WINLAND INSIGHT Remote Monitoring User Guide
- September 17, 2024
- WINLAND
Table of Contents
WINLAND INSIGHT Remote Monitoring
Product Information
Specifications
- Product Name: INSIGHT Remote Monitoring
- Model: INSIGHT
- Revision: B, 10 May 2024
- Intended Users: INSIGHT resellers, customers, and users responsible for administrating and monitoring Winland devices
Product Usage Instructions
Chapter 1: Overview
This chapter summarizes the remote monitoring, remote management, and reporting features of INSIGHT.
Chapter 2: Getting Started
To begin using INSIGHT, follow these steps:
- Obtain an INSIGHT account.
- Establish an Internet connection through the device.
- Log into the INSIGHT host server.
Chapter 3: Monitoring Devices
In this chapter, you will learn how to:
- Use the dashboard to monitor your devices and sensors.
- Acknowledge sensor readings.
- Respond to alert conditions.
Chapter 4: Account Administration
Manage your account effectively by:
- Use the account tree to manage customer accounts, users, devices, device sharing, sensors, locations, and groupings.
Chapter 5: Managing Reports
Create and schedule sensor log reports and alert reports in this chapter.
FAQs
- Q: What devices are supported by INSIGHT?
- A: INSIGHT supports Winland EA800-ip and EAPro-GTWY devices. For more details on each device, refer to the respective manual.
- Q: Can I still use the discontinued EA800-ip?
- A: Winland recommends replacing the EA800-ip with the EAPro-GTWY for optimal performance and support.
User’s Guide INSIGHT Remote Monitoring
Rev B, 10 May 2024
INSIGHT User’s Guide
Rev B, 2024
This document is provided for informational purposes only and may contain errors. Winland Electronics reserves the right, without notice, to make changes to this document or in product design or specifications. Winland Electronics disclaims any warranty of any kind, expressed or implied, and does not guarantee that any results or performance described in the document will be achieved by you. All statements regarding Winland Electronics’ future direction and intent are subject to change or withdrawal without notice and represent goals and objectives only.
Document Revision History
Revision A: 28 December 2016 Revision B: 10 May 2024
Changes
Sections Affected
Initial release
EAPro-GTWY Device sharing Device UI Sensor UI
Preface
The INSIGHT remote monitoring platform provides access to the EA800-ip and the
EAPro ® Gateway (“EAPro-GTWY”) to monitor sensors, log sensor data, notify
users of alert conditions, track user responses to alerts, and schedule
reports.
Intended Audience
This guide is intended for INSIGHT resellers, customers, and users who are
responsible for administrating and monitoring Winland devices.
Devices
A device refers to a Winland EA800-ip or the EAPro-GTWY. For more details on
each of the devices, reference the manual for your device.
EAPro-GTWY: http://manual.eapro.winland.com EA800-ip:
http://manual.ea800-ip.winland.com
NOTE The EA800-ip is a discontinued product. Winland recommends replacing the
EA800-ip with the EAPro-GTWY.
What Is in This Guide
This guide is organized into the following chapters: Chapter 1, Overview
summarizes the remote monitoring, remote management, and reporting features of
INSIGHT.
Chapter 2, Getting Started describes how to obtain an INSIGHT account,
establish an Internet connection through the device, and log into the INSIGHT
host server.
Chapter 3, Monitoring Devices describes how to use the dashboard to monitor
your devices and sensors, including how to acknowledge sensor readings and
respond to alert conditions.
Chapter 4, Account Administration describes how to use the account tree to
manage customer accounts, users, devices, device sharing, sensors, locations,
and groupings.
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Chapter 5, Managing Reports describes how to create and schedule sensor log
reports and alert reports.
Chapter 6, Managing Profiles describes the use of profiles to notify users of
alert conditions and guide users in responding to alert conditions.
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Related Materials
The following documents are referenced in this guide: EA800-ip Quick Start
Guide EA800-ip Installation/Owner’s Manual EAP ro-GTWY Quick Start Guide (QSG)
EAP ro-GTWY Manual
EnviroAlert documents can be found at
https://winland.com/resources/productdocumentation/. For information about
industry and government environmental monitoring requirements, see the
following links:
Vaccine Storage & Handling Toolkit, Centers for Disease Control and
Prevention, https://www.cdc.gov/vaccines/hcp/admin/storage/toolkit/storage-
handlingtoolkit.pdf
CFR Title 21, Chapter 1, Part 11, Electronic Records; Electronic Signatures;
http://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfcfr/CFRSearch.cfm?CFR
Part=11 or https://www.ecfr.gov/
Part 11, Electronic Records; Electronic Signatures — Scope and Application;
http://www.fda.gov/RegulatoryInformation/Guidances/ucm125067.htm
Documentation Conventions
This guide uses the following documentation conventions:
NOTE provides additional information.
CAUTION without an alert symbol indicates the presence of a hazard that could
cause damage to equipment or loss of data.
CAUTION with an alert symbol indicates the presence of a hazard that could
cause minor or moderate injury.
WARNING indicates the presence of a hazard that could cause serious injury or
death.
DANGER indicates the presence of a hazard that will cause serious injury or
death.
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Text in blue font indicates a hyperlink (jump) to a figure, table, or section
in this guide, and links to external site, such as websites are shown in
underlined blue. For example: Table 4-1 lists permissions for INSIGHT. For
more information, visit www.winland.com
Text in bold font indicates user interface elements such as menu items,
buttons, check boxes, or column headings. For example: On the EAPro-GTWY, to
view the serial number of your device from the User Interface (UI): Press the
Gear Icon, press Main Menu, press About, and then press Confirm. Under Data
Logs, select the Notifications option.
Key names and keystrokes are indicated with UPPERCASE: Press CTRL+P. Press the
UP-ARROW key.
Text in italics indicates terms, emphasis, variables, or document titles. For
example:
For a complete listing of license agreements, refer to the Software End User
License Agreement.
What are shortcut keys?
To enter the date type mm/dd/yyyy (where mm is the month, dd is the day, and
yyyy is the year).
Topic titles between quotation marks identify related topics either within
this manual or in the online help, which is also referred to as the help
system throughout this document.
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Technical Support
Technical Support is available during local standard working hours excluding observed Holidays.
Support Headquarters
Winland Electronics, Inc. 424 Riverfront Dr., Ste 200 Mankato, MN 56001 USA
Telephone Website Support E-mail
Toll Free: 800.635.4269×1 www.winland.com tech.support@winland.com
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Overview
The INSIGHT platform provides remote environmental monitoring, data logging,
and system auditing. Anywhere you have access to the Internet through a
computer or a smart device, you can receive E-mail and text alerts, securely
monitor your environment, manage your sensors, and generate reports. The
Winland Electronics remote monitoring solution protects data security,
integrity, and privacy with a proprietary, encrypted data protocol and secure
socket layer (SSL) data traffic.
Remote Monitoring
With INSIGHT, environmental monitoring is not a passive exercise. The INSIGHT
dashboard (Figure 1-1) shows the status of each device. From the device level,
you can drill down to see the status and details for each sensor. For each
sensor, you have the ability to acknowledge sensor readings to comply with
industry or regulatory requirements. When a sensor reading exceeds its
thresholds, the INSIGHT platform issues an alert. To ensure that an alert is
noticed, the INSIGHT platform provides a way to send alert notifications
automatically by E-mail, text, or app notification (push notifications) to a
list of users called a notification profile. When it comes time for action in
response to an alert, the INSIGHT platform enables you to create a plan of
action, called a response profile, for each device and sensor. The response
profile is a sequence of actions that ensures a consistent response to each
alert, according to your standard operating procedures (SOP). The INSIGHT
platform records acknowledgments and responses that you perform to provide
evidence of compliance. For more information about monitoring devices, see
Monitoring Devices.
