# ToolsNet 8 (8.32)

## Software

# Introduction

In this section, you can find the basic information about the product and also the formatting conventions used in the topics.

# General Description

ToolsNet 8 is a data collection and process improvement software that is personalized to your needs, based on a reliable production data collection and aimed to provide simple production analysis. The software gives you the capability to continuously enhance your processes. It gives you full control resulting in less rework, higher quality and maximum uptime.

# General Data Protection Regulation (GDPR)

This product offers the possibility to process personal identifiable information such as system user name, role and IP-address. The purpose of this processing capability could be to enhance quality control through traceability and proper access management.

If you decide to process personal data you need to be aware of and comply with relevant personal data protection rules, including, in the EU the GDPR as well as other applicable laws, directives and regulations. Atlas Copco can in no way be held liable for any use made by you of the product.

# Revision History

Release Number
Revision Date
Revision Description
Search

Release Number | Revision Date | Revision Description
--- | --- | ---
item | item | none
8.32 | 12/2025 | UPDATED content: Compatibility Before Installation Archive Installer - ToolsNet 8.18 installation or higher Creating the Archive Database Creating Link to the Database Upgrading the Archive Database Setting Up the Connection Properties Search Criteria in Tab Trace View Tab - Tightening and Riveting Working with the Notifications Tab Managing Notification Service Settings Working with the Server Creating Unit Links NEW content: Trace View Tab - Flow Drill Fastening Configuring Concurrent Sessions for IIS Configuring Maximum Allowed File Size for IIS Configuring the Database Timeout Parameter Configuring Integration with BLM QA Supervisor
8.31 | 07/2025 | UPDATED content: Compatibility Complete Installation Setting the Administration Role Configuring user activity logging Working with the Results Trace View Tab Synchronizing Traces (ToolsNet Web App) Signal R Error Working with the ToolsNet Installation Configurator
8.30 | 09/2024 | NEW content: Manage External Links UPDATED content: Compatibility Icons Search Criteria in Tab Trace View Tab Archive Installer - ToolsNet 8.18 installation or higher Archive
8.29 | 05/2024 | NEW content: Flow Drill Fastening UPDATED content: Installation Overview Compatibility Before Installation Complete Installation Working with the ToolsNet Installation Configurator Working with the Database Default Database Name Database Backup Creating the Archive Database Creating Link to the Database
8.28 | 12/2023 | UPDATED content: System Overview Installation Overview Compatibility Before Installation Path Overview for a Default Installation Complete Installation Working with the ToolsNet Installation Configurator Working with the Server Stopping the Data Communication Services Restarting the Data Collection Services Adhesive Working with the Tool Center Tab Working with the Command Center Tab
8.27 | 10/2023 | UPDATED content: Compatibility Registering the Software Process License Status Widget
8.26 | 06/2023 | NEW content: Configuring user activity logging Troubleshooting Matrix UPDATED content: Archive Installer - ToolsNet 8.18 installation or higher Upgrading the Archive Database Working with the Reports Tab Generic
8.25 | 04/2023 | UPDATED content: Installation Overview Compatibility Working with the Dashboard Tab Tightening Working with the Trace Results Trace View Tab
8.24 | 12/2022 | UPDATED content: Compatibility Path Overview for a Default Installation Working with the Reports Tab Generic Archive
8.23 | 09/2022 | UPDATED content: Scheduling Database Maintenance Jobs in SQL Server Enterprise and Standard Edition Generic Tightening Working with the Trace Results
8.22 | 03/2022 | NEW content: Riveting UPDATED content: Modifying Roles Working with the Search Panel Working with the Reports Tab Generic Tightening Adhesive Process Archive Exporting Data
8.21 | 11/2021 | NEW content: Adhesive Result Product Station Top NOK Production Overview Comparing Tightening since Service to Service Interval UPDATED content: Modifying the User Settings Configuring Windows Server 2019 for ToolsNet 8 Configuring Windows Server 2016 for ToolsNet 8 Configuring Windows Server 2012 R2 for ToolsNet 8 Working with the Table Row Tab Results Working with the Dashboard Tab Working with the Reports Tab SPC Adding a Tool Using Filter in Tool Center
8.20 | 07/2021 | NEW content: Icon Working in the Search Panel Working with the Results Managing the Widgets UPDATED content: System Overview Operation Working with the Dashboard Tab ToolsNet Archive Installer
8.19 | 03/2021 | NEW content: About the User Guide and links to Product Essentials Tutorials Working with the ToolsNet Installation Configurator (ToolsNet Web App) ToolsNet Web App Does Not Launch and a "NullReferenceException: Object reference not set to an instance of an object" Occurs for Errors Relating to Get Session Facade Process Running a Report for ProcessProduct Handling Results from ProcessProduct Running a Report for ProcessStation Handling Results from ProcessStation UPDATED content: Supported Platforms Complete Installation Installing ToolsNet 8, Advanced Installation Compatibility Setting the Administration Role
8.18 | 10/2020 | No changes.
8.17 | 06/2020 | NEW content: (Installer) Error 1722. There Is a Problem with This Windows Installer Package (Installer) Test Database Connection Fails (Service Start) License Server Does not Start (Service Start) Error 1075: Data Communication Service (ToolsNet Web App) Signal R Error (ToolsNet Web App) Data Collection Speed Widget Is Empty (ToolsNet Web App) Power Focus 4000, PowerMACS 4000 and ToolsNet OpenProtocol Controllers Are not Displayed in Unit Monitoring UPDATED content: In new Troubleshooting and Service section: Installation Overview Compatibility Program Scatter Tab with panning feature Displaying Details License Status Widget Using the Zoom and Pan Function with panning feature
8.16 | 03/2020 | NEW content: Installation of Configuring Windows Server 2019 for ToolsNet 8 General upgrade of the content. Software Structure Multi Tab Installation Overview Compatibility Microvideo added to supplement content.
8.15 | 12/2019 | NEW content: ToolsNet Archive Installer - Upgrading the archive ToolsNet Archive Installer - Set up the Connection Properties
8.14 | 07/2019 | NEW content: New structure
8.13 | 02/2019 | NEW content: Information about upgrade of old versions of ToolsNet database Possibility to remove user New structure
8.12 | 01/2019 | From 8.12 the manual is a User Guide containing Installation, Configuration and Operation. NEW content: GDPR Compliance General Description Features Benefits

# Conventions

To enhance user understanding, certain formatting conventions are used throughout this document. The formatting conventions used are listed below.

User Guide Conventions
Element | Notation | Description | Output
--- | --- | --- | ---
General emphasis | In the Program workspace. | To make certain text elements stand out, or to highlight. | Text in Bold
Graphical User Interface (GUI) items | Select the Function button. | Any reference to items found on screen in the GUI (for example, command buttons, icon names and field names). | Text in Bold
Graphical User Interface (GUI) Path > | Generally, on the top of the GUI. | Navigation aid which keeps track of the location in the GUI. | For example: Controller > Program > Edit
User input | Enter a Description for the program. | Any text input by the user. | Text in Bold
File names | Enter a File Name for the export. | Files either exported from, or imported into the system. | Text in Bold Italic
Variable and parameter names | Enter a Name for the export. | Variable and parameter names (not values). | Text in Italic
Variable and parameter values | Enter a VALUE for the export. | Variable and parameter values. | Text in BOLD CAPS
System output | Client.Domain.Models.ExportImportConfiguration | Any text output by the system. | Text in Monospace
External links | https://servaid.atlascopco.com www.atlascopco.com https://webbox.atlascopco.com/webbox/dimdrw | Links to external sites that have information connected to the document or subject content. These could include: Technical Product Data Dimensional Drawings Accessories Product Specific Information | Selectable text to external sites
Internal documentation links |  | Relevant Information - links to information which is directly related to the current topic and needs to be considered for certain configurations that are made. In this Section - links to all the topics within the section, which can be useful when understanding a feature, or configuration. If available, these links will be presented below the text. | Selectable text to internal content

# About the User Guide

The User Guide describes how to set up, configure and use ToolsNet. It is intended for anyone working with ToolsNet.

In the Search window on the top menu bar, search for Product Essentials Tutorials for checking the available video tutorials.

Each Product Essentials Tutorial will provide an overview of how to do a specific task with an Atlas Copco product. These tutorials are designed so that users can watch and follow along with their own equipment. The Product Essentials Tutorials are available online to ensure they are always available to users on-demand, and provide baseline knowledge needed to work with Atlas Copco products.

# System Overview

## Typical installation

Typical ToolsNet 8 installations are structured as shown in the image in Standalone installation; one server running ToolsNet 8 applications and one database server hosting the ToolsNet database.

The relationships between the separate modules in ToolsNet:

- ToolsNet clients can access the server via a web browser.

- The server also runs the various data collection services, which obtain the data from the controllers and save results on the database module.

- The Internet Information Service displays the results on a webpage.

Check the image in Standalone installation to identify the different modules.

## Standalone installation

In a standalone installation, both the server and the database module are installed and run on the same machine.

1 | Controllers
2 | ToolsNet client(s) with a Web browser
3 | Server
4 | Database module
A | Archive Service
B | Internet Information Service
C | PowerMacs Program Manager Service
D | Licensing Service
E | Notification Service
F | Atlas Copco Data Communication

In this Section

- Software GUI

# Software GUI

ToolsNet 8 is a visually rich product providing first-class information.

The web interface for ToolsNet 8 is responsive and will automatically adjust to the screen size and resolution that you use, whereby the workspace content displayed and menu bar will change and adapt accordingly.

Point and click on image to see more information:

A | Top menu bar
B | User settings and sign out. See Working with the User Account.
C | Notification alerts. See Notifications.
D | Left hand side menu bar - Tabs. See Menu Bar.
E | Expand icon. See Menu Bar.
F | Workspace - This area will display different content, depending on the selected view.

In this Section

- Menu Bar
- Icons

# Menu Bar

The tabs displayed on the left hand side menu bar in ToolsNet 8 are dependant on the license type acquired.

Icons | Description | Licensed Feature | Multi Tab within Workspace
--- | --- | --- | ---
| Dashboard | Yes | No
| Reports | Yes | Yes
| Statistics | Yes | No
| Analysis | Yes | Yes
| Notifications | Yes | No
| Tool Center | Yes | No
| Command Center | Standard | No
| Administration | Standard | No

The appearance of the left hand side menu bar varies, depending on the web browser's zoom level, and the screen resolution.

- Select the expand button to expand or minimize the menu.

Relevant Information

- Working with the Administration Tab
- Working with the Analysis Tab
- Working with the Command Center Tab
- Working with the Dashboard Tab
- Working with the Notifications Tab
- Working with the Reports Tab
- Working with the Tool Center Tab

# Icons

The following table gives an overview of the icons and buttons available in the user interface for ToolsNet 8 :

Icon | Name | Description
--- | --- | ---
| External Link | Redirect to corresponding configured Path in Manage External Links.
| Edit | Edit the external link.
| Remove | Remove the external link from the list.
| Setting | Configure the available settings.
| Sign Out | Sign out from ToolsNet 8
| Expand button | Expand to display more information, or collapse to hide information
| Save | Save customized settings
| Reload | Reload view of results
| Export | Export results to Excel
| Trace | View trace or magnified view of graph
| Close | Close an application
| Collapse | Collapse an application
| Full screen | Expands to full screen
| Full Screen | Minimizes the screen

# Installation and Upgrade

In this section, you can find information to help with the initial installation of the product, or upgrading from one version to another.

# Installation Overview

For a correctly installed ToolsNet 8 working environment, follow the installation and configuration checklist below.

## Infrastructure

Step | To do | Check
--- | --- | ---
a For the RAM requirements, use the ToolsNet Fact Sheet that is obtainable from the Global Product Manager. b For the disk space calculations, use the ToolsNet Fact Sheet that is obtainable from the Global Product Manager.
1 | Decide on server type (virtual or physical). | ░░
2 | Decide on database location (local or remote). | ░░
3 | Decide on authentication type (none or Windows Active Directory). | ░░
4 | Verify that amount of RAM on application server is sufficient.a | ░░
5 | Verify that disk space for database is sufficient.b | ░░

## Installation

Step | To do | Check
--- | --- | ---
6 | Windows Server 2019 or higher installed on application server | ░░
7 | Ports (according to User Guide) open on servers, see Before Installation | ░░
8 | SQL Server 2019 | ░░
9 | .Net Framework 4.8 | ░░
10 | Read through the Installation and Upgrade section of the ToolsNet 8 User Guide (latest version) | ░░
11 | Enable Application Server and IIS roles according to the ToolsNet 8 User Guide (latest version), see Enabling Windows Integrated Authentication on IIS | ░░
12 | Install the compatible version of ACDC, see Compatibility | ░░
13 | Install the latest version of ToolsNet 8, see Installing ToolsNet 8 | ░░
14 | Register licenses | ░░
15 | Start services | ░░

## Configuration

Step | To do | Check
--- | --- | ---
16 | Add first account (if no AD). | ░░
17 | Verify that user can log on correctly (if AD). | ░░
18 | Set up all the Maintenance Jobs in SQL Server Management Studio according to the needs and working shifts of customers, see Scheduling Database Maintenance Jobs in SQL Server Enterprise and Standard Edition. | ░░

## Archiving (if purchased)

Step | To do | Check
--- | --- | ---
19 | Create archive database with Archive Installer, see ToolsNet Archive Installer. | ░░
20 | Create link to archive database with Archive Installer, see ToolsNet Archive Installer. | ░░
21 | Configure the Archive Studio Schedule, see Archive Installer - ToolsNet 8.18 installation or higher. | ░░

In this Section

- Supported Platforms
- Compatibility
- Before Installation
- Path Overview for a Default Installation

# Supported Platforms

Depending on the version of the system and the licenses purchased, the system can provide the following services:

- Result data collection from Power Focus 3000, Power Focus 4000, PowerMACS 3000, PowerMACS 4000, Power Focus 6000, the Atlas Copco Error Proofing solutions (SQS, SAMS, Avantguard), Atlas Copco Industrial Assembly Tools (ADH, SPR) and from other vendors through ToolsNet open protocol, TNDCP.

- Trends, summaries and detailed data reporting in a web interface, based on results and events.

- Statistical analysis of production data.

- Alerts and administration of production events.

- Tool service follow-ups.

