GEI EC-Series Analyzer IBMS Training

EC-Series Analyzer and IBMS
Training Presentation
Global Energy Innovation - 2012
Page 1
Confidential Distributor / Representative Only

XA000.600.500-EN Rev 1.0.3
Outline
I. Hands-on Training (Classroom)
II. Hands-on Training Practical
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XA000.600.500-EN Rev 1.0.3
Hands-On Training
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XA000.600.500-EN Rev 1.0.3
General Outline
A.
B.
C.
D.
E.
Page 4
Presentation of the EC-Series Analyzer / IBMS

Support and Training Documentation
Hardware
Firmware (EC-Series Analyzer)
Software (IBMS)

XA000.600.500-EN Rev 1.0.3
Hands-On Training
EC-Series Analyzer / IBMS presentation
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EC-Series Analyzer
The EC-Series Analyzer is a multi-frequency impedance tester for
battery monitoring (Any chemistry ranging from 5Ah to 2000Ah up to
18V. The battery should be fully charged for reliable diