ABB MOTION SERVICES

Online help

ABB Ability™ Digital Powertrain

3AXD50000941414  Q

EN

EFFECTIVE:   2025-09-19

© 2025 ABB. All rights reserved.

1 Introduction

This Online help document gives information about how to use the ABB Ability™ Digital Powertrain web portal version 2.0. Further in this help document, the portal name is referred to as Powertrain.

The Powertrain portal monitors the condition of assets such as drives, motors, and applications such as pumps. The monitored data helps to analyze the performance of assets and take necessary action that prevent possible failures.

Accessing the Powertrain portal

To access the Powertrain portal, do the steps below:

  1. Launch the Powertrain portal (ABB Powertrain Dashboard).

    The Powertrain Login page appears. Click Log in

  2. Enter your registered E-mail address and click Login. Follow the necessary ABB sign-on authorization process to log in successfully.

  3. If you do not have an ABB account, click the Sign up link and follow the instructions to create an account. Log in with the ABB authorized email ID and password.

    You can view the condition of Powertrains, Asset groups, and Assets that belong to your authorized organization. If you are not onboarded to any organization and try to log in to the portal, you will be redirected to the Organization onboarding page.

    You can join an existing organization or a new organization. Follow the instructions in the Get started wizard.

2 User profile

The user profile shows the general information associated with a logged-in user, imperial or metric unit selection list, and notification settings. Refer to the video below.

Note: Pause the video before you play the next video.

  • Profile - shows the user name, e-mail ID, and language information. You can choose the desired language from the list.

  • Units - select an imperial or metric unit based on your requirement. The selected unit is reflected in all subsequent measured data. The signals are visualized and converted accordingly.

  • Notification settings - configure notification settings and subscribe to a daily or weekly digest of notifications. There will be one digest per organization. You can enable e-mail notifications for different events, such as drive events, asset limits, etc. For information on how to configure notifications, refer to Configure organization notifications.

    You can also view the notifications list for muted assets. For information on muting notifications for an asset, refer to Mute asset notifications. For information on configuring notifications to muted assets, refer to Configure muted assets notification.

3 General concepts

Main menu

The main menu includes the below functions:

  • Admin settings for drives: Provides a shortcut to the Drives Admin portal.

    Note: This function is accessible only to Admin users.

  • Important information: Broadcasts important messages to the user until the select time period. The message appears up when the user logs into the portal. User can Acknowledge and hide the message not to appear again. However, the message stays here until the selected validity.

  • Online help: Provides a link to the online help document.

  • Report issue: Allows you to report an issue directly to the ABB support team. In the Report issue window, select the affected asset and provide required details of the issue and click Report. The function sends an email to the support team.

  • EULA: Enables to view the EULA (End User License Agreement) document.

  • ABB AUP: Enables to view the ABB AUP (Acceptable Use Policy) document.

  • Privacy policy: Enables to view the ABB Privacy and Cookie Notice document.

General filters

In General filters, you can search and filter assets by asset ID or serial number across organizations within the portal. You can use the advanced filter option to change the current organization by a combination of multiple criteria, such as one or more countries or territories, sites, or asset groups. The selected organization name appears as a label in the General filters menu.

To search for an asset or apply general filters, do the steps below. Refer also to the video below:

  1. In the title bar, click the drop-down arrow next to the organization name that appears as a label for the General filters menu.

  2. To search for an asset, in the Search asset field, type the asset ID or serial number and click Search.

    If you typed an incorrect ID, the message "No asset with this ID or serial number found" appears.

    If you typed the correct ID, the Asset details tab appears.

  3. To change the current organization, in the Advanced filter, click Edit.

  4. From the Organizations drop-down, select the desired organization.

  5. Enable the selection of Country or territory and Sites to filter the assets.

    • The countries or territories are listed based on the selected organization. Select a desired country or territory.

    • The asset sites are listed based on the selected country or territory. Select one or more desired sites.

  6. Enable the selection of Asset groups.

    The asset groups are listed based on the selected organization, country or territory, and site. Select one or more desired asset groups.

  7. Click Apply to apply the selected values. Click x (close) to close the general filters window.

    The selected organization, site, or asset group name appears in the General filters label.

    The Apply and sync from CIAM function forces an on-demand synchronization with the CIAM to synchronize the legacy system and CIAM. This operation may take a few minutes. ABB recommends using this function only when you expect changes in the legacy system (e.g., Smart Sensor). Otherwise, you may experience an improved login performance by not requesting the synchronization.

Note:

  • The general filter function does not apply to the assets part of the powertrain, i.e., you can see all the powertrain assets regardless of access/filtering.

  • The general filter changes are applied to all pages within the portal.

  • The filter criteria can be changed in any relevant context.

Note: Pause the video before you play the next video.

Configure notifications

 Configure organization notifications

In the Notification settings window, you can configure organization notifications.

Go to User settings → Notification settings or in title bar, go to Notifications → Configure notification.

[1] Organization digest :

The notification for organization digest can be subscribed for a daily or weekly digest. There will be one digest per organization.

  • If selection is None, user will not receive digest. For instant notifications, user can configure notifications, as shown in the video.

  • The daily digest summarizes all notifications from the organization for the current day and sends the summary as a single notification.

  • The weekly digest summarized all notifications form the organization for the week starting from Monday to Sunday and sends the summary as a single notification.

[2] Instant notifications :

You can configure instant notifications for various notification types (listed in below table) and enable to receive notifications through the below channels:

Notification center: Delivers notifications inside the Digital Powertrain 2.0 portal. The enabled notifications from multiple organizations are collected in one place.

Email: Sends notifications to the registered primary email Id. Maximum of 30 emails are sent per user per day per notification type.

[3] Notification types :

Notification type

Notifies...

Drive events

any occurence of drive related faults or warnings.

Condition changes

if the condition of drive or rotating equipment has changed based on automatic detection. For more information of condition indices/ drive condition indicators, refer to Condition indices and drive condition indicators overview.

Asset limits

if a signal exceeds the custom limit for drive or rotating equipment. E.g. Asset limit reached, Back to normal operation, etc.

Commissioning

if commissioning, decommissioning, or sensor replacement is required for drive or rotating equipment.

Subscription

when asset subscription needs attention.

Configuration changes

any changes in the configuration of drive or rotating equipment. E.g. Changes to asset nameplate property, parameter, load measurement processing, etc.

User requests

when a user requested action is ready. E.g. Load measurement request, timeseries download, etc.

Sensor vitality

if a sensor is not working as expected, e.g. Sensor batter is low, Sensor memory is full, etc.

Connectivity

if drive, rotating equipment, or gateway is disconnected.

You can copy the notification settings of one organization and apply to other organziation(s) if it is necessary to have the same settings. Refer to Copy notifications settings to other organizations.

 Copy notifications settings to other organizations

In the Notification settings window, you can copy the settings from one organization and apply them to other organization(s) if it is necessary to have the same settings.

  1. Go to User settings → Notification settings or in title bar, go to Notifications → Configure notification.

  2. In the Notification setting window, click Copy settings.

  3. In the Copy notification settings window,

    1. select the settings to copy (Orgnanization digest or Instant notifications)

    2. select all or necessary organizations in the list.

    3. Click Apply.

    The Notification settings copied message appears and selected notification settings in the current organization are copied to the selected organization(s).

 View asset type notifications

In the Powertrain portal title bar, you can click the Bell icon [1] and view the notifications list and their count [2] for same type of assets. Only notifications from past 14 days are shown.

In the notifications list you can

  • view the list of notifications grouped for same type of assets [3] and view their count. The notifications appear only for organizations that user belongs to and for which the notifications are configured.

  • view notifications prefixed with an icon [4] based on the event type

  • click x [5] and delete a notification in the list

  • go to Configure notification [6] to configure the settings. Refer to Configure organization notifications.

Configure muted assets notification

In the Notification settings window, you can mute or unmute asset notifications to disable or enable receiving notifications on the asset page.

