Schaeffler OPTIME User Manual
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Summary of Contents for Schaeffler OPTIME

  • Page 1 OPTIME User manual...
  • Page 3 OPTIME gateway and The concept features special wireless OPTIME sensors which combine with the OPTIME gateway to form a mesh network. Another OPTIME sensors key element is the service components, which run centrally on the Schaeffler IoT Hub, which is also where the data are analysed and the results can be viewed in greater detail.
  • Page 4: Table Of Contents

    Description Structure ................... 13 Planning..................14 Gateway ..................15 Sensors..................16 Transport and storage ....................21 Mounting Registering in the OPTIME dashboard......... 22 Install OPTIME app ..............22 Install gateway ................22 Install sensor ................27 BA 68 Schaeffler Technologies...
  • Page 5 Page Gateway configuration ....................32 Settings..................33 Using the OPTIME app Login and logout ............... 35 General navigation..............36 Manage groups................. 39 Manage machines..............43 Manage sensors ............... 48 Add sensor ................52 Add gateway ................55 Using the OPTIME dashboard ....................
  • Page 6: About The User Manual

    Schaeffler OPTIME About the user manual This user manual covers the OPTIME condition monitoring system. Symbols The warning and hazard symbols are defined in accordance with ANSI Z535.6-2011.   In case of non-compliance, death or serious injury may occur.
  • Page 7: General Safety Guidelines

    Principles The OPTIME condition monitoring system complies with the state-of- the-art and the recognised safety rules. If the safety guidelines are not observed, risks to life and limb for the user or third parties and extensive damage to other material assets may nevertheless arise during use.
  • Page 8: Usage For The Intended Purpose

    Schaeffler OPTIME Usage for the intended The OPTIME condition monitoring system is approved for use in indoor and outdoor industrial environments. The system may purpose only be used in accordance with the technical data, see page 76. Unauthorised structural modifications to the system are not permissible.
  • Page 9: Selection And Qualification Of Personnel

    Selection and The OPTIME condition monitoring system may only be installed, commissioned and operated by suitably qualified personnel. qualifications of personnel The accountabilities, area of responsibility and supervision of personnel have to be precisely regulated by the site operator. Designated qualified personnel:...
  • Page 10 Any work on wiring, opening or closing of electrical connections may only be performed while disconnected from the power supply and in a voltage-free condition. The use of the OPTIME condition monitoring system is only admissi- ble within the boundaries of the conditions stated and illustrated in the user manual.
  • Page 11: Safety Regulations

    The outer surface of a machine can reach high temperatures that can cause injuries in the event of direct contact. Before performing installation work switch off the machine and allow it to cool down. If these instructions are not followed serious injuries may result. Schaeffler Technologies BA 68...
  • Page 12 Data encryption and secure login with individual login data are the unauthorised use tools used to protect against unauthorised use of the OPTIME app and OPTIME dashboard. Software users (users) must log in with their user name and password. The password has to be changed at regular intervals.
  • Page 13: Scope Of Delivery

    Scope of delivery The OPTIME condition monitoring system is available in various combinations. The scope of supply comprises, Figure 1: Gateway OPTIME Gateway Quick guide manual BA 68-02. OPTIME BA 68 BA 68 www.schaeffler.de/std/1F40 OPTIME OPTIME www.schaeffler.de/std/1F41 Figure 1 xxxx...
  • Page 14: Required Accessories

    Report any damage during transit promptly as a complaint to the carrier. Defects Any defects must be reported promptly as a complaint: Check the product immediately upon delivery for visible defects. Report any defects promptly as a complaint to Schaeffler. BA 68 Schaeffler Technologies...
  • Page 15: Description Structure

    KPIs via the gateway to the Schaeffler IoT Hub, where the data are analysed and the results sent to the OPTIME app. All analyses are also avail- able in the OPTIME dashboard. Directly after activation the sensor automatically starts to measure and transfer data at pre-set inter- vals.
  • Page 16: Planning

    Every customer will get an administration user account when OPTIME dashboard the OPTIME system has been purchased. This user is able to create additional users. All created users will get their login data via email. To log into the OPTIME customer portal please visit the following website: https://schaeffler-optime.com/dashboard...
  • Page 17: Gateway

