sample ID: this field shows the oil sample ID code or other identifying information for future reference.

o Area RUL: RULER Area records all of the electro-chemical activity during the voltammetric scan. This corresponds to the entire area under the curve. The Used Oil is compared with the Standard and a percentage of the original antioxidant concentration is calculated. RULER Areas include total electro-chemical activity (including Antioxidant activity) rather than focusing on specific additives.

o RAN: RULER Acid Number – value for acid constituents in new or used oils, mainly to be used in combination with antioxidant depletion.

o Add. 1 RUL: Additive Remaining Useful Life, This field shows the RUL value, after comparison of the first individual antioxidant within the lubricant.

o Add. 2 RUL: Additive Remaining Useful Life, This field shows the RUL value, after comparison of the second individual antioxidant within the lubricant if one is present.

o Add. 3 RUL: Additive Remaining Useful Life, This field shows the RUL value, after comparison of the third individual antioxidant within the lubricant if one is present.

o Standard: This field displays the current Standard that has been selected for comparison with a used oil test.

o Test Length: This field shows the selected test mode, A for 11second or V for 17 second test mode

o Solvent: This field shows the selected RULER Test solution: Red, Green, Blue or Yellow

o Range: This field shows test sample amount with ranging from 50µl to 600µl.

o When Test Was Run: This field shows you the time when the RULER test was run.

o RULER Serial#: This field shows the Serial Number of the RULER instrument used to run the test.

o Use as a Standard: This field identifies if the test file is stored as a standard. Only tests, which are marked for Standard Use, will show up on the Standard List for selection.

o Standard Title: This field shows the Name of the Standard.

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Other features to make the database more efficient to work with:

Column Width can be adjusted – by placing the mouse cursor between the columns, a double-arrow will allow you to increase or decrease Column Width. When the grid columns are resized, the new size will be remembered for the future. This also allows you to size a column down to zero width if you don’t want to see it.

5.8. Downloading data from the RULER CE320 instrument- NEW/MODIFIED

To download the stored field data from the RULER CE320 instrument, you need to import tests and/or standards from the RULER instrument to the R-DMS 2.0 software.

1. Make sure that the RULER CE320 instrument is connected via the serial communication port (COMPORT) to the PC. The RULER instrument will be automatically connected the ActiveSync software, after you have confirmed the partnership. Open R-DMS 2.0 software.

2. From the R-DMS menu, select RULER followed by Import Tests or Standards from the menu.

3. To establish connection with the RULER, select on the Direct Function Button Upload Tests

4. Click Show Standards if you want to download standards, or click Show Tests if you want to download Tests.

5. You can mark the tests/standards individually, or click Select All to mark all tests/standards.

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6. If you would like to edit Sample Info, during data transfer, for each individual test, mark Enter Sample Info.

7. SelectTransfer Marked Tests/Standards and data transfer will start; this might take a few seconds, depending on the amount of data to be transferred.

8. When the data transfer is finished, you will be returned to the test transfer screen. The tests which have been successfully downloaded will have a Green background.

9. If you want to transfer more tests/standards, repeat step 5-8. If not, click Exit.

5.9. Uploading Standards to the RULER CE320 instrument - NEW To upload RULER standards from the R-DMS 2.0 to the RULER CE320 instrument, you need to select the following procedures:

1. Make sure that the RULER instrument is connected via the serial communication port (COMPORT) to the PC.

2 The RULER instrument will be automatically connected the ActiveSync software, after you have confirmed the partnership. Open R-DMS software.

3. From the RULER menu, select Download Standards to Ruler.

4. To establish connection with the RULER, click Upload Tests. If you want to cancel this operation, click Exit.

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5. Select the standards individually, or click Select All to mark all standards. See figure below.

6. Click Downlaod Marked Standards and confirm.

7. Data transfer will start; this might take a few seconds, depending on the amount of data to be transferred. When uploading standards, the R-DMS 2.0 software will ask user to overwrite existing standards.

8. When the data transfer is finished, you will be returned to the Standard transfer screen.

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8. If you want to transfer more standards, repeat step 5-7. If not, click Exit.

9. When existing standards are been selected, R-DMS 2.0 will give the following message.

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Important: As the CE320 software does not allow using any RAN standards, they can not be uploaded to the RULER CE320 software.

5.10. Export Tests as ASCII file - MODIFIED If you want to export R-DMS data under ASCII format, R-DMS 2.0 offers you the feature to export 1 or more tests (including standards) as an ASCII file.

Highlight and select one or more tests, click Import/Export from the Menu bar and select ASCII Export Tests.