 Mute asset notifications

You can mute one or more assets at the same time. Refer to the steps in below video.

Note: Pause the video before you play the next video.

 Unmute asset notifications

You can unmute a muted asset and start receiving notifications. You can unmute one ore more muted assets at the same time. Refer to the steps in below video.

Note: Pause the video before you play the next video.

 Edit muted asset notifications

You can edit a muted asset notification and update the settings. You can edit one or more muted assets at the same time. Refer to the steps in below video.

Note: Pause the video before you play the next video.

Sharing asset details

You can share the desired asset condition page directly with anyone. Go to the desired condition monitoring page. In the browser, copy and share the URL. For example, refer to the image below.

Note: The URL works only if you are authorized to the organization and the site/asset.

View Online help

In the Powertrain portal, you can view the Online help and understand how to use the features within the portal. The Online help is an HTML file that opens in the browser. You can search for a required feature and navigate to the topic. Refer to the video below.

Note: Pause the video before you play the next video.

4 Condition monitoring

The Condition monitoring function includes condition indices and drive condition indicators that show the condition of assets with various signals and help to identify the issues before they affect the operation.

Condition indices and drive condition indicators overview

The condition indices show the condition of motor and general machinery assets. The drive condition indicators show the condition of drives. The measured data is received from different sensors connected to the assets. The data is computed to show the condition of assets. Refer to the list below for condition indices/drive condition indicators that are visible in the Condition overview and Reports page.

Condition indices for Motors and General Machinery

Condition indices

Motors (Gen 1 & Gen 2)

General Machinery1)

Threshold-Crossing

Vibration RMS axial

Vibration RMS axial

Vibration RMS tangential

Vibration RMS tangential

Vibration RMS radial

Vibration RMS radial

Vibration Accel. P2P radial

Acceleration RMS axial

Bearing condition

Acceleration RMS tangential

Skin temperature

Acceleration RMS radial

Long-term trend

Vibration RMS axial

Vibration RMS axial

Vibration RMS tangential

Vibration RMS tangential

Vibration RMS radial

Vibration RMS radial

Vibration Accel. P2P radial

Acceleration RMS axial

Bearing condition

Acceleration RMS tangential

-

Acceleration RMS radial

Short-term trend

Vibration RMS axial

Vibration RMS axial

Vibration RMS tangential

Vibration RMS tangential

Vibration RMS radial

Vibration RMS radial

Bearing condition

Acceleration RMS axial

-

Acceleration RMS tangential

-

Acceleration RMS radial
1) The condition indices are not applicable for Machine guardian.

Note: All condition indices are provided with data points only when the asset is operating.

For the description of the individual index, refer to Motors and General Machinery condition indices overview.

Condition indicators for drives

  • Drive status

  • Current overload

  • Drive air temperature

  • Environment temperature

  • Environment humidity

  • Power module temperature

  • Climatic condition (This indicator is applicable only in reports).

Note:

  • All drive condition indicators are provided with data points only when the asset is operating.

  • The drive condition indicators operate through gateway devices such as the Drive control panel, NETA remote monitoring device, and Edge gateway (EGW) device.

  • These indicators need external sensors: Environment temperature, Environment humidity, and Climatic condition.

  • This indicator does not need an external sensor: Drive air temperature.

For a description of individual indicators, refer to Drive condition indicators overview.

For visualization, refer to sections: Condition overview, Event log, Condition insights, and Report management.

You can set notification preferences for the drive condition indicators and receive an email or be notified in the notification panel. For more information, refer to Configure organization notifications.

There are two condition index categories:

  • Threshold shows if the mean of a monitored signal exceeds the predefined threshold.

    The following limitations apply:

    • The status cannot change with a single data point; at least 6 data points are needed.

    • The status cannot change from green (good) to red (poor/alarm). It always goes through the yellow (warning) state. This means it first checks the warning threshold before crossing the alarm threshold.

    • The status cannot be reset directly from red to green. It always goes through the yellow state.

  • TrendTrend shows a continuous increase in a series of values.

    There are two types of trend condition indices:

    • Long-term trend: shows a progressing asset deterioration before the signal crosses the predefined threshold. The signal has increased consistently for last two weeks.

    • Short-term trend: shows an instant warning. The signal has increased drastically over the last two days.

There are five levels of condition indices:

  • Green (good): shows the asset is in good condition

  • Yellow (alert/warning): shows the asset is in tolerable condition

  • Red (poor/alarm): shows the asset is in poor condition

  • Grey (unknown): shows the asset status is not known

  • Grey (not supported): shows that condition indices are not supported for specific assets.

 Drive condition indicators overview

This section describes the different condition indicators for the drive.

Drive status

Description:

Drive status describes the drive operating condition or fault condition. It shows how much time the drive was operating, time it was fully functional or idle, and time it was in a fault state (internally or tripped).

Advantages:

By monitoring the trip or fault status, it is possible to analyze the root cause of this condition and prevent such occurrences to enable smooth operation of the drive and increase the drive operation time.

Indicator representation:

  • Green (good) shows that the drive is operating without any fault events

  • Red (poor) shows that the drive has tripped due to an occurrence of a fault event.

Current overload

Description:

The current overload status indicates whether the measured output current is within the drive's nominal rated current. A drive overload condition occurs when the measured current is higher than the nominal current for a long time. The indicator uses hourly data to assess the drive overload condition.

Advantages:

By monitoring the overload condition, it is possible to

  • Protect the drive from high current spikes that lead to extensive heat.

  • Avoid repeated current overload conditions, which can cause power losses within the drive components.

  • Analyze the cause of drive warning and fault events.

  • Analyze the general loading level of the drive using the quadratic mean timeseries.

Indicator representation:

  • Green (good) shows no overload.

  • Yellow (warning) shows overloaded.

  • Red (alarm) shows a clear overload (quadratic mean load has exceeded the limit).

Drive air temperature

Description:

The drive air temperature shows whether the temperature of the installed drive is within the range of operating conditions or close to the edges of operating conditions. The minimum and maximum values indicate the range of drive air temperature fluctuations. A narrow range shows that the temperature is in a favourable condition.

Note: The indicator shows only for drives that are not connected to external sensors and do not have an Environment temperature indicator.

Advantages:

A steady and cool temperature ensures a longer lifetime of the drive. Monitoring the operating conditions of the drive helps in preventing premature aging. Any zero-crossing can damage the device due to freeze-thaw cycles.

Indicator representation:

  • Green (good) shows the temperature is within limits

  • Red (alarm) shows the low or high temperature (32 °F or 113 °F, respectively)

  • Yellow (warning) shows low or high temperature (41 °F or 104 °F, respectively).

Environment temperature

Description:

Environment temperature shows whether the temperature around the installed drive (outside the drive module and cabinet) is within the range of operating conditions or close to the edges of operating conditions. The minimum and maximum values indicate the range of environmental temperature fluctuations. A narrow range shows that the temperature is in a favourable condition.

Advantages:

A steady and cool temperature ensures a longer lifetime of the drive. Monitoring the operating conditions of the drive helps in preventing premature aging. Any zero-crossing can damage the device due to freeze-thaw cycles.

Indicator representation:

  • Green (good) shows the temperature is within limits

  • Red (alarm) shows the low or high temperature (0 °C or +40 °C, respectively)

  • Yellow (warning) shows low or high temperature (+5 °C or +35 °C, respectively).

Environment humidity

Description:

Environment humidity shows whether the humidity around the installed drive (outside the drive module and cabinet) is within the range of operating conditions or close to the edges of operating conditions.

Advantages:

A controlled humidity ensures a longer lifetime of the drive. Monitoring the operating conditions of the drive helps in preventing premature aging.

Indicator representation:

  • Green (good) shows the humidity is within limits

  • Red (alarm) shows humidity is low or high (5% or 85% respectively)

  • Yellow (warning) shows humidity is low or high (10% or 80% respectively).