    Figure 8. indicators Input power supply Input network connection LED for indicating operating status Figure 8 Gateway connections and indicators The gateway is equipped with an LED indicator that shows various operating statuses, see table, page 16. Schaeffler Technologies BA 68...
  • Page 18: Sensors

    (NFC) via the OPTIME app. The sensors are also suitable for use outdoors. Two different types of sensor are available. The OPTIME 3 sensor has a bandwidth of 10 Hz to 3 kHz and is therefore suitable for the following applications: motors...
  • Page 19 The OPTIME system is suitable for machines that run continually or partly continually. Machines that are only operated for short phases during the day are less suitable for monitoring by OPTIME. In addition, the machine should normally run in a stable operating condition (speed and performance) for a period of around one –1...
  • Page 20 When attaching sensors to the machine it helps to use the overviews, Figure 10 to Figure 13, page 19. Figure 10 Examples of mounting positions with OPTIME 3 sensor Figure 11 Examples of mounting positions with OPTIME 5 sensor 0,5 m...
  • Page 21 Temperatures below –10 °C or above +60 °C can lead to a shorter service life. Battery service life is also reduced by other factors, like the quality of the connection to the gateway or if a sensor functions as a repeater for other sensors. Schaeffler Technologies BA 68...
  • Page 22 After each technical change, service or repair of the machine it is extremely important to start the learning period again from the OPTIME app, so that new alarm thresholds can be learned. BA 68 Schaeffler Technologies...
  • Page 23: Transport And Storage

      dropping them and severe impacts. The storage life of the battery-powered sensors is 10 years. Store the sensors at a temperature of +0 °C to +30 °C, to protect the non-replaceable batteries they contain. Schaeffler Technologies BA 68...
  • Page 24: Mounting Registering In The Optime Dashboard

    Install OPTIME app Before installing the components of the OPTIME condition monitor- ing system, you need to install the OPTIME app on your mobile phone or tablet. The OPTIME app can be downloaded free of charge from the App Store or Google Play. You will need login data to be able to log onto the OPTIME app, see page 35.
  • Page 25 Figure 14 Register gateway  Follow the instructions in the OPTIME app to scan the QR code of the gateway. For further information on configuring the gateway, see page 32. For further information on the gateway in the OPTIME app, see page 55.
  • Page 26 Schaeffler OPTIME Mounting location for gateway The gateway should be installed at a central location in the overall system, Figure 15. Please take note of the following for the mounting location: The gateway should be placed in a central position in the area of the installed sensors.
  • Page 27   regulations. A defective connection cable can cause a life-threatening electric WARNING shock, so you must change any defective connection cables immediately.   Schaeffler Technologies BA 68...
  • Page 28 Schaeffler OPTIME Proceed as shown, Figure 17 and Figure 18.  Figure 17 Open cover AC 85 V – 264 V, 47 Hz – 440 Hz Figure 18 Complete the electrical connections to the gateway BA 68 Schaeffler Technologies...
  • Page 29: Install Sensor

    Activate sensor before mounting To activate the sensor you need an NFC-capable mobile phone or tablet. The OPTIME app has to be installed on your mobile phone or tablet. Schaeffler Technologies BA 68...
  • Page 30 10 cm Figure 19 Activate sensor  Follow the instructions in the OPTIME app to activate the sensor via NFC. The activation is done in two steps. Firstly, the sensor is switched on. Then the network parameters are transferred. For final confirmation the user is requested to save the settings.
  • Page 31 Deactivate sensor The sensor can also be deactivated again:  In the OPTIME app, navigate to sensor management, see page 48.  Deactivate sensor Tap the [ ] button.  Follow the instructions in the OPTIME app to deactivate the sensor via NFC.
  • Page 32 Schaeffler OPTIME Furthermore, please note the following, Figure 20: The sensor has to be attached perpendicular to the mounting surface. The mounting surface must not be excessively curved or uneven. The surface should be free of contamination. The sensor can be operated at ambient temperatures of –40 °C to +85 °C.
  • Page 33 These data can also be configured retrospectively via the OPTIME app or in the Schaeffler IoT Hub. For further information on the sensor in the OPTIME app, see page 52. Schaeffler Technologies BA 68...
  • Page 34: Gateway Configuration