# Compatibility

ToolsNet Version | Windows Server | SQL Server | Oracle | .NET | ACDC
--- | --- | --- | --- | --- | ---
TN 8.32 | 2022, 2019 | 2022, 2019 | Not supported | 8 | 3.7.0
TN 8.31 | 2022, 2019 | 2022, 2019 | Not supported | 4.8 and 8 | 3.6.0
TN 8.30 | 2022, 2019 | 2022, 2019 | Not supported | 4.8 and 6 | 3.4.0
TN 8.29 | 2022, 2019, 2016 | 2022, 2019 | Not supported | 4.8 | 3.3.0
TN 8.28 | 2022, 2019, 2016 | 2022, 2019 | 19c or newer | 4.8 | 3.2.0
TN 8.27 | 2022, 2019, 2016 | 2022, 2019 | 19c or newer | 4.8 | 3.1.0
TN 8.26 | 2022, 2019, 2016 | 2022, 2019 | 19c | 4.8 | 3.0.0
TN 8.25 | 2022, 2019, 2016 | 2022, 2019 | 19c | 4.8 | 3.0.0
TN 8.24 | 2019, 2016 | 2019, 2017 | 19c | 4.8 | 2.5.0
TN 8.23 | 2019, 2016 | 2019, 2017 | 19c | 4.8 | 2.4.0
TN 8.22 | 2019, 2016 | 2019, 2017, 2016 | 19c, 12c | 4.8 | 2.3.0
TN 8.21 | 2019, 2016 | 2019, 2017, 2016 | 19c, 12c | 4.8 | 2.1.1
TN 8.20 | 2019, 2016 | 2019, 2017, 2016 | 18c, 12c | 4.8 | 2.1
TN 8.19 | 2019, 2016 | 2019, 2017, 2016 | 18c, 12c | 4.8 | 1.13 and 2.0
TN 8.18 | 2019, 2016 | 2019, 2017, 2016 | 18c, 12c | 4.8 | 1.12
TN 8.17 | 2019, 2016 | 2017, 2016 | 12c | 4.8 | 1.11
TN 8.16 | 2019, 2016 | 2017, 2016 | 12c | 4.8 | 1.9
TN 8.15 | 2016, 2012 R2 | 2017, 2016 | 12c | 4.6 | 1.7
TN 8.14 | 2016, 2012 R2 | 2017, 2016 | 12c | 4.6 | 1.5
TN 8.13 | 2016, 2012 R2 | 2017, 2016 | 12c | 4.6 |
TN 8.12 | 2016, 2012 R2 | 2017, 2016 | 12c | 4.6 |

For help with the installation of the software, refer to the official webpages of the respective software providers.

For help with the installation of the software, see the release notes for the respective versions of the database.

Before installation, make sure that SQL Server Agent is activated. This is done in Windows services.

ToolsNet 8 does not support SQL Express.

# Before Installation

The following preparations are needed prior to installation of ToolsNet 8:

- Make sure that the computers that are to run ToolsNet 8 comply with the hardware and software requirements.

- Make sure that the system firewall is OFF, or open the ports.

- Make sure that Atlas Copco Data Communication is installed.

- For Atlas Copco Data Communication ports, see Reference Documents.

If ToolsNet 4000 is installed on the server, perform an upgrade.

Port No | Protocol | Firewall | Collection | Description | Conf.able
--- | --- | --- | --- | --- | ---
6594 | TCP | Internal/External | ACTLicenseServer.exe | Used by License client application for TCP communication with the New License Server | No
6594 | TCP | Internal/External | ACTLicenseServer.exe | Used by ADC for TCP communication with the New License Server | No
6595 | TCP | Internal/External | ACTLicenseServer.exe | Used by Open Protocol controllers or system components for TCP communication with the New License Server | No
7102 |  |  | Notification Service | WebAPI port used by ToolsNet web | No
7101 |  |  | Archive Service | WebAPI port used by ToolsNet web | No
9993 | TCP | Internal | PMProgramManagerProxy | Used to see PowerMacs program details. | No

When considering Firewall:

- Internal: Must be opened for internal network traffic.

- External: Must be opened for contact with Atlas Copco license server.

Read the sections about server configuration for the intended server use. Always make sure that your database server is installed, set up properly, and running.

## Hard drives and data files

Contact the database administrator to determine the following settings.

1. Check that there is enough free hard drive space for Production data.

2. Decide which hard drive volume and folder should be used for Production data.

These values are not set at this stage.

The SQL Server transaction log file grows when delete maintenance is running. This log file is truncated when the database is backed up. The DBA needs to have a strategy for keeping a reasonable log file size.

## Installation Requirements

- Windows Server 2019 or 2022

- Windows Server 2022 for TLS

- .NET8

- .NET Desktop Runtime 8.0 and ASP.NET Core Runtime 8.0 Hosting Bundle (Avoid version 8.0.19)

- RabbitMQ 3.11.28 (Do not use version 3.12 or 3.13 or later)

- Erlang 25.3.2.20 (Do not use versions 26, 27 or later)

- Microsoft SQL Server 2019 or 2022

Refer to Configuring Windows Server 2019 for ToolsNet 8 for setting up IIS.

Enable WebSocket protocol under Application development.

Relevant Information

- Compatibility

# Path Overview for a Default Installation

The tables below list the paths to important applications and files for a default installation of ToolsNet 8.

`C:\Program files (x86)\Atlas Copco` | Root folder for Atlas Copco applications
`…\Licensing` | License server, logs for license server, registration application.
`…\NotificationService` | Application for sending out notifications related to controller events.
`…\ToolsNet` | ToolsNet 8 web application.
`…\ServiceManager` | Application folder for the service manager.
`…\ACDataCommunication` | Used for AC DataCommunication service.
`…\ArchiveService` | Application for Archive events.

`C:\ProgramData\Atlas Copco` | Root folder for application settings and application log files
`…\Logs` | Application log files.
`…\Licensing` | Settings for the license server.
`…\NotificationService` | Settings for the notification service.
`…\ToolsNet` | Settings for the ToolsNet web application.
`…\ToolsNetCommon` | Settings that are common for different parts of the application.
`…\ToolsNetDatabase` | Installation scripts for the ToolsNet database.
`…\ACDCCommon` | Settings that are common for different parts of ACDC.

# Installing ToolsNet 8

In this section installation of ToolsNet 8 is described.

For a correctly installed working environment, follow the installation and configuration checklist see Installation Overview.

In this Section

- Complete Installation
- Registering the Software
- Viewing the Status of the ToolsNet 8 Installation

# Complete Installation

The Complete installation installs all ToolsNet components.

Database installations should be done by an expert and only when a DBA is present.

1. Double-click AtlasCopco ToolsNet IC 8.XX.X.XX.msi.

2. In the InstallShield Wizard, select Next.

3. In the License Agreement dialog box, read the License Agreement. If agreed, select the option I accept the terms in the license agreement, and then select Next.

4. In the Setup Type dialog box, select Complete, and then select Next.

5. In the Ready to Install the Program dialog box, select Install, and wait for the InstallShield Wizard to finish the installation.

   The setup must update files or services that cannot be updated while the system is running. If you choose to continue, a reboot will be required to complete the setup.

   - Select OK to close running applications.

   The ToolsNet Installation Configurator opens.

6. If required, select CONFIRM to restore app settings from the previous ToolsNet installation. Otherwise, select CANCEL.

7. Select Finish to exit the wizard and to continue with the ToolsNet Installation Configurator.

8. In the ToolsNet tab, review the application settings and the authentication settings. If required, adjust them and select SAVE.

   If the ACDC service is hosted on the same computer running the installation, set the ACDC IP Address in Application settings to `127.0.0.1.`

   If the ACDC version is too old, a warning is displayed:

   Data communication service could not be reached or have a too low version (found version is: X.X.X and required version is: X.X.XXXXX) Do you want to continue the installation anyway? YES or NO.

   When changing the Authentication method in Authentication settings to Windows, a network connection to a domain is required and the Admin group needs to be entered.

9. In the Database tab, review the On Premise Configuration. Perform the necessary changes and select SAVE.

   For SQL Server

   - In the Server Data Source field, type the IP address, or the computer name for the database, and then select SAVE.

   If the database is hosted on the computer running the installation, set the IP address to `127.0.0.1.`

   As to the Credentials for user in order to create the database

   - Enter the user name and password on the SQL Server, and then select SAVE.

   Make sure that the user has permission to create a database, users and database jobs.

   The user name entered is only used for the installation. The installer creates new users with limited access only to the ToolsNet database and the ToolsNet related database jobs.

   - To validate the user credentials, select TEST CONNECTION. The test connection will attempt to access the database using the credentials provided. If the test connection fails, make sure that the user is set up properly on the database server.

   TEST CONNECTION only works for a SQL database.

10. Select the Database Installer tab and select RUN SCRIPTS.

11. Wait until the Database Installer has finished and select OK.

Relevant Information

- Before Installation
- Configuring Windows Integrated Authentication

# Registering the Software

Atlas Copco Tools AB – Licensing (ACT - Licensing) is installed on the same server as the ToolsNet application.

The installation number is required to run the system.

Without a license the ToolsNet services will not start. The user interface will be accessible and it will display that no valid license has been found.

1. In the Start menu select Atlas Copco > License Registration > More > Run as administrator.

2. Select Yes to run the program.

3. In the License Registration window copy the Registration Number.

4. Go to https://softreg.atlascopco.com.

5. On the Register your product page, select World 08 Release and ToolsNet 8.

6. Select OK.

7. Review the legal agreement and select I Agree.

8. Enter the Registration Number in the Enter registration number field, then select OK.

9. Enter the License Number from Your License Agreement in the Add License number field, then select ADD.

10. For multiple licenses repeat step 9.

11. Fill in the fields.

12. Select SUBMIT.

13. Open the Installation Number File that was sent to the email entered in Email to receive installation number:.

    Note that it may take time for the email to be delivered.

14. In the License registration window, enter the Installation Number for the product in the Installation Number field, or select Browse and then select the Installation Number File.

    Pay attention to copying/pasting of the Installation Number. The string can cover multiple rows and a special character at the end could prevent it from being recognized.

15. Select Ok.

    ACT - Licensing has a known issue with HP servers with multiple network cards working in team. In this environment, ACT - Licensing fails to retrieve a MAC address and signals license failure. The workaround is to install ACT - Licensing on a different server.

16. Select Registration Status to confirm that the installation number is valid.

    The License Status window lists the product options enabled in the system.

17. Select Close, then select Ok to close the License Registration window.

18. Select Finish.

# Viewing the Status of the ToolsNet 8 Installation

1. In a web browser, enter the URL `<IP address>/ToolsNet`

   IP address is the IP address of the ToolsNet 8 Application Server.

2. Select Command Center to see all licensed features presented in the License Status dialog box.

# Configuration

In this section, you can find detailed information about how to create, modify, and verify product settings.

# Working with the ToolsNet Installation Configurator

The ToolsNet Installation Configurator is used to review and, if needed, to change the configuration settings of the ToolsNet 8 installation. The ToolsNet Installation Configurator is opened automatically during the installation of ToolsNet 8. It can also be opened from the desktop or the Start menu.

The ToolsNet Installation Configurator has the following tabs:

- The ToolsNet tab, containing the application and the authentication settings

- The Database tab, containing the database settings

- The Database Installer tab, containing an overview of the database scripts

To review and change the configuration settings:

1. Open ToolsNet Installation Configurator from the desktop or the Start menu.

2. In the ToolsNet tab, review the application settings and the authentication settings. If required, adjust them and select SAVE.

   If the ACDC service is hosted on the same computer running the installation, set the ACDC IP Address in Application settings to `127.0.0.1.`

   If the ACDC version is outdated, a warning is displayed:

   Data communication service could not be reached or have a too low version (found version is: X.X.X and required version is: X.X.XXXXX) Do you want to continue the installation anyway? YES or NO.

   When changing the Authentication method in Authentication settings to Windows, a network connection to a domain is required and the Admin group needs to be entered.

3. In the Database tab, review the On Premise Configuration. Perform the necessary changes and select SAVE.

   For SQL Server

   - In the Server Data Source field, type the IP address, or the computer name for the database, and then select SAVE.

   If the database is hosted on the computer running the installation, set the IP address to `127.0.0.1.`

   As to the Credentials for user in order to create the database

   - Enter the user name and password on the SQL Server, and then select SAVE.

   Make sure that the user has permission to create a database, users and database jobs.

   The user name entered is only used for the installation. The installer creates new users with limited access only to the ToolsNet database and the ToolsNet related database jobs.

   - To validate the user credentials, select TEST CONNECTION. The test connection will attempt to access the database using the credentials provided. If the test connection fails, make sure that the user is set up properly on the database server.

   TEST CONNECTION only works for a SQL database.

4. To enable email notifications about their process efficiencies, customers must configure this service during the ACDC and ToolsNet installation. The steps to configure are as follows:

   1. During the installation of ToolsNet 8, navigate to the RabbitMQ section under the Settings tab.

   2. Select the Enable RabbitMQ settings checkbox.

   3. Enter the RabbitMQ server details including hostname, port, virtual host, username, password, and exchange name. These should match the ToolsNet RabbitMQ settings used during the ACDC installation.

   4. Specify a queue name (default: ProcessNotification) and click Save. These settings will be stored in the ToolsNetCommon.config and ToolsNetCommon.config.backup files.

   5. After installation is complete, start the ToolsNet Notification service.

   6. Finally the desired notification can be configured in the ToolsNet web interface.

5. Select the Database Installer tab and select RUN SCRIPTS.

6. Wait until the Database Installer has finished and select OK.

# Working with the Server

The server runs the ACDC data collection service, which collects data from the controllers and saves the results on the Database module. This section explains how to operate the server, and how to modify the server configuration.

Access to the directory where ToolsNet is installed must be restricted to authorized users only. Log files located at: C:\ProgramData\Atlas Copco\Logs should be viewable exclusively by users who have permission to use ToolsNet. These log files must remain unaltered and should not be modified under any circumstances.

In this Section

- Stopping the Data Communication Services
- Restarting the Data Collection Services
- Configuring Windows Integrated Authentication
- Encrypting the Common Configuration Password
- Configuring the Database Timeout Parameter
- Configuring Windows Server 2019 for ToolsNet 8
- Configuring user activity logging
- Configuring Concurrent Sessions for IIS
- Configuring Maximum Allowed File Size for IIS
- Configuring Integration with BLM QA Supervisor

# Stopping the Data Communication Services

In the event of a connection failure between an Atlas Copco system and the Atlas Copco Data Communication collection service (ACDC), data will be buffered in the controller. The buffered data will be retrieved by the data collection module as soon as a network connection is re-established.

The buffer size available depends on the controller type and current configuration. Refer to the manual for the controller and check memory settings/controller configuration, to determine the buffer size.

Internet Information Services do not normally need to be ended. If this service is ended, it will affect other web applications that do not belong to the ToolsNet system.

1. Start the ToolsNet Service Manager.

2. Stop the following services by selecting Stop:

   - Notification Service

   - License Server

   - Data Communication Service (ACDC)

# Restarting the Data Collection Services

The server needs to be restarted after installation. After the restart, the ToolsNet 8 services should start automatically. ToolsNet Service Manager can then be used to verify that the required services are running.

1. Start the ToolsNet Service Manager.

2. Make sure that the following services are running (the text Running! will be shown in the box for the service when running):

   - License Server

   - Internet Information Services

   - Data Communication Service (ACDC)

   For the Alerts license package, the following service should also be started:

   - Notification Service

   For Archive license package, the following service should also be started:

   - Archive Service

   If a service is not running, select Start.

# Configuring Windows Integrated Authentication

When configuring Windows Integrated Authentication, the following prerequisites must be checked:

- The ToolsNet Server is connected to Active Directory (AD).

- An AD security group is used as a ToolsNet administrator Group.

- If Use Windows accounts was selected during the ToolsNet 8 installation, see Installing ToolsNet 8, Complete Installation.