Power module temperature

Description:

Power module temperature assesses the thermal state of the drive power modules (e.g., IGBT) based on their design or fault (trip) limits. The maximum temperature in the aggregation period (% of design limits) is compared with threshold values. If the temperature is higher than the limit, it can affect the drive performance, and there may be a forthcoming fault or warning. There may be a need to limit the internal procedures of the drive.

Advantages:

A steady and cool temperature ensures a longer lifetime of the power module. Monitoring the thermal state of the power module helps in preventing premature aging and improving drive performance.

Indicator representation:

  • Green (good) shows the temperature is within limits

  • Red (alarm) shows the power module temperature is 97% of the design limits

  • Yellow (warning) shows the power module temperature is 88% of the design limits.

Climatic condition

Description:

Climatic condition is a 2-dimensional threshold crossing indicator that measures the overall climatic condition (temperature and humidity) of the room where the drive is installed. The indicator measures the percentage of drive operation in normal conditions, between normal and maximum permissible limits, and outside the drive specification limits. Additionally, it measures the favorable conditions for operating the drive and determines high temperature conditions in which the drive is permitted to operate.

Advantages:

Measuring favorable conditions for drive operation increases the overall lifetime of the drive. High temperature conditions allow the drive to operate in reduced output power.

Indicator representation:

  • Green (good) shows a favorable climatic condition for operating the drive

  • Red (alarm) shows that the hourly median environmental conditions are more for at least an hour of the drive design limits. It shows that the health of the drive can deteriorate if the condition remains the same for a long time. This event prompts checking the climatic conditions of the electrical room or relocating the drive to a suitable environment that complies with the specifications.

  • Yellow (warning) shows that hourly median environmental conditions are reaching the design limits. It prompts to closely monitor the environmental conditions of the room where the drive is installed. If the drive operates in a high-temperature zone, there may be decreased loading.

 Motors and General Machinery condition indices overview

This section describes the different condition indices for Motors and General Machinery.

Vibration RMS Axial/Radial/Tangential

Description:

The individual index for Vibration RMS Axial/Radial/Tangential measures the velocity vibration RMS of an asset and shows the axis-wise signal. The dominant axis carries additional information about the potential cause of vibration.

Each machine generates several vibrations. In the portal, the thresholds for each vibration can be adjusted according to the default values from the ISO standard.

Advantages:

It is impossible to identify the root cause of the vibration. However, the condition index prompts further analysis of the asset.

Indicator representation:

Threshold-crossing

  • Red (alarm) shows vibrations are crossing the alarm level

  • Yellow (warning) shows vibrations are crossing the warning level.

Long-term trend

  • Red (alarm) shows vibrations are severe or consistently increasing over the last two weeks

  • Yellow (warning) shows vibrations are consistently increasing over the last two weeks.

Short-term trend

  • Red (alarm) shows vibrations are increasing drastically in the last two days

  • Yellow (warning) shows vibrations are increasing in the last two days.

Vibration Accel. P2P Radial

Description:

Vibration Accel. P2P Radial or Vibration acceleration peak-to-peak radial is a measure of outliers present in the vibration. The signal is clearer in the radial direction, so only this axis is used.

Advantages:

The increasing values of the peak-to-peak signal show an early stage of bearing fault. It notifies the presence of a fault significantly before the rise of the velocity vibration RMS.

It is possible to confirm the presence of a fault with the envelop velocity spectrum analysis available in the motor asset report.

Indicator representation:

Threshold-crossing

  • Red (alarm) shows vibrations of the peak-to-peak signal in the radial direction are crossing the alarm level

  • Yellow (warning) shows vibrations of the peak-to-peak signal in the radial direction are crossing the warning level.

Long-term trend

  • Red (alarm) shows vibrations of peak-to-peak signals in the radial direction are severe or consistently increasing over the last two weeks

  • Yellow (warning) shows vibrations of peak-to-peak signals in the radial direction have consistently increased over the last two weeks.

Short-term trend: This index is not supported for this signal because it tends to grow early and steadily.

Condition overview

The Condition overview shows the condition indices/drive condition indicators of current assets and assets within the powertrains or asset groups. You can check the high-level status of your organization's powertrain, asset groups, and assets, to which you have data access rights. For more information on condition indices and drive condition indicators, refer to Condition indices and drive condition indicators overview.

Refer also to the video below.

Note: Pause the video before you play the next video.

The asset status is calculated based on a set of signals measured using the sensor. After the calculation, the condition is shown as:

  • Poor (Red) – the asset needs to be urgently checked as its condition suggests it may fail soon.

  • Tolerable (Amber/Orange) – the asset has some bad condition indicators that are not an issue in the short term but need to be addressed in the future to avoid degradation.

  • Good (Green) – the asset condition is normal, no intervention is foreseen.

  • Unknown (Grey) – the asset condition is not monitored due to various causes.

You can do the following functions:

  • Filter the visible powertrains, asset groups, and assets based on the overall status of assets by clicking on each indicator button: Poor, Tolerable, Good, or Unknown.

  • View asset list with condition indicators: Threshold, Trend, and Limits. Refer to the sections Asset list descriptionAsset List Description and Condition indices and drive condition indicators overview.

  • Search and view an asset with name, ID, or serial number.

  • Show/hide the filter option. With the filter option, it is possible to filter assets based on asset types.

  • Reset the filter selections by clicking Reset filters.

  • Single-click on an asset to open or close the asset's detailed information on the right side panel. For more information, refer Asset detailed information.

 Asset list description

In the asset list, you can view the status of below condition indices (CI):

  • Threshold shows the status of CIs below when thresholds are crossed. For more information, refer to Drive condition indicators overview.

  • Trend shows the status CIs when a trend towards the threshold is detected for rotating equipment. For more information, refer to Motors and General Machinery condition indices overview.

  • Limits show the status of general limits for signals that your organization has enabled for generating events. Refer to Limits setting.

    Note: The condition overview does not show personal limits for notification.

 Powertrains

The Powertrains tab shows the list of powertrains, the number of assets within the powertrain, and the overall status of the powertrain based on the assets. You can filter and view powertrains with asset name, ID, or serial number in the search box.

You can expand and view the assets associated with each powertrain and view the status of condition indicators. Refer to Asset list description.

The condition of a powertrain is calculated as the worst condition of its corresponding assets. This applies to both overall and individual condition indexes.

 Asset groups

The Asset groups tab shows the list of asset groups to which you have access, the count of assets within each group, and the overall status of the asset group based on its assets. You can filter and view asset groups by asset group name, asset ID, or serial number in the search box.

You can expand and view the assets associated with each asset group and view the status of condition indicators. Refer to Asset list description.

The condition of an asset group is calculated as the worst condition of its corresponding assets. This applies to both overall and individual condition indexes.

 Assets

The Assets tab shows the list of assets to which you have access. The list contains specific asset information such as asset name, overall status of condition indices, or drive condition indicators, such as threshold, trend, and limits. Refer to the Asset list description.

You can filter and view asset groups by entering the asset group name, asset ID, or serial number in the search box. You can also filter the visible assets based on selected asset types and asset status.

Asset detailed information

To view the detailed information of an asset, do the steps in the video:

Note: Pause the video before you play the next video.

  1. Go to Condition monitoring → Condition overview and click Powertrains / Asset groups / Assets.

  2. Click on an asset to view the asset's detailed information on the side panel. In the side panel, you can view information such as,

  3. You can expand or collapse the left panel to maximize the right panel.

 Asset options

In the Asset details page, click to view the asset options.

Note: This function is based on the asset type selected, such as a drive, motor, or pump.

Asset options - Drive

Asset options - Rotating equipment

Bulk upload

Note: This feature is applicable only for drives that are connected to NETA-21.

With the Bulk upload function, you can manually upload the drive monitoring data to the Powertrain portal. For example, data from a certain period when the drive was not connected to the cloud.

The data saved in the SD card has a NETA unique ID and contains multiple zip files (signals, events, sensors). You can select a day, month, or year data folder by zipping all the files into a single zip folder and uploading the data. If the file size exceeds 500 MB, you can create multiple zip files and upload them in ascending order of date. If the bulk upload status shows Validating, wait until the data upload status changes to Done.