     The gateway becomes a WiFi access point. The name of the WiFi access point is “OPTIME-serial number”, whereby “serial number” is the serial number of the gateway. The serial number is on the label on the side of the gateway.
  • Page 35: Settings

    A known network can be selected or a new network added. If necessary the password for the WiFi can be changed under another menu item [ Change Gateway WiFi password Figure 23 Settings for operation in WiFi network Schaeffler Technologies BA 68...
  • Page 36 Schaeffler OPTIME Configure LAN If the gateway is to be connected with a local network via the RJ45 port provided in the device, the necessary settings can be done under the menu item [ Configure LAN settings Figure 24 Settings for operation...
  • Page 37: Using The Optime App

    Login and logout To log into the OPTIME app as a user you will need login data. Every customer will get an administration user account when the OPTIME system has been purchased. This user is able to create additional users.
  • Page 38: General Navigation

    Schaeffler OPTIME General navigation To run the app there are core navigation elements and settings options located in the various screens. The following areas in the OPTIME app can be accessed to monitor the machines in the asset systematically: group machine sensor.
  • Page 39 Search function and filters The search function can be used in various areas of the OPTIME app and helps refine search results for assets, machines or sensors according to specific criteria.
  • Page 40 Schaeffler OPTIME Scan sensor The sensor settings can be read using the [ Scan Sensor ] button. Figure 27 Sensor Scanner BA 68 Schaeffler Technologies...
  • Page 41: Manage Groups

    The fields for alarm-based groups take up the whole width of the screen, while the fields for user-defined groups are square. Figure 28 Start screen for group management Schaeffler Technologies BA 68...
  • Page 42 Schaeffler OPTIME Start screen Input Group field Description for group management Groups Status: Normal or A grey symbol shows a normal or with group fields Alarm status Suspect a suspicious status (level 1 to 2 in the state diagram), i. e. no or a low alarm level.
  • Page 43 The tiled view allows you to quickly scroll through the machines. List view Tiled view Figure 29 Access to information about groups in various views Manage favourites Favorites You can add any machine to your [ ] group, using machine management, see page 43. Schaeffler Technologies BA 68...
  • Page 44 Schaeffler OPTIME Add new group To add a group:  Tap the [ Add Group ] button. Figure 30 Add new group  Enter the name of the group.  Continue Tap the [ ] button.  A list of all machines is displayed.
  • Page 45: Manage Machines

    The machine management screen takes you to the sensor or sensors assigned to the machine. The following functions are available to the user: acknowledge alarm notifications edit machines view machine log navigate to machine sensors. Figure 31 Machine management screen Schaeffler Technologies BA 68...
  • Page 46 Schaeffler OPTIME Machine management screen Input Field Description Asset name Text entry Displays defined asset names. Machine name Text entry Displays defined machine names. Machine symbol Electric The colour of the symbol clearly motor indicates the alarm status of the machines:...
  • Page 47 The alarm acknowledgement will be stored in the [ Asset Log ] with timestamp and details on the user. Figure 32 Acknowledge alarm notification, drop-down menu with machine type-specific entries Schaeffler Technologies BA 68...
  • Page 48 Schaeffler OPTIME Manage machine sensors The machine management screen shows which sensors are assigned to the machine. To edit the sensors, tap on the sensor. This takes you to sensor management. Add a new sensor for the machine using the [ Add sensors ] button.
  • Page 49 You can use the [ Add log entry ] button to create your own log entries. Every activity such as the acknowledgement of alarm notification is stored in the log. Figure 34 Asset log Schaeffler Technologies BA 68...
  • Page 50: Manage Sensors