The dialog box below will appear. Confirm the required information and click OK.

If you select Delimited, you have to confirm the Field Delimiter and Text Qualifier, by using the drop down list. Confirm by clicking OK.

If you select the format Fixed Width, confirm by clicking OK.

R-DMS 2.0 will prompt you to confirm the name and location for the ASCII export file. This filename will have an extension *.TXT

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R-DMS will prompt you to confirm when export is completed.

You can now access the new ASCII file with a spreadsheet program such as Microsoft Excel.

5.11. Export tests as MDB file If you want to export R-DMS 2.0 data to other MDB-format (not R-DMS) files, R-DMS 2.0 offers the feature to export 1 or more tests (including standards) to a selected file.

After you have highlighted and selected one or more tests, click Import/Export from the Menu bar and select Export tests as MDB file.

Select the name of the new database to export to, via the dialog box below. Click Open.

R-DMS 2.0. will prompt with the message that a new export data file has been created.

R-DMS 2.0 will confirm when export has been completed.

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5.12. Export tests to Excel - NEW If you want to export R-DMS 2.0 data to Excel files format (R-DMS 2.0 offers the feature to export 1 or more tests (including standards) to a selected file or new file.

To make this operation possible, you have to open first a workbook in Excel

After you have highlighted and selected one or more tests, click Import/Export from the Menu bar and select Export tests to Excel

.

Select the Excel Workbook and/or Sheet to export to, via the dialog box above. Click Export to start this exporting of test data.

R-DMS 2.0 will confirm when export has been completed.

You can open the Excel Export file containing the exported test data (see window below for example

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5.13. Importing data from R-DAS files into R-DMS 2.0 database files For RULER test data acquired by the R-DAS (Ruler Data Acquisition Software), R-DMS 2.0 offers the possibility to import this test data to new or existing R-DMS database.

R-DMS 2.0 does not allow you to export data back to R-DAS software. The original R-DAS database will not be affected by this operation. To import the information from R-DAS to R-DMS 2.0, open an existing R-DMS 2.0 database or create a new database (as described in Section 3.2. & 3.3.). This will be the destination for the imported data. Then click on Import/Export from the Menu bar.

1. On the Import/Export menu, select Import R-DAS File.

2. Select the R-DAS database you want to copy to the R-DMS database and click on Open.

3. Click Yes to import Standards from the R-DAS file.

4. Click Yes to import Tests from the R-DAS file.

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5. When complete, R-DMS 2.0 displays the status of the imported tests and standards.

5.14. Setup (Report) To configure and customize the test reports click on Setup from the Menu bar. From the Setup Menu click Company Name.

o Company Name: The information entered in this field will appear on the R-DMS 2.0 reports.

o Company Info: Enter information about your company that you want to appear on R-DMS 2.0 Reports.

o Printer Setup: the printer setup window will pop up to allow you to set up your printer for the proper format. When printing Test Reports, choose "Portrait" mode in your Windows Printer Setup.

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o Color Report: R-DMS Test Reports are enhanced when a color printer is used. The Standard and Used Oil Tests will appear in different colors, which make it easy to read and provide an attractive presentation. In order to utilize this color feature, Color Report must be selected from the Setup Menu.

o Autotrim Graphs: Used to view the graph by hiding the portion of the graph with a RULER number below a defined threshold (with a maximum RULER number of 20). This function will allow users to trim the R-DMS graphs automatically, for better presentation of data.

Click Tests from the Menu bar and select Autotrim Graphs. R-DMS 2.0 will ask you to confirm a threshold value of the RULER number (ex. 10). The Autotrim function will apply to all of the tests in the directory list.

RULER Graph without Autotrim RULER Graph with Autotrim (10)

5.15. Defining a Filter from the Test Directory - MODIFIED

In order to make a selection of Test Directory data, R-DMS offers you the feature to use a Filter. R-DMS 2.0 can filter the tests based on the following criteria:

Customer Name

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Equipment Type

Equipment ID

Standard Name

1. Click on Filter from the Menu bar and click Define Filter.

2. A define Filter dialog box will open and display the 4 filter selection fields which you can open as a drop-down list to select the required information. You can also start filtering the database, based on a start Test Date end/or End Test Date

3. Once you have established the filter selection fields, click OK to confirm. The Test Directory will then be filtered.

4. To Reset all the selection fields, click Reset All.

5. To quit the Filter setting, click Cancel.

Note: If you filter a database the next time the database is opened it will retain the filtered settings.

5.16. Working with Test data from the Test Directory Clicking on Test from the Menu bar displays the following functions:

5.16.1 Delete Tests: Deletes one or more tests from the Test Directory Before you delete information, you must select (highlight) the test. To delete more than one test at a time each test must be individually selected.

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From the Menu bar click on Tests then Delete Tests.

R-DMS 2.0 will request for a Delete confirmation or cancellation.

5.16.2 Extract Standards: Extracts standards imported from R-DAS files for the purpose of adding additive valleys. After importing data this function allows the user to extract standards from tests.

Select the test that contains the standard that you want to extract. Then from the Menu bar click Tests and click Extract Standard.

The following box will appear; confirm the name of the standard you wish to extract.

R-DMS 2.0 will confirm that the oil standard has been extracted.

After the test has been extracted it can be used as a standard for comparison with other tests in the database that have the same solution color, sample amount and mode. Fluitec refers to chapter 5.19 for the selection of the additive valleys. 5.16.3 Copy Test to Another R-DMS Database – MODIFIED When you want to copy selected tests from one R-DMS database, to another R-DMS database, you can do this via the function Copy tests to another R-DMS database.

After you have highlighted and selected one or more tests, click Database from the Menu bar followed by Copy tests to another R-DMS database.

Select the name of the new database to export to, via the dialog box below. Click Open.

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R-DMS 2.0 will confirm when export has been completed.

If no tests have been selected, R-DMS 2.0 will prompt you with the following message.

5.16.4 Print List: Prints the Test Directory List (filtered or unfiltered).

To have optimum printing capabilities, Fluitec advises to select the landscape printing mode.

From the menu bar click Tests, and click Print List to print the directory list. It is advised to select the Landscape print mode, in the Printer Setup Dialog box.

When tests are uploaded from the RULER instrument R-DMS 2.0 automatically refreshes the test directory. The new tests will appear, and when tests have been deleted R-DMS 2.0 also automatically refreshes the directory.

Reminders when using standards and tests

o With R-DMS 2.0. there are no separate standards as was the case with R-DAS and RULER® CE320 software. Instead R-DMS 2.0. can use any test as a Standard for comparison to any other test, if they both use the same color solution, same sample size and mode. RAN tests do not need standards, and can be compared to all other RAN tests.

o To make the Standards List more manageable, only tests which are marked for use as Standards will be displayed on the Standards List for selection.

o Standard Title = If a test is used as a Standard, this is the name that will be displayed on reports.

5.16.5 Display the Test Graph - NEW

Select the test that you wish to display as a graph (waveform) in the lower part of the split screen window.

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Figure: RDMS 2.0 Test Graph window

This Window provides the following information: Red curve: standard oil Green curve: used oil sample Red dotted line: additive valleys (standard) Yellow dotted line: additive valleys (sample) RULER Areas: this corresponds to the entire area under the curve. Additive RUL’s: comparison of the individual antioxidants within the

lubricant Customer and Equipment information

Zoom: Left click and drag at the desired position on the graph and the window will zoom in on the selected area. No Zoom: Right click on the graph, select Undo Zoom to restore.

Important: Users can not set valleys or peak counts for tests without standards.

Right-click mouse: Position the mouse on the graph, right-click to open the graph option menu.

o Viewing style: Select the graph viewing style. Color Monochrome Monochrome & Symbol

o Font Size: Select the Font Size of the graph text.

Large Medium Small

o Numeric Precision: Select Numeric Precision for

RUL% values, from whole numbers to 3 decimals.

o Plotting Method: Select your required plotting style (only for Trending graphs)

Point

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Line Bar Area Stick Point + Best Fine Line Point + Best Fit Curve Point + Line Point + Spline Spline

o Data Shadows: Select desired shadow.

Off, Shadows or 3D

o Grid Lines: Select the following settings for the Grid lines on graphs.

Both X and Y axes Y Axis or X Axis No Grid lines

o Grid in Front: Moves the grid lines in front of the Data Points.

o Include Data labels: Include data labels in the graph. This is not advised for the Test Graph as there are many data points taken per second and the graph becomes very crowded.

o Comparison Subsets as Normal: when you select this function, the valley point will be hidden. By unchecking this function, valley points are returned.

o Mark Data Points: Select this function and each data point will appear on the graph.

o Undo Zoom: The zoom of the graph is returned to the default. (can also be done with the Direct Function Touch – NO ZOOM)

o Maximize: The RULER graph will be maximized over your screen. To return to the normal graph size, click the top left corner or press the“Esc” key.

o Customize Dialog: when you select this function, the customization dialog window opens. This menu will help you to customize the settings of the graph, by selecting the different tabs. It is a summary of the other options from the right click menu.