Figure 1-1 INSIGHT Dashboard 11
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Remote Management
As your environment and requirements change, you can use the INSIGHT platform
to change your device and sensor settings. Using the INSIGHT account tree
(Figure 1-2), you have remote control of the following:
EA800-ip:
You can update and delete devices. You can change device parameters such as
password, keypad lock, and data collection frequency (see Managing Devices).
Sensors–You can add and delete wired sensors. You can update wired and
wireless sensor parameters, such as high and low thresholds, and alert delay
time (see Managing Sensors).
EAPro-GTWY
You can update and delete devices. You can change device parameters such as
time zone. You can remotely update the firmware on the device. (see Managing
Devices).
Sensors-You can add and delete wired or wireless sensors. You can update wired
or wireless sensor parameters, such as high and low limits, time delays and
more (see Managing Sensors).
With INSIGHT, you add Users and Locations to control who can monitor, manage
users and devices in the account tree. A User includes a username (Winland
recommends using an E-mail address for a username), with which to log into
INSIGHT, the person’s name, address, phone number, primary and secondary
E-mail addresses, and a user’s permission level. A location is a named set of
users and devices associated with a street address. You can Share Devices
across locations and accounts, to simulate regions and corporate hierarchies.
For information about User, see Managing Users.
For information about Locations, see Managing Locations.
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Figure 1-2 INSIGHT Account Tree
Reporting
The INSIGHT platform receives sensor data from a device, as seen on the
dashboard. The INSIGHT platform also receives sensor log and alert log data
from the device and stores it in the INSIGHT database. It is from this
database that INSIGHT creates sensor log reports and alert reports in the form
of listings and graphs. INSIGHT maintains device and sensor log data online
for 36 months. Beyond 36 months, log data is available from INSIGHT support by
request.
A device stores sensor log data in memory at the interval specified by the
Collection Frequency parameter, with a minimum of 10,000 data points. The
EA800-ip has a device level collection frequency, while the EAPro-GTWY allows
users to set a collection frequency per sensor. The device regularly transmits
log data to the INSIGHT database. For information about the Collection
Frequency parameter, see Adding a Device. You can generate a report for one or
more sensors covering a period of up to 31 days. Several types of reports are
available on-demand in HTML, PDF, and CSV formats,
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depending on the report. You can also schedule reports to be created and distributed to selected users by E-mail. For more information about reports, see Chapter 5, Managing Reports.
Figure 1-3 INSIGHT Reports
Getting Started
The process starts with a request for an INSIGHT account. You may be a
reseller, or you may be a customer who wants to implement remote monitoring on
a new or existing EAPro-GTWY or EA800-ip device. Each device connects to the
Internet through its Ethernet or Wi-Fi access, and your username and password
provide secure access to the INSIGHT host server. Add your device(s), sensors,
and user to INSIGHT, and you are ready to monitor your environment anywhere
you have access to the Internet.
Requesting an INSIGHT Account
The INSIGHT remote monitoring platform is available through a reseller network
or directly from Winland Electronics. To request an INSIGHT account as
reseller or a customer, fill out the form at https://winland.com/request-
insight-info/.
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Send an E-mail to tech.support@winland.com, call 800.635.4269, or start a chat
at www.winland.com if you have more questions.
After receiving your request, Winland Electronics will send you an E-mail with
an attached PDF form. If you are a reseller, the PDF form asks for company
billing information, the name of the responsible party, and an E-mail address
to serve as a username.
If you are a customer, the PDF form asks for the company billing information
plus the following:
Name of the security company that installed your device (if applicable).
An E-mail address to serve as a username.
After receiving your completed PDF form, Winland Electronics or your reseller
will send you an E-mail containing your username, a temporary password, and
the URL with which to access the INSIGHT host server.
Installing your device
Your device will dictate how many sensors you can install. For example:
EA800-ip system supports up to 12 environmental sensors (4 wired and 8
wireless).
EAPro-GTWY system supports up to 34 environmental sensors, (4 wired and 30
wireless).
With an Internet connection and the purchase of an INSIGHT subscription, you
can monitor your environmental sensors remotely.
For further information, please view the Quick Start Guide (QSG), or manual
for your device.
EA800-ip QSG and EA800-ip Manual.
EAPro-GTWY QSG and EAPro-GTWY Manual.
Establishing an Internet Connection
After installing your device and sensors, establish an Internet connection to
the INSIGHT host server.
To ensure proper communication, your firewall may need to have ports opened.
For network information and details:
EA800-ip: Troubleshooting Ethernet Connection – Advanced Winland Electronics
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EAPro-GTWY: EAPro-GTWY Advance Network Troubleshooting Winland Electronics
If you are unable to establish an Internet connection, contact INSIGHT support
at tech.support@winland.com or call 800.635.4269.
Logging in to the INSIGHT Platform
To log in to the INSIGHT platform: 1. Open a Web browser using the URL you
received in your account confirmation Email or go to www.winlandinsight.com.
The INSIGHT platform supports the following Web browsers: Microsoft® Edge®
Google Chrome®
Firefox®
2. In the INSIGHT login window, type your username, temporary password, and
then click Log In.
NOTE The INSIGHT platform operates over the Internet from a host server. You can check the status of the INSIGHT platform before logging in by clicking Insight Status in the login window.
3. After the first login with your temporary password, the system prompts you
to change your password, and to provide a secret question. In the Change
Password window, copy and paste the temporary password, and then click CHANGE
PASSWORD:
Current password
New password (minimum of eight alphanumeric characters, uppercase or
lowercase, and at least one special character). Validate the new password by
typing it a second time.
Security question and the answer
4. Read the End User License Agreement, check the I accept the terms of this
license check box, and then click ACCEPT.
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The INSIGHT platform opens with the dashboard, as shown in Figure 2-1. Common
to every application page are the menu navigation tabs, the customer account
selector, the current Customer Account, Username, and Log Out button, and the
Help button.
The menu navigation tabs provide access to the application tasks.
The customer account selector is available only to users with Reseller
permission to select from multiple customer accounts.
The Log Out button closes the platform.
The Help button opens online help for each tab page.
Figure 2-1 INSIGHT User Interface
Configuring INSIGHT
If you requested INSIGHT as a reseller, the username you received will have
Reseller Permissions. Reseller Permission means that you have authority to add
customer accounts (see Managing Customer Accounts). If you requested INSIGHT
as a Direct Customer, the username you received has Admin Permission. Admin
Permission means you have authority to add users and configure your monitoring
environment, as well as adding, deleting, or editing devices or sensors. It is
important to differentiate between Admin Permissions and an Owner/Created By.
The user that adds a device to INSIGHT, being an Admin or Reseller, will be
considered the
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Owner of the device. Only one person can be an Owner, while multiple users can
be an Admin of a device. This special permission allows for Device Sharing. A
schedule report also has an Owner and can control which users receive a
scheduled report, if you are not the Owner of a report, you cannot modify or
view that specific report. This permission can be changed with a written
request to tech.support@winland.com
Winland recommends reaching out to Technical Support, for initial setup
guidance when designing your critical monitoring configuration.
With your environment monitoring plan in mind, do the following to configure a
basic monitoring environment:
1. Add your devices and sensors, selecting the corresponding response profile
for each. See Adding a Device and Adding a Wired Sensor.
2. Add one or more notification profiles to cover your users, selecting from
the devices and sensors you added previously. Adding a Notification Profile.
3. Add a User for each of your users, selecting the corresponding
notification profiles for each. See Adding a User.
At some point, you may also want to do the following to assign alert response
procedures, control user/device access, and organize the account tree:
Add one or more response profiles to cover your devices and sensors. See
Adding a Response Profile. Remember to update your device and sensor
configurations to include a response profile.
Add locations, and then populate them with users and devices. See Adding a
Location and Working with Locations.
Add groupings, and then populate them with locations. See Adding a Grouping
and Working with Groupings.
