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User Guide
November 2019
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Revision History
This service manual is updated as necessary. New or significantly overhauled sections are listed under comments; for additional
details, see the separate Revision History: Smart Alerts document.
Date Comments
October 2019 Added Access Smart Alerts from a Remote Networked PC, Troubleshooting/ Cannot Access Smart
Alerts from a Remote Networked PC
August 2019 Added Support for LC, Remote Assist, Agilent Email Server and Fault Alerts
February 2019 Added support for 88x0 GCs; in Appendix, added a user roles table
September 2018 Added support for 7890 and MS systems
August 2017 Initial release; supports Agilent Intuvo 9000 GC systems only
Contents
1. Introduction .................................................................................................................................... 5
Overview .......................................................................................................................................... 5
General Procedure ......................................................................................................................... 5
Main Windows ............................................................................................................................... 5
Main Menu (Settings) ................................................................................................................... 6
Contact Agilent Support ............................................................................................................... 6
Acronyms and Terms .................................................................................................................... 6
2. Main Windows ............................................................................................................................... 7
System Configuration Window: Manage Systems................................................................... 7
Dashboard Window: Set Up and Monitor Alerts ...................................................................... 8
3. Add a System and Import a Maintenance Template ............................................................... 11
Add a System................................................................................................................................ 11
Start (All Instruments) ......................................................................................................... 11
Details (Instruments Directly Connected to Company Network Only) ........................ 11
Details (Instruments Directly Connected to Instrument Controller (CDS PC) Only) . 12
Select a Maintenance Template (All Instruments) ........................................................ 13
View System Connection / Data Update Status .................................................................... 14
4. Create and Edit System Alerts ................................................................................................... 15
Overview ........................................................................................................................................ 15
Create Preventive Maintenance Alerts .................................................................................... 15
Create Alerts (Schedule- and EMF-based) ....................................................................... 15
Enter the Last PM Date ....................................................................................................... 16
Create Consumables Alerts (Schedule- and EMF-based) ..................................................... 17
Save Alert Changes to a User Template (Optional) ............................................................... 18
5. Monitor Alerts and Update the Maintenance History............................................................. 19
Monitor Alerts .............................................................................................................................. 19
Fault History and Event Log ....................................................................................................... 19
Fault History .......................................................................................................................... 19
Event Log ............................................................................................................................... 20
View and Update the Maintenance History ............................................................................ 21
6. Remote Assist............................................................................................................................... 23
Overview ........................................................................................................................................ 23
Remote Assist Request............................................................................................................... 23
Submit a Remote Request .......................................................................................................... 24
7. Access Smart Alerts from a Remove Networked PC .............................................................. 25
8. Quick Reference ........................................................................................................................... 27
System Configuration Functions ............................................................................................... 27
Dashboard Functions................................................................................................................... 28
Monitor and Create Alerts .................................................................................................. 28
View and Update Maintenance History ............................................................................ 28
Administrative Functions ............................................................................................................ 28
Communication Logs ........................................................................................................... 28
Laboratory Details ................................................................................................................ 28
User Details ........................................................................................................................... 29
Maintenance Templates...................................................................................................... 29
Email Alerts ........................................................................................................................... 30
EMF Reset History Function ...................................................................................................... 30
9. Troubleshooting............................................................................................................................ 31
Log On Generates a Certificate Warning ................................................................................. 31
Cannot Connect to a System ..................................................................................................... 31
E-mail Alerts Don’t Work............................................................................................................ 32
Verify/Edit the E-mail Address and Password ................................................................ 32
Verify/Edit E-mail Server Details ....................................................................................... 32
Verify/Edit Proxy Details ..................................................................................................... 32
Test a Fix................................................................................................................................ 32
For More Help ....................................................................................................................... 32
Cannot Access Smart Alerts from a Remote Networked PC ............................................... 32
10. Appendix ....................................................................................................................................... 35
Alert Types by System ................................................................................................................ 35
Permissions by User Role ........................................................................................................... 35
Update Instrument Firmware on Monitored Instrument/Module ....................................... 36
1. Introduction
Overview
Agilent Technologies Smart Alerts helps users create, manage, and monitor maintenance
alerts for analytical instruments. EMF- and/or schedule-based approaches can be created
for preventive and consumables maintenance.
Main features include (1) industry-specific maintenance templates; (2) system updates
every two hours; (3) e-mail notifications for due items; (4) robust logs.
NOTE Email alerts are typically set up during installation; for details, see page 30.
General Procedure
Smart Alerts includes the following high-level tasks, each with its own chapter; additional
tasks are included in the Quick Reference chapter (see page 27).
A user is created during installation; to create additional users, see page 29.
1. Add a system and import a maintenance template (see page 11).
2. Create alerts (see page 15) and save them (see page 18) as a user template that can be
imported into other systems.
3. Monitor alerts and, after maintenance is performed, update the maintenance history
(see page 19).
Main Windows
The two main Smart Alerts windows and how to access them are described in Chapter 2
(see page 7).
Other task-based sections in this document refer to these windows.
Required fields are marked with red asterisks; others are optional.
2. Main Windows
Add a System
Start (All Instruments)
Access the System Configuration window (see Figure 3); click the Add button.
NOTE IP address can be the instrument IP address or fully qualified domain name.
1. For the EMF Template field, select a template; click the Add System button.
2. Create alerts for tasks (see page 15) and then save updates as a user-defined template
(see page 18) to add to other systems.
After about a minute, the system is registered; enabled is displayed for the new
system in the list of registered systems; if necessary, click the refresh button.
Overview
There are two types of alerts: preventive maintenance and consumables, each of which
can be schedule- or EMF-based.
This chapter describes how to create alerts using the imported Agilent template. To
revert all in-progress changes to template defaults, click the Reset Settings button,
NOTE Each Preventive Maintenance alert must be schedule- OR EMF-based; at least one
schedule-based alert is recommended; create any number (or no) EMF-based alerts.
1. Repeat this process for each alert type that applies to the system.
2. Access the Dashboard window (see Figure 4); from the bottom of the window, select a
system name; click the Edit button.
5. Click the Enable checkbox for each desired schedule- or EMF-based task (based on
Enable EMF-based Alert checkbox status); for EMF-based alerts only, edit the Limit
Threshold and Warning % of Limit fields, if desired.
NOTE Agilent templates provide recommended limits as starting values. Modify these
limits based on individual system performance or applications. Agilent-
recommended limits are not a guarantee of instrument performance.
NOTE For Consumable and Preventive Maintenance alerts, manually enter the date as described
below.
1. Access the Dashboard window (see Figure 4); from the bottom of the window, click a
system name.
2. Click Enter Last Service Date or the Maintenance History button > Add Record.
NOTE Each consumable alert can be schedule-based, EMF-based, or both; any number of (or no)
schedule-based alerts can be created; create any number of (or no) EMF-based alerts.
NOTE If you change a user template that’s already associated to a system, save the changes
under a new name so that other systems with that imported template are not affected.
Monitor Alerts
Access the Dashboard window (see Figure 4).
Fault History
Unresolved faults’ Resolved Time value is blank.
Use the top row under the column headings to filter columns; for drop-down fields, select
an item; for text fields, type text.
Event Log
Use the top row under the column headings to filter the Name and Description columns;
for the Name field, select an item; for the Description field, type text.
6. Remote Assist
Overview
Remote Assist is an optional feature in Smart Alerts. It allows you to send a request to
Agilent for assistance with any configured system in Smart Alerts. This feature can be
configured in the Admin Menu.
A single installation of Smart Alerts can be used by more than one PC. PCs that reside on
the same network as the original Smart Alerts PC can access Smart Alerts remotely.
1. Launch Smart Alerts on the orginal Smart Alerts PC.
2. Note the URL displayed in the web browser.
3. Enter the URL on a supported web browser on the remote networked PC.
4. Login with a valid Smart Alerts account.
5. If the Smart Alerts login page is not accessible, there may be a firewall preventing the
connection that requires a rule/exception be added to the firewall.
6. For details on adding a rule/exception, see Cannot Access Smart Alerts from a
Remote Networked PC.
8. Quick Reference
Task Instructions
Add a system 1. Access the System Configuration window (see Figure 3).
2. From the right side of the window, click the Add button.
(The added system is 3. Enter required fields; click the Get System Details button.
automatically connected 4. Select a maintenance template (Select EMF
and enabled.) Configuration).
5. Click the Add System button.
Edit a system 1. Access the System Configuration window (see Figure 3).
2. Click a system name.
(The edited system is 3. From the right side of the window, click the Edit button.
automatically reconnected 4. Make changes.
and enabled.)
Delete a system 1. Access the System Configuration window (see Figure 3).
2. Click a system name.
3. From the right side of the window, click the Delete button.
Disable/disconnect a 1. Access the System Configuration window (see Figure 3).
system 2. Select or clear the Enabled checkbox for a system.
Enable/connect a system 3. An enabled system may take up to two hours to send
initial data to Smart Alerts; after the initial send, new
data is sent every two hours.
Hide/show systems’ model Click the – (minus) or + (plus) icon in the leftmost column of
and serial numbers the system row.
Sort displayed systems Click the heading to sort by: Enabled, System Name, System
Type, and so on.
Dashboard Functions
Monitor and Create Alerts
Task Instructions
Monitor alerts View the Dashboard window (see Figure 4).
Add/edit Preventive 1. Access the Dashboard window (see Figure 4).
Maintenance alerts 2. Click a system name.