    Schaeffler OPTIME Manage sensors Sensor management displays active alarm notifications, KPIs and raw data relating to the specific sensor. The following functions are available to the user: acknowledge alarm notifications view KPIs view raw data edit sensor request new KPIs and new raw data view asset log.
  • Page 51 The time signal and frequency range of the raw data can also be displayed in a separate magnified view using the [ Magnifier ] button, see page 50. Schaeffler Technologies BA 68...
  • Page 52 Schaeffler OPTIME View raw data The magnified view of the raw data displays the time signal and frequency range. Tap within the time signal to centre the point you tapped in the view. You can also zoom into the time signal by placing two fingers on the time signal and then spreading them apart.
  • Page 53 KPIs and raw data can be requested for the sensor. KPIs and raw data for sensor Data Request fresh KPI values The [ ] button opens the two buttons [ and [ Request fresh raw data ], which initiates a new measurement. Schaeffler Technologies BA 68...
  • Page 54: Add Sensor

    Schaeffler OPTIME Add sensor Adding sensors can be initiated from various sections of the OPTIME app. Add Sensors Add Sensors Figure 37 Add sensor To add a sensor:  Tap the [ Add sensor ] button.  MASCHINE The [ ] tab is displayed.
  • Page 55  The [ POSITION ] tab is displayed. Figure 38 Settings for machine and position  Specify the settings for the position. Schaeffler Technologies BA 68...
  • Page 56  Hold your mobile device to the sensor when prompted to do so by the OPTIME app, to activate the sensor via NFC. The activation is done in two steps. Firstly, the sensor is switched on. Then the network parameters are transferred. For final confir- mation the user is requested to save the settings.
  • Page 57: Add Gateway

    Add gateway The option of adding a gateway is offered in various sections of the OPTIME app. To add a gateway:  Tap the [ Add gateway ] button. Figure 40 Add gateway  Scan the gateway’s QR code to read the QR code printed to the gateway.
  • Page 58 Schaeffler OPTIME Figure 41 Save gateway  As necessary, select the parent mesh network that the gateway should be associated with.  Tap the [ Save ] button. BA 68 Schaeffler Technologies...
  • Page 59: Using The Optime Dashboard

    Using the OPTIME dashboard The OPTIME dashboard is the main user interface for use in control rooms where KPIs and alarm notifications for the condition monitoring of the asset can be monitored. The OPTIME dashboard helps users and administrators to actively...
  • Page 60: Registration, Login And Logout

    You need to create a new, secure password for the initial login. Make a note of your user name and password, because you will need   them to log onto the OPTIME app and OPTIME dashboard. BA 68 Schaeffler Technologies...
  • Page 61: General Navigation

    For operation of the app the various pages contain navigation elements and settings options. Navigation elements The app pages contain hierarchy path, drop-down menus and navigation buttons that provide several options for reaching navigation targets. Drop-down menus Navigation buttons Hierarchy path Figure 43 Navigation elements Schaeffler Technologies BA 68...
  • Page 62 Search function and filters The search function can be used in various sections of the OPTIME dashboard to help refine search results for assets, machines or sensors according to specific criteria. Filters can be set based on an inputtable search string, the criticality of the machine and the machine type.
  • Page 63: Description Of Dashboard

    Reduce view Reduces view. Hide and show menu Hides menu. The same button can be used to show the menu again. Schaeffler-Tab Exits the [ Alarms & Events ] view. Favorites-Tab Exits the [ Favorites ] view. Schaeffler Technologies BA 68...
  • Page 64: Using The Dashboard Levels

    Schaeffler OPTIME Using the dashboard levels Various dashboard levels are available via the page Resource Browser level [ Process Area level [ Department level [ Group level [ Machine Sensor level [ Alternatively, the various dashboard levels can also be accessed via the tab of the same name.
  • Page 65: Level Department

    The list under [ My groups ] shows the user-defined groups set up in the OPTIME app. The highest alarm level determines the colours of the sensor symbols. In the drop-down menu the sensors are sorted according to alarm level. If you click on a sensor in the drop-down menu you will...
  • Page 66: Level Group

    Schaeffler OPTIME The Status column shows the symbol for the machine in the colour of the alarm level. The machines can be identified through the columns Machine ID and Machine Name. Clicking on the ID will take you to the [ Machine ] level.
  • Page 67: Level Machine