Monitoring Devices
The dashboard is your window to your monitored environments. You can customize
the dashboard to show devices based on device status or sensor status. Using
the dashboard, you can acknowledge a sensor reading, and document your
response to an alert with a plan of action. You can set priorities for
devices, and hide devices from the dashboard, often due to removal of a system
while wanting to keep historical data on INSIGHT.
Using the Dashboard
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To view the dashboard, click the Dashboard Navigation Tab, as shown in Figure 3-1. In this example, there are six tiles , each representing a device, you can see both EA800-ip and EAPro-GTWY at the same time. At the center of the Device Overview banner, there are several filter radio buttons and three dashboard view buttons from which to choose.
2
3
1
Figure 3-1 Dashboard – Device Overview Regardless of the filter or dashboard
view, each view includes the following:
Device/sensor status: Green indicates Online; the device is operating
normally. Red indicates Alert; one or more sensors have exceeded a threshold.
Yellow indicates Responding; a response to an alert is in progress. Gray
indicates Offline; the device is not communicating with the host.
User-defined name for the device Equipment serial number (ESN), shown in
hexadecimal. City and state/province where the device is located, based on
address
information from the customer account or from the location in which the device
is a member. Date/time that sensor data was last received from the device.
Elapsed time while in an alert condition1.
1 Applies only when an alert condition exists.
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NOTE A device that is offline will still trigger alarms locally based on lights, buzzers, or relay settings.
Dashboard Views
There are three dashboard views: Device Overview, Device List View, and Map
View.
Choose the dashboard view using the view buttons
. Click (Device Overview)
to display each device as a tile. Click on a tile to display the sensor information for that
device, as shown in Figure 3-2.
Figure 3-2 Dashboard–Device Overview, Sensor Detail Click (Device List View)
to present the devices in a table. Click on a row in the table to reveal the
sensor information for that device, as shown in Figure 3-3. For accounts with
many devices, the Device List View makes reading easier with:
First, Previous, Next, and Last paging (lower right) Devices per page (Show
entries, upper left) Search function to filter device entries by keyword
(upper right) Sorting by sensor name, sensor type, sensor reading, units of
measure, and
limits by clicking the corresponding column labels.
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Figure 3-3 Dashboard–Device List View
Click (Map View) to display a map with a marker indicating the geographic position and status of each device (Figure 3-4). Initially, the marker position on the map is determined by the billing information that you provided when you requested an INSIGHT account. However, marker positions can change as you create and modify locations. For more information about locations, see Managing Locations.
Click-and-drag to move the map up, down, left, and right. Use the other navigation tools to change your view of the map:
–Mouse over the pull-down menu to view a standard road map, aerial
view, or street-side view.
–Locate Me centers the map and zooms in the approximate location based on the gateway IP address.
–Zoom In
–Zoom Out
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Figure 3-4 Dashboard–Map View To show sensor information for a device, click
on the corresponding marker. For example, click on the marker in Iowa to show
sensors for Pharma 27 (Figure 3-4). If there is more than one device at a
location, click the < and > tabs to page through the devices.
Dashboard Filters
Figure 3-5 Device Detail from Map View For all dashboard views, the dashboard
filter buttons determine which devices to show based on the device operational
state or sensor state. Table 3-1 describes the dashboard filters.
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Dashboard Filter All Devices Alerts (Red)
Responding (Yellow)
Normal (Green) Offline (Gray)
Table 3-1 Dashboard Filters
Description Displays all devices regardless of operational or sensor state.
Displays devices that have one or more sensors that have an alert condition.
Displays devices that have one or more alerts for which a response is in
progress. Responding will stay until the alarm is cleared, regardless of steps
being completed. Displays devices that are communicating with the INSIGHT host
server and no alarms or warnings are being sent from the device. Displays
devices that are not communicating with the INSIGHT host server.
Displaying Sensor Information
Depending on your dashboard view, click on a tile or table entry to show
sensor information. Figure 3-6 is a tile showing the sensor list for the
Pharma 27 device. To minimize the tile, click .
Figure 3-6 Device Sensor List The sensor list shows the following information
for each sensor:
Sensor Name: Name that was assigned when the sensor was programmed at the
device or through INSIGHT.
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Type: Wired or wireless sensor type including temperature, humidity, water,
and contact (normally closed and normally open).
: button that acknowledges a sensor value or responds to an alert. The device
issues an alert when a sensor reaches its low/high limit, or when a contact
sensor reads other than its normal state. For more information about alerts,
see Responding to an Alert.
Timestamp (EAPro-GTWY): Last timestamp of sensor data. Reading: Numerical or
Boolean value reported by the sensor.
Units: Unit of measure that applies to the Reading, Low Lim, and High Lim
values, such as Celsius (C), Fahrenheit (F), and relative humidity percentage
(RH%).
Low Lim: Sensor reading at or below which the device issues an alert.
High Lim: Sensor reading at or above which the device issues an alert.
In addition to the standard device information, the device tile also shows the
Device Level Response Plan (also known as the device response profile). The
device response profile is a sequence of actions that have been prescribed for
an alert condition that occurs on any sensor connected to the device. If there
is a response plan link present, you can click it to review or edit the device
response profile. You can specify a response profile by modifying an existing
device.
For more information about adding and modifying response profiles, see
Response Profiles.
For information about specifying a response profile on an existing device, see
Modifying a Device.
Acknowledging Sensor Readings
Some industry and government regulations require that a human being
periodically validate normal sensor readings. This validation is called an
acknowledgment. The INSIGHT platform records and maintains acknowledgment data
for compliance purposes.
To acknowledge a sensor reading:
1. In the dashboard device sensor list, click on the sensor, and then select
Acknowledge.
2. In the Acknowledgment window (Figure 3-7), review the Acknowledgment
History for any helpful information.
3. In the Add Notes field, type some appropriate notes, and then click
ACKNOWLEDGE SENSOR VALUE. In addition to your notes, your entry in the
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Acknowledgment History will include the acknowledged value, your name and username, and a date/time stamp. 4. To select another sensor, click the Sensor pull-down menu. To minimize the Acknowledgment window, click .
Figure 3-7 Sensor Reading Acknowledgment
Responding to an Alert
When a sensor reads a value that exceeds its assigned thresholds, the
device/gateway issues an alert to INSIGHT. Depending on the dashboard view,
the device tile, table entry, or map marker will be red. Figure 3-8 shows a
device tile with an alert condition.
Figure 3-8 Dashboard with an Alert Responding to an alert means performing a
sequence of actions according to the response profile that is defined for the
sensor. A response profile is a named series of actions that
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you create based on your SOP. For information about creating a response
profile, see Adding a Response Profile.
To be implemented, a response profile must be assigned to a device or a
sensor:
A response profile assigned to a device applies to all sensors connected to
that device. For information about specifying a response profile for a device,
see Modifying a Device.
A response profile assigned to a sensor applies only to that sensor and takes
precedence over the response profile specified for the device. For information
about specifying a response profile for a sensor, see Adding a Wired Sensor
and Modifying Wired and Wireless Sensors.
To respond to an alert:
1. Depending on your dashboard view, click the device tile, table entry, or
map marker.
2. In the Response window (Figure 3-9), review the Action History for any
helpful information.
3. If this sensor or its device has a response profile, you will be prompted
to perform the first action. After performing the action and typing some
appropriate notes, click ACTION 1 COMPLETE. Repeat this process for each
action in the response profile.
4. To select another sensor, click the Sensor pull-down menu. To close the
Response window, click .
While a response is in progress, the device/sensor will be yellow on the
dashboard.
Figure 3-9 Alert Response 26
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Account Administration
Account administration begins with the account tree, from which you can manage customer accounts (resellers only), users, devices, device shares, and their connected sensors. This chapter also describes the use of locations and groupings to control user access to devices and to organize the account tree.