3. Next to the Preventive Maintenance Alert heading,
click the Edit button.
4. Follow detailed instructions on page 15.
Add/edit Consumable 1. Access the Dashboard window (see Figure 4).
alerts 2. Click a system name.
3. Under the Consumable Alerts heading, click the +
(plus) icon next to a consumable.
4. Follow detailed instructions on page 17.
Revert all in-progress On the Dashboard window, click the Reset Settings
changes to template button.
defaults
Task Instructions
View history 1. Access the Dashboard window (see Figure 4).
2. Click a system name.
3. From the top right of the window, click the
Maintenance History button > View History.
Update history 1. Access the Dashboard window (see Figure 4)
2. From the top right of the window, click the
Maintenance History button > Add Record >
[Maintained Item].
Administrative Functions
Communication Logs
Task Instructions
View logs for Smart Alerts 1. From the Smart Alerts initial window, click the
interactions with Admin tab.
registered systems 2. From the window’s left pane, click Smart Alerts Logs.
Laboratory Details
Task Instructions
View/edit details 1. From the Smart Alerts initial window, click the
Admin tab.
2. From the window’s left pane, click Smart Alerts
Configuration.
3. Next to Lab Details, click the View/Edit button.
User Details
Task Instruction
Add/edit/delete users with 1. From the Smart Alerts initial window, click the
e-mail server configured Admin tab.
2. From the window’s left pane, click Users.
3. To edit or delete a user, click a field in the user’s row.
4. Click the Add, Edit, or Delete button.
5. If a user is added, an e-mail with password
instructions are sent to the user.
6. All users fields except e-mail can also be be edited by
clicking the main menu (Settings) icon > Profile (see
page 6).
Add/edit/delete users 1. From the Smart Alerts initial window, click the
without e-mail server Admin tab.
configured 2. From the window’s left pane, click Users.
3. To edit or delete a user, click a field in the user’s row.
4. Click the Add, Edit, or Delete button.
5. Complete all the required fields. Give the password
created here to the user.
6. All users fields except e-mail can also be be edited by
clicking the main menu (Settings) icon > Profile (see
page 6).
Change a Smart Alerts Click the main menu (Settings) icon > Change Password
password (see page 6).
Maintenance Templates
Task Instruction
Export a user template 1. From the Smart Alerts initial window, click the
Admin tab.
2. From the window’s left pane, click EMF
Configuration.
3. Click the template name; click the Export button;
follow the on-screen prompts.
Import a different 1. Access the Dashboard window (see Figure 4); select a
template to an existing system.
system 2. Click the EMF Templates button > Load Settings from
Template, select a template.
Task Instruction
Import a template to the 1. From the Smart Alerts initial window, click the
list of templates Admin tab.
2. From the window’s left pane, click EMF
Configuration.
3. Click the appropriate Import button (next to Agilent
EMF Tempalte or User EMF Templates); follow the
on-screen prompts.
Delete a user template 1. From the Smart Alerts initial window, click the
Admin tab.
(A deleted template is 2. From the window’s left pane, click EMF
removed from the list of Configuration.
importable templates only; 3. Under User EMF Templates, click the template name;
not from systems it was click the Delete button.
imported into)
Email Alerts
NOTE Email alerts are typically set up during installation; if they were not, refer to Smart
AlertsEmailSetup.docx in the Smart Alerts build folder to set them up now.
Task Instruction
Disable/enable e-mail Click the main menu (Settings) icon > Notification
alerts Settings (see page 6).
View/edit when a 1. From the Smart Alerts initial window, click the
reminder for an EMF- Admin tab.
based alert is sent (how 2. From the window’s left pane, click Smart Alerts
many days before Configuration.
threshold) 3. Next to Options, click the View/Edit button.
View/edit the frequency of Click the main menu (Settings) icon > Notification
subsequent reminders and Settings (see page 6).
how many to send before
stopping
Map mail server e-mail 1. From the Smart Alerts initial window, click the
address or password Admin tab.
changes to Smart Alerts 2. From the window’s left pane, click Smart Alerts
Configuration.
3. Next to E-mail Server, click the View/Edit button
Send e-mail alerts to 1. From the Smart Alerts initial window, click the
Agilent (as well as Admin tab.
specified users) 2. From the window’s left pane, click Smart Alerts
Configuration.
3. Next to Options, click the View/Edit button
9. Troubleshooting
NOTE This is a known warning; continuing does not compromise Smart Alerts.
2. For details, check the installation guide or contact your local IT (see page 6).
Test a Fix
1. From the Smart Alerts initial window, click the Admin tab .
2. From the window’s left pane, click Smart Alerts Configuration.
3. Next to E-mail Server, click the View/Edit button.
4. From the E-mail Server Settings dialog, click the Send Test E-mail button.
Figure 30 Port
5. Specify port 1337; click the Next button.
10. Appendix