Note:

  • Make sure to upload the data to the correct NETA-21 drives

  • Do not upload small files

  • Do not upload new data before uploading old data

  • Do not upload the same NETA-21 data again for the other drives.

Copying bulk data from NETA-21

You can copy bulk data from NETA-21 using memory card or NETA-21 web UI or FTP(s) server. After copying the bulk data, the zip file can be uploaded to Powertrain portal.

Using memory card

To copy bulk data using memory card, do the below steps. Refer also to the below video.

  1. Safely remove memory card from NETA-21.

    To eject the memory card safely, press the SD RJ45 button for a minimum of 1 second but not longer than 2 seconds.

    The SD LED turns from green to blinking red/green. When the SD LED stops blinking and turns to constant yellow light, you can remove the SD card.

  2. Insert the memory card in the memory card slot of the PC or use memory card reader to read the data.

  3. Navigate to <SDCard>\REPORT\<NETA-21 S.No>\BULKDATA\...

  4. Right-click on the required file(s) and then click Send to and select Compressed (zipped) folder.

Uploading bulk data to Powertrain Portal

To upload bulk data, do the steps below. Refer also to the video below.

  1. In the asset options menu, select Bulk upload.

  2. In the Bulk data upload screen, you can drag and drop the files or click the select files link to select the bulk data from the PC.

  3. Click Upload to upload the bulk data file.

  4. Click Process to validate the data.

    The status of uploaded data, time, user account, file name, and NETA-21 serial number is shown.

Note: Pause the video before you play the next video.

Changed parameter list

Note: This feature is applicable only for drives connected to NETA-21.

  1. In the asset options menu, select Changed parameters list.

  2. Select the date range to display the changed parameters list. For information on selecting date, refer to section Common features.

Note: You can view the changed parameters for up to 90 days.

Generate instant report

The Generate instant report function can be used to generate an instant report for an asset from the asset details page. Click Generate instant report to navigate to the reports page. Proceed with instructions in section Generate instant asset report.

Mute asset notifications

To mute asset notifications,

  1. In the asset details page, click and select Mute notifications.

  2. Select all or required notifications and select the time period to mute the notifications. Click Save.

    Note: You will not receive any Email notifications for the selected notification types in the selected time period. The selected notification(s) will override the existing mute asset settings for the selected assets.

    Note: The Mute notifications option shows all the notifications based on the selected asset.

  3. The summary of muted assets appears in the notification settings of the user profile. Click Unmute to start receiving notifications. Click (Edit) to make changes to the mute notification settings. Click Mute assets and select the notification type and time period to mute notifications.

    For more information, refer to Configure muted assets notification.

Parameter backup

Note: This feature is applicable only for drives.

  1. In the asset options menu, select Parameter Backup.

  2. Select the date range to display the parameter list. For information on selecting a date, refer section Common features.

  3. Click on the download icon to download the parameter list.

Rename asset

To rename the asset, do the steps below:

  • On the asset detail page, click and select Rename asset.

  • Enter the asset name in the dialog box and click Save.

View reports for asset

The View reports for asset function can be used to view all reports of an asset from the asset details page. Click View reports for asset to navigate to the reports page. Proceed with instructions in the section View reports.

 Summary

The Summary tab shows the summary of condition insights and limits.

Note: Pause the video before you play the next video.

 Condition insights

The Condition insights tab shows trend charts of drive status and drive indicators for an asset for various parameters: current overload, Environment temperature, environment humidity, and power module temperature. For more information on condition indices/drive condition indicators, refer to Drive condition indicators overview.

The trend for overall drive status is calculated daily. It shows Red (alert) if at least one incident occurred during that day, Green (good) if no incident occurred, and Grey (no data) if no data is available. You can view charts in a full-page view and print or save as an image format.

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → [Asset] → Condition insights. Refer to the steps in the video below.

Note: Pause the video before you play the next video.

 Advanced analytics

Note: This feature is applicable only for drives.

The Advanced analytics tab shows the overall asset maintenance status, information on the annual maintenance plan, and daily aging or stress inside the drive.

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → [Asset] → Advanced analytics.

Annual maintenance plan: shows preventive maintenance and condition-based maintenance schedules for a drive and its lifecycle status. Refer to the video below.

Note: Pause the video before you play the next video.

It includes the following details:

  • Overall maintenance status. For example, the status marked as Green indicates good asset status, and Red indicates the plan for maintenance advice.

  • Next standard preventive maintenance date (month and year).

  • Next condition-based maintenance date (month and year).

  • Last executed maintenance date (month and year).

  • Product lifecycle status: Active, Classic, Limited, or Obsolete.

    Active and classic are complete lifecycle services. Limited and obsolete are limited lifecycle services. Refer to the descriptions of different life cycles.

    1. Active: A new product is released for sale.

    2. Classic: The volume production is stopped.

    3. Limited: The period of complete lifecycle services (active and classic) is stopped.

    4. Obsolete: The overall product support has stopped.

  • Maintenance advice. The message confirms that the maintenance advice is prepared based on customer content collected by the device and provided to ABB. Click x to close the message window.

  • The bar chart of standard preventive maintenance status shows the schedule details, eg, PM9.

  • The bar chart of condition-based maintenance status is based on remaining lifetime. The chart provides an easy way to compare the dynamic maintenance schedules with the standard maintenance schedules. It enables planning the next maintenance for the current asset. In the chart, Green indicates remaining lifetime is above the planning date, Orange indicates remaining lifetime is below the planning date and above the overdue date, and Red indicates remaining lifetime is below the overdue date.

  • The PM kit or schedule details include details of manufacturing and commissioning dates (dd/mm/yyyy), year and maintenance sequence, status, maintenance history, and notification to perform the maintenance. It also shows the end-of-life date of the drive when it must be disposed of and replaced. The maintenance history includes below information:

    • Suggested maintenance date: preventive maintenance plan scheduled based on ideal product aging and utilization.

    • Condition-based maintenance date: condition-based maintenance plan adjusted based on real product utilization.

    • Execution/Notice: to do

    In the maintenance history, if any year data is empty, you can enable hiding the rows.

  • Legend. It describes the representation of different colors in the chart.

Daily aging/stress: shows the daily aging or stress of an asset. It provides information about the current condition-based maintenance recommendations and possible causes of current aging. Refer to the video below.

Note: Pause the video before you play the next video.

It includes the following details:

  • Environmental factor: The bar chart shows the effect of aging and stress inside the drive caused due to environmental factors. For example, Green indicates that Drive aging is slower than the preventive maintenance plan, so the environment and usage extend the expected lifetime of the asset. The data can be selected for preferred periods: last 24 hours, or 7, 14, 30, or 90 days.

  • Cyclic load factor: The bar chart shows the effect of thermo-mechanical aging inside the drive caused due to temperature cycling. In a drive, temperature cycling is induced by ambient temperature variations and an increase in temperature caused by the loading of the drive. The cyclic usage can wear out the electronic components prematurely. The data can be selected for preferred periods: last 24 hours, or 7, 14, 30, or 90 days.

  • The legend below the chart describes the representation of different colors in the chart:

    • Red: Indicates that the drive is heavily stressed and the probability of stress-related component failure is increased. The environment and usage may lead to premature asset failure.

    • Orange: Indicates that drive aging is in line or slightly faster than the preventive maintenance plan. The environment and usage may reduce the expected lifetime of the asset.

    • Green: Indicates that drive aging is slower than the preventive maintenance plan. The environment and usage can extend the expected lifetime of the asset.

    • Grey: Indicates unknown or data is currently not available.

 Operational parameters

The Operational parameters tab allows you to visualize, analyze, and compare different signals of the asset for a flexible date interval (maximum 90 days).

Go to Condition monitoring → Condition overview→ Powertrains / Asset groups / Assets → [Asset] → Operational parameters.