Using the Account Tree
The account tree shows the users, devices, locations, and groupings in a
customer account. INSIGHT uses the concept of a location to limit user access
to specific users and devices. A location is a named set of users and devices
associated with a street address. You can think of the customer account as a
type of location with extended access over all users and devices in the
account tree. For more information about moving users and devices into
locations, see Working with Locations. For information about groupings, see
Working with Groupings.
A user’s customer account/location membership, combined with the User
Permission level, determines what the user can see and do in the account tree.
Membership in the top hierarchy (customer account) gives a user access to all
users, devices, locations, and groupings in the account tree. Membership in
one location gives a user access to all users and devices in the same
location. The User Permission levels, listed in Table 4-1, determine what a
user can do in the customer account or location of which it is a member.
Table 4-1 User Permission Levels
Permission Level Reseller Admin2
Owner/ Created by Admin
Description View and add customer accounts. View, add, modify, and delete
users, devices, locations, and groupings. Move users and devices between
locations. Move locations between groupings.
Share Devices with internal or external users to account.
View, add, modify, and delete users, devices, locations, and groupings.
Move users and devices between locations. Move locations between groupings.
User
View users, devices, locations, groupings.
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In Figure 4-1, User_1 and User_2 are members of the customer account
(Customer_Acme) and have access to all users, devices, and locations. User_3
and User_4 are members of Location_1 and have access to each other and
Device_4. To understand the effect of user permissions on the account tree,
assume the following:
User_1 has Admin Permission. Therefore, User_1 can view all elements in the
account tree and make changes throughout the entire account.
User_2 has User Permission. Therefore, User_2 can view all elements in the
account tree but cannot make changes.
User_3 has Admin Permission and resides in a location. Therefore, User_3 can
view elements only in Location_1 and make changes only in Location_1.
User_4 has User Permission and resides in a location. Therefore, User_4 can
view elements only within Location_1.
Figure 4-1 User Access, User Permission, and the Account Tree
For information about assigning a User Permission level to a user, see Adding
a User.
Working with Locations
To move a user or a device to a location: 1. In the account tree, drag-and-
drop the user or device from one location to another. Users and devices can be
moved between locations or between the customer account and a location in
either direction. 2. When prompted to confirm your intention to alter the
hierarchy, click YES, I’M SURE; otherwise, click CANCEL. 3. In the Edit User
or Edit Device section, make any necessary changes to the user or device
parameters, and then click SAVE. Otherwise, if there are no changes, click
CANCEL.
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4. Inspect the account tree to confirm the placement of the user or device in
the location.
In Figure 4-2, User_3 and Device_3 move from Customer_Acme to Location_1.
After the move, User_3 has access only to Device_3; User_1 and User_2 have
access to all users and devices.
Figure 4-2 Moving Devices and Users to a Location
For information about adding, modifying, and deleting a location, see Managing
Locations.
Working with Groupings
A grouping is a named set of one or more locations that is used to organize
the account tree. Groupings do not affect user access to devices; users have
access only to devices in the same location whether the location is inside a
grouping or not. For information about adding, modifying, and deleting
groupings, see Managing Groupings.
The following example adds two groupings, and then moves Location_1 and
Location_2 from Customer_Acme into Division_I_Grouping; Location_3 and
Location_4 into Division_II_Grouping.
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Figure 4-3 Moving Locations to a Grouping To move a location:
1. Drag-and-drop a location into a grouping. Locations can be moved between
groupings or between the customer account and a grouping in either direction.
2. When prompted to confirm your intention to alter the hierarchy, click YES,
I’M SURE; otherwise, click CANCEL.
3. In the Edit Location section, make changes to the location parameters, and
then click SAVE. Otherwise, if there are no changes, click CANCEL.
4. Inspect the account tree to confirm the placement of the location in the
grouping.
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Managing Customer Accounts
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NOTE The functions described in this section are for resellers only. If you are not a reseller and find that you can create and or delete customer accounts in INSIGHT, contact INSIGHT support at tech.support@winland.com or call 800.635.4269.
As a reseller, your username has Reseller Permission, which makes you the administrator of your account with the ability to add customer accounts. You can add users with Reseller Permission to your account, who can also manage the customer accounts. For example, Figure 4-4 shows a reseller’s account tree (Winland Demo Main) and its customer’s account tree (Winland Demo Sub). All users in the reseller’s account that have Reseller Permission, can manage the customer’s account, though none of the users in reseller’s account are found in the customer’s account.
Figure 4-4 Reseller and Customer Accounts To view the available customer
accounts, click the Account Administration tab to open the Account
Administration window, as shown in Figure 4-5.
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Figure 4-5 Account Administration – Customer Accounts
To view customer details, click opposite the entry in the Choose a Customer
section.
To add a customer account, click
in the Add New section. For
more information about adding a customer account, see Adding a Customer
Account.
To manage users, devices, and sensors for a specific customer, click the customer’s name in the Choose a Customer section. From the account tree in the Edit Accounts section (Figure 4-6), you can manage users, devices, locations, and groupings. In the Add New section, you can add new devices, groupings, locations, and users.
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Adding a Customer Account
To add a customer account:
1. Click the Account Administration tab.
2. In the Add New section, click
.
3. In the Add Customer section, type values for the following fields:
Customer Name–Name of the customer’s company.
Primary Contact–Name of the individual who will administrate users and devices. Primary Phone–Telephone number of the primary contact. Primary E-mail–E-mail address of the primary contact. Company address, country, city, state/province, and zip code. Description–Optional details about the customer account.
4. Click SAVE to save the customer account information; otherwise, click
CANCEL.
Modifying or Deleting a Customer Account
You cannot modify or delete a customer account; nor can you merge two existing
customer accounts. To create organizational divisions within a customer
account, use locations and groupings. If you need to make changes to your
customer account, contact INSIGHT support at tech.support@winland.com or call
800.635.4269.
Managing Users
Users determine who can log into INSIGHT and what users can do in the customer
account or location of which they are a member. For information about the
factors that determine user access to elements in the account tree, see “Using
the Account Tree” on page 18. This section describes how to add, modify, and
delete a user.
Adding a User
When you add a user, an E-mail is sent to the primary E-mail address
indicating the new username and temporary password. You must have Reseller
Permission or Admin Permission to add a user.
To add a user:
1. Click the Account Administration tab.
If you are a reseller, in the Choose a Customer section, click the customer
account name.
If you are not a reseller, proceed to Step 2.
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2. In the Add New section, click
.
3. In the Add User section, type values for the following fields:
Username – Username consisting of upper and lowercase alphanumeric characters,
period (.), underscore (_), and @. The username must be unique across the
entire INSIGHT database; therefore, an E-mail address is recommended. Choose
this name wisely; it cannot be changed except to delete the User and add a new
one.
First Name, Last Name – Name of the person who owns the user.
Primary E-mail – E-mail address that receives the username and temporary
password. This E-mail address also receives alert notifications.
NOTE Winland does not recommend using a phone to email for the primary email
address. SMS to Email often cut past a certain character, which can make it
impossible to receive password resets.
Secondary E-mail – An alternate E-mail address to receive alert notifications.
This address can also be the number for a phone that can receive text
messages. To find the E-mail format for your wireless carrier, click here in
the sentence:
“Click here for common text message E-mail formats.”
Notification Profile – Click the pull-down menu, and then select from the list
of notification profiles. A notification profile defines the sensors and
conditions for which the user is to receive alert notifications. For more
information about notification profiles, see Notification Profiles.
CAUTION If you do not specify a notification profile for the user, the user
will not receive alert notifications.
User Permission Level – Choose a permission level. For information about user
access and user permission levels, see Using the Account Tree. Reseller –
View/add/modify customer accounts, user, devices, locations, and groups for
multiple customers.
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Admin – View/add/modify user, devices, locations, and groups for a single
customer.
User – View users, devices, locations, and groups for a single customer.