    The metadata are listed below the symbol, depending on machine type this information could be: machine name description location speed machine type criticality department. This information is specified when installing the sensor and can be edited via the OPTIME app. Schaeffler Technologies BA 68...
  • Page 68 Schaeffler OPTIME The [ Machine Status ] is updated once a day and is based on the KPIs determined for the sensor or sensors. State diagrams In the state diagrams the phases in which an alarm status is present are represented in different colours according to their alarm level.
  • Page 69 For each machine the log archives alarm notifications and log entries by personnel in chronological order. The log entries made by the operator in the OPTIME app are visible in the log. Figure 51 Examples of log entries Schaeffler Technologies...
  • Page 70: Level Sensor

    Sensor ] level shows details of the analysed data on vibrations and temperature that have been provided by the selected OPTIME sensor. The raw data of the sensor can also be displayed. Filter for period of analysis KPIs RAW DATA...
  • Page 71 ] button, the graph can be switched to show the points in time when the KPIs were received by the sensor. Optionally, requests for KPIs and raw data can be initiated directly via the OPTIME app and OPTIME dashboard. KPIs The [ ISO/DeMod/Temp...
  • Page 72: Schaeffler-Tab

    Favorites Switches to “Favorites” view. Alarms & Events Switches to “Alarms and Events” view. Management Mode Switches to OPTIME dashboard management display (for administrators only). Settings Switches to “Settings” view. Help IoT ticket documentation about various views and settings.
  • Page 73 Alarms & Events ] view is used to manage alarm notifications, see page 72. Dashboard The designated dashboards are displayed on the page. The number of dashboards shown depends on how the system structure has been set up. Schaeffler Technologies BA 68...
  • Page 74: Alarms

    Schaeffler OPTIME Alarms In the [ Alarms & Events ] view, alarms for departments, machines and sensors are shown in one place. The user can get to the [ Alarms & Events ] view from several access points on the OPTIME dashboard.
  • Page 75 ] button to return to the previous dashboard. Note Using the browser’s [ Back ] is not recommended, as it resets the dashboard view and the user then has to navigate to the correct dashboard again. Schaeffler Technologies BA 68...
  • Page 76: Other Dashboard Options

    Schaeffler OPTIME Other dashboard options Using the vertical ellipsis (more options) menu, further settings can be performed depending on the user’s role and permissions. Figure 57 Vertical ellipsis menu (more options menu) BA 68 Schaeffler Technologies...
  • Page 77: Troubleshooting And

    Troubleshooting and On the OPTIME customer portal you can get help with rectifying malfunctions in the Frequently Asked Questions (FAQ) section. rectification The sensors may only be sent back following consultation with WARNING Schaeffler. It is absolutely imperative for any sensors being returned to be deactivated first.
  • Page 78: Technical Data Technical Data Gateway

    Schaeffler OPTIME Technical data Technical data gateway Nameplate The nameplate with the serial number (S/N) is located on the side of the housing. Underneath this you will find a QR code into which the serial number is embedded. Technical data...
  • Page 79: Technical Data Sensors

    Technical data sensors Nameplate The serial number is printed on the sensor. OPTIME 3 Designation Value Unit Measuring functions Temperature – – Vibrations, calculated KPIs Kurtosis VELOCITY HIGH Kurtosis HIGH DeMod Measured values Bandwidth 0,01 to 3 Amplitude 2, 4, 8, 16 g...
  • Page 80 Schaeffler OPTIME OPTIME 5 Designation Value Unit Measuring functions Temperature – – Vibrations, calculated KPIs Kurtosis VELOCITY HIGH Kurtosis HIGH DeMod Measured values Bandwidth 0,01 to 5 Amplitude 2, 4, 8, 16 g Measuring interval KPIs Measuring interval time signal...
  • Page 81: Appendix Eu Declaration Of Conformity

    Appendix EU Declaration of Conformity Figure 58 EU Declaration of Conformity Schaeffler Technologies BA 68...
  • Page 82 We reserve the right to make technical changes. © Schaeffler Technologies AG & Co. KG Schaeffler Monitoring Services GmbH Issued: 2020, November Kaiserstraße 100 This publication or parts thereof may not 52134 Herzogenrath be reproduced without our permission.

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