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o Export Dialog: This function opens a dialog box helping you specify settings for exporting the graph (file type, destination, size).

o Help: Opens the help file.

5.17. Direct Function buttons - NEW:

o Hide Valleys: Hides the valley locations used for the calculation of the RUL for printing curves only.

o Mark Valleys: Shows the valley locations. o Change Standard: this button allows you

to change the Standard – The list will contain only those Standards that match the calibrated Solvent color, sample amount and mode used for the test. Select the new standard by highlighting it and then clicking OK. Double clicking the desired test performs the same function.

o Reset changes: to reset the changes to the displayed graph

o Print Report: this button prints out the Test Graph. To change print settings, refer to chapter 3.9.

o Upload Tests: to import tests from the RULER CE320 to the R-DMS 2.0 Program

o Exit: to exit the R-DMS Program

Figure: Standard Test Selection Screen RDMS 2.0

5.18. Edit/change the sample information from the RULER® Test- NEW When working with the RULER®, you have been saving test results with the appropriate sample information. R-DMS 2.0 offers you the possibility to edit the Sample information. This is valid for every test, standard or test sample.

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Select the desired test highlighting or check-marking the test you wish to edit.

From the Direct Function Touches select the Edit Information Direct Touch .

The following window is shown on the screen.

Figure: Edit Sample Information screen

The fields Customer, Equipment Type and Equip. ID operate as drop-down lists, and can be modified.

Click the button to toggle Miles, Kilometers, Hours, Days or Months, depending on customary means of tracking oil change intervals. This only identifies the period of use for the samples. The period of use will show up on Trending Reports in the terms identified here.

Sample Date and Sample ID: Can be changed as per your requirements.

Comments: Add/change comments.

Use As Standard: You may mark any test for use as a standard by checking the box here. This test may still be viewed, trended, and edited as before and may now be compared to other similar tests.

Title: If you want to use this test as a Standard, you will have to enter the name that it will bear when used as a Standard (commercial name, code name, brand name).

Discard changes: Exit this Sample Information window, and discard all changes.

Save Changes: Exit this Sample Information window by saving all changes made to the sample information.

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5.19. Changing Additive Information on Standards and Tests

The changes made here will affect the comparisons R-DMS 2.0.makes between used oil samples and their selected Standard (from the Standards list directory).

5.19.1. Making changes to the RULER tests Once RULER test data have been downloaded to the R-DMS 2.0 database, this function will allow you to relocate additive valleys, in order to compensate for additive peak shifting, or interferences with oxidation products. When displaying a typical R-DMS graph, comparing valleys from the standard with the oil sample, we recognize the following:

o Valleys standard

o Valleys sample

o Yellow pointers: before valley 1 and at the end of valley 1/ at the end of valley 2.

By moving slowly over the pointer with the mouse, a “hand symbol” will appear. You can now select and move the valley by dragging the pointer towards the most appropriate position on the X/Y graph. After releasing the pointer, the new RUL% values will be calculated and will appear on the graph.

Important: Users can not set valleys or peak counts for tests without standards.

RULER Standards

When opening a standard test graph, R-DMS allows users to add or delete additive peaks.

When clicking on a selected value, 2 or more valley pointers will appear on the test graph.

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Step 1: Display Standard Graph

Step 2: Select 2 peaks

Step 3: Drag valley pointers to their correct valley location.

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If a change has been made to any of the valley indicators, or the selected Standard the R-DMS 2.0 will prompt you with a message “ Save changes you made” . Confirm if you want to save your changes. If not exit by selecting “No”. You can also click on the direct function button “ RESET CHANGES” to bring the Valley Indicators to their original location.

5.19.2. Adding a Peak Zero to the Oil Tests - NEW

A standard may have no peaks defined, or it may have one, two, or three peaks. These are called Peak 1, Peak 2, and Peak 3. When a standard is selected for a test, the test will then have the same number of peaks as the associated standard -- one, two, or three. Sometimes it is desired to track the formation of a new peak that forms in a sample's graph, a peak that doesn't exist on the Standard. Since this comes before Peak 1 on the Sample, it is called "Peak 0." To enable Peak 0, push the Change Standard button. Be certain to have the correct standard selected from the list. Set on the Enable Peak Zero checkbox and press OK. Another yellow valley marker will appear on the red sample trace. You can slide it around to mark the valley at the beginning of Peak 0, just as the other yellow valley makers are used. The Ruler Area for Peak 0 will be calculated. No RUL % can be calculated since there is no Peak 0 on the Standard for comparison. The Peak 0 values can be used in the normal trending functions.

