Schaeffler OPTIME User Manual
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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 com- bine with the OPTIME gateway to form a mesh network. Another key OPTIME sensors 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

    Structure .................. 14 Planning ................... 16 Gateway ................... 17 Sensors ..................19 Transport and storage ....................25 Mounting Registering in the OPTIME dashboard ........26 OPTIME app installation ............26 Mount gateway ................. 26 Mount sensor ................31 BA 68 Schaeffler Technologies...
  • Page 5 Page Gateway configuration ....................37 Settings ..................38 Using the OPTIME app Login and logout................ 40 General navigation ..............41 Manage groups ................. 44 Manage machines ..............48 Manage sensors ................ 53 Add sensor................57 Add gateway................60 Using the OPTIME dashboard ....................

  • Page 6: About The User Manual Symbols

    The illustrations and descriptions cannot be used as grounds for any claims relating to devices that have already been delivered. Schaeffler Monitoring Services GmbH accepts no liability for any damage or malfunctions if the device or accessories have been modified or used in an incorrect manner.

  • Page 7: Advice On Third Party Products And Services

    The information given in this publication cannot be construed as constituting any related liability for products and services not produced or provided by Schaeffler Monitoring Services GmbH. Schaeffler Monitoring Services GmbH does not take ownership of these products and services.
  • Page 8 Schaeffler OPTIME Licences The OPTIME sensor software uses the following open source components: CMSIS Copyright © 2009-2015 ARM Limited. All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions...

  • Page 9: General Principles

    Marking Every sensor and every gateway of the OPTIME condition monitoring system is marked with a serial number. The gateway nameplate contains the serial number, information on the manufacturer and the CE symbol.

  • Page 10: Usage For The Intended Purpose

    For use in environments with an explosion risk, please note the markings on the sensors (expected to be available from 2022). The OPTIME condition monitoring system is not classified as a safety component in accordance with the Machine Directive 2006/42/EC.

  • Page 11: Selection And Qualification Of Personnel

    Do not repair any damaged system components. Please arrange for any necessary repairs to be carried out by Schaeffler Monitoring Services GmbH. 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 state.

  • Page 12: Safety Regulations

    Schaeffler OPTIME Safety regulations All safety specifications are described in the following sections. Safety during installation Read this user manual before installing the system. Make sure you are certain that the product is suitable without restrictions for the relevant applications.
  • Page 13 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 14: Scope Of Delivery Gateway

    Schaeffler OPTIME Scope of delivery The OPTIME condition monitoring system is available in various combinations. Gateway Scope of delivery of the OPTIME gateway: 1 OPTIME gateway 1 built-in LTE stick (depending on the region) 1 gateway quick guide manual BA 68-02.

  • Page 15: 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. Schaeffler Technologies BA 68...

  • Page 16: Description Structure

    (KPI) 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 available in the OPTIME dashboard. Directly after activation the sensor automatically starts to measure and transfer data at pre-set intervals.
  • Page 17 Since an independent network is used to transfer the measured data to the Schaeffler IoT Hub and wireless technology is used for other communication (pre-set, optionally also WiFi or Ethernet), there is no need for a connection to the local IT infrastructure.

  • Page 18: Planning

    Every customer receives an administration user account when OPTIME dashboard purchasing the OPTIME system. This user is able to create additional users. All created users will receive their login data by e-mail. To log into the OPTIME customer portal, please visit the following website: https://schaeffler-optime.com/dashboard...

  • Page 19: Gateway

    This also means that a gateway may on no account be installed in a metal switch cabinet. If a mobile phone connection is used for data transfer we recom- mend checking the LTE reception at the installation location beforehand with a mobile phone. Schaeffler Technologies BA 68...
  • Page 20 Schaeffler OPTIME Gateway connections and The gateway has two cable glands for routing the cable to the power supply and, optionally, feeding through the network cable, Figure 8. indicators Input power supply Input network connection LED for indicating operating status...

  • Page 21: 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 2 Hz to 3 kHz and is therefore suitable for the following applications: motors...
  • Page 22 Belt drive – OPTIME 3 Bearing position Saws – OPTIME 5 Saw blade bearing arrangement Shaft – OPTIME 3 Bearing housing Gearbox – OPTIME 5 Input and output Please consult Schaeffler if your machine is not listed. BA 68 Schaeffler Technologies...
  • Page 23 When attaching sensors to the machine it helps to use the over- views, Figure 10 to Figure 13, page 22. Mounting position Alternative mounting position Figure 10 Examples of mounting positions with sensor OPTIME 3 Figure 11 Examples of mounting positions with sensor OPTIME 5 Schaeffler Technologies BA 68...
  • Page 24 Schaeffler OPTIME 0,5 m 0,5 m Mounting position Alternative mounting position Figure 12 Examples of mounting positions for small and large motors In the case of machines that are significantly larger than 0,5 m, it is recommended that at least two sensors be used so that potential damage can be readily identified.
  • Page 25 The calculated sensor service life for both types of sensor at the pre-set measuring intervals is 5 years. Schaeffler Technologies BA 68...
  • Page 26 After each technical change, service or repair carried out on the machine, it is extremely important to restart the learning period from the OPTIME app, so that new alarm thresholds can be learned. BA 68 Schaeffler Technologies...

  • Page 27: 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 28: Mounting Registering In The Optime Dashboard

    OPTIMEapp installation Before installing the components of the OPTIME system, you will 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 on to the OPTIME app, see page 41.
  • Page 29 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 37. For further information on the gateway in the OPTIME app, see page 60.
  • Page 30 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 31: Mount Gateway

    Make sure that all electrical connections are carried out only by a qualified electrician.  A defective connection cable can cause a life-threatening electric WARNING shock. Make sure that any defective connection cables are replaced  immediately by a qualified electrician. Schaeffler Technologies BA 68...
  • Page 32 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 33 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 34 100 mm 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 35 Deactivate sensor The sensor can also be deactivated again:  In the OPTIME app, navigate to sensor management, see page 53.  sensor] button. Tap the [Deactivate  Follow the instructions in the OPTIME app to activate the sensor via NFC. Depending on the mobile device used, each separate NFC contact is acknowledged, e.g.
  • Page 36 Schaeffler OPTIME Contact surface for sensors The sensor is mounted on the base using the M6 threaded bolt. on the machine To ensure optimum measuring quality, the contact surface on the machine should be completely flat, smooth and larger than the base of the sensor.
  • Page 37 There is a risk of damage if the specified tightening torque is not adhered to. Too low a torque can lead to a weak connection between sensor and machine, while too high a torque can damage the sensor  and the threaded bolt. Schaeffler Technologies BA 68...
  • Page 38 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 57. BA 68...

  • Page 39: 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 sticker on the side of the gateway.

  • Page 40: Settings

    Schaeffler OPTIME Settings The menu items [View Gateway status] and [View error log] are not relevant for normal operation of the gateway. The information retriev- able under these menu items can be used by specialist personnel if the gateway is not working properly.
  • Page 41 If the gateway is to be connected with a local network via the RJ45 port provided in the device, the necessary settings can be performed under the menu item [Configure Ethernet LAN settings]. Figure 24 Settings for operation in LAN network Schaeffler Technologies BA 68...

  • Page 42: Using The Optime App

    The menu navigation guides the user in adding, configuring and managing new sensors. Login and logout To log into the OPTIME app as a user, you will need login data. Every customer receives an administration user account when purchasing the OPTIME system. This user is able to create additional users.

  • Page 43: General Navigation

    General navigation There are central navigation elements and setting options for running the OPTIME app, which can be found in the various screens. The following areas can be accessed in the OPTIME app, to enable targeted monitoring of the machines in the asset.
  • Page 44 [Scan Sensor] Direct access to the scan function for reading sensor settings. [Toggle Dark Mode] Toggles dark mode, in which the OPTIME app is displayed in a darkened layout. [Logout] Logs the user out. Navigation elements Button, symbol Description Goes back to previous screen.
  • Page 45 Search function and filters The search function can be used in various sections of the OPTIME app and helps 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 46: Manage Groups

    Schaeffler OPTIME Manage groups The start screen for group management is displayed immediately after logging in. Alarm-based groups are pre-set: alarm status depending on the alarm level battery status receiving status. The fields for alarm-based groups take up the whole width of the screen, while the fields for user-defined groups are square.
  • Page 47 Displays the groups compiled Filtered groups [Learning mode] on the basis of search filters. Groups] [Favorites] Displays user-defined groups. Other dedicated groups, e.g.: [Pumps] For further information on the colour coding and designation of alarms, see page 79. Schaeffler Technologies BA 68...
  • Page 48 Schaeffler OPTIME Display information on groups To obtain detailed information:  Tap on a group field.  The machines assigned to the group are displayed. Two different views Two different views are available List view: – Displays the colour-coded alarm status of the machine, the state diagram with alarm level and any outstanding alarm messages.
  • Page 49 Use the search function and filters to refine the choice of machines.  Place a check mark against the machines that you want to add to the group.  Tap the [Create group] button.  groups]. Your group will be displayed under Schaeffler Technologies BA 68...