Relevant Information

- Complete Installation

In this Section

- Enabling Windows Integrated Authentication on IIS
- Adding the ToolsNet URL to Trusted Sites
- Setting the Administration Role
- Modifying Roles

# Enabling Windows Integrated Authentication on IIS

Windows Authentication security features must be installed. The features must be enabled from server manager.

1. Select Start, and then select Internet Information Services (IIS) Manager.

2. Select the server for ToolsNet 8.

3. Expand Sites, and then expand Default Web Site.

4. Select ToolsNet, select Windows Authentication, and then select Enable in the drop-down list.

# Adding the ToolsNet URL to Trusted Sites

Windows Server 2019 and higher

1. In Control Panel > Network and Internet > Internet Options select the Security tab.

2. Select Trusted sites and then select Sites.

3. Enter the URL for the ToolsNet website in Add this website to the zone: field. The URL is in the format `<IP address>/ToolsNet` where `<IP address>` is the IP address of the ToolsNet Server.

4. Select Add and then select Close.

5. Select Apply.

Windows Server 2016

1. In the web reader, open the selections for Trusted Sites.

2. Enter the URL for the ToolsNet website. The URL is in the format `<IP address>/ToolsNet` where `<IP address>` is the IP address of the ToolsNet Server.

3. Select Add.

# Setting the Administration Role

The administration role is set during installation but can be changed manually in the `web.config` file.

1. Navigate to C:\Program Files (x86)\Atlas Copco\ToolsNet. If the installation path was changed from default during the installation of ToolsNet 8, navigate to that path instead.

2. Open appsettings.json in a text editor, for example, Notepad.

   The default path is C:\Program Files (x86)\Atlas Copco\ToolsNet. If the default path was changed during installation of ToolsNet 8, use that path instead.

3. In AuthenticationSetting, add the following line:

   Set value of Roles.Administrator parameter: SID

   Replace SID with an S-X-X-X, where X is an integer.

   SIDs are Windows Security Identifiers that are used to uniquely identify a security principal or security group.

4. In AuthenticationSetting, add the following line:

   Set value of Mode parameter: Windows

5. Save the file.

# Modifying Roles

As a member of the administration group, you can tie roles to each center in ToolsNet, when logged into the ToolsNet web client.

1. Enter the URL `<IP address>/ToolsNet` into the URL bar (replace `<IP address>` with the IP address of the ToolsNet Server).

2. Select Administration, and then select Group administration.

3. Select the Edit button. Change the SID to change the group that is tied to the center.

# Encrypting the Common Configuration Password

It is possible to encrypt the passwords so that they are not visible in the Common Configuration file. The password for the ToolsNet server stored in the registry cannot be encrypted.

Only the password in common configuration can be encrypted

1. Open the ToolsNet Service Manager.

2. In a web browser, enter the URL `http://`<IP number>`/toolsnet/administration/encryption`.

3. <IP number> is the IP address to the ToolsNet 8 Server, for example `127.0.0.1` for localhost.

4. Type the password in the Text to encrypt box, and then select Encrypt.

5. Copy the shown encrypted password.

6. Open the ToolNetCommon file (C:\ProgramData\Atlas Copco\ToolsNetCommon) in a text editor, for example, Notepad.

7. Paste the encrypted password in the <Password> field.

   `<ConnectionStrings>`

   `<clear/>`

   `<add name="`ToolsNetServer`"....User ID=ToolsNetUser;Password=`<Password>`==;`

   `<add name="`ToolsNet`"....User ID=ToolsNetUser;Password=`<Password>`==;`

   `</ConnectionStrings>`

8. Change encryption to “true”.

   `<appSettings>`

   `<add key="ConnectionString.IsEncrypted" value="`true`"`

   `</appSettings>`

9. In the ToolsNet Service Manager, restart the Internet Information Services (IIS)

# Configuring the Database Timeout Parameter

Users can generally expect results within 10 minutes. If the selection is too large to process within this timeframe, the system stops the operation and displays an error message.

You can configure the database query timeout settings for larger queries. By default, the timeout is set to 600 seconds.

1. Open the ToolNetCommon file (C:\ProgramData\Atlas Copco\ToolsNetCommon) in a text editor.

2. Modify the CommandTimeout value according to the requirement.

   <appSettings>

   <add key="CommandTimeout" value="600"/>

   </appSettings>

3. In the ToolsNet Service Manager, restart the Internet Information Services (IIS).

4. iv. In the ToolsNet Service Manager, restart the DataCommunication Service

# Configuring Windows Server 2019 for ToolsNet 8

Certain requirements apply to the installation of a Windows Server 2019. To configure the installation of ToolsNet 8 on a Windows Server 2019, complete the following.

Setting Role Services Using the Wizard

1. On the menu bar, select to start the Server Manager.

2. On the Server Manager > Dashboard, select Add roles and features.

3. In the Select installation type dialog box, select Role-based or feature-based installation, and then select Next.

4. In the Select destination server dialog box, select Select a server from the server pool, and then select Next.

5. In the Select server roles selection box, select the check box for Web Server (IIS). Accept the IIS Management Console if prompted.

6. In the Select features screen, select Next.

7. In the Web Server Role (IIS) information box, read the information, and then select Next.

8. In the Select role services selection box, select the check boxes of the following and accept the default selected child items:

   - Common HTTP Features

   - Health and Diagnostics

   - Performance

   - Security - Windows Authentication (optional)

   - Application Development - .NET Extensibility 4.7

   - Application Development - ASP.NET 4.7

   - Application Development - ISAPI Extensions

   - Application Developmen - ISAPI Filters

   - Application Development - WebSocket protocol

   - Management Tools

9. Select Next.

10. In the Confirm installation selection information box, confirm the selections, and then select Install.

# Configuring user activity logging

User activity logging was added for security and traceability where a user could change important application settings, interfere with results and statistics and potentially send information to unauthorized users.

This feature is disabled by default.

Enabling user activity logging

1. Open the appsettings.json file located in C:\Program Files (x86)\Atlas Copco\ToolsNet.

2. Locate the line below and change its value to true.

   EnableUserActivityLog : true

3. Restart the web server after a change is made to the appsettings.json file.

Areas affected by this logging:

- Report center

  - Result report - Exclude result in statistics

  - Global favorites

- User management

- Administration

  - Shift

  - Active Directory Group access

  - Program management

    - Program classification

    - Hide program from NOK statistics

    - Reference trace

  - Unit

- Notification center

# Configuring Concurrent Sessions for IIS

Unrestricted concurrent sessions in IIS can cause resource exhaustion, which may lead to a Denial-of-Service (DoS) condition. This happens when a single user—whether a person, software process, or device—consumes excessive server resources. As a result, other users or services may be unable to access the system.

Configure Session Limits in IIS

1. Open the Internet Information Service (IIS) Manager.

2. In the Connections pane, select your site.

3. In the Actions pane, click Advanced Settings.

4. Under Behavior, expand Limits.

5. Locate Maximum Concurrent Connections and enter the desired limit.

6. Click OK to apply the changes.

7. Restart Internet Information Services using the ToolsNet Service Manager.

Relevant Information

- Working with the Server

# Configuring Maximum Allowed File Size for IIS

The maxAllowedContentLength setting in Internet Information Services (IIS) specifies the maximum size (in bytes) of HTTP request content that the server will accept. This setting is critical for applications that handle file uploads because it prevents users from uploading files that exceed the defined size limit.

To configure the maximum upload file size in IIS, follow these steps:

1. Open the Internet Information Services (IIS) Manager.

2. In the Connections pane, navigate to:

   Sites → Default Web Site → ToolsNet

3. In the Features View, under Management, double-click Configuration Editor.

4. In Configuration Editor, go to:

   system.webServer → security → requestFiltering.

5. Expand the requestLimits node.

6. Set the value of maxAllowedContentLength to the desired file size in bytes.

   - For example, to allow a maximum file size of 200 MB, set the value to: 209715200

7. Click Apply to save the changes.

8. Restart Internet Information Services using the ToolsNet Service Manager.

This setting ensures that IIS rejects any HTTP request with a content length greater than the specified limit.

Relevant Information

- Working with the Server

# Configuring Integration with BLM QA Supervisor

ToolsNet can be configured to publish data to BLM QA Supervisor using MQTT. This feature is disabled by default and must be explicitly enabled.

Configure MQTT Publishing

1. Open the appsettings.json file located at C:\Program Files (x86)\Atlas Copco\NotificationService using a text editor.

2. Set the EnablePublishOnMqtt flag to True.

3. Set the MqttBrokerUrl if it is different than localhost.

4. Set the MqttClientId if it is different than Processor.

5. Restart the Notification Service using the Service Manager.

# Working with the Database

In order to keep the Atlas Copco Data Communication database up and running with good performance and reliability, the following maintenance activities are recommended:

- Make regular backups of the database to secure the data in case of hardware failure and to keep the transaction log from growing in size.

- Rebuild and reorganize the indexes in the database regularly, to keep the transactions and searches fast and optimized.

- Delete old results that are no longer needed. This reduces the required disk space and improves report creation speed. After a Delete maintenance job it is also recommended to reorganize the indexes.

- To run the maintenance job, setup and start the job scheduler manager for required database type.

A | Application Server | B | Archive Database
C | Archive Service | D | ToolsNet
E | Atlas Copco Data Communication | F | Atlas Copco Data Communication Database

In this Section

- Default Database Name
- ToolsNet Database Installer
- ToolsNet Archive Installer

# Default Database Name

The installation adds table spaces and required users on the SQL Server.

Default Database Name for SQL Server | Purpose
--- | ---
AtlasCopco_ToolsNet_Database | Storage for production data such as results and traces. Storage for user information and settings. Storage for notification rules. Storage of tool data.

# ToolsNet Database Installer

The installer provides a graphic assisted installation of the database modules.

The database module's main functions are:

- Saving results, identifiers and traces from ToolsNet.

In this Section

- Database Backup
- Scheduling Database Maintenance Jobs in SQL Server Enterprise and Standard Edition

# Database Backup

It is recommended that the ToolsNet data collection database is backed up at regular intervals. And also that the backups are stored on a device separated from the production environment in order to secure the data.

Backups are to be performed with SQL Server recommended procedures and not through file copying.

For SQL Server it is recommended that backup routines are set up by using SQL Server Management Console. Scripting the backup to a SQL Server Agent Job that can be scheduled and monitored through SQL Server.

Refer to the SQL Server manuals for detailed instructions on how to do this.

# Scheduling Database Maintenance Jobs in SQL Server Enterprise and Standard Edition

After installation, maintenance jobs are set up in the SQL Server. These jobs are by default disabled to avoid that production data is accidentally deleted. Delete maintenance is performed by a number of stored procedures with the prefix .tnmt.

It is recommended to use the provided Jobs for the ToolsNet installation:

Job | Purpose | Default values
--- | --- | ---
`ACDC_DeleteMaintenance` | All results, graphs and events older than specified number of days to keep will be deleted. The deletion is done in six steps with the possibility to set different values for each step. The default values are the same for all steps 1) Archive Check 2) Graph maintenance 3) Result maintenance 4) Event maintenance 5) MaintenanceLog 6) Program And Unit maintenance 7) History Maintenance 8) Tools Maintenance | Days to keep = 100, Bulksize = 5000 (rows/transaction)Schedule is every day at 01:00 Job is disabled
`ACDC_DeleteUnboundGraphs` | A job to delete all unbound graphs, i.e. traces without a result that have been sent to ToolsNet. | Days to keep = 1 BulkSize = 5000 Schedule everyday at 23:00 Job is enabled.
`ACDC_IndexRebuild` | Rebuilds the indexes physically on the hard drives. Scheduled to run once a week. Makes all transactions and searches faster. | No settings to change. Job is enabled. Scheduled every Sunday at 03:00
`ACDC_IndexReorganize` | Reorganizes the indexes. Scheduled to run once a day. Makes all transactions and searches faster. | No settings to change.Job is enabled. Scheduled every day, but Sundays, at 03:00

Scheduling a job

1. Select Start , and then select All Programs.

2. Select Microsoft SQL Server, and then select SQL Server Management Studio.

3. On the SQL Server Management Studio dialog box, expand SQL Server Agent, and then expand Jobs.

4. In the Jobs folder, select a Job to configure the Job settings.

5. In the Select a page list, select Schedules.

6. Select the job in the Schedule list, and then select Edit.

7. In the Job Schedule Properties window, define the schedule as desired.

8. To make the job run from now on, select the Enabled check box.

9. Select OK.

# ToolsNet Archive Installer

There are two types of Archive Installer's available:

- Archive Installer (version 9) - ToolsNet 8.18 installation or higher.

- Archive Installer (up to version 9) - ToolsNet 8.8 installation or higher.

In this Section

- Archive Installer - ToolsNet 8.18 installation or higher
- Creating the Archive Database
- Creating Link to the Database
- Upgrading the Archive Database

# Archive Installer - ToolsNet 8.18 installation or higher

The installer provides an assisted installation of the archive modules.

- Archiving Services - Connects the web to the archive databases and copies results, identifiers and traces from the ToolsNet database to the archive.

Prerequisites:

- ToolsNet 8.18 installation or higher.

- Archive installer version .NET 4.8 or higher

## Starting the Archive Installer Application

1. Open the file explorer and go to C:\ProgramData\Atlas Copco\ToolsNetDatabase\ToolsNetDatabase scripts\Archive database.

2. Select ArchiveInstaller.exe to open the Archive Installer dialog box.

## Configuring the Archive Service

Since ToolsNet 8.24 you can archive even more data. This includes Events, Result Step and Job Results.

This feature is disabled by default. If enabled, this data will be available in the new archive reports in the Report Center.

To enable this you need to change a setting in the Archive Service config file. C:\Program Files (x86)\Atlas Copco\ArchiveService\appsettings.json

Navigate to the DefaultArchiverSettings section and update the values to true. Set IncludeAdhesiveResults to true to archive adhesive result data. Restart the Archive Service after any modification to the config file.

The Bulksize setting indicates how many results to process at the same time and the DaysLimitForExport setting is the number of days to be passed before archiving.

## Scheduling

Scheduling the archive process can be done via the scheduler config file located at C:\Program Files (x86)\Atlas Copco\ArchiveService\scheduler.json. You need to restart the Archive Service after modifying the config file. In this file you can see the ArchiveJob job name and a property called Cron.

For the Scheduling service to work, you must only modify the Cron property if required and not the job name.

The Cron expression is according to the 24 hour time format, and has six mandatory fields and an optional field. Each field represents a unit of time, i.e., second, minute, hour, day, month, and each field in the expression is separated by a white space.

Example:

- 0 19 12 * *: Runs the archive service at 12:19:00 PM, every day

- 0 0 4 ? * MON *: Runs the archive service at 04:00:00 AM, every Monday of every month

Here is an online tool to generate and explain the expressions further:https://www.freeformatter.com/cron-expression-generator-quartz.html

# Creating the Archive Database

How to create a database archive on a server.

Installation is applicable to SQL Server.

The Archive Installer has guiding text for each field.

1. In the Archive Installer dialog box, go to the Create Archive tab and enter the fields as stated below.

2. DatabaseInstaller path - The path is by default set to C:\ProgramData\Atlas Copco\ToolsNetDatabase\ToolsNetDatabase scripts\AtlasCopco.DatabaseInstaller.exe.

3. Archive instance - Enter an IP address or archive database server, where the archive target database is to be stored.

4. User Name - Enter the name of the user to be used for the archive database.

5. Password - Enter the password used for the archive database installation.

6. Archive name - Enter the name to be used for the archive database.

7. Archive Location - Enter or browse the location of where the archive database is to be saved. The location needs to be in the C drive and it needs to be manually added if on a remote server.

8. Only available in database type SQL.

   Log file location - Enter or browse the same location used in Archive Location . The location needs to be manually added if on a remote server.

9. Select Install to run the installation to create the database for archiving.

10. - If the installation has been successful a dialog box will be displayed. Select OK .

    - If the installation has been unsuccessful, an installation error dialog box will be displayed. Select OK and go back and check the entered fields.

For the database archive to work, a link needs to be configured between the archive database and the ToolsNet database. See Creating Link to the Database.

# Creating Link to the Database

How to create a link to from the archive database to the ToolsNet database and connect them.

Installation is applicable to SQL Server.

The Archive Installer has guiding text for each field.

1. In the Archive Installer dialog box, go to the Create Link tab and enter the fields as stated below.

2. DatabaseInstaller path - The path is by default set to C:\ProgramData\Atlas Copco\ToolsNetDatabase\ToolsNetDatabase scripts\AtlasCopco.DatabaseInstaller.exe.

3. ToolsNet database instance - Enter an IP address or archive database server of where the archive information is to be stored.

4. ToolsNet database name - Enter the ToolsNet database name. For normal installation use AtlasCopco_ToolsNet_Database

5. User Name - Enter the name of the user to be used for the archive database.

6. Password - Enter the password used for the archive database installation.

7. Applicable to installations up to ToolsNet 8.18.

   Linked Server Name - Two options are available for this field.

   - If the Archive database instance has the same IP address or archive database server as ToolsNet database instance, then the entry field will be disabled and the message No link will be created will be displayed.

   - If the Archive database instance has a different IP address or archive database server as ToolsNet database instance, then it is possible to enter the linked server name in the field.

8. Archive database instance - Enter the archive target database source, it should be the IP address or archive database server where it is stored.

9. Archive database name - Enter the archive database name.

10. Applicable to installations up to ToolsNet 8.18.

    Linked Server provider - The field will have the default entry SQLNCLI11.

11. Start date - Select the start date, for when the archive will run from.

12. End date - Select the end date, for when the archive will run to.

13. Select Create link to configure the link between the source and the target.

14. - If the installation has been successful a dialog box will be displayed. Select OK .

    - If the installation has been unsuccessful, an installation error dialog box will be displayed. Select OK and go back and check the entered fields.

# Upgrading the Archive Database

How to upgrade the database archive on the server.

1. In the Archive Installer dialog box, go to the Upgrade Archive.

2. In the Setup Configurator section:

   - If the Status is Disonnected (red), a connection needs to be established, see Setting Up the Connection Properties.

   - If the Status is Connected (green), and the ConnectionString is True, enter or select the DatabaseInstaller path to the database.

3. Select Connect to ToolsNet and connect to AtlasCopco_ToolsNet_Database.

4. If any upgrades are available it will be listed under Database to upgrade. Select an item from the list and select Upgrade, to upgrade the database.

## Type of Upgrades

How to view the type of upgrades available.

Major upgrades are always denoted by an integer.

A | Minor versions
B | Major versions

Possible upgrades

- Upgrades from archive version 7 to latest version is possible.

Relevant Information

- Setting Up the Connection Properties

In this Section

- Setting Up the Connection Properties

# Setting Up the Connection Properties

To set up the connection to the server, follow the steps below:

1. In the Connect To ToolsNet window, select an authentication mode. The available options are:

   - Use SQL Authentication

   - Use Windows Authentication

2. In Server, enter an IP address of the Archive database server.

3. In Database, enter the name of the ToolsNet database. For a normal installation, enter AtlasCopco_ToolsNet_Database.

4. In User name, enter the name of the user to be used for the Archive database installation.

5. In Password, enter the password used for the Archive database installation.

6. Select OK to save and return to the Upgrade Archive tab.

Relevant Information

- Upgrading the Archive Database

# Operation

In this section, you can find step-by-step information about how to operate the product.

# Getting Started

Accessing ToolsNet 8 is only possible after a complete server installation.

1. Start your web browser.

2. In the address field, enter IP address/ToolsNet or server name/ToolsNet

   Example of an IP address: http://10.46.19.29/toolsnet

3. Press Enter.

   The User selection menu opens.

In this Section

- Working with the User Account
- Modifying the User Settings

# Working with the User Account

First time users have to create a new user account to be able to work with ToolsNet 8. The user account contains personal information like Name and Email.

When using ToolsNet 8 for the first time or when you sign out, the User selection dialog box will automatically open.

## Creating a New User Account

1. In the User selection dialog box, select Create new.

2. In the Create new user dialog box, insert Name and Email address, and then select OK.

## Select an Existing User

1. In the User selection drop-down list box, select Select.

2. In the drop-down list box that opens, select an existing user, and then select OK.

# Modifying the User Settings

The Settings is divided into sections:

- User information.

- User settings.

- Generic Reports.

- Tightening.

- Adhesive.

- Process.

- Global favorites (applicable depending on availability).

- Analysis global favorites (applicable depending on availability).

1. On the top menu bar, select the expand button , and then select Settings.

2. Enter the User information needed for functions such as notifications.

3. Enter the User settings needed for functions such as language and units. Uncheck Always verify before leaving reports if notifications when leaving a report is not needed.

4. Select the Tightening check boxes to decide which reports should be visible in Tightening.

5. Select the Adhesive check boxes to decide which reports should be visible in Adhesive.

6. Select the Process check boxes to decide which reports should be visible in Process.

7. Select the Global favorites check boxes to decide which global favorites should be visible.

   When a favorite is set as Global it is available to all users to add in their settings. If the check box is not selected, the favorite is only visible to the user creating it.

8. Select the Analysis global favorites check boxes to decide which Analysis global favorites should be visible.

9. Select Save.

## Signing out

- Select Sign out to return to Selecting a user.

# Working with the Search Panel

The search panel area is available in the centers within the Reports, Statistics and Analysis tabs to generate results.

Point and click on image to see more information:

A | Tabs Multiple tabs can be added and removed for the Reports and Analysis tab. Select the + button on the tab bar to add or remove a tab.
B | Search Area The standard search area is displayed on the upper section. The advanced search area will appear in the lower section, when you select the Run advanced report toggle. It offers additional filter criteria for a more detailed search.
C | Button(s) Select button to generate and view results. Reports > Run report. See Running a Report. Statistics > Calculate. See Running a Statistics Result Analysis > Select. See Running an Analysis To save a search criteria as favorite, select Save as Favorite. Only applicable to Reports. See Managing a Favorite Result

In this Section

- Search Criteria in Tab
- Managing a Favorite Result

# Search Criteria in Tab

This section describes how to work with the different search criteria that appear in the search panel.

The search panel is available for centers within the Reports, Statistics and the Analysis tab. The search will generate data from the ToolsNet database. There is a standard search panel in the upper section. An advance search section can be available in some tabs and centers. It is accessed by selecting the Run advanced report toggle.

The types of search criteria that can be selected will differ between the tabs and centers.

List of Search Criteria
Search Criteria | Description | Working with the Criteria
--- | --- | ---
Tool structure | Tree folder that lists a specific Tool, Controller Group, Specific Controller or Virtual Station. | Select All or open up folder structure and select a specific product.
Date range | Preset date ranges or calendar to select from. The Date Range selection box is used to define the dates for a measurement. It reduces the number of search results. Choose a predefined date range, or create a custom date range by using the Custom range feature. | Select Apply to add date range.
Max results | The number of results to be shown in the list. | Select from 6 options, ranging between 50 to 5000.
Status | The Status selection is used to narrow down the search to a specific result. The number of selections varies depending on the application. Choose one of the status options that you wish to save. | Click to expand. Select a specific status from the list. Different options are listed and shown depending on the center. The default value might also differ. All OK OK (repaired) OK Loosening NOK NOK (Stopped) NOK Loosening NOK (RM) NYD Not completed Not used Aborted Canceled Filtered loosening Free running Batch reset Batch bypass Batch decrement Batch increment Rehit MANUAL_OK MANUAL_NOK
Program1 | The Program selection box is used to define a specific program for a measurement. It reduces the number of search results. Choose an available program from the list, or enter the name of the program directly. | Select ALL or a program from the list or use the wildcard character % to perform a search.
Bolt1 | The Bolt selection is used to narrow down the search to a specific bolt within a mass tightening pattern. In the Bolt item list, select the specific bolt within the tightening, for example, number 3, for the third bolt within the mass tightening. | This field is set to All by default. When a user enters an input, the system searches for both identifiers. It first checks the Bolt Number (if the input is numeric, it attempts to match the Bolt Number) and then checks the Bolt Name (if the input is text, it attempts to match the Bolt Name). To search by Bolt Name, you can use the wildcard character (%) to broaden the results.
Identifier1 | The Identifier selection is a user defined way of keeping track of the different tightenings. For example, barcode or VIN in an assembly line. | Select an identifier type from the list. Enter multiple comma separated identifier strings in the text box.
Shift | It is possible to connect results to a certain shift as they are reported from the controller, by tagging new results with the shift. A shift can be for a maximum of 24 hours and in Administration it is only possible to start a shift after the current date. | Shifts can be managed in Administration. It is possible to connect results to a certain shift as they are reported from the controller, by tagging new results with the shift. In Reports, shift has been added as a criteria in Result, Result Summary and Top NOK reports. One shift can be a maximum of 24 hours and in Administration it is only possible to start a shift after today's date.
Value type | The Value Type is used to filter the search to a specific angle or torque selection. | Select a value type from the list. When using Value Type, always set a Min Value and the Max Value
Min value | The Min Value selection box is used to narrow down the search to a specific step within a job sequence. | Enter the value in the field or select arrows to go up or down.
Max value | The Max Value selection box is used to narrow down the search to a specific step within a job sequence. | Enter the value in the field or select arrows to go up or down.
Job | The Job selection is used to narrow down the search to a specific Job. | Enter a job name or select a job from the list.
Steps | The Steps selection box is used to narrow down the search to a specific Multistep tightening. | By default, this field is set to All .
First record | The First record selection box is used to define the dates for a measurement. This reduces the number of search results. Choose either a predefined date range, or create a custom date range using the Custom range feature. | Select to expand preset date and select Apply or create Custom range dates and times and select Apply.
Location | Tree folder listing specific stations available. | Select to expand to filter the search to a specific location within the Location structure.
PIN2 | The product identification number. | Enter a product identification number.
VIN2 | The vehicle identification number. | Enter a vehicle identification number.
Sequence2 | The order a tool is used. | Enter a sequence number of the product.
Model | Models put together. | Select to expand and either enter specific model in box, select a specific model available from the list or select All.
Result records | The history of the assembly process. | Select to expand and select the result record from list: All - displays all results of the complete history of the assembly process. First - only displays the initial status of the assembly process e.g. initial status of tightening attempts. Once set, the report will only show the initial existing result of an assembly process (tightening, manual confirmation, and barcode). The NYD status will be shown for the respective process to best understand the expected process. Last - displays the final status of the individual assembly process e.g. the final status of all tightening attempts, and not all steps in between. Once set, the report will only show the final existing result of an assembly process (tightening, manual confirmation, and barcode). If no result has been received yet, then the NYD status will be displayed for the respective assembly process. First Attempt - displays the first attempt of an assembly process, the first result that is not an NYD. First Time Right - displays all assembly process that were not OK on the first attempt.
Event level | The Event Level selection box is used to narrow down the search to a specific type of event. The selectable events are: All, Info, Warning or Error. To specify the Event Level search, use Event Code in combination with a specific level. | Select one option: All, Info , Warning or Error.
Event code | The Event Code selection box is used in combination with a specific event level to narrow down the search. | Select numerical number manually or by using the arrows.
Joint group | The mass tightening fixtures | Enter a joint group. Handling results will be shown in the second level (Number, Description).
Joint | The tightening of the bolt. | Enter a specific joint. Handling results will be shown in the second level (Number, Description).
Part Name2 | The product part name. | Enter a part name.
Barcode2 | The product barcode. | Enter a barcode.
PR Family2 | The product family. | Enter a product family.
PR Name2 | The product name. | Enter a product name.
Program name | The Program Name selection box is used to define a specific program for a measurement and therefore reduce the number of search results. | Enter a program name or select a program from the list.
Group size | All results can be grouped according to a selectable size, called Group size. The Group Size selection is used to specify the number of results (statistics samples) used for a calculation. Statistics population example using Group Size 7: The first dot in the graph series will be the average of the first 7 results and the next dot is the average of the next 7 results. | Select one of values from the list.
Max results | The Max results selection box is used to narrow down the search to a max results per criteria. | Select one of values from the list. There are 6 options, ranging from 50 to 5000.
Max results per criteria | The Max results per criteria selection box is used to narrow down the search to a max results per criteria. | Select one of values from the list.

1 You can use wildcards when you search for programs and identifiers.

- * : This replaces zero or more characters.

- _ : This replaces one character only.

  Example: When you enter 00_, you find all three-character identifiers that start with 00. The search does not make a difference between uppercase and lowercase characters.

2 The free text search boxes allows for the usage of the wildcard character asterisk (*) at the start, middle or end. For example, entering "Name*", returns all entries that start with "Name". Entering "*Name", returns all entries that end with "Name". Up to 25 characters can be used within the search box field.

## Selection Limits and Processing Time

The system and its underlying SQL database enforce a 10-minute processing limit per query. If a selection takes longer than 10 minutes, the database terminates the operation and returns an error message.

Factors Affecting Processing Time

The time required to process a selection depends on:

- Size of the selection (number of results)

- Number of programs relative to the amount of results

- Filters and parameters applied

In most cases, users can expect results within 10 minutes. If the selection is too large to process within this timeframe, the system stops the operation and displays an error message.

Best Practices for Large Selections

To avoid long wait times and errors:

- Start with a small or medium-sized selection.

- Increase the size gradually if needed.

- Avoid starting with the maximum possible selection, as this can lead to delays and potential errors.

Following this approach reduces delays and enhances overall efficiency.

# Managing a Favorite Result

In Reports, it is possible to add favorite buttons for easy access to your favorite selections. In favorites, the selection settings and the grid state are saved. The favorite box contains information about the type of report and if the favorite is global or not.

## Saving a Favorite Result

1. In the Choose report settings panel, select one of the report categories.

2. Select the Run report expand button, and select Save as favorite.

3. In the Name text box, name the favorite button (15 character maximal text input).

4. Select the Color selection box and select a button color (optional).

5. In the Description text box, describe the favorite button function. The description is displayed in a pop-up when hovering over with the cursor.

6. Mark the Global check box, in order to make the favorite button global, or leave the check box unmarked to make the favorite button personal.

7. Select Save.

Once saved, a new box will be created and added to the Reports tab.

## Deleting a Favorite Result

1. Go to the Reports tab.

2. Select X on the favorite box.

3. Select OK in the message box.

# Working with the Dashboard Tab

The Dashboard Tab is a licensed feature in ToolsNet displaying widgets. Widgets are configurable and are the supervision of the daily processes. The operator can add or remove widgets, and set up the displayed content of each widget.

Widgets can contain list, column or graphs.

Point and click on image to see more information:

A | Widget name
B | Widget center A. Toggle Live or OFF. Allows for live feed to be on or off. B. Settings - opens up settings of the widget. C. Save - saves current column visibility and ordering. D. Reset - resets the column to the default state. E. Full screen - expands the view to full screen. F. Collapse - collapses the widget with only top bar visible. G. Close - removes the widget from the dashboard.
C | Widget area The widget area can contain either list and column, trace, graphs or columns.
D | Column Drag and drop the column to any position.
E | Column options Select to view change: Columns - allows adding or removing columns shown for the widget. Filter allows filtering the content within the column.

## The Widgets Available

Widget | Description | Type | Features
--- | --- | --- | ---
Latest results | Shows an overview of the latest results from the chosen part of the of the tool structure The Latest results widget displays an overview of the latest results from the chosen part of the Tool structure. | Table |
Reporting units | Shows the units and when they last reported from the chosen part of the tool structure. The Reporting units widget displays units sorted by the latest sent result, or event, for a configured part of the Tool Structure. By default, the complete Tool Structure is displayed. Each PowerFocus 6000 virtual station will be displayed in a separate row, to clearly display when they last reported. Note that a controller can report events not related to a specific virtual station, in these cases the controller will be displayed by itself. | Table |
Tool maintenance | Shows the tools that needs service or calibration from all the Power Focus tools in production. The Tool maintenance widget displays service and calibration information about the tools registered in the system. In the settings menu, it is possible to select Service or Calibration. The information displayed is based on the following: Model type Serial number Service date Calibration date # of tightenings # Tightenings Since Service | Table |
Latest traces | Shows an overview of the latest traces for a configured part of the tool structure. The Latest Traces widget displays the 10 latest traces for a specific controller, or virtual station. | Graph | Select any part of the graph to open up a new windows tab with further details on trace. Select trace to open up in a new window for more details See Working with the Trace Results.
Running SPC | Shows the real-time X-bar and range charts for a configured application. This widget will display up to 20 groups, the number of results per group depends on your group size. | Graph | Select a range or bar line to view in table view. The view will change and the LIVE feed will turn to OFF. Select text below the graph to view only the grouped range or bar within the graph. Select one of the two variant parameters below the graph to hide or show each of the grouped parameters. See Microvideo.
NOK stats | Shows the applications with the highest failure rate for a configured part of the tool structure. The NOK displays the applications with the highest failure rate for a configured part of the Tool structure. | Columns | To view further data of each column, select the column. The view will change and the LIVE feed will turn to OFF. By selecting a specific program you can drill down to see the details of the NOK results. The drill down will show how many of the results in % that have specific errors.

## Microvideo

How to hide or show graph variables
In this Section

- Managing the Widgets

# Managing the Widgets

The Dashboard Tab is preset to display four widgets, when you first start up ToolsNet 8:

- Latest results

- NOK Stats

- Running SPC

- Tool Maintenance

It is possible to change the current widgets on display and add or delete widgets. A widget can be moved to a position of your preference, if you select the widget and drop and drag it.

## Setting the Widget

1. Go to the widget you want to amend.

2. Select the Settings icon for the widget.

3. Choose the settings criteria available for the widget, you wish to change.

4. Select Save

## Widget Settings Criteria

Criteria | Widget | Description
--- | --- | ---
Tool structure | Running SPC NOK Stats Latest traces Reporting units Latest results | Shows tree folder with specific Tool, Controller Group, Specific Controller or Virtual Station.
Maintenance Type | Tool Maintenance | Select Service or Calibration.
Status | Latest Traces | The Status selection is used to narrow down the search to a specific result. The number of selections varies depending on the application. Choose one of the status options that you wish to save.
Program | Latest Traces | The Program selection box is used to define a specific program for a measurement and therefore reduce the number of search results. Select one of the available Programs from the list, or enter the Program name directly.
Graph | Latest Traces | The Graph selection is used to a specific with graph to view.
Group size | Running SPC | All results can be grouped according to a selectable size, called group size. The Group Size selection is used to specify the number of results (statistics samples) used for a calculation. Statistics population example using Group Size 7: The first dot in the graph series will be the average of the first 7 results and the next dot is the average of the next 7 results.
Days | NOK Stats | Amount of days applicable. Enter days or select by pressing the arrow.
Shift | NOK Stats | It is possible to connect results to a certain shift as they are reported from the controller, by tagging new results with the shift.

## Add New Widget

It is possible to add different widgets to the dashboard using the Add widget button.

1. Within the Dashboard tab, select the Add widget button.

2. In the Add widget dialog box, select a widget from the list.

3. The new widget is automatically added to the dashboard.

## Delete Widget

- Select the X, in the top right corner of the widget to remove.

# Working with the Reports Tab

The Reports Tab is a licensed feature in ToolsNet 8 and provides different views of the collected data in the form of reports. There are a set of standard reports and the reports available are configurable on a user level. It is also possible to preset filters on reports and Save as favorite for quicker data access.

Point and click on image to see more information:
In this Section

- Generic
- Tightening
- Adhesive
- Riveting
- Flow Drill Fastening
- Process
- Archive
- Running a Report
- Working with the Results
- Working with the Trace Results

# Generic

## Event

Used for:

- Monitoring sudden changes and deriving the reason for NOK.

Used by:

- Tightening

- Adhesive

- Riveting

- Flow drill fastening

Shows the list of the events reported to ToolsNet 8. Each event has a Time stamp, Event level, Event code and Event type according to the controllers’ specification.

## Event Summary

Used for:

- Monitoring frequent events in the plant and using the results for troubleshooting.

Used by:

- Tightening

- Adhesive

- Flow drill fastening

Provides the possibility to view the most frequent events in the plant. The search criteria provides the possibility to search for events within a single or in a group of controllers.

## Program Change

Used for:

- Comparing programs and deriving changes in the quality differences in results.

Used by:

- Tightening

- Adhesive

- Riveting

- Flow drill fastening

Program change lists the latest program version for each program. It is possible to compare two programs of the same type. Drill down shows every version for the program and gives the possibility to compare two versions of on program. When two programs are compared it is possible to show all data or only the changed parameters in the program.

For PowerMACS programs the Program Manager for ToolsNet 8 has to be installed to see the program information.

## Program Detail

Used for:

- Seeing all parameters for one specific program.

Used by:

- Tightening

- Adhesive

- Flow drill fastening

Search parameters:

- Tool Structure

- Program

## Top NOK

Used for:

- NOK result troubleshooting.

Used by:

- Tightening

- Adhesive

- Riveting

- Flow drill fastening

In the List view, the program versions with the highest NOK percentages are displayed first. When the report is expanded, the most frequent errors for the program version are displayed.

In the result list, select the expand button of one of the listed results to display the errors.

In the Tree view, the Top NOK reports are displayed in a tree structure. The structure can be expanded to view the individual results in more detail.

An error notification icon is displayed in the Error info column when an error report is available.

A single Top NOK result can be the product of multiple errors.

## Product

Used for:

- To monitor and compare tightening/pressing counts (NOK, OK, and Total) based on a Identifier, for example, a VIN or frame number.

Used by:

- Tightening

- Adhesive

- Riveting

- Flow drill fastening

The Product report shows a summary of the result connected to an identifier. It is possible to see the first result time stamp for the identifier and the last result time stamp. It will also summarize the number of NOK and OK for the identifier. The search will show all the results for the selected identifier.

If multiple identifiers are used the results will exist in multiple rows, if the search criteria complies to more than one of the identifiers.

It is possible to search for selected parts of the production line. To search for a shift, create shifts in the Administration Tab.

# Tightening

## Result

Used for:

- Getting a report for the tightening results.

## Result Summary

Used for:

- Getting an accurate summary of the process.

The results generated in the results tab are presented in a list format. The table grid is adjustable and it is possible to save these settings. The result list can also be exported.

Result summary for the combination of Unit, Bolt/Press object and Program version. Shows counts and percentage of OK, NOKs, Calculated Pp and Ppk values for the selected time period.

## NOK trend per day

Used for:

- Analysis NOK trends and compare with, for example program changes, tool changes or usage of new fastener to see the trend of the made changes.

Shows the number of not ok result for each top folder in the Tool Structure per day. It is possible to view the NOK results both in graphs and in tables.

This report is limited to 31 days of data.

## Job Result

Used for:

- Analysis of the jobs, for example, to see if the job has a high NOK count.

Shows the job results and batch sequence results for the criteria. It will summarize the number of OK and NOK results within each job.

## Job Result Summary

Used for:

- To give the possibility to get an easy overview of all jobs and there results.

Gives the possibility to view the performance of a certain job, or batch sequence version.

## Top NOK job

Used for:

- To give the possibility to get an easy overview on where changes is needed to improve the quality in the process.

Top NOK Job shows the jobs and batch sequences with the highest NOK percentage first.

## Result Step

Used for:

- To compare a certain step in a multistep assembly, with the same step in other assemblies.

Result step shows results of the different steps in a multistep assembly.

## Multi-Spindle

Used for:

- Viewing tightening results from a view specifically developed for multi-spindle systems and multi-step program.

# Adhesive

## Adhesive Result

Used for:

- Getting a report for the results of the adhesive joints.

## Adhesive Result Summary

Used for:

- Getting an accurate summary of the process.

The results generated in the results tab are presented in a list format. The table grid is adjustable and it is possible to save these settings. The result list can also be exported.

Result summary for the combination of Unit and Program version. Shows counts and percentage of OK, NOKs, Calculated Pp and Ppk values for the selected time period.

## Adhesive Consumption

Used for:

- Seeing consumption with applied volume data from systems in order to reduce waste and quality issues.

- Seeing if adhesive consumption is higher or lower than planned.

# Riveting

## Riveting Result

Used for:

- Getting a report for the riveting results.

# Flow Drill Fastening

## FDF Result

Used for:

- Getting a report for the FDF results.

# Process

## Product

Used for:

- Finding information about a specific range of products or a particular product, one may be interested in.

Various search options can be applied optionally in order to narrow down the query, out of which some can be found when selecting the button Advanced report in the upper right corner. Otherwise, these options are hidden as per default.

Upon selecting a specific product, it is then possible to see the details of the product: Tightening, Barcodes, Generic results and PR information.

## Station

Used for:

- Listing all production processes within a specific area, or of even only one single station of the entire production. This supports the user to draw potential conclusions from production deficiencies and the related areas they take place in.

## Process Overview

Used for:

- Listing and identifying overall efficiency of each individual assembly process in the production environment (e.g. specific tightening within a particular product model). The user can compare efficiency of individual assembly processes between product model.

## Top NOK

Used for:

- Getting statistics about amount and rate of NOKs processes in the production. The statistics makes it possible to identify processes which come with high NOK rates.

## Equipment Top NOK

Used for:

- Getting statistics about amount and rate of NOKs processes in the production per equipment. The statistics makes it possible to, identify potential equipment with high NOK rates and investigate the reason behind this.

## Flaw Overview

Used for:

- Identifying the reasons why assembly processes fail in the production environment. The user can analyse the main reasons why processes fail through the reasons that were provided by operators.

## Production Overview

Used for:

- Identifying potential process issues in the production area by receiving an aggregated process NOK percentage for the individual production sections.

## First Time Yield

Used for:

- Finding how much waste a single station creates.

It lets you identify the stations which have the most waste within your plant and understand what causing these waste.

Upon selecting a specific station it is possible either to see a history of the FTY or the details of the station.

## Rolled Throughput Yield

Used for:

- Analyzing the performance of the production.

It lets you identify the sections which have the most waste within your plant and understand which stations are causing these waste.

Upon selecting a specific location it is possible either to see a history of the RTY of that location, the FTY or the details of the stations under that location.

# Archive

Archive reports provides basic filter and search functionality to archived data. Data that is no longer actively used and can be stored to a lower tier of storage for long-term retention.

## Archive Result

Used for:

- Showing result reports based on archived material.

## Archive Product

Used for:

- Showing product reports based on archived material.

## Archive Event

Used for:

- Monitoring sudden changes and deriving the reason for NOK.

## Archive Event Summary

Used for:

- Monitoring frequent events in the plant and using the results for troubleshooting.

## Archive Result Step

Used for:

- Comparing a certain step in a multistep assembly, with the same step in other assemblies.

## Archive Program Details

Used for:

- Seeing all parameters for one specific program.

## Archive Job Result

Used for:

- Analysis of the jobs, for example, to see if the job has a high NOK count.

## Archive Adhesive Report

Used for:

- Showing result reports based on Adhesive results.

# Running a Report

How the results are gathered and presented, are dependent on the filter criteria selected.

1. Select Reports in the left-side menu, and then select the report center you want to work with.

2. Select the filter criteria required, see Search Criteria in Tab for further information.

   If available, select the toggle for Run advanced report.

   The option Run advanced report offers additional filter criteria for a more detailed search.

3. Select Run report to view the results, or select expand button to Save as favorite, to save the search filter criteria.

# Working with the Results

When a result has been generated, from your search, it will display details of information in table format with list, column and graphs, if applicable.

## Result List

Point and click on image to see more information:

1 | Result title Displays the title of the search result generated.
2 | Data of results Displays data of the search result. Not applicable to all result centers. Not applicable to all results generated.
3 | Drag a column header and drop it here to group by that column Select a column and drag-and-drop it into the actual text, to view further detailed information of the specific column. More than one column can be added, see Creating a Group within a Group. The column name selected will be added to this section. The result table view will change. To manage the content displayed: Select expand button to sort content to ascending or descending order. Select cross to remove. The content will revert back to its original view.
4 | Column row Displays the title of the information within the column. Select the title name to sort the order of the content of the column. An up or down arrow will appear.
5 | Column and options Select expand button to view box alternatives: Sort Ascending - change the sorting order. Sort Descending - change the sorting order. See Changing the Sorting Order Using the Drop-down List. Columns - adding of removing columns displayed. See Adding or Removing Columns Filter - use filters to reduce the result quantity and to get a more accurate result. See Using Filters. Group column - groups the result rows based on the selected column value. Set Column Position - changing the position of selected column. See Customizing Columns.
6 | Row Each row contains data. Select expand button to open up to view further information, or select to collapse and hide the information.
7 | Table Row Report Tabs Select expand button of row , to view further results and information. Tabs shown are: Trace - View trace result. Details - View overview details of the result. Events - List of events for affected units. See column for feature description. Program - View overview of the program corresponding to the result. Steps - Displays the steps available. Select the row expand button to display further information, or select to collapse and hide the information. Comments - Enter to add comment or exclude in the statistics. Unit change log - List of log for affected units. To work with the columns, see Customizing Columns. See Working with the Trace Results and Working with the Table Row Tab Results for further information.
8 | Trace Select the box in the title area to view 50 first traces or select one or more boxes within each row. Select the trace icon to open up a new tab displaying further trace information. See Working with Trace.
9 | Icon action Select icons to: Save the result list. See Customizing Result List. Resets the result list. Export the result list. Any report can be exported to Microsoft Excel™. The export procedure will differ depending on the browser used. See Exporting Data.