To view and compare signals of an asset, select the Trend signal, Scatter plots, or Histograms.

Trends

The Trends chart shows a separate trend chart for all the signals. You can see default trends and all the signals collected from the assets.

In the trend chart, you can:

  • View the trend signal for a selected period

  • Select one or more signals to plot in the graph. The selected signals will appear at the top of the list.

  • Compare the trend signal by selecting the signals from the list. In the check box against the signals, you can check or uncheck to add or remove signals.

  • View alert or alarm levels and know if they exceed the limits with the last available measurement.

  • Click Download measurements or use icon against the signals to trigger measurement data collection and receive an email to the registered email ID with the exported measurements

  • Remove a signal in the graph. You can click the x next to the signal name in the chart legend or uncheck the signal in the list.

  • Enlarge the view by selecting a desired area. For more information, refer to Common features.

  • Click Limits setting for configuring limits and viewing in the graph. Refer to the Limits setting.

  • Click to set user limits (for drives) for a specific signal. Refer to the Limits setting.

  • Use the Load measurement tab to trigger an on-demand load measurement. For more information, refer to Load measurement and collection of raw data.

To view the different functions within Trends, refer to the video below:

Note: Pause the video before you play the next video.

Limits setting

You can perform the following functions with the Limits setting. Refer to the video below:

Note: Pause the video before you play the next video.

Setting the offset to signals

The offset feature is a correction factor for signals. For example, Skin temperature, Total running time, and Total number of start signals.

Note: This feature is available only for Smart Sensors.

To set offset values, do the steps below:

  1. Select the SmartSensor asset from the list. The Asset details page appears.

  2. Click Operational parameters.

  3. Click Limit settings. The list of signals appears.

  4. Click Add signal to add a new signal.

  5. Select the signal from the list. You can add Total Running Time and Total Number Of Starts signals only.

  6. Click Edit Offset to add an offset to the newly added signals and click Apply.

  7. Click Save. You can also edit the Offset value if needed.

Common features

Maximum number of signals

You can add up to a maximum of six signals. If you add a seventh signal, the first signal is removed automatically.

Zooming the chart & data aggregation

You can select the required signal in the chart to zoom and enlarge the view. Click the Reset zoom button to go back to the original view. The zoom interval above 90 minutes duration shows the minimum, maximum, and average data. The zoom interval below or equal to 90 minutes duration shows the signal raw data.

Data aggregation (averaging) details:

For drives:

Zoom intervals

Data aggregation (average)

Less than one day

None

1 to 10 days

5 minutes

10 to 20 days

15 minutes

20 to 30 days

30 minutes

30 to 60 days

1 hour

60 to 180 days

3 hours

180 to 365 days

6 hours

365 days to 2 years

12 hours

greater than 2 years

1 day

For rotating equipment:

Zoom intervals

Data aggregation (average)

up to and including 30 days

None

30 to 60 days

1 hour

60 to 180 days

3 hours

180 to 365 days

6 hours

365 days to 2 years

12 hours

greater than 2 years

1 day

Download measurements

You can download measurement data for up to 90 days.

Load measurement

You can trigger an on-demand load measurement. For more information, refer section Load measurement and collection of raw data.

Viewing full screen

You can click on any of the charts and view the charts in full screen for better visualization. Click x(exit) to close the full-screen window.

Unique scaling

In a trend chart, when two or more signals with the same unit of measurement are selected for display, they can be displayed on a common scale for better visualization.

Display interval

To select a date, click on the calendar icon and select the desired date. You can select up to a 365-day interval.

Limit indicators

To add limit indicators, in Select limits to plot in graph, select the required limits. The limits are based on the limit configuration of individual signals. Refer toLimits setting

Refer also to the video below for a visualization of the common features:

Note: Pause the video before you play the next video.

Scatter plot graph

The Scatter plot shows the comparison charts for all the signals. Refer to the figure below.

Go to Condition monitoring → Condition overview→ Powertrains / Asset groups / Assets → [Asset] → Operational parameters → Scatter plots.

In the scatter plot, you can:

  • Compare two signals by selecting the desired combinations from the drop-down [1], for example, Operating load vs Temperature.

  • View the scatter plot for a selected period [2]. You can select data daily from the previous day. It is not possible to select the current date.

  • View the signal names on the X- and Y-axis [3].

  • Use the Load measurement tab [4] in rotating equipment to trigger an on-demand load measurement for motors monitored by sensors connected using the Gateway. For more information, refer to Load measurement and collection of raw data.

  • Enlarge the view by selecting an area on the scatter plot graph or by clicking the pop-up button to view the graph in full scale [5]. For more information, refer to Common features

  • Mouse hover [6] on the plot to view data points

  • Select another asset of the same type and view the plot for the same signal

  • Delete the selected signal by clicking x [7] in the legend.

Histogram chart

The Histogram provides historical information about the values of a signal in predefined bins against either percentage or absolute time value. Refer to the figure below.

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → [Asset] → Operational parameters → Histograms.

In the histogram chart, you can:

  • View histogram for a single signal [1].

  • View histogram for a selected period [2]. You can select data daily from the previous day. It is not possible to select the current date.

  • Trigger an on-demand load measurement [3]. For more information, refer to Load measurement and collection of raw data.

  • View the signal names on the X- and Y-axis [4].

  • Mouse hover [5] on the plot to view data points.

  • Click the pop-up button and view the graph in full scale [6].

  • Delete the selected signal by clicking x [7] in the legend.

Vibration FFT

The Vibration FFT provides a frequency domain chart of Velocity amplitude, monitoring the vibration spectrum of assets opted for the monitoring service. The FFT chart is generated based on the last raw data measurement received from the sensor. Refer to the figure below.

Note: This function is applicable only for rotating equipment.

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → [Asset] → Operational parameters → Vibration FFT.

In the Vibration FFT chart, you can:

  • View the trend chart in mode [1] below:

    • Full Spectrum: utilizes the full length of the spectrum. The maximum frequency is 12 kHz.

    • Default Spectrum: utilizes a limited length of spectrum. The maximum frequency is 1000 Hz.

    • 10x Spectrum: maximum frequency is 10 times the nameplate speed of the motor.

    • 100x Spectrum: maximum frequency is 100 times the nameplate speed of the motor.

    • Piezo: utilizes the full length of the spectrum. The maximum frequency is 10 kHz.

  • Read the graph with two X-axes and one Y-axis:

    • Frequency [Hz] [2]: First X-axis at the bottom of the chart

    • Rotations per minute [RPM] [3]: Second X-axis at the top of the chart

    • Velocity amplitude [mm/s] [4]: Y-axis that shows the Axial, Tangential, and Radial components.

  • Trigger an on-demand load measurement [5]. For more information, refer section Load measurement and collection of raw data.

  • Trigger an on-demand request for raw data collection [6]. For more information, refer section Load measurement and collection of raw data.

  • Download the last collected raw data [7]used to create the FFT chart in .csv format.

  • View the timestamp of the last raw data measurement on the chart [8].

  • Mouse hover [9] on the plot to view data points.

  • Enlarge the view by selecting an area on the plot [10] and resetting [11] the zoom to the original size. For more information, refer section Common features.

  • Click the pop-up button to view the graph in full scale [12].

  • Show or hide [13] a signal to view in the plot by clicking on the signals in the legend.

  • View the FFT chart of raw data collected at different timestamps [14] within the selected date range. For more information, refer to View multiple FFT signals in a single chart.

  • View a single signal in 2D and multiple signals in 3D [15]. For more information, refer to View multiple FFT signals in a single chart.

Load measurement and collection of raw data

Note: This function is applicable only for rotating equipment.

Load measurement:

The sensor connected to a gateway performs a load measurement command periodically, usually every one hour. The results are stored and displayed. However, if you require a load measurement outside the periodical schedule, you can trigger an on-demand load measurement of the trend data for motors monitored with sensors connected through a gateway device.

To trigger an on-demand load measurement,

  1. Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → [Asset] → Operational parameters.