Account Locked – Locks (checked) or unlocks (unchecked) the user. If the user
is locked, the user cannot log in to INSIGHT.
Address, Country, City, State/Province, Zip/Postal Code. Primary Phone –
Telephone number of individual who owns the user.
4. Click SAVE to save the user information; otherwise, click CANCEL.
Modifying a User
To modify a user: 1. Click the Account Administration tab. If you are a
reseller, in the Choose a Customer section, click the customer account name.
If you are not a reseller, proceed to Step 2.
2. In the Edit Accounts section, click a user in the account tree. 3. In the
Edit User section, make the necessary changes. The username cannot be
changed. For information about the user parameters, see Adding a User. 4.
Click SAVE to save the user information; otherwise, click CANCEL.
Deleting a User
Deleting a user from INSIGHT will set the user to be unable to login with the
associated username. You may want to consider the following alternatives:
To temporarily block access to INSIGHT while retaining the user, you can lock
the user, as described in Modifying a User.
To remove a User from a location, see Working with Locations.
To delete a User: 1. Click the Account Administration tab. If you are a
reseller, in the Choose a Customer section, click the customer account name.
If you are not a reseller, proceed to Step 2.
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2. In the Edit Accounts section, click a user in the account tree.
3. In the Edit User section, click Delete User.
4. In the User Delete Confirmation window, click YES, I’M SURE to confirm the
deletion; otherwise, click CANCEL.
Managing Devices
Adding a device requires three pieces of information: customer desired `device
name’, the serial number, and the device key. Having added a device to
INSIGHT, you can now remotely manage device parameters, date and time, buzzer,
and several others. The following sections describe how to add, modify, and
delete a device.
NOTE Features may not be available based on the model of the device. Please refer to your device’s manual for more information.
Adding a Device
Before you can add a device to INSIGHT, the console must be installed,
connected to the Internet, and communicating with the host server. INSIGHT may
require you to add a sensor after initial connection to validate physical
ownership of the device. You will also need the device serial number and
device key, which can be found in two places: EA800-ip:
On the Ethernet port mounted on the EA800-ip circuit board. On the EA800-ip
console Main Menu: select About EA800, select ENET (F2), and
SN and Key will be on the display.
EAPro-Gateway On top of the board on a label attached to the circuit board. On
the Main Menu: select ABOUT, select CONFIRM.
To add a device: 1. Click the Account Administration tab. If you are a
reseller, in the Choose a Customer section, click the customer account name.
If you are not a reseller, proceed to Step 2.
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2. In the Edit Accounts section, click
.
3. In the Add Device section, type values for the following fields:
Device Name – Descriptive name by which to identify the device in INSIGHT.
Serial Number – Device serial number.
Key – Device key.
4. Click SAVE to save the device; otherwise, click CANCEL.
Modifying a Device To modify device parameters: 1. Click the Account
Administration tab. If you are a reseller, in the Choose a Customer section,
click the customer account name. If you are not a reseller, proceed to Step 2.
2. In the Edit Accounts section, click a device in the account tree. The
Device Edit will open by default.
3. In the Device Edit section, make the necessary changes to the following
parameters.
NOTE If a field is greyed out, it means INSIGHT does not support the parameter
to be adjusted. For more information on device support, use your device’s
manual.
Device Name Customer driven custom name. Changing a device’s name will show
that name throughout all historical reports. Name changes are stored for
auditing.
Root PIN – Four-digit password used to unlock the device. Date Format – Date
format: MM/DD/YYYY or DD/MM/YYYY. Time Format – Time format: 12 hour or 24
hours.
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Device Response Profile–Action plan to perform in response to an alert on any
sensor connected to this device. For more information about response profiles,
see Response Profiles.
Time Zone – Time zone.
Offline Alert Time–Time period that the device can be without communication
with the host server before issuing an alert. Select 10 Minutes, 30 Minutes, 1
Hour or 2 Hours. Select Disabled to send no alerts regarding offline status.
Reminder Interval – Time period that INSIGHT waits to send a reminder alert
Email after the first alert E-mail has been sent to users in the notification
profile. Select 10 Minutes, 30 Minutes, 1 Hour or 2 Hours. Select Disabled to
send no alerts of any kind, including condition alerts, offline alerts, and
alert reminders.
Buzzer – Enables or disables the audible alarm on the device.
Lights Enables or disables the visual alarm (LED) on the device.
Dashboard Priority Allows dashboard customization in which order the devices
display, where 1 is top priority and 5 is lowest priority. Device(s) in alert
or offline will take precedence.
Collection Frequency – Time interval at which to collect and store sensor log
data in the INSIGHT database. Select 5 Minutes, 15 Minutes, 30 Minutes, 1 hour
or 2 hours.
NOTE Collection Frequency may be at the device, or sensor level depending on the device.
Keypad Lock – LOCKED or UNLOCKED the device’s local editing. If the keypad is
locked, the device can be managed only through INSIGHT.
Dashboard Hidden Removes devices from the Dashboard. This can be used on
devices that have been removed from service, that is required to stay on
INSIGHT for historical data or auditing requirements.
Description / Notes Key notes or historical data for display, when looking
at the device edit screen. Recommended to place location, key contact or
critical information for the device.
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Reason for Change Historical referencing note taking. Will be displayed when looking at historical logs and running reports. After submitting, Reason for Change will be cleared for the next edit.
NOTE It is highly recommended to have internal policies that require a Reason for Change for any edits.
Click SAVE to save the device information; otherwise, click CANCEL.
Deleting a Device
Deleting a device deletes the device from an account on INSIGHT, including all
notification profile settings and sensor data reporting associated with the
device. References to the device and its sensors are also removed from
notification profiles. However, the sensor configurations remain on the
device. Historical data is not removed from INSIGHT as required by auditing
requirements.
NOTE Features may not be available based on the model of the device. Please
refer to your device’s manual for more information.
It is recommended to create a sensor detail log report as a backup before
deleting a device. For information about creating a sensor detail log report,
see Creating a Report.
To delete a device from the account tree:
1. Click the Account Administration tab. If you are a reseller, in the Choose
a Customer section, click the customer account name.
If you are not a reseller, proceed to Step 2.
2. In the Edit Accounts section, click a device in the account tree. 3. In
the Edit Device section, click Delete Device. 4. In the Device Delete
Confirmation window, click YES, I’M SURE to confirm the deletion; otherwise,
click CANCEL.
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Share a Device
Sharing a device allows a device to be shared beyond its location or account.
Users can see a device, as well as control settings, or enable notifications
as if the device was in their location, based on their permission. Only an
Owner of a device can share the device.
To share a device
1. Click the Account Administration tab.
If you are a reseller, in the Choose a Customer section, click the customer
account name.
If you are not a reseller, proceed to Step 2.
2. In the Edit Accounts section, click a device in the account tree. 3. Click
on Device Share on the device navigation.
4. Enter the username of the user you want share the device with. 5. Click
Add.
An E-mail will be sent to the users primary E-mail address. You will see
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Accept a Shared Device as the Owner
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NOTE The Owner of the device can accept a share for a user within their own organization if they have Admin Permissions. If the Owner has Reseller Permissions, they can accept the share for any organization under their Choose a Customer.
1. Select the device you want to share under Account Administration. 2. Click
on Device Share on the Device Navigation. 3. Copy the Key for the user you
want to share the device with. 4. Select the User you want to share the device
with. 5. Paste the Key, or manually enter the Key under Shared Devices and
click ADD.
Delete a Share as a User
NOTE Deleting a shared device, does not delete the device from the system. It
removes the viewing and editing of a device for that specific user. Any user
can delete their own shared device, regardless of permission.
1. Select your name under Account Administration. 2. Click on the DELETE icon
next to the device under Shared Device. 3. Click on CONFIRM to accept the
removal of the share or CANCEL to disregard the
change.