  • Page 50: Manage Machines

    Schaeffler OPTIME Manage machines The machine management screen displays a machine with associ- ated information such as the status, active alarm notifications and the sensors connected to the machine. The sensor or sensors assigned to the machine can be accessed from the machine manage- ment system.
  • Page 51 [Edit asset] Button Button takes the user to the relevant screen. Log] [Asset Button Button takes the user to the relevant screen. For further information on the colour coding and designation of alarms, see page 79. Schaeffler Technologies BA 68...
  • Page 52 Schaeffler OPTIME Acknowledge alarm notification [Acknowledge notifications] button takes the user to the relevant screen. To acknowledge an alarm notification, it is necessary to select the action taken, Figure 32. In addition, a comment describing which actions were taken or why the notification is no longer valid must be selected from the drop-down menu.
  • Page 53 The criticality of the machine is indicated by a letter: “A” for critical machines, “B” for fairly non-critical and “C” for non-critical. The criticality is defined by the user. Figure 33 Edit machine Schaeffler Technologies BA 68...
  • Page 54 Schaeffler OPTIME Asset log The asset log records events during the service life of the asset. Events to be logged include asset creation, sensor activation and replacement and alarm notifications. You can display the log for each machine, in which notifications and log entries by personnel are archived in chronological order.

  • Page 55: Manage Sensors

    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. Figure 35 Sensor management screen Schaeffler Technologies BA 68...
  • Page 56 Schaeffler OPTIME Sensor management screen Input Field Description Machine name Text entry Displays the defined machine names. Sensor name Text entry Displays the defined sensor names. Sensor symbol Normal status. Displays an alarm notification. Displays the battery status. Shows that the sensor is offline and has not transmitted any data in the last 24 hours hours.
  • Page 57 To zoom out place two fingers on the time signal and then pinch close. Do exactly the same to navigate the frequency range. Use the [Close] button to return to the sensor management screen. Figure 36 View raw data Schaeffler Technologies BA 68...
  • Page 58 Schaeffler OPTIME Edit sensor The [Installation] button opens the buttons [Replace sensor], with [Installation] button [Trigger learning mode] and sensor]. [Deactivate Use the [Replace sensor] button to replace a defective sensor or a sensor with a dead battery at the same measuring point.

  • Page 59: Add Sensor

    Add sensor The addition of sensors can be initiated in various sections of the OPTIME app. Add Sensors Add Sensors Figure 37 Add sensor To add a sensor:  Tap the [Add sensor] button.  The [MACHINE] tab is displayed.
  • Page 60 Schaeffler OPTIME  The [POSITION] tab is displayed. Figure 38 Settings for machine and position  Specify the settings for the position. BA 68 Schaeffler Technologies...
  • Page 61  Hold your mobile device to the sensor when prompted to do so by the OPTIME app, to activate the sensor by NFC. Activation takes place in two steps; the sensor is switched on first, then the network parameters are transferred. As final confir- mation, the user is requested to save the settings.

  • Page 62: Add Gateway

    Schaeffler OPTIME 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 63 Figure 41 Save gateway  As necessary, select the parent mesh network that the gateway should be associated with.  Tap the [Save] button. Schaeffler Technologies BA 68...

  • Page 64: Using The Optime Dashboard

    Schaeffler OPTIME Using the OPTIME dashboard The OPTIME dashboard is the central user interface for use in control rooms where KPIs and alarm notifications for the condition monitoring of the asset can be controlled. The OPTIME dashboard helps users and administrators to actively...
  • Page 65 System requirements The following minimum requirements must be met in order to be able to use the OPTIME dashboard: System requirements: – Windows 10, current macOS or current Linux operating system – high-resolution screen –...

  • Page 66: Registration, Login And Logout

    A new, secure password must be created for the initial login. Make a note of your user name and pass- word, as you will need these to log onto both the OPTIME app and the OPTIME dashboard.

  • Page 67: General Navigation

    Navigation elements The app pages contain the hierarchy path, drop-down menus and navigation buttons that provide several options for reaching navigation targets. Hierarchy path Drop-down menus Navigation buttons Figure 43 Navigation elements Schaeffler Technologies BA 68...
  • Page 68 Adjust user profile. INFORMATION] Search function and filters The search function can be used in various sections of the OPTIME dashboard and helps refine search results for assets, machines or sensors according to specific criteria. Filters can be set based on an input-capable search string, the criticality of the machine and the machine type.

  • Page 69: Description Of The Dashboard

    Returns to the default view. [Zoom out] Reduces the view. [Auto-hide the menu] Hides the menu. The same button can be used to show the menu again. [Schaeffler-Tab] Provides access to other functions, see page 77. Schaeffler Technologies BA 68...

  • Page 70: Using The Dashboard Levels

    Schaeffler OPTIME Using the dashboard levels Various dashboard levels are accessible via the structure tree on Browser] page: [Resource level [Process Area] level [Department] level [Group] level [Machine] level [Sensor]. Alternatively, the individual dashboard levels can also be accessed via the tab of the same name.