  2. Click any of the tabs: Trends, Scatter plots, Histograms, or Vibration FFT, and click Load measurement.

  3. In the message window, click Request.

    The operation can take up to 30 minutes. You will receive an email to the registered email address notifying you that the load measurement on demand for the specific assets has been processed successfully. Make sure that you refresh the portal page or verify the new measurement on the mobile app.

Collect raw data:

Raw data can be used to visualize the vibration spectrum of an asset. The data consists of a detailed and compact set of measurements taken in a short period of time by the sensor. You can anytime trigger an on-demand request of raw data collection for the motors monitored by the sensors connected using the gateway and view the full vibration spectrum.

To request an on-demand raw data collection,

  1. Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → [Asset] → Operational parameters →Vibration FFT. Click Collect raw data.

  2. In the message window, click Request.

    The operation can take up to 30 minutes. You will receive an email after the operation is completed. Make sure that you refresh the page to view the updated data.

Note: This action can decrease the battery life of the device collecting raw data (e.g., Smart Sensor Gen1) when the device has a limited battery capacity.

View multiple FFT signals in a single chart

You can view the vibration FFT chart using raw data collected at different timestamps. A maximum of six timestamps is available. It is possible to view the charts in 2D or 3D and download the data for the selected timestamp.

  • 2D shows one signal for one timestamp. You can download the data of the selected signal.

  • 3D shows up to six signals for the selected timestamp. You can select up to six timestamps and download the data.

To select a timestamp and view data in 2D or 3D, do the steps in video below.

Note: Pause the video before you play the next video.

 Event log

The Event log tab shows the events that occurred for a selected asset.

Go to Condition monitoring → Condition overview→ Powertrains / Asset groups / Assets → [Asset] → Event log.

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → View asset →Event log.

You can search for an event by its name or filter the events by the date range. By default, the alarm/fault and warning/alert event filters are applied, and the event list shows the events that need attention. The alarm or alert events apply the condition indicators for threshold and trend. For more information on condition indices/drive condition indicators, refer to the Condition indices and drive condition indicators overview.

Note: Pause the video before you play the next video.

For drives, you can view a summary of events for more than one drive. Refer to the video below.

You can filter the events by:

  • Date range in UTC (Coordinated Universal Time) or Local time

  • Event types (Fault, Warning, Alarm, Alert, and Info)

  • Causes of the events. For example, Ambient/Temperature, Motor, Drive issue, etc.

  • Events grouped by name

  • Events with comments

  • Events with a data logger

  • Assets

For rotating equipment, you can filter the events by close or open status and also by any of the following event types:

  • Alarm

  • Warning/Alert

Event details

You can click on any event to view the event details.

Self-fault evaluation

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → View asset →Event log →Self fault evaluation.

In self-fault evaluation, you can:

  • Add a comment or update the relevant cause of the event

  • Set a new cause of the event for the same event of the drive

  • Delete your comment when needed

  • View historical comments on the events of the drive.

Note: This feature is applicable only for drives.

Logger visualisation

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → View asset →Event log →Loogger visualisation.

Select a logger and signals from the list to view the signal chart. In the chart legend, you can click on a signal to show or hide it in the graph. It is possible to hide all except one signal. You can select a signal in the chart to zoom and enlarge the view.

Note: This feature is applicable only for drives.

Trend signal

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → View asset →Event log →Trends.

In the Trends tab, you can select one or more signals to view the trend diagram and view the time at which the event occurred. For information on adding signals and viewing the trend diagram, refer to section Trends.

Note: This feature is applicable only for drives.

Logger download

Go to Condition monitoring → Condition overview → Powertrains / Asset groups / Assets → View asset →Event log →Logger download.

You can click on and download the logger file in .csv format to your computer.

Note: This feature is applicable only for drives.

Manage event

You can manage the events in the Close and/or comment on this event section. To add or close an event, do the steps below or refer to the video below.

Note: This feature is applicable only for rotating equipment.

Note: Pause the video before you play the next video.

  1. Click on the event.

  2. In the Close and/or comment on this event section, from the Action drop-down, select Add comment to add an event or Close comment to close an event.

  3. Select the cause of the event, e.g., Dismissed, False alarm, or Corrected.

  4. In the Comment text box, enter your comment and click Close.

 Asset details

The Asset details tab shows the following items:

  • Asset tag - To add a tag, click +Add tag and select the tag. You can select up to three tags.

  • Asset and nameplate images - Shows the asset and nameplate gallery.

  • Asset data - Shows the asset data such as asset identifier, asset name, asset type, site name, organization name, serial number, subscription, subscription expiration, description, country, and external asset reference ID.

  • Nameplate data - Shows the nameplate-specific data, such as drive type, short type code, motor standard, speed, etc.

  • Service and warranty data - Shows the delivery date, startup date, standard warranty end date, and extended warranty end date.

    Note: This function is applicable only for drives.

  • Sensor mounting details - Shows the asset mounting type, sensor mounting orientation, and terminal box position.

    Note: This function is applicable only for rotating equipment.

Go to Condition monitoring → Condition overview→ Powertrains / Asset groups / Assets → [Asset] → Asset details.

Refer to the video below:

Note: Pause the video before you play the next video.

 Sensor properties

Note: This feature is applicable only for rotating equipment.

The Sensor properties tab shows the various sensor and gateway information. The Sensor details show general information about the sensor. The Gateway details show general information about the gateway and its connection status. The Sensor features show information about the sensor configuration.

Go to Condition monitoring → Condition overview→ Powertrains / Asset groups / Assets → [Asset] → Sensor properties. Refer steps in the video below.

Note: Pause the video before you play the next video.

For Machine Guardian only: In Sensor features, you can click on the View details link and know about the channel configuration.

5 Maintenance recommendation

The Maintenance recommendation page shows the maintenance overview of powertrains and assets opted for monitoring service and to which you have data access rights. It lists the maintenance activities in the order of priority with information of maintenance advice. It also shows the status of the maintenance activity.

Note: This service is based on the information collected by the device. The quality of content is subject to measurement tolerance and statistical lifetime model calculations. The content may not fully address all possible drive failure modes, therefore this service may not be fully accurate or may not show the actual status of the machine from which the device collected the information. ABB recommends that you use this service only for reference purpose and to help in planning maintenance activities.

Go to Condition monitoring → Maintenance recommendation. Refer steps in below video.

Note: Pause the video before you play the next video.

6 Cross-asset analysis

The cross-asset analysis view provides advanced signal comparison capabilities between assets.

Go to Condition monitoring → Cross-asset analysis.

The Powertrains or Assets tabs provide a comparison between all the assets to which the user has access or assets of one or more powertrains. In the Powertrains tab, you can select a powertrain with the name. In the Assets tab, you can search or filter an asset with the name, id or serial number.

To view and compare asset signals, do the below steps. Refer also to below video.

Note: Pause the video before you play the next video.

  1. Select or search the powertrain or asset.

  2. Select Trend signals, Scatter plots, or Histograms.

  3. In the powertrain hierarchy, expand the asset.

  4. Select the required signals to plot on the chart. For trend signals, you can also add signals from the Additional signals drop-down. The signal graph is shown in the right pane.

  5. Choose the date from when you need the data. Refer section Common features.

  6. Repeat adding signals from any asset within the same powertrain.

  7. To remove a signal displayed in the graph, click x against a signal in the legend or uncheck a signal in the list.

  8. In the Trend signals chart, click the Hamburger menu → Save as image, to save the chart as image in .jpeg format,

For information on general functionality, refer section Common features.

7 Report management

The Report list allows you to configure, generate, and download asset or fleet reports that include the performance data of assets. The reports show information on condition indicators that you can use to analyze the root cause of an asset failure and take the required corrective action. For more information on condition indicators, refer to Condition indices and drive condition indicators overview.

Note: All reports are visible for all the assets for which the user has access rights.

Filter reports

You can filter reports based on the following selections: report name, asset Id, serial number, last updated time interval, reporting time interval, report type, or status. Refer to the video below.