Delete the Share as an Owner
1. Select the device you want to stop a shared device under Account
Administration. 2. Select Device Share under the device navigation. 3. Select
the DELETE icon, next to the user you wish to remove from the Shared Device 4.
Click on CONFIRM to accept the removal of the share or CANCEL to disregard the
change.
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Update Firmware
1. Select the device under Account Administration 2. Select Update Firmware.
Rev B, 2024
NOTE It is recommended to have someone on site to validate all sensors have reconnected after the firmware update. The device has 30 minutes to complete a firmware update, if unsuccessful, in the case of bad network connection, will fall back to the prior firmware.
Managing Sensors
INSIGHT enables you to modify wired and wireless sensor parameters from a
remote location. You can also use INSIGHT to add and delete wired or wireless
sensors; wireless sensors may need to reset locally to connect properly to the
device.
NOTE Devices, such as the EA800-ip, do not allow wireless sensors to be added
or deleted remotely.
Adding a Sensor
For wiring information about connecting your wired or wireless sensor, see
your devices manual for more details.
NOTE Features or sensor types may not be available based on the model of the
device. Please refer to your device’s manual for more information.
To add a sensor to a device: 1. Click the Account Administration tab. If you
are a reseller, in the Choose a Customer section, click the customer account
name. If you are not a reseller, proceed to Step 2.
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2. In the Edit Accounts section, click a device in the account tree.
3. Click +Add Hardwired or +Add Wireless.
4. Under Add a New Sensor . . ., select or type values for the following
sensor parameters. For details about the sensor parameters, see your devices
Installation/Owner’s Manual. Type – Select from the pull-down menu:
Temp White, Temp Blue, Temp Red (temperature).
PT1000 RTD sensor with custom range.
HA-4 (Humidity), or HAIII-+.
WaterBug (water presence).
NO Contact, NC Contact (normally open/normally closed contact).
4-20mA Output, or 0-5V output Units Requires you to select default units,
such as °F, °C, RH, PSI or create a custom unit with 3 characters.
Position – Sensor terminal position (14) on the device’s circuit board. For
information about sensor terminal positions, see your devices
Installation/Owner’s Manual.
Name/Location – Descriptive name by which to identify the sensor. Units – Unit
of measure for the sensor. This value cannot be changed after you
click SAVE, except to delete the sensor and add a new one. MKT Mean Kinetic
Temperature. Disabled by default, allows for air (83.1
KJ/mol), glycerin (56.2 KJ/mol) or a custom KJ/mol. Will display on summary
reports. Low Limit – Sensor value at or below which an alert is issued. High
Limit – Sensor value at or above which an alert is issued. Alert Delay – Time
period in minutes to wait before issuing an alert after an alert condition
occurs. Values can be 0120. Alert Response Profile – Response profile to use
in the event of an alert on this sensor. This profile has precedence over the
response profile that is assigned to the connected device. Other than a
specific response profile, values can be the following:
[Use This Device’s Response Profile]–Specifies the response profile that is
assigned to the connected device.
None – Specifies no response profile.
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For more information about response profiles, see Response Profiles.
Relay – Relay terminal number on the device’s circuit board to use for output
to an external alarm panel. An asterisk (*) next to the relay number means
that relay is assigned to at least one other sensor. You can assign a relay to
more than one sensor.
Resolution – For 420mA sensors, this parameter specifies accuracy of sensor
readings to whole numbers, tenths, hundredths, or thousandths. Values can be
1, .1, .01, or .001.
Hysteresis Also called a clearing buffer. Value subtracted from the high
limit and added to the low limit defining the thresholds for canceling an
alert, thus minimizing recurring alerts. The default is the same as the
Resolution parameter and is generally good value to use. Avoid using zero (0).
Example: If a high alarm value was set at 10.0° and hysteresis was set at
0.5°. Once a sensor goes into alarm, it will only clear at 9.5°, or 0.5 below
the limit, for a high alarm. A low alarm would be reversed, and clear at 10.5,
if the settings were the same.
4mA Value – For 420mA sensors, the sensor measurement value (usually the
lowest) corresponds to a current output of 4mA.
20mA Value – For 420mA sensors, the sensor measurement value (usually the
highest) corresponds to a current output of 20mA.
Offset – Positive or negative value applied to a sensor to correct a nominal
difference between the sensor readings and a certified measurement or
reference standard. This parameter is not available for all sensors, and the
acceptable values are dependent on the sensor resolution. For temperature
sensors, differences of more than 0.5° F may indicate a sensor malfunction.
Description – Sensor description
5. Click SAVE and ADD to save the sensor information; otherwise, click
CANCEL.
6. Click SAVE to save the device information; otherwise click CANCEL.
Modifying Sensors
To modify a wired or wireless sensor on a device:
1. Click the Account Administration tab.
If you are a reseller, in the Choose a Customer section, click the customer
account name.
If you are not a reseller, proceed to Step 2.
2. In the Edit Accounts section, click a device in the account tree.
3. Click Sensors on the Device Navigation.
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4. Select the sensor to open the details.
5. Make the necessary changes. For more information about the sensor
parameters, see Adding a Sensor. Some fields will only show on edit or based
on permissions.
Reason for Change Historical referencing note taking. Will be displayed when
looking at historical logs and running reports. After submitting, Reason for
Change will be cleared for the next edit.
NOTE It is recommended to record a Reason for Change for auditing. A Reason
for Change is stored for each edit on the INSIGHT database.
6. Click SAVE and ADD to save the sensor information; otherwise, click
CANCEL. 7. Click SAVE to save the device information; otherwise click CANCEL.
View Sensor History
You can view who modified the last 10 sensor edits as well as the Reason for
Change, on the Sensor History, located at the bottom of the Sensor page.
Winland is designing historical reports that will populate sensor install
date, all edits on the sensor, and the delete date, if the sensor has been
deleted.
Deleting a Sensor
Deleting a sensor deletes the sensor from the device; the device no longer
collects data from the sensor, nor will the sensor trigger any relays.
Furthermore, the sensor is also removed from any notification profiles
associated with it.
NOTE It is recommended to backup any data from a sensor prior to deleting.
Data is still stored on INSIGHT for 3 years; however, data recovery may
require a fee from Winland.
Some devices will not allow you to remotely delete a wireless sensor, such as
on the EA800-ip. This is due to being unable to re-add the sensor remotely.
You must use EA800-ip keypad as described in the devices Installation/Owner’s
Manual.
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To delete a sensor from a device:
1. Click the Account Administration tab. If you are a reseller, in the Choose
a Customer section, click the customer account name. If you are not a
reseller, proceed to Step 2.
2. In the Edit Accounts section, click a device in the account tree. 3. Click
on the Sensors tab and then click on the name of sensor from the list. 4. On
the lower right side, DELETE is presented as a button.
NOTE It is recommended to backup data prior to deletion. It is recommended to note a Reason for Change prior to deletion.
5. In the Sensor Delete Confirmation window, click YES, I’M SURE to confirm the deletion; otherwise, click CANCEL.
Managing Locations
A location is a named set of devices and users that enable you to control
access to devices. Locations can be added to groupings to create another layer
of organization (see Managing Groupings). The following sections describe how
to add, modify, and delete a location.
Adding a Location
To add a location:
1. Click the Account Administration tab.
If you are a reseller, in the Choose a Customer section, click the customer
account name.
If you are not a reseller, proceed to Step 2.
2. In the Add New section, click
.
3. In the Add Location section, type values for the following fields: Location Name – Descriptive name identifying the location.
Primary Contact – Name of the individual at this location who will administrate the device.
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Primary Phone – Telephone number of the primary contact.
Primary E-mail – E-mail address of the primary contact.
Location Address, Country, City, State/Province, Zip/Postal Code.
Description – Optional details about the location. 4. Click SAVE to save the
location; otherwise click CANCEL.