In this Section

- Customizing Result List
- Customizing Columns
- Working with the Table Row Tab Results
- Creating a Group within a Group
- Exporting Data

# Customizing Result List

It is possible to customize the column width, column order and to show or hide the columns in the result list. The customization can be saved to your ToolsNet 8 user. The saved customization is saved to the user profile and is always used for this specific report type, until it is reset.

Select Save to save the customization settings.

Select Reset to return to the default result list settings

Settings not saved:

- sorting orders

- filter settings

- groups

- groups in groups

# Customizing Columns

When working with ToolsNet 8 it is possible to customize further the content within the columns.

## Drag and Drop Column

Columns can be moved to a position of your preference.

- Select column header and drag it to desired position and drop it.

## Order Column

1. Select the expanded button of one of the result list headers.

2. In the drop-down list, select Sort Ascending or Sort Descending.

   A black arrow pointing up or down appears on the result list header.

## Adding or Removing Columns

Used for adding or reducing data columns in the result list. Useful for reducing empty results.

1. Select one of the result list headers.

2. In the drop-down list, go to Columns to view a list of all available column headers.

3. Mark or unmark the relevant check boxes, to Add or Remove the columns in the results.

## Using Filters

Use filters to reduce the result quantity and to get a more accurate result.

Filter settings:

- Is equal to

- Is not equal to

- Starts with

- Contains

- Does not contain

- Ends with

Combination of filters:

- And

- Or

For example:

[Is equal to] [Or][Starts with] --> (value)

# Working with the Table Row Tab Results

When results are generated within the Reports Tab, further tabs can be displayed when expanding a row in the result table.

## Trace Tab

See Working with the Trace Results for further information.

## Details Tab

The Overview window can be expanded by selecting the unfold button .

In the expanded view:

- Other is a table presenting all incoming data not shown in Overview.

- Error displays specific errors.

- Tool displays specific tool information for the result.

## Events Tab

The Event tab displays occurred events in the controller +/- 1 minute from the result time. Use Events to recognize if something happened in the controller during troubleshooting of NOKs.

1. In the result list, select the expand button for one of the listed results.

2. In the expanded result list, select the Event tab.

## Program Tab

The Overview window can be expanded by selecting the unfold button .

Shows an overview of the selected program.

Example:

- Program name

- Model

- Program date

- Program number

1. In the result list, select the expand button for one of the listed results.

2. In the expanded result list, select the Program tab to open the Overview. The data is divided into General, Monitors and Restrictions on program as well as step levels.

## Steps Tab

Displays detailed information about each step in a multistep tightening.

1. In the result list, select the expand button of one of the listed results.

2. In the expanded result list, select the Steps tab.

3. In the Step column, select the expand button to view the settings and functions for each step.

## Comments Tab

It is possible to add a comment to a specific result in the Comments tab. For example, use Comments to explain NOKs when the problem has been solved.

Add Comment

1. Select the Add button.

2. In the Add Comment window, make a comment in the Note text box and then select Save.

When a result has a comment it will be shown with the comments exist symbol at the end of the row.

## Exclude in statistics

Use Exclude in statistics to excluded a result from the statistics or to explain why result are excluded from the statistics.

1. Select the Exclude in statistics button.

2. In the Exclude in statistics window, make a comment in the Note text box explaining the reason for the exclusion and then select Save.

When a result has a Exclude a Result comment it will be shown with the Exclude a Result comment exist symbol at the end of the row.

## Unit Change Log Tab

The Unit change log will show changes made to a unit, for example when a unit has changed name or IP-address.

1. In the result list, select the expand button for one of the listed results.

2. In the expanded result list, select the Unit change log tab.

# Creating a Group within a Group

It is possible to create a group within another group by dragging a second column header to the group drop area.

In the example, the group Unit name group (B) is dropped within the group drop area behind the Identifier group (A).

It is possible to alter the group order, by dragging the Identifier group (A) behind the Unit name group (B).

In the result lists, the status OK for the specific unit name is shown first and the status NOK for the specific unit name is shown second.

A | Grouped by Identifier | B | Grouped by Unit name inside the Identifier

Group in group results

1. Select and hold on one of the column headers.

2. Drag the column header onto the group drop area.

# Exporting Data

Any report can be exported to Microsoft Excel™. The export procedure differ depending on the browser used.

1. Search for a report.

   When the report is displayed, you will see an export icon in the top right corner of the report area.

2. Select the icon to export the underlying report data to Excel™.

3. Open the report.

# Working with the Trace Results

For the results generated in the Reports tab, it is possible to access and view trace results within the list result in different ways.

## Trace - Row

1. Select the row expand button for one of the listed results.

2. The trace will be displayed in the Trace tab.

3. Select a trace to view further detailed information of the trace. A separate tab will open up, see Trace view.

## Trace Checkbox - Column

1. Select the checkbox of one or more results.

2. Select the trace icon to view further detailed information of the trace. A separate tab will open up, see Trace view.

## Multiple Trace - Column

1. Select the column checkbox Trace.

   Select the trace icon for one of the results, to view further detailed information of the traces. A separate tab will open up, see Trace view.

In this Section

- Trace View Tab - Tightening and Riveting
- Trace View Tab - Flow Drill Fastening
- Exporting or Printing the Trace View
- Trace Limit Offset
- Synchronizing Traces

# Trace View Tab - Tightening and Riveting

The Trace view tab opens up when selected from the result list, generated from the Reports tab centers.

The trace view displays detailed joint analysis, using data from measured torque and angle values for a specific rundown. The information is either shown as a data table, or a combined chart and data table.

Trace results are only available if trace results are sent out from the controller.

The following traces can be selected and viewed:

- Torque/Angle

- Torque/Time

- Angle/Time

- Speed/Time

- Current/Time

- Boxplot: Torque

- Boxplot: Angle

Boxplot: Torque and Boxplot: Angle options are displayed only for MicroTorque controller.

Traces for MicroTorque and PF6000 display optional trace data in Torque/Angle, depending on the controller settings.

Seating point in trace:

- Rundown complete

- First torque

- Final torque

When working and analyzing the trace it is possible to do the following:

- Hover on the trace to view further detailed data.

- Draw a box in a specific area to zoom in.

- Select and hold the shift key and drag, to pan or zoom an area. See Microvideo.

- Select Reset zoom to go back to the original view.

- Select the more icon to Print or Export the trace details.

- Select or deselect a trace from the list displayed to view or hide the trace.

- Use Sync traces - synchronize and compare the traces in an easy way. It is possible to select different sync values for example, Peak, Rundown Complete, First Target or Custom value.

- Select one of the trace curves to open the Magnified view of graphs.

- Select a specific step from a multi-step result, it will display that part of the graph and information belonging to that step in the area below for Torque and Angle traces.

- Toggle step limit boxes on and off.

View further details in the table below the trace:

- General

- Torque

- Angle

## Microvideo

How to use the trace zoom and pan function
Relevant Information

- Exporting or Printing the Trace View
- Synchronizing Traces

# Trace View Tab - Flow Drill Fastening

The Trace view tab opens up when selected from the result list, generated from the Reports tab centers.

The trace view displays detailed joint analysis, using data measured for different parameters like Torque, Joining Unit Force, Penetration Depth, Normal/Actual Speed, Overlap and Main Cylinder Stroke etc.

Trace results are only available if trace results are sent out from the controller.

The trace can be selected and displayed with the X-axis representing time, while two Y-axes show values based on options chosen from dropdown menus.

When working and analyzing the trace it is possible to do the following:

- Hover on the trace to view further detailed data.

- Draw a box in a specific area to zoom in.

- Select and hold the Shift key and drag, to pan or zoom an area. See Microvideo.

- Select Reset zoom to go back to the original view.

- Select the More icon to Print or Export the trace details.

- Select or deselect a trace from the list to view or hide the trace.

- Select one of the trace curves to open the Magnified view of graphs.

View further details in the table below the trace:

- General

- Torque

- Angle

## Microvideo

How to use the trace zoom and pan function
Relevant Information

- Exporting or Printing the Trace View

# Exporting or Printing the Trace View

It is possible to export or print a trace view regardless of the menu.

1. In the result list, select the Magnified view of graphs button to open the Trace view.

2. Print the graph by selecting the Chart context menu button in the upper right corner of the graph, and select Print.

3. Export the data to Excel™ by selecting the Chart context menu button in the upper right corner of the graph, and select Export.

## Microvideo

How to export a trace

# Trace Limit Offset

The Start final angle point is set in the program as a torque value. The torque value has an undefined angle, called Offset value. From the Start final angle point it is easy to determine an angle to Final torque. The tightening must hit Final torque between Low limit angle and High limit angle. The value in brackets is 'Start final angle' + the limit value.

Example, Low 70 (334,7), where 70 is the Low Limit (C), and (334,7) is the offset value + Low Limit value (B+C) .

A | Start final angle (torque value)
B | Offset
C | Low Limit (Low Limit+offset)
D | HighLimit (HighLimit+offset)

# Synchronizing Traces

Synchronize will give the user a clearer view when comparing traces.

Synchronization example.

A | Not Synchronized | B | Peak Synchronized

1. In the list of results, mark the check box of more than one of the results.

2. Select the trace button for one of the results.

3. In the Sync traces multiple trace view, select one of the following synchronizing methods:

   - Not synced- (default).

   - Peak - for synchronizing in highest measured torque.

   - Rundown complete - for synchronizing in rundown complete.

   - First target - for synchronizing in first target.

   - Start final angle - for synchronizing in start final angle.

   - Custom Value - for synchronizing on specific value for Torque and Angle

## Microvideo

How to synchronize traces

# Working with the Statistics Tab

The Statistics Tab is built to make it easy to get advanced statistics for production applications. In this part of the application it is simple to look at range/x-bar charts, histogram, scatter charts, program compare and statistical analysis of traces.

The ToolsNet statistics package gives an efficient statistical evaluation of the assembly process. It includes process control charts, capability and performance evaluation as well as ordinary descriptive statistics. The methods used are based on the ISO 7870 and ISO 22514 series, valid November 2016.

In this Section

- Running a Statistics Result
- Statistics Tab
- X-Bar Tab
- Range Tab
- Histogram Tab
- Program Scatter Tab
- Program Compare Tab
- Trace Analysis Tab

# Running a Statistics Result

How the results are gathered and presented, are dependent on the filter criteria selected.

1. Select Statistics

2. Select the filter criteria required, see Search Criteria in Tab for further information.

3. Select Calculate to view the results.

# Statistics Tab

In the Statistics tab, the statistic results are displayed in text without a diagram. Selection of two programs is possible, statistics from both programs are then displayed.

The results can be exported and then opened in an Excel sheet.

Relevant Information

- Exporting Data

# X-Bar Tab

The X-Bar tab displays x-bar graphs of the selected programs. The chart plots the process (mean over time) for the groups. In the X-Bar tab the results are grouped by the Group size (2-15) value and presented as plots.

Plots will be marked red if they:

- are outside the upper control limit (UCL) or lower control limit (LCL).

- show 7 or more consecutive increasing or decreasing plots.

- show 7 or more consecutive plots above or below average.

# Range Tab

The Range tab graph displays the range chart of the selected program. A range chart plots the process range (difference between highest and lowest value) over time for the selected groups.

Plots are marked red if they:

- are outside the upper control limit (UCL) or lower control limit (LCL).

- show seven or more consecutive increasing or decreasing plots.

- show seven or more consecutive plots above or below average.

# Histogram Tab

The Histogram tab displays the probability distribution of the data set. The graph will also display a Gauss curve with the normal distribution for the corresponding data.

If two programs are selected, both will be shown for comparison.

# Program Scatter Tab

The Program scatter tab displays a scatter diagram with the accuracy of the results in violation to the limits. It is also possible to identify and follow up outlines. It is possible to adjust the limit lines to change OKs into NOKs, or NOKs into OKs. The adjustments made are displayed in two tables. These are useful when fine-tuning the limits.

General | Changed status
--- | ---
Total | OK to NOK count
OK Count | OK to NOK %
NOK Count | NOK to OK count
NOK % | NOK to OK %

Adjusting the limits

1. Select to select the Adjust limits radio button.

2. Select and hold to drag the limit lines one at the time.

3. Select the Reset limits button to reset to the initial limits.

Using zoom and pan in a scatter diagram

1. Select Zoom.

2. Select and hold the left mouse button to drag a rectangle around the area to zoom in on (repeat to zoom more).

3. To pan the zoom area in any direction, select and hold the Shift key and drag.

4. Select Reset zoom to return to the standard view.

# Program Compare Tab

The Program compare tab is for comparing two programs. The default view only shows the parameters that differ between the programs. Use expand to show all parameters for the program.

The selection Show only changed parameters , is used to filter out the changed parameters in the program comparison.

Selecting programs to compare

1. In the Program item list, select one of the available programs, or enter the program name.

2. In the Program item list, select another of the available programs, or enter the program name.

You can make a maximum of two (2) selections in the Program selection box, both need to be from the same system type.

Relevant Information

- Exporting Data

# Trace Analysis Tab

The Trace analysis tab displays statistics based on the selected traces. It is possible to compare two programs, as long as they are of the same system type.

A | Mean | C | Standard deviation
B | Range | D | Result trace

The maximum amount of traces allowed in the analysis is 1000.

Select trace axis value

It is possible to change values on the trace axis X and Y.

- Torque/Angle

- Torque/Time

- Angle/Time

Selecting a program

1. In the Program drop down list, select the program to analyze.

Selecting a statistics curve

1. Select one or more of the statistics curve names to display, or hide the curve.

   - Mean (A).

   - Range (B).

   - Standard deviation (C).

Selecting traces

1. Select one or more of the result trace (D) names to display the trace.

2. Select one of the result trace options to display information about the trace.

Relevant Information

- Trace View Tab - Tightening and Riveting

# Working with the Analysis Tab

The Analysis is a licensed feature used for analysis and identification of deviating traces.

If no reference trace is available, create a new reference trace.

In this Section

- Running an Analysis
- Box Analysis
- Post View Torque Analysis
- Trend Analysis

# Running an Analysis

How the results are gathered and presented, are dependent on the filter criteria selected.

1. Select Analysis in the left-side menu, and then select the report center you want to work with.

2. Select the filter criteria required, see Search Criteria in Tab for further information.

   For Trend, select the toggle for Search criteria B to n if applicable.

   The option Max results per criteria offers the choice of the number of results on display.

3. Select Select to view the results.

For Trends select Calculateto view the results, or select expand button to Save as favorite, to save the search filter criteria.

Relevant Information

- Working with the Search Panel

# Box Analysis

There are two result sections displayed after running the analysis.

- Box analysis

- Overview and Results

## Analyze Trace Data

- Place the cursor on the trace to view data of the torque and angle of the trace.