5.20. Trending RULER data - The Trending Directory for Used Oil Tests

A series of tests ,selected by Standard, or Equipment Type, or Equipment ID can be recalled and displayed in an XY Chart showing the depletion trend from test to test. The X axis plots the oil's period of use (Miles, Km, Days, Hours ,etc.). The units for this graph are taken from the Standard, which represents "0" and it plots the time or distance to the final test selected for trending.

Trend Selected: Select a group of test entries. Once selected, click Trend from the Menu bar.

The Trending Directory will display only those tests that have matching entries, for the following 3 selection criteria:

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• Trending Sort by Standard – you can have up to six different Standards, with any number of equipment type and ID.

• Trending Sort by Equipment Type – by having only one Standard for all tests, up to 6 Equipment types, with unlimited Equipment ID’s, can be trended.

• Trending Sort by Equipment ID – by having only one Standard and one Equipment Type, operators can trend up to 6 Equipment ID’s.

Once the selection criteria defined, RUL% calculation by area, and by specific Additives can be trended separately for evaluation, or shown as multiple test graphs. R-DMS offers the feature to perform trending of data in 3 different configurations:

Multigraph Area RUL% and RAN Additive Peak RUL % and RAN RAN

5.20.1 Multigraph Trending NEW : Select Max. 6 tests, with matching data, and click Multigraph, followed by the Selected Label. (Usage, Date, Equipment ID or Sample ID) The graph below will appear.

Figure: Multigraph Trending curve

5.20.2 Area RUL Trending: Select this button to graph the Area RUL percentages of the tests you have selected. This calculates the total area under the oxidation curve. In some lubricants, principally esters, new forms of antioxidants are actually formed (dimers and trimers) which show up on the front slope of the oxidation wave of the aromatic amines. Area RUL% is a way of looking at the total antioxidant package and helps to account for such phenomena. When you selected trending of the

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Area RUL, you can also select RAN tests. The RAN tests will be trending in addition to the RUL trending you selected. For selecting only RAN tests, see paragraph 5.18.4.

5.20.3 Peak #1 - #3 RUL % Trending : Select the additive which you want to plot and the graph will show only the trend of the depletion of that additive. When you selected trending of Additive RUL, you can also select RAN tests. The RAN tests will be trending in addition to the RUL trending you selected. For selecting only RAN tests, see paragraph 5.18.4.

5.20.4 RAN Trending : the graph will show only the trend of the Ruler Acid Number for the selection of tests. RAN tests do not have to have a standard selected, as is required for RUL trending. All RAN tests can be trended with all others, and samples size does not have to match.

5.20.5 Printing Trending Reports a. Click on the "Print" button to print the graph selected

b. R-DMS will guide you further through the print setup boxes.

Figure: Trending Graph for RULER test directory.

If you right-click the mouse, the dialog box below will open. It will allow you to personalize the layout of the trending graph.

5.20.5. Adding your company logo to the Report - NEW

To change the logo in the R-DMS 2.0 Test report: 1) Create a file called ReportLogo.BMP with your logo in it.

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2) The file will be stretched or compressed to make it the same width as our R-DMS logo. One 800-900 pixels wide for 300 DPI printing is suggested. You may use white area to make a narrow logo the proper width. 3) You can make the logo image any height, which will be adjusted to maintain aspect ratio with the adjusted width. The following text will immediately follow any logo image. 4) Put the ReportLogo.BMP file in the same folder as the RDMS.EXE file (in the RDMS 2.0 program file folder) Again -- if no files is present, our default logo will be used.

5.21 Instructions and Information for RDMS 1.1 users, upgrading to the RDMS 2.2. software For all R-DMS 2.0 users, which have upgraded their R-DMS 1.1 software to the R-DMS 2.0 software, we advise to read the instructions below. When opening in R-DMS 2.0 for the first time a file from an older version of RDMS, the R-DMS 2.0 will give the following message (see screen below):

o The Database must have 2 fields Added. It will still work with older version. Proceed? o Confirm by selecting Yes

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After you have confirmed by selectingYES, the R-DMS 2.0 software will start the conversion and updating from the R-DMS 1.1 files into the R-DMS 2.0 files. The following dialog box will appear and confirm the updating from the files. The software will ask you to open again the updated file, and from now you will be able to work with the R-DMS 2.0 for the updated file.