5. In the account tree, drag-and-drop users and devices into the location.
For more information about moving users and devices into a location, see
Working with Locations.
Modifying a Location
To modify a customer location:
1. Click the Account Administration tab. If you are a reseller, in the Choose
a Customer section, click the customer account name.
If you are not a reseller, proceed to Step 2.
2. In the Edit Accounts section, click a location in the account tree.
3. In the Edit Location section, make the necessary changes. For detailed
information about the location parameters, see Adding a Location.
4. Click SAVE to save the location; otherwise click CANCEL.
Deleting a Location
Deleting a location deletes all member users, devices, and sensors configured
to those devices from the INSIGHT database. Furthermore, all past
notifications and sensor log data associated with the sensors is also deleted.
However, the sensor configurations remain on their respective devices.
Before deleting a location, move all member users and devices to the customer
account or another location. Otherwise, create a sensor detail log report as a
backup. For information about moving users or devices from a location, see
Working with Locations. For information about creating a sensor detail log
report, see Creating a Report.
To delete a location from the account tree:
1. Click the Account Administration tab. If you are a reseller, in the Choose
a Customer section, click the customer account name.
If you are not a reseller, proceed to Step 2.
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2. In the Edit Accounts section, click a location in the account tree.
3. In the Edit Location section, click Delete Device.
4. In the Location Delete Confirmation window, click YES, I’M SURE to confirm
the deletion; otherwise, click CANCEL.
Managing Groupings
A grouping is a named set of one or more locations that help you organize your
account tree. For example, you might create a grouping of all locations in a
geographical region. The following sections describe how to add, modify, and
delete a grouping.
Adding a Grouping
To add a grouping:
1. Click the Account Administration tab.
If you are a reseller, in the Choose a Customer section, click the customer
account name.
If you are not a reseller, proceed to Step 2.
2. In the Add New section, click
.
3. In the Add Group section, type a name for the grouping.
4. Click SAVE to save the grouping; otherwise click CANCEL.
5. In the account tree, drag-and-drop locations into the grouping. For more information about moving locations into a grouping, see Working with Groupings.
Renaming a Grouping
To rename a grouping:
1. Click the Account Administration tab.
If you are a reseller, in the Choose a Customer section, click the customer account name.
If you are not a reseller, proceed to Step 2.
2. In the Edit Accounts section, click a grouping in the account tree. 3. In the Edit Grouping section, type the new name. 4. Click SAVE to save the grouping; otherwise click CANCEL.
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Deleting a Grouping
Deleting a grouping deletes all member locations from the INSIGHT database.
This includes all member users, devices, and the sensors configured on those
devices.
Furthermore, all past notifications and sensor log data associated with the
sensors are deleted also. However, the sensor configurations remain on their
respective devices.
NOTE Features may not be available based on the model of the device. Please refer to your device’s manual for more information.
Consider creating a sensor detail log report as a backup before deleting groupings. For information about creating a sensor detail log report, see Creating a Report. For information about removing a location from a grouping without deleting the location from the INSIGHT database, see Working with Groupings.
To delete a grouping from the account tree:
1. Click the Account Administration tab. If you are a reseller, in the Choose
a Customer section, click the customer account name.
If you are not a reseller, proceed to Step 2.
2. In the Edit Accounts section, click a grouping in the account tree. 3. In
the Edit Grouping section, click Delete Grouping. 4. In the Grouping Delete
Confirmation window, click YES, I’M SURE to confirm the
deletion; otherwise, click CANCEL.
5 Managing Reports
INSIGHT provides several sensor log and alert reports with which to track the
activity of your monitored environments. You can create reports on-demand for
selected sensors, or you can automatically generate and deliver reports
periodically to interested users by Email.
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Report creation or modification is a three-step process characterized by the step buttons on the Reports page. Click on these buttons as needed to move back and forth in the process to review or change settings.
Creating a Report
To create a report:
1. Click the Reports tab.
2. In the Choose Report step, under Create a New Report, type a name in the
Report Name field.
3. Under Choose a new report type, click one of the report types, and then
click CREATE. The following report types are available: Sensor Detail Log –
Lists the readings for the selected sensors at the data collection interval
over the specified timeframe (131 days). A summary of the minimum, maximum,
and average readings is included.
Sensor Summary Log – Plots the readings in a graph for the sensors on a
selected device over the specified timeframe (131 days). The graph also shows
the low and high limits. A summary of the minimum, maximum, and average
readings is included.
Sensor Acknowledgment Log – Lists information about acknowledged readings for
the selected sensors over the specified timeframe (131 days) including: time
and date, username, sensor reading, reading units, sensor status, and
acknowledgment notes.
Alert Report by Location – Plots a bar graph showing the number of alerts per
device at selected locations over the specified timeframe (131 days). For
HTML output only, click a bar to show a graph of the number of alerts per
sensor at that location.
Alert Report by Device – Plots a bar graph showing the number of alerts
against each sensor on the selected device over the specified timeframe (131
days). Click a bar to show detailed alert information for that sensor.
Alert Response Summary – Lists the alerts for which a response profile was
performed, for selected sensors over the specified timeframe (131 days). The
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report includes the responder’s username, actions completed, actions not
completed, and responder’s notes.
4. In the Choose Devices step, select one or more sensors in the device tree
by customer account, by all devices, by device, by grouping, by location, or
by individual sensor. Click CONTINUE.
5. In the Choose Output step, choose the report output type. Click PDF, HTML,
or CSV. CSV output is available only for Sensor Detail Log reports and Alert
reports by device. Users must have Reseller Permission or Admin Permission.
CSV and PDF files are created in a folder according to your browser download
settings.
6. Click the Start Date and End Date fields to specify the timeframe for
which to collect sensor data from the INSIGHT database. The report starts at
12:00 AM on the start date and ends at 12:00 AM on the end date.
7. Select a time zone from the Time Zone pull-down menu that corresponds to
the dates you entered in Step 6. Consider the locations of your report
recipients when choosing a time zone.
8. To save this report, check the Save Report check box. Saved reports appear
in the Saved Reports table.
9. Click CREATE REPORT.
Scheduling a Report
To schedule a report:
Click the Reports tab.
1. In the Choose Reports step, do one of the following: Under Create a New
Report, type a name in the Report Name field. Under Choose a new report type,
click one of the report types, and then click CREATE.
Under Saved Reports, click on a report.
2. In the Choose Devices step, select one or more sensors in the device tree
by customer account, by all devices, by device, by grouping, by location, or
by individual sensor. Click CONTINUE.
3. In the Choose Output step, click Schedule.
4. In the Frequency field, choose the schedule frequency. Select Daily,
Weekly, or Monthly from the pull-down menu.
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For a daily schedule:
a. In the Time to Run field, choose the time of day to create the report.
Select the hour and time zone from their respective pull-down menus.
b. In the Report Start/End Time field, choose the time from which to collect
sensor data from the INSIGHT database for the previous 24 hours. Select the
hour and time zone from their respective pull-down menus. The Report Start/End
Time should be before the Time to Run.
c. In the Subscribers pull-down menu, select the users who will receive the
PDF report by E-mail.
For a weekly schedule:
a. In the Time to Run field, choose the time of day to create the report.
Select the hour and time zone from their respective pull-down menus.
b. In the Day to Run pull-down menu, select the day to create the report.
c. In the Report Start/End Time field, choose the time of day from which to
collect sensor data for the previous week. Select the hour and time zone from
their respective pull-down menus. The Report Start/End Time should be before
the Time to Run.
d. In the Subscribers pull-down menu, select the users who will receive the
PDF report by E-mail.
For a monthly schedule:
a. In the Time to Run field, choose the time of day to create the report.