## Zoom and Draw Box

- Select the Zoom or Draw box option button.

Zoom - Draw a box in the trace area to zoom into a specific selection.

Draw box - Draw a box in the trace area to create a Box displaying the torque and angle data of the area selected. The user determines the identification boxes positions on the reference trace. The boxes are used for identification of deviating traces. If a trace passes through a box, it is considered a deviation. Place a box in the trace to see the intruding traces being converted from OK into NOK.

It is possible to draw up to ten different boxes in the analysis field. The boxes are colored to match the box results. Move between each box by selecting the Box option button. Select the red cross (x) next to the box to remove it.

## Sync Traces

Synchronize the traces using by selecting one of the options for Sync traces:

- Select Peak or Rundown complete from the list.

To work and analyze the data shown in the and Results list result:

## Overview

The overview section will show a summary of the results generated.

## Results

List of results are shown, see the section Working with the Results for further information.

Open row to view further information and specific data.

- Place the cursor on the trace to view data of the torque and angle of the trace.

- Draw a box in the trace area to zoom into a specific selection. Select Reset zoom to go back to original view.

## Product Essentials Tutorial

https://www.youtube.com/watch?v=qj79yfWso5o

Relevant Information

- Search Criteria in Tab

# Post View Torque Analysis

The post view torque analysis is used to display the consequences of changing post view torque limits based on historical data. The positions of the boxes is given by the controller.

There are two result sections displayed after running the analysis.

- Post view torque - The results display the trace view of the results generated.

- Overview and Results - Displays further data and information of the results generated.

## Analyze Trace Data

- Place the cursor on the trace to view data of the torque and angle of the trace.

## Zoom and Draw Box

- Select the Zoom or Draw box option button.

Zoom - Draw a box in the trace area to zoom into a specific selection.

Box - Draw a box in the trace area to create a box displaying the minimum and maximum values of the area selected. The user determines the identification boxes positions on the reference trace. The boxes are used for identification of deviating traces. Place a box in the trace to see the intruding traces being converted from OK into NOK.

It is possible to draw up to ten different boxes in the analysis field. The boxes are colored to match the box results. Move between each box by selecting the Box option button. Select the red cross (x) next to the box to remove it.

## Overview

The overview section will show a summary of the results generated.

## Results

List of results are shown, see the section Working with the Results for further information.

Open row to view further information and specific data.

- Place the cursor on the trace to view data of the torque and angle of the trace.

- Draw a box in the trace area to zoom into a specific selection. Select Reset zoom to go back to original view.

# Trend Analysis

The Trend Analysis search is divided in two search fields Search criteria A and Search criteria B. It is possible to expand or reduce the search fields, and it is possible to enable and disable the search fields.

In this Section

- Trend Tab
- Histogram Tab

# Trend Tab

Value buttons selecting (X axis values, Torque/Angle), Value type which defaults is set to Torque for the standard search.

The group size selection is used to specify the number of results (statistics samples) used for a calculation.

A | A group of 6 results with the average value of 0,10 Nm.

Select one of the marked/unmarked Curve selection buttons to hide/show the selected curve.

# Histogram Tab

Value buttons selecting X axis values (Torque/Angle), Value type default value is set to Torque.

Select one of the marked/unmarked Curve selection buttons to hide/show the selected curve.

# Working with the Notifications Tab

Notifications is a licensed feature that enables the system to send messages to the users, when events or trends are received from controllers connected to the system.

When an Event, Trend, Report or Alarm is received, the event information is converted into a standard email. This email also contains a link to the URL of ToolsNet from where the notification is set and it can be configured via Notification settings. Refer to Managing Notification Service Settings for more information. The system can be configured to send relevant information to different work groups within the organization.

## Product Essentials Tutorials

https://www.youtube.com/watch?v=xyoZ-GvwalY

In this Section

- Event Notifications
- SPC
- Trend Notifications
- Program Change Notifications
- Schedule Report Notifications
- Non Reporting Units Notifications
- Summarized Scheduled Report Notifications
- Box Analysis Notifications
- Units State Notifications
- Saved Notifications
- Notifications

# Event Notifications

In the Notification wizard, Events, the configuration for event notifications is made. The configuration is created in four steps:

- Event

- Recipients

- Rule information

- Summary

When the configuration is made it is saved in the Saved Notifications table.

Tool Structure

1. In the Notification wizard, Tool Structure selection box, select a tool.

2. In the Notification wizard event list, select event/ events and then select Next.

Recipients

3. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

4. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

5. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

6. In the Notification wizard, Rule information Name text field, name the notification.

7. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

8. Summarizes your selections and select Finish.

## Microvideo

How to add user to a notification

# SPC

Status alarms is used for the monitoring of statistical calculations in ToolsNet.

In the Notification wizard for Status Alarm, the user configures rules for the Status Alarm Notifications. The configuration is created in four steps:

- SPC control limits

- Recipients

- Rule information

- Summary

When the configuration is made it is saved in the Saved Notifications table.

SPC control limits

1. Select a tool from the Tool structure.

2. Select a program.

3. Adjust SPC control limits manually or using the Calculate control limits button which calculates limits using variables from selected program. Select Group size if necessary. Select Status (All, OK, NOK).

4. Select Next.

Recipients

5. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

6. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

7. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

8. In the Notification wizard, Rule information Name text field, name the notification.

9. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

10. Summarizes your selections and select Finish.

# Trend Notifications

In the Notification wizard for Trends, the user configures rules for the Trend Notifications. The configuration is created in five steps:

- Program

- Thresholds

- Recipients

- Rule information

- Summary

When the configuration is made it is saved in the Saved Notifications table.

Program

1. In the Notification wizard, Tool Structure selection box, select a tool.

2. In the Notification wizard program list, select program/ programs and then select Next.

Thresholds

3. In the Notification wizard, Thresholds, select the check box for Interval, or Consecutive.

   Use the threshold to enter the values to set up the notification rule.

   - Interval - Notification rule is based on number of NOK results within a specific time interval.

   - Consecutive - Notification rule is based on the number of consecutive NOK results.

4. In the Notification wizard, Thresholds, Threshold limit value selection box, enter the threshold limit for the number of NOK-results. When this amount of NOK-results is received, within the time limit specified below is reached, a notification will be sent. Or in the Consecutive limit selection, enter the number of consecutive NOK results.

5. In the Notification wizard, Thresholds, Threshold interval (minutes) value selection box, enter the number of minutes that should define the interval in which the NOK-results will be used to trigger the notification.

6. Select Next.

Recipients

7. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

8. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

9. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

10. In the Notification wizard, Rule information Name text field, name the notification.

11. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

12. Summarizes your selections and select Finish.

# Program Change Notifications

The program change notification will send a notification when a program version change has occurred.

In the Notification wizard for Program Change, the user configures the rules for Program Change Notifications. The configuration is created in four steps:

- Tool structure

- Recipients

- Rule information

- Summary

When the configuration is made it is saved in the Saved Notifications table.

Program

1. In the Notification wizard, Tool Structure selection box, select a tool.

2. In the Notification wizard program list, select program/ programs and then select Next.

Recipients

3. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

4. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

5. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

6. In the Notification wizard, Rule information Name text field, name the notification.

7. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

8. Summarizes your selections and select Finish.

# Schedule Report Notifications

The Schedule Report in the Notification Center, is a is used to export the global favorites as an attached excel file, in a scheduled email.

In the Notification wizard for Schedule Report, the user configures rules for the Schedule Report Notifications. The configuration is created in five steps:

- Choose favorite

- Schedule

- Recipients

- Rule information

- Summary

When the configuration is made it is saved in the Saved Notifications table.

Choose favorite

1. In the Notification wizard > Choose favorite menu select one of the global favorites.

2. Select Next.

Schedule

3. In the Start time calender, select a start date and start time, and then select Apply.

4. In the Hour frequency spin box, select frequency, and then select Next.

Recipients

5. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

6. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

7. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

8. In the Notification wizard, Rule information Name text field, name the notification.

9. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

10. Summarizes your selections and select Finish.

# Non Reporting Units Notifications

In the Notification wizard for Non Reporting Units, the user configures rules for the Non Reporting Units Notifications. The configuration is created in four steps:

- Units

- Recipients

- Rule information

- Summary

When the configuration is made it is saved in the Saved Notifications table.

Units

1. In the Notification wizard, Units select Tool Structure, Weekdays, Start time and End time.

2. In the Notification wizard, Units select Threshold in hour and then select Next.

Recipients

3. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

4. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

5. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

6. In the Notification wizard, Rule information Name text field, name the notification.

7. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

8. Summarizes your selections and select Finish.

# Summarized Scheduled Report Notifications

Used for scheduling and specification of Non reporting units and Events notifications.

In the Notification wizard for Summarized Scheduled Report, the user configures rules for the Summarized Scheduled Report Notifications. The configuration is created in five steps:

- Choose notifications

- Schedule

- Recipients

- Rule information

- Summary

When the configuration is made it is saved in the Saved Notifications table.

Choose notification

1. In the Notification wizard Tool structure list, select a tool.

2. In the Notification wizard tick the Program change checkbox .

3. In the Non reporting units manager, select tick boxes for Weekdays.

4. In the drop-down list box select Start time.

5. In the drop-down list box select End time

6. In the selection box select Threshold in hour, and then select OK.

Schedule

7. In the Start time calender, select a start date and start time, and then select Apply.

8. In the Hour frequency spin box, select frequency, and then select Next.

Recipients

9. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

10. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

11. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

12. In the Notification wizard, Rule information Name text field, name the notification.

13. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

14. Summarizes your selections and select Finish.

# Box Analysis Notifications

In the Notification wizard for Box Analysis, the user configures rules for the Box Analysis Notifications. The configuration is created in four steps:

- Choose favorite

- Recipients

- Rule information

- Summary

When the configuration is made it is saved in the Saved Notifications table.

Box analysis will run in the background of the selected global favorite and notify when new tracks will hit the boxes.

An export, as an Excel™ file, is attached in the email for the favorite of your choice.

One or more global favorites must be selected in the User settings menu or saved as global favorites in Analysis Center > Box Analysis.

Choose favorite

1. In the Notification wizard > Choose favorite menu select one of the global favorites.

2. Select Next.

Recipients

3. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

4. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

5. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

6. In the Notification wizard, Rule information Name text field, name the notification.

7. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

8. Summarizes your selections and select Finish.

# Units State Notifications

Expected Result:

In Units State notifications the user is able to receive a notification whenever a unit is connected or disconnected.

Example of received notification:

Recipients

1. In the Notification wizard, Recipients list, select one or more of the check boxes for the email addresses for the email recipients, and then select Next.

   Or Add a new email .

2. In the Notification wizard, Recipients, enter a new email address in the Add new email field and then select Add.

3. In the Notification wizard, Recipients list, select the check box for the new email address in the email recipients list, and then select Next.

Rule information

4. In the Notification wizard, Rule information Name text field, name the notification.

5. In the Notification wizard, Rule information Comment text field, enter a comment and then select Next.

Summary

6. Summarizes your selections and select Finish.

# Saved Notifications

In the Notifications tab, in the Saved notifications table all the configured notifications from all users are displayed. The table is sorted in types, the types can be expended using the expend button . The expended table shows all saved notifications for that specific type. The notifications are editable selecting the name or selecting the Edit button. The mail function can be tested selecting the Test Settings button. The saved notification can be removed using the Remove button.

A | Test the email settings.
B | Edit the notification settings.
C | Remove the notification.

# Notifications

Notifications are used for keeping track of predefined actions and results. The notifications setup is made in the Notification wizard. All results are then gathered on the top menu bar.

1. On the top menu bar, select the Notifications button to display a limited selection of the latest notifications.

2. Select See All to list all the Notifications Results.

A | Sort order, (Type is default value) | B | Delete all button

Expanded Notifications

1. Select the Delete All button to delete all messages from the ToolsNet database.

   This action does not affect the emails that were already sent to the respective recipients.

2. Select to open a list of all messages sorted under a specific type.

3. Select again to open a detailed list of all messages sorted under a specific name.

4. Select inside an opened message to delete the specific message.

   This action does not affect the emails that were already sent to the respective recipients.

# Working with the Tool Center Tab

The Tool Center is a licensed feature. The tools are listed in tabs depending on joining technology, Tightening, Press, Adhesive, Riveting. For each joining technology the tools are listed with changeable data columns. Information about each tool is displayed by using the expand button .

Point and click on image to see more information:

1 | Filter Use the Filter and Tool structure to filter.
2 | Add tool Select the Add tool button to add a tool.
3 | Tool Tabs Tabs for Tightening, Press, Adhesive, Riveting.
4 | Tool list Select a tool by selecting the expand button .
5 | Tabs Details: View tool specific settings and parameters. Statistics: View summarized error distribution of programs and error types. Service log: Add notes and files to a service logbook. Procedures: View tool maintenance information.
6 | Overview Contains general information about the tool. Show more information by selecting the arrow . The information depends on the type of tool.

Relevant Information

- Customizing Columns
- Customizing Result List

In this Section

- Adding a Tool
- Using Filter in Tool Center
- Comparing #Tightening since Service with Service Interval

# Adding a Tool

Add tool is used for manually adding tools.

1. Select Add tool.

2. Enter the relevant information in all the fields, and then select Save.

## Microvideo

How to add a tool manually

# Using Filter in Tool Center

1. Use the Filter box to shorten the list of tools.

2. Use the Tool Structure list to filter among tool groups.

## Microvideo

How to filter tools in the Tool Center

# Comparing #Tightening since Service with Service Interval

1. Select a tab for Tightening, Press, Adhesive or Riveting.

2. Enter the Service Interval.

#Tightening since service - Service Interval ratio | Color
--- | ---
Higher or equal to 100% | Red
Higher or equal to 90%, lower than 100% | Yellow
Below 90% | White

How to compare #Tightening since service with Service Interval

# Working with the Command Center Tab

The Command Center displays information about the running status of the application. The different Widgets display information from different parts of the application. These widgets are static and not configurable.

Displayed Widgets in Command Center

- Data collection speed – Displays results per second for the results coming into the ToolsNet 8 database.

- Service status – Displays the status of the ToolsNet 8 services.

  Available Service Status:

  - Not installed (blue) – The system cannot recognize an installation of the service.

  - Start pending (yellow) – A service is starting up.

  - Started (green) – The service is running.

  - Stop pending (yellow) – A service is shutting down.

  - Stopped (red) – The service has stopped.

- License status – Displays the extent of spindles defined by the license and the amount of consumed licenses. If the license server is restarted, a new count will be made out of connected units. Below is a list of the centers that are available by the license.

- Unit monitoring – Displays the current distribution of connected, not connected and controllers with errors.

- Maintenance log – Displays the logs and details of the delete maintenance jobs that have been run.

- Database information – Displays basic information about the database.

Widgets can be expanded or collapsed by using the toggle arrow.