  • Page 71: Level Department

    [Machines with alarm notifications], see page 66. The list under groups] shows the user-defined groups set up in the OPTIME app. The colours used to display the warning level in the lists under [Departments] and [Machines with alarm notifications] are deter- mined from the highest alarm level for an individual characteristic value that applies to the department or machine.

  • Page 72: Level Group

    Schaeffler OPTIME You can use filters in the displayed list of machines, see page 66. The machines are ordered so that the machine with the most critical alarm status is at the top. For further information on the colour coding and designation of alarms, see page 79.

  • Page 73: 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 74 Schaeffler OPTIME [Machine status] is updated once a day and is based on the KPI values 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 75 History Alarm notifications and log entries by personnel are archived chronologically in the history for each machine. Log entries perfor- med by the operator in the OPTIME app are also visible in the history. Figure 51 Examples of entries in the history...

  • Page 76: Level Sensor

    Level [Sensor] The [Sensor] level displays 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 [RAW...
  • Page 77 [Anomaly Score] tab contains graphs based on an algorithm developed specially by Schaeffler. This parameter shows a signifi- cantly lower dependency on operating parameters such as speed and power. Schaeffler Technologies...
  • Page 78 Schaeffler OPTIME Raw data Using the [RAW DATA] button, the user can access the raw data of the sensor instead of the calculated KPIs. Figure 53 Display of raw data BA 68 Schaeffler Technologies...

  • Page 79: Schaeffler Tab

    Events] Switches to the view in which the notifications are displayed. [Management Mode] Switches to the view in which the OPTIME dashboard is managed by users with administrator rights. [Settings] Switches to the view in which settings are carried out.
  • Page 80 Schaeffler OPTIME [Schaeffler-Tab] The [Schaeffler-Tab] provides access to further functions, if you click on the button at the bottom of the page. Click on the button at the top of the page to close the view that was opened by the [Schaeffler- Tab].

  • Page 81: Alarms

    [Alarms & Events] view, alarms for departments, machines and sensors are displayed in one place. The user can reach the [Alarms & Events] view from several access points on the OPTIME dashboard. Figure 55 Display of alarm notifications [Alarms &...
  • Page 82 To acknowledge all visible alarms on a page following validation and selection of remedial measures, click on the [ACKNOWLEGDE PAGE] button.  Click on the [Schaeffler-Tab] button to return to the previous dashboard. An acknowledgement via the [Alarms & Events] view is not saved in the history and can be used to eliminate false alarms.

  • Page 83: Other Dashboard Options

    The alarm notification is saved with a time stamp and details on the user. Other dashboard options Using the vertical ellipsis (more options) menu, further settings can be performed depending on the user’s role and permissions. Figure 58 Vertical ellipsis menu (more options menu) Schaeffler Technologies BA 68...

  • Page 84: Troubleshooting And

    Schaeffler OPTIME Troubleshooting and The Frequently Asked Questions (FAQ) on the OPTIME customer portal can assist with troubleshooting. rectification The incorrect handling of sensors may result in leaks or the emission WARNING of evaporated electrolyte that can cause a fire or an explosion and lead to serious injuries or death.

  • Page 85: Technical Data

    –40 to +85 °C Humidity 20 to 90 Dimensions, mass Length Width Height Mass Certificates CE (EU directive 2014/53/EU), FCC, Current certifications SRRC, IC, RCM, Anatel, NTC, NBTC, https://www.schaeffler.de/ SIRIM, WPC std/1F8A OPTIME Figure 59 Gateway dimensions Schaeffler Technologies BA 68...

  • Page 86: Technical Data Sensors

    Schaeffler OPTIME Technical data, sensors Nameplate The serial number is printed on the sensor. Technical data, OPTIME 3 Designation Value Unit Measurement functions Temperature –40 to +85 °C Vibrations, calculated KPIs high DeMod mm/s velocity Kurtosis – Kurtosis high Measured values...
  • Page 87 Technical data, OPTIME 5 Designation Value Unit Measurement functions Temperature –40 to +85 °C Vibrations, calculated KPIs high DeMod mm/s velocity Kurtosis – Kurtosis high Measured values Bandwidth 2 to 5 000 Amplitude 2, 4, 8, 16 Measuring interval KPIs...
  • Page 88 30,6 32,6 Figure 60 Sensor dimensions BA 68 Schaeffler Technologies...

  • Page 89: Appendix Eu Declaration Of Conformity

    Appendix EU Declaration of Conformity Figure 61 EU Declaration of Conformity Schaeffler Technologies BA 68...
  • Page 90 This publication supersedes all deviating infor- mation from older publications. Printing, including 52134 Herzogenrath excerpts, is only permitted with our approval. Germany © Schaeffler Technologies AG & Co. KG www.schaeffler.de/optime BA 68 / 02 / en-GB / DE / 2021-09...

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