Select the hour and time zone from their respective pull-down menus.
b. In the Day to Run pull-down menu, select the day of the month to create the
report.
c. In the Report Start/End Time field, choose the time of day to begin
collecting sensor data for the previous month. Select the hour and time zone
from their respective pull-down menus. The Report Start/End Time should be
before the Time to Run.
d. In the Subscribers pull-down menu, select the users who will receive the
PDF report by E-mail.
6. Click SCHEDULE REPORT.
Modifying a Saved or Scheduled Report
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To modify a saved or scheduled report:
1. Click the Reports tab.
2. In the Choose Reports step, under Saved Reports or Scheduled Reports,
click on a report.
3. In the Choose Devices step, modify the sensor selections in the device
tree as needed, and then click CONTINUE.
4. In the Choose Output step, make changes to the output type, time period,
time zone, and subscribers as needed.
5. Click CREATE REPORT.
Deleting a Saved or Scheduled Report
To delete a saved or schedule report:
1. Click the Reports tab.
2. In the Choose Reports window, under Saved Reports or Scheduled Reports,
choose a report you want to delete, and click next to the entry.
3. In the Report Delete Confirmation window, click YES, I’M SURE to confirm
the deletion; otherwise, click CANCEL.
Managing Profiles
A profile is a named set of data that can be referenced and reused in the
configuration of User, devices, and sensors. The INSIGHT platform uses two
types of profiles: notification profiles and response profiles.
Notification Profiles
A notification profile is a named list of sensors for which a user can receive
an E-Mail notification when an alert condition occurs. To implement a
notification profile, you must specify a notification profile in the User,
either when you add the User or by modifying the User. For more information
about adding and modifying Users, see Managing Users.
NOTE
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If you do not specify a notification profile for a user under their Edit User, the user will not receive any notifications, including condition alerts, offline alerts, and alert reminders.
The following subsections describe how to add, modify, and delete a
notification profile.
Adding a Notification Profile
To add a notification profile:
1. Click the Profiles tab.
2. In the Create or edit profiles section, under Notification Profiles, click
+Add Profile.
3. In the Add Notification Profile column, type a descriptive name in the
Notification Profile Name field.
4. In the Description field, type optional details about the profile’s
purpose and use.
5. In the device tree, check the check boxes next to the sensors for which
you want to send alert notifications by E-mail. You can select individual
sensors, or you can select all sensors associated with the customer account,
with a device, with a location, or with a grouping.
6. Click SAVE to save the notification profile; otherwise, click CANCEL.
Modifying a Notification Profile
To modify a notification profile:
1. Click the Profiles tab.
2. In the Create or edit profiles column, under Notification Profiles, click
on a profile name in the list of notification profiles.
3. In the Edit Notification Profile column, make the necessary changes to the
profile parameters. For more information about the notification profile
parameters, see Adding a Notification Profile.
4. Click SAVE to save the changes; otherwise, click CANCEL.
Deleting a Notification Profile
Deleting a notification profile removes that notification profile from User
configurations, affecting what notifications users receive. If necessary,
update your Users configurations before deleting a notification profile. For
information about modifying a User, see Modifying a User.
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To delete a notification profile:
1. Click the Profiles tab.
2. In the Create or edit profiles column, under Notification Profiles, click
on a profile name in the list of notification profiles.
3. In the Edit Notification Profile column, click Delete Profile.
4. In the Delete Profile Confirmation column, click YES, I’M SURE to confirm
the deletion; otherwise, click CANCEL.
Response Profiles
A response profile is a named list of actions that you are prompted to perform
when an alert condition occurs involving one or more sensors (see Responding
to an Alert). The response profile also enables you to specify which actions
are required according to your SOP. The following subsections describe how to
add, modify, and delete a response profile.
To implement a response profile, you must specify the profile as part of a
device or sensor definition. You can specify a response profile for all
sensors connected to a device or for individual sensors. The former profile is
called a device response profile, and the latter is called a sensor response
profile. When an alert condition occurs, a sensor response profile has
precedence over the device response profile.
For information about specifying a device response profile, see Modifying a
Device.
For information about specifying a sensor response profile, see Adding a
Sensor and Modifying Sensors.
Adding a Response Profile
To add a response profile:
1. Click the Profiles tab.
2. In the Create or edit profiles column, under Response Profiles, click +Add
Profile.
3. In the Add Response Profile column, descriptive name in the Responses
Profile Name field.
4. In the Description field, type additional optional profile details.
5. Choose whether to require that all actions be performed to complete the
profile.
If the check box is unchecked, all required actions must be performed to
complete the profile.
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If the check box is checked, required actions need not be performed to
complete the profile.
6. In the Action 1 field, type the first action. Indicate in the
corresponding check boxes whether this action is required, and whether a
comment is required.
7. If additional actions are required, click +Add Another Action, and then
repeat Step 6. To delete an action, click .
8. Click SAVE to save the response profile; otherwise, click CANCEL.
Modifying a Response Profile
To modify a response profile:
1. Click the Profiles tab.
2. In the Create or edit profiles section, under Response Profiles, click on
a profile name in the list of response profiles.
3. In the Edit Response Profile section, make the necessary changes to the
response profile parameters. For more information about the response profile
parameters, see Adding a Response Profile.
4. Click SAVE to save the changes; otherwise, click CANCEL.
Deleting a Response Profile
Deleting a response profile removes that response profile from device and
sensor configurations. If necessary, update your device and sensor
configurations before deleting the response profile. For information about
specifying a response profile, see Modifying a Device and Modifying Sensors.
To delete a response profile:
1. Click the Profiles tab.
2. In the Create or edit profiles section, under Response Profiles, click on
a profile name in the list of response profiles.
3. In the Edit Response Profile section, click Delete Profile.
4. In the Delete Profile Confirmation window, click YES, I’M SURE to confirm
the deletion; otherwise, click CANCEL.
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Glossary
Account Tree The hierarchical representation of users, devices, locations, and
groupings associated with a customer account.
Acknowledgment The validation of a sensor reading by a human being.
Admin Permission The permission assigned to a user that enables a user to
manage User, devices and sensors, locations, groupings, and profiles for a
single customer account. See Reseller Permission and User Permission.
Alert The status assigned to a sensor, or the device to which it is connected,
when an abnormal condition occurs.
Customer A company or an individual that purchases the INSIGHT platform for
use.
Customer Account The customer’s name and supporting information that
identifies the customer to the INSIGHT platform. A reseller’s account can add
customer accounts.
Dashboard Graphic presentation of the devices in your monitored environment
showing device and sensor status. The dashboard has three views: Device
Overview, Device List View, and Map View.
Device An EA800-ip or an EAPro-GTWY and its connected sensors.
Grouping A named set of locations that aid in visually organizing the account
tree.
Location A named set of users and devices associated with a street address.
Users assigned to a location have access only to those devices assigned to the
same location.
Notification Profile A named set of sensors for which a user may request to
receive an E-mail, E-mail to SMS, or a push notification in the event of an
alert.
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Reseller An individual or company that purchases the INSIGHT service from Winland Electronics for resale to its customers.
Reseller Permission Permission assigned to a user that enables a reseller to
create and manage customer accounts. This permission grants the most control.
See Admin Permission and User Permission.
Response An action or procedure performed in response to an alert.
Response Profile A named sequence of actions to perform in the event of an
alert. You can specify a response profile for individual sensors (sensor
response profile) or for all sensors connected to a device (device response
profile).
Sensor An instrument that measures an environmental condition, such as
temperature, humidity, or electrical continuity. Sensors can be wired or
wireless.
Standard Operating Procedures (SOP) Approved and documented procedures that an
organization uses to conduct its business.
User The username and supporting information that gives an individual access
to the INSIGHT platform.
User Permission Permission assigned to a user that enables a user to monitor
sensors and generate reports. This is the most restrictive permission level.
See Admin Permission and Reseller Permission.
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References
- CFR - Code of Federal Regulations Title 21
- Part 11, Electronic Records; Electronic Signatures - Scope and Application | FDA
- eCFR :: Home