In this Section

- Database Information Widget
- Data Collection Speed Widget
- License Status Widget
- Maintenance Log Widget
- Unit Monitoring Widget
- Service Status Widget

# Database Information Widget

Contains database information, for example, information regarding:

- Server name

- Database name and size

- Information about stored data and size

A | General information about the database engine | B | Summaries information from the DB
C | Information about the size of the DB data files | D | Transaction log size

# Data Collection Speed Widget

Data Collection Speed – Displays the results per second for the results coming into the ToolsNet database.

A | Data collection speed | B | Number of results during the last 15 seconds
C | Time of measurement |  |

# License Status Widget

License Status Widget – Displays the extent of spindles defined by the license and the amount of licenses consumed. If the license server is restarted, a new count will be made from the connected units. The list (D) displays the available centers for the license used.

A | Shows the ToolsNet version, and the ACDC version, if ToolsNet is dependent on ACDC.
B | Shows the current number of accounted tightening spindle licenses. This is not equivalent to the number of reporting spindles/units.
C | Shows the current number of accounted IAS specific spindle licenses.
D | Shows the available centers.

# Maintenance Log Widget

The Maintenance Log Widget displays the logs and details of the delete maintenance jobs that have been run. Each row displays the result of the maintenance activity. Select one of the Maintenance types to open the Maintenance details. Rearrange the table by selecting a column title and cycling through the sorting order options.

Example of activities that can be run by the system:

- Index Reorganize – Reorganizing indexes in the database to improve performance. This does not affect any data.

- Index Rebuild – Rebuilds the indexes in the database to improve performance. This does not affect any data.

- Graphs maintenance – Graphs older than the specified “days to keep” value are deleted.

- Event maintenance – Events older than the specified “days to keep” value are deleted.

- Result maintenance – Results older than the specified “days to keep” value are deleted.

- Program and unit maintenance – Programs and units older than the specified “days to keep” value are deleted.

# Unit Monitoring Widget

Unit Monitoring Widget displays the current distribution of connected, waiting and not connected controllers and those with errors. If controller has a faulty message for less than 10 minutes in the controller queue, then controller will counted as waiting. If any controller has a faulty message for more than 10 minutes in the controller queue, a red symbol is shown in the center of the doughnut chart. When selecting the center of the doughnut chart, a detailed table of the controllers is displayed. The detailed table shows information about the reporting controllers and their current status (Is connected and/or Waiting and/or Has error). It is possible to expand a row for more details. If a controller has multiple errors, only the latest error is shown in the detailed table.

A | Doughnut chart
B | Detailed table

# Service Status Widget

Service Status Widget displays an overview of all available services and there status.

Available statuses are:

- Running (Green) - The service is running

- Not installed (Blue) – The system cannot recognize an installation of the service.

- Start pending (Yellow) – A service is starting up.

- Stop pending (Yellow) – A service is shutting down.

- Stopped (Red) – The service is stopped.

# Working with the Administration Tab

In the Administration Tab are the tools for managements for the programs, structures and shifts. The common function buttons for all the features in Administration Tab are the Add, Edit and Delete button.

A | Add button | B | Edit button
C | Delete button |  |

In this Section

- Group Administration (Admin only)
- Program Management
- Managing Structures
- Managing Shifts
- Managing Units
- Managing Notification Service Settings
- Managing Users
- Manage External Links

# Group Administration (Admin only)

Members of the administration group using ToolsNet can access Group administration, in the Administration Tab. Here, roles can be connected to each center by entering a group name or SID.

# Program Management

ToolsNet has a default structure called Tool structure. This structure is always available as an option in the reporting structure. Each controller is automatically connected to the Tool structure when it reports results to the system.

The list of available programs will only show the latest version of the program. Use the Tool structure to filter the list.

It is recommended to create separate custom structures, rather than changing the plant structure.

In this Section

- Program Classification
- Creating a Reference Trace
- Hiding a Program From The Nok Stats Widget and The Top Nok Report

# Program Classification

By classifying programs, they can be separated by the archiving job. The classifying decides how long results classified as Safety critical should be stored and if ordinary results should be stored. The storage of classified data is then dependent upon how the archiving job is configured on the database server.

Selections:

- None

- Safety critical

- Quality critical

Relevant Information

- Program Management

# Creating a Reference Trace

Out of the 10 latest OK results, select a preferred trace as a reference. The selected trace will be the reference for all trace variants.

Selecting a Program

1. Select the + to select a specific program.

   The Create reference trace window opens.

A | Create reference trace | B | View reference trace or remove reference trace

When a reference trace is selected for a program, it will appear when viewing a trace of a result with the same program. In the trace view, it is possible to synchronize the result and the reference trace. The reference trace is shown with a dashed line.

Selecting a Preferred Trace

1. Select a date or a custom time range, then select Apply.

2. Select a preferred trace as a reference.

3. Select Save.

## Microvideo

How to create a reference trace for a program
Relevant Information

- Program Management

# Hiding a Program From The Nok Stats Widget and The Top Nok Report

It is possible to hide a programs from reports. Hiding a program can be useful when a program is no longer in use.

1. Select Administration and then select Program management.

2. In the Hidden column select the check box for the relevant program.

# Managing Structures

Many reports in ToolsNet use a controller reporting group as one of the search filters. The controller groups can easily be defined for each plant and the concept allows reporting on summaries and trends based on customized structures for each plant.

In this Section

- Creating a Structure
- Creating a Folder
- Editing a Folder
- Deleting a Folder
- Drag and Drop a Unit
- Changing Ad-Group Association
- Show or Hide Unit

# Creating a Structure

1. In the Administration drop-down list, select the Manage structures.

2. In the Manage structures window, select the Create structure button.

3. In the Create structure text box, enter a name for the structure, and then select Save.

## Microvideo

How to create a structure

# Creating a Folder

1. In the Manage structures window, select the Add folder button.

2. In the Folder name text box, enter a name for the folder, and then select Save.

# Editing a Folder

1. In the Manage structures window, select the Edit folder button.

2. In the Folder name text box, edit the name for the folder, and then select Save.

# Deleting a Folder

1. In the Manage structures window, select the Delete folder button.

2. On the Deleting folder - are you sure? command button, select Ok.

# Drag and Drop a Unit

1. Drag and drop the unit into the selected folder.

- To hide/see a unit, select the eye symbol (G) in the image below.

- To remove a unit, select the x symbol (H) in the image below.

- To move a unit to another location, drag and drop the unit into another folder.

D | Unit list | F | Add unit to folder
G | Hide/See unit | H | Remove unit

## Microvideo

How to drag and drop a system type

# Changing Ad-Group Association

Select the key symbol to change the ad-group associated with the Tool structure. This will make this specific Tool structure visible only to users within that group.

# Show or Hide Unit

To show or hide a unit use the Hide Unit button .

# Managing Shifts

Shifts can be managed in Administration. It is possible to connect results to a certain shift as they are reported from the controller, by tagging new results with the shift.

In Reports, shift has been added as a criteria in Result, Result Summary and Top NOK reports. One shift can be a maximum of 24 hours and in Administration it is only possible to start a shift after today's date.

In this Section

- Adding a Shift
- Editing a Shift
- Removing a Shift

# Adding a Shift

1. Select Add shift.

2. In the Shift menu, complete the following:

   - Enter a Name.

   - Enter a Description (optional).

   - Select a First occurrence start date and time for the shift.

   - Select a First occurrence end date and time for the shift.

   - Select an End date for the shift occurrence (The shift will continue for everyday until this date).

3. Select Save.

# Editing a Shift

1. Select the green pen symbol to edit the shift settings.

2. Select Save.

# Removing a Shift

1. Select the red trash can symbol to remove a shift (only possible if there is no data connected to the shift).

2. Select Ok.

# Managing Units

# Merge Unit Versions

Merge Unit Versions in the administration center is a function for merging different unit versions. This function is mostly used when the unit has changed name.

Merge versions results in:

- The tools are not merged in the database.

- Events and results from the merged units will appear in the remaining unit.

1. In the Administration drop-down list, select Manage units and then select Merge unit versions.

2. In the Select unit to merge window, select a unit containing versions in the tool structure and then select Next.

3. In the Select version to merge within unit window, select the check boxes for the versions to be merged, and then select Next.

4. In the Summary window, examine the units affected by the merge.

   The following unit versions will be merged together.

   The latest update of the unit versions will be the last remaining version.

5. Select Merge.

6. In the warning message, select OK to merge.

7. In the Merging units window, the remaining unit versions are displayed, select Close.

# Creating Unit Links

In Create Unit Links the user is able to link two or more units (representing distinct physical units or virtual units). Linked units appear as one unit in the ToolsNet UI. When linking two or more units, one of the units is selected as the included unit and the other as the hidden unit. The data of the included unit will be data that is displayed for the linked unit in the ToolsNet UI. Hence, no data merge of the linked units are done.

It is only possible to create links between units using the same root in the tool structure.

See the outcome of linking units in the following example:

All results connected to the linked units will appear to be connected to the included unit. Only the included unit of the linked units will appear in the tool structure. When selecting an included unit in the tool structure, the results from all linked units will be part of the search.

## Adding Unit Links

1. In the Administration drop-down list, select Manage units and then select Create unit links.

2. In the Select display unit window, select a unit to be displayed in the structure, and then select Next.

3. In the Select included unit(s) window, select the unit, or units, in the same root structure, and then select Next.

4. In the Summary window, check the displayed unit and the Included unit, and then select Finish.

## Unlinking Unit Links

1. In the Administration drop-down list, select Manage units, and then select the unit links to unlink.

2. Select the Unlink button .

The user is able to unlink already linked units. When the previously linked units have been unlinked, they appear in the ToolsNet UI exactly as before the linking took place.

## Viewing Unit Links

If Active Directory (AD) is enabled, you can see Unit Links on the Manage Units page only when a structure named Unit Links exists.

Unit Links Structure

If AD is disabled, users can view Unit Links without creating this structure.

View Unit Links

# Managing Notification Service Settings

In order to get full functionality in the notification features, the Notification Service Settings has to be properly filled in.

1. On the Administration Tab, Settings in the Notification Service, enter the Email server settings.

2. Enable a SSL certificate if required.

3. Enter a Username and a Password.

4. Enter the Sender email.

5. Enter the URL of ToolsNet. For example: http://10.XX.XX.XX/ToolsNet.

6. Select Save or select Test settings to test the settings.

# Managing Users

It is possible to remove any user in ToolsNet 8.

## Removing Users

1. In Administration, Manage Users, select the red trash can to remove a specific user.

## Using Filter

1. In Administration, Manage Users, input on the filter row the name of the user or email address for the search.

# Manage External Links

It is possible to add or remove external links in ToolsNet 8. See the links in the user drop-down menu on the top right corner of the application.

## Adding External Links

1. In Administration, select Manage External Links.

2. Click Create new to create a new external link.

3. Enter the Name and Path for the external link.

4. Click Save.

## Editing External Links

1. In Administration, select Manage External Links.

2. Click the edit icon for the external link in the list to edit the Name and Path.

3. Click Save after editing the external link.

## Removing External Links

1. In Administration, select Manage External Links.

2. Click the remove icon for the external link in the list to remove the external link from the list.

3. Click OK in the confirmation dialog.

# Reports and Statistics

In this section, you can learn about available reports and statistics.

# Factors for Computing Control Chart Lines

Subgroup sample size, n | Factors for control limits
--- | ---
| X-bar chart | R-chart
| A2 | D3 | D4
2 | 1.880 | - | 3.267
3 | 1.023 | - | 2.575
4 | 0.729 | - | 2.282
5 | 0.577 | - | 2.114
6 | 0.483 | - | 2.004
7 | 0.419 | 0.076 | 1.924
8 | 0.373 | 0.136 | 1.864
9 | 0.337 | 0.184 | 1.816
10 | 0.308 | 0.223 | 1.777

# Symbols and Denominations

These are the symbols and denominations used in the software GUI.

Symbols | Description
--- | ---
CL | Center line
Cp | Process capability index
Cpk | Minimum process capability index
k | Number of subgroups
LCL | Lower control limit
LSL | Lower specification limit for the product
n | Subgroup sample size
N | Total number of observations
R | Range of the subgroup observations: difference between the largest and smallest observed value
Ṙ | Arithmetic average of the R values for the subgroups
s | Sample standard deviation within the subgroup
St | Sample (total/overall) standard deviation
σ | Standard deviation for the population from which samples are taken
σ̂ | Estimated standard deviation for the population from which samples are taken
σt | Estimated (total/overall) standard deviation
UCL | Upper control limit
USL | Upper specification limit for the product
X | Measured quality characteristic value, different observed values denoted with X1, X2 .., XN
̅X̅ | Arithmetic average of subgroup sample observations
̿X̿ | Total arithmetic average of the sample observations

# Control Charts in Toolsnet

The classical average (X bar or X̅) and range (R) control charts, where the average and range values are plotted in two diagrams for each subgroup sample, are included in ToolsNet. The method originally developed by Dr. Shewart of the Bell Telephone Laboratories is described in ISO 7870.

# Troubleshooting and Service

This section provides assistance in troubleshooting problems, should they arise, and contains information to help you maintain and service the product.

# (Installer) Error 1722. There Is a Problem with This Windows Installer Package

Cause: Internet Information Services is not activated or not running.

Solution: Prior to installation, check that Internet Information Services is running.

# (Installer) Test Database Connection Fails

Cause: The Installer cannot connect to a database using the hostname, IP address, user name or password registered in the Setup dialog box.

Solution: Check the following:

- The database account has Administrator rights.

- The Administrator account is active.

- (When using SQL Express) The instance name is entered in the Server Data Source field.

# (Service Start) License Server Does not Start

## Scenario A

Cause: Ports 6593-6395 are closed.

Solution: Open ports 6593-6395.

## Scenario B

Cause: The Installation Number File is not saved.

Solution: As an Administrator, open License Registration and reload the Installation Number File received during Software Registration.

License Server needs Administrator rights to write data to the Windows Registry.

## Scenario C

Cause: The license is registered to another Registration Number.

Solution: Register the license to the correct Registration Number.

# (ToolsNet Web App) Signal R Error

## Scenario A

Cause: Incorrect Active Directory security group configuration.

Solution: In appsettings.json, under AuthenticationSetting set Mode = "None".

## Scenario B

Cause: The user is a member of too many Active Directory security groups.

Solution: Increase the MaxFieldLength and MaxRequestLength values in HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\HTTP\Parameters.

# (ToolsNet Web App) Data Collection Speed Widget Is Empty

Cause: The Database Server does not allow any database jobs.

Solution: Do not use SQL Express.

ToolsNet 8 does not support SQL Express.

# (ToolsNet Web App) ToolsNet Web App Does Not Launch and a "NullReferenceException: Object reference not set to an instance of an object" Occurs for Errors Relating to Get Session Facade

Cause: Internet Information Services (IIS) is not allowed to generate a session cookie.

Solution:

1. Open the Internet Information Services (IIS) Manager and navigate to Sites > Default Web Site > ToolsNet > Configuration Editor.

2. Under Section:, select system.web/sessionState and change the mode setting into InProc.

3. Restart the IIS service.

# Reference

In this section, you can find miscellaneous useful information.

# Reference Documents

## Atlas Copco Documents

Document ID | Document name
--- | ---
9839217100 | ACDC Installation Manual