Note: Pause the video before you play the next video.

  1. Click the Reports tab.

    The available reports list appears.

  2. Do the following filter selections:

    • Search report: type the report name, asset ID, or serial number

    • Last updated: select the time interval of when the report was last updated and click Apply. You can select intervals of the last 24 hours, 7 days, 14 days, 30 days, or 90 days. Note that the first click on a date selects the starting date and the second click selects the end date. The third click starts over the selection of the new start date.

    • Reporting period: select the time interval of when the report was generated and click Apply. You can select intervals of the last 24 hours, 7 days, 14 days, 30 days, or 90 days. Note that the first click on a date selects the starting date and the second click selects the end date. The third click starts over the selection of the new start date.

    • Report type: select a report type, e.g., Instant asset report for Motors, Instant asset report for Drives, or Instant fleet report for Motors. Otherwise, select All types.

    • Status: select a status, e.g., Completed, Error, Pending, or Rejected. Otherwise, select All statuses.

  3. Click Apply or click Reset filters to reset the filter selections.

    The reports are filtered based on the organization selected from the general filter and the filter selection on the reports page. The filtered reports appear in the list under the following columns: Report name, Asset name, Last updated, Report type, Reporting period, Status, and Actions. The reports with new condition indices are tagged as NEW.

    Refer also to sections: Generate reports and View reports.

View reports

In the reports list, you can download and view a generated report that appears with a status of Completed. In the Actions column, click the (Download) link to download the report to your PC and view the report in PDF format. Refer to the video below.

Note: You can view reports for all assets for which you have access rights.

Note: Pause the video before you play the next video.

Note: You can also view reports for an asset in the asset details page. Refer to the section View reports for asset.

Generate reports

You can generate the following asset or fleet report for drives and motors:

  • Instant asset report for Drives

  • Instant asset report for Motors

  • Instant fleet report for Motors.

 Generate instant asset report

You can generate an instant asset report for drives or motors if sufficient measurement data (for the past 30days) is available. You can trigger raw data collection and try to generate the report when the data is available. Refer to section Load measurement and collection of raw data.

Note: Report generation applies to all assets for which you have access rights. The assets should be from the organization, filtered by general filters.

Note: Pause the video before you play the next video.

  1. In the report list, click New report.

  2. In the New report window, select the report type as Instant asset report for drives or Instant asset report for motors, asset name, and appropriate measurement unit (default unit is Metric).

  3. Select a date and timestamp for raw data collection. Click Select.

    Note: Up to 30 days of raw data is available.

  4. Click Generate to generate the report. Otherwise, click Cancel.

    The new report information appears in the report list with status marked as Pending, meaning the report generation is in progress. You may have to wait for some time for the final report to be available. After the report is generated, the status changes to Completed. You can then download and view the report. Refer View reports.

    The report generation can fail if sufficient measurement data is not available. The status is marked as Error. You can trigger raw data collection and retry generating the report after the data is available. Refer to section Load measurement and collection of raw data.

Note:

 Generate instant fleet report

You can generate an instant fleet report for motors if sufficient measurement data (for the past 30days) is available. Refer to the steps in the video below. You can trigger raw data collection and try to generate the report when the data is available. Refer to section Load measurement and collection of raw data.

Note: Report generation applies to all assets for which you have access rights. The assets should be from the organization, filtered by general filters.

Note: Pause the video before you play the next video.

  1. In the report list, click New report.

  2. In the New report window, select the report type as Instant fleet report for motors, organization name, reporting period, and appropriate measurement unit (default unit is Metric). Click Generate to generate the report; otherwise, click Cancel.

    The new report information appears in the report list with status marked as Pending, meaning the report generation is in progress. You may have to wait for some time for the final report to be available. After the report is generated, the status changes to Completed. You can then download and view the report. Refer to section View reports.

    The report generation can fail if sufficient measurement data is not available. The status is marked as Error. You can trigger raw data collection and retry generating the report after the data is available. Refer to section Load measurement and collection of raw data.

8 Tools

The tools page allows you to add powertrains that you need to monitor, view subscription status of the assets, and manage users and assets in the authorized organization.

Powertrain configuration

In the Powertrain configuration tab, you can add, delete, and hide powertrains.

 Adding a powertrain

To add a powertrain,

  1. In the Tools page, go to Powertrain configuration and click Add new powertrain.

  2. In Step 1 Powertrain name and location, do the following:

    • In the Name field, enter the powertrain name.

    • From the Site drop-down, select the site.

  3. Click Next.

  4. In the Step 2 Powertrain assets, from the Available assets list, select an asset type. You can also search for any asset by its name.

    The available assets are listed for the organization selected in the Organization filter. Refer General filters.

  5. In the listed assets, click (add) button to add assets to the selected assets list.

  6. You can remove any added assets in the Selected assets list, click against the respective asset.

  7. Click Next. To make any changes, click Back.

  8. In the Step 3 Powertrain overview, verify the details of powertrain assets and click Save. Click Back to make any changes.

    The message "Powertrain created successfully. Please align the general filter with the created powertrain in order to see it" appears.

 Editing a powertrain

To edit an existing powertrain, do the steps below:

  1. From the powertrain list, select the powertrain that needs to be edited.

  2. Click the icon.

  3. In Step 1 Powertrain name and location, edit the powertrain name.

  4. Click Next. To make any changes, click Back.

  5. In the Step 2 Powertrain assets, from the Available assets list, click and select the assets. You can also search for any asset by its name.

  6. To remove any added assets, in the Selected assets list, click against the respective asset.

  7. In the Step 3 Powertrain overview, verify the powertrain details and click Save. Click Back to make any changes.

    The powertrain is updated.

 Deleting a powertrain

To delete a powertrain, do the steps below:

  1. From the powertrain list, select the powertrain that needs to be deleted.

  2. Click on the icon.

  3. Click Yes.

    The selected powertrain is deleted from the powertrain list.

Subscription status

In this section, you can view the subscription status of your assets. If any subscription requires attention, the user can see the notification banner on the Dashboard.

The below asset subscription statuses are shown:

  • Active subscription‑Assets with active subscriptions. These are mainly purchased subscriptions, e.g. Condition Monitoring for Drives, ABB Ability™ Smart Sensor Subscription.

  • Inactive subscription‑Assets with inactive subscriptions, e.g. Free or Free for renewal. Free refers to assets that never had a subscription. Free for renewal refers to assets that had a subscription and are expired, so can be renewed.

To view subscription status, do the below steps.

  1. In the Tools page, go to Subscription status.

  2. Click Active subscriptions or Inactive subscriptions.

  3. In the subscriptions list, search for an asset with its name or serial number.

  4. Click filter button and select the ssets by asset type, expiration time or subscription type. To reset the selections, click Reset filters.

  5. The subscription list shows the end date and feature code for the selected Asset name, Asset sl. no. or Asset type.

    Note: Feature code shows the features that the subscription is valid.

Note: The subscription type and expiration time are also shown in the Asset details page. See Asset details.

User management

This section describes how to manage users in the Powertrain portal.

The user management function is applicable only for below Powertrain user roles:

  • PT global operations/expert

  • PT country admin

  • PT principal user

  • External principal user.

Note: This function does not apply to PT End users and External users.

In the Powertrain portal, go to Tools → User management, and do the following functions:

 Add users

PT global operations/expert: Can onboard internal and external users to all organizations, sub-organizations, or sites within the Powertrain portal.

PT country admin: Can onboard internal and external users to all organizations, sub-organizations, or sites that belong to the country within the Powertrain portal.

PT principal user/External principal user: Can onboard internal users within authorized organizations of the Powertrain portal. The PT principal user role applies only to the home organization. For other organizations External principal user role is applicable. The following limitations apply:

It is not possible to

  • onboard users to sub-organizations or sites. However, it is possible to assign assets of a site to the user.

  • onboard external users in the Powertrain portal. However, it is possible to manage existing principal users, for example, change user roles, change an external principal user to an external user, and also provide access to selected groups and assets. To onboard external users, contact CIAM or ABB Admin.

You can add users and assign a user group, or add users and assign a user role and assets. Refer to the steps below in the video.

Note: Pause the video before you play the next video.Note: Pause the video before you play the next video.

External principal user: Can onboard external users within authorized organizations of the Powertrain portal and assign assets or assets from selected sites. Refer to the steps below in the video.

Note: Pause the video before you play the next video.Note: Pause the video before you play the next video.

 View users

PT global operations/expert: Can view details of internal and external users onboarded to the Powertrain portal. In the users list, it is possible to change user roles or delete users.

PT country admin: Can view details of internal and external users in all organizations that belong to the country within the Powertrain portal. In the users list, it is possible to change user roles or delete users.

PT principal user: Can view details of internal and external users in the authorized organization. In the users list, it is possible to change user roles or delete users. It is not possible to view users of other organizations. Refer to the steps below in the video.

Note: Pause the video before you play the next video.

External principal user: Can view details of external users in the authorized organization within the Powertrain portal. In the users list, it is possible to change user roles or delete users. It is not possible to view users of other organizations.

PT end user, External user: Can view only their own organization details. The end user can view internal user details only if the role is changed to an External principal user in the authorized organization.

Note: Pause the video before you play the next video.

 Change the user role of individual users

PT global operations/expert: Can change user roles of internal and external users in all organizations, sub-organizations, or sites within the Powertrain portal.

PT country admin: Can change user roles of internal and external users in organizations, sub-organizations, or sites that belong to the country within the Powertrain portal.

PT principal user/External principal user: Can change the user role of internal users in authorized organizations within the Powertrain portal.

You can select an individual user with the Principal user role and assign an End user role. After the end-user role is assigned, the selected user will be removed from all groups with the Principal user role. Similarly, you can select a user with End end-user role and assign the Principal user role. After the Principal user role is assigned, the selected user will have access to all assets and asset groups in the organization. Refer to the steps below in the video.

 Change the user role of multiple users

PT global operations/expert: Can change user roles of multiple internal and external users in all organizations, sub-organizations, or sites within the Powertrain portal.

PT country admin: Can change the user role of multiple internal and external users in organizations, sub-organizations, or sites that belong to the country within the Powertrain portal.

PT principal user/External principal user: Can change the user role of multiple internal users in authorized organizations within the Powertrain portal.

You can select multiple users with the Principal user role and assign them an End user role. After the end-user role is assigned, the selected users will be removed from all groups with the Principal user role. Similarly, you can select multiple users with the End user role and assign them the Principal user role. After the Principal user role is assigned, the selected users will have access to all assets and asset groups in the organization. Refer to the steps below in the video.

 Create user groups

PT global operations/expert: Can create user groups in all organizations within the Powertrain portal.

PT country admin: Can create user groups in all organizations that belong to the country within the Powertrain portal.

PT principal user: Can create user groups within authorized organizations of the Powertrain portal and assign user roles, user groups, or assets to internal and external users. Refer to the steps in the video below.

External principal user: Can create user groups in the authorized organization of the Powertrain portal and assign external user roles to external users, and assign assets to the group. Refer to the steps in the video below.

Note: Pause the video before you play the next video.

PT end user /External user: Cannot create user groups. The end user can create internal user groups only if the role is changed to an External principal user in the authorized organization.

 View user groups

PT global operations/expert: Can view user groups in all organizations within the Powertrain portal.

PT country admin: Can view all user groups in the organizations that belong to the country within the Powertrain portal.

PT principal user/External principal user: Can view user groups and delete user groups if needed, in their authorized organization. Refer to the video below.

Note: Pause the video before you play the next video.

PT end user/External user: Can view only their own details. The End user can view internal or external user groups only if the role is changed to an External principal user in the authorized organization.

 Assign a user group to a user

PT global operations/expert: Can assign user groups to users in any organization within the Powertrain portal.

PT country admin: Can assign user groups to users in the authorized organization that belongs to the country within the Powertrain portal.

PT principal user/External principal user: Can assign user groups in the authorized organization within the Powertrain portal.

To assign user groups to users, do the steps in the video below.

Note: Pause the video before you play the next video.

 Assign user group and user role to multiple users

PT global operations/expert: Can assign a user group to multiple users at the same time in any organization within the Powertrain portal.

PT country admin: Can assign user groups to multiple users at the same time in the authorized organization that belongs to the country within the Powertrain portal.

PT principal user/External principal user: Can assign user groups to multiple users at the same time in the authorized organization within the Powertrain portal.

To assign user groups to multiple users, do the steps in the video below.

Note: Pause the video before you play the next video.

 Assign users to sub-organizations or sites

PT principal user/ External principal user: Can assign users to sub-organizations or sites in the authorized organization within the Powertrain portal. The user will have access to all assets of the assigned sites.

To assign users to sub-organizations or sites, do the steps in the video below.

Note: Pause the video before you play the next video.

Asset management

This section describes how to manage assets in organizations within the Powertrain portal.

The asset management function is applicable only for below Powertrain user roles:

  • PT global operations/expert

  • PT country admin

  • PT principal user

  • External principal user

  • PT end user (with limited functionality)

  • External user (with limited functionality).

Note: The Powertrain portal shows only remotely connected assets.

In the Powertrain portal, go to Tools → Asset management, and do the following functions:

 View an asset group

PT global operations/expert: Can view assets of all organization within the Powertrain portal.

PT country admin: Can view assets of all organizations that belong to the country within the Powertrain portal.

PT principal user: Can view assets of authorized organizations within the Powertrain portal. Refer to the steps in video below.

Note: Pause the video before you play the next video.

External principal user: Can view assets of the authorized organization within the Powertrain portal.

PT end user, External user: Can view assets to which the user has access in their own organization.

Note: Pause the video before you play the next video.

 Create an asset group

PT global operations/expert: Can create asset groups in all organizations within the Powertrain portal.

PT country admin: Can create asset groups in all organizations that belong to the country within the Powertrain portal.

PT principal user: Can create asset groups within authorized organizations of the Powertrain portal. Refer to the steps in the video below.

External principal user: Can create asset groups in the authorized organization of the Powertrain portal. Refer to the steps in the video below.

Note: Pause the video before you play the next video.

To add users to the asset group, refer to Assign users to sub-organizations or sites.

PT end user, External user: Cannot create asset groups.

 Add assets to an asset group

PT global operations/expert: Can add assets to asset groups in all organizations within the Powertrain portal.

PT country admin: Can add assets to asset groups in all organizations that belong to the country within the Powertrain portal.

PT principal user: Can add assets to asset groups within authorized organizations of the Powertrain portal. Refer to the steps in the video below.

Note: Pause the video before you play the next video.

External principal user: Can add assets to asset groups in the authorized organization of the Powertrain portal. Refer to the steps in the video below.

PT end user, External user: Cannot add assets to asset groups.

 Ungroup an asset group

PT global operations/expert: Can ungroup asset groups of all organizations within the Powertrain portal.

PT country admin: Can ungroup asset groups of all organizations that belong to the country within the Powertrain portal.

PT principal user: Can ungroup asset groups of authorized organizations within the Powertrain portal. Refer to the steps in the video below.

Note: Pause the video before you play the next video.

External principal user: Can ungroup asset groups of authorized organizations within the Powertrain portal. Refer to the steps in the video below.

PT end user, External user: Cannot ungroup asset groups.

 Remove an asset group

PT global operations/expert: Can remove asset groups of all organizations within the Powertrain portal.

PT country admin: Can remove asset groups of all organizations that belong to the country within the Powertrain portal.

PT principal user: Can remove asset groups of authorized organizations within the Powertrain portal. Refer to the steps in the video below.

Note: Pause the video before you play the next video.

External principal user: Can remove asset groups of authorized organizations within the Powertrain portal. Refer to the steps in the video below.

PT end user, External user: Cannot remove asset groups.

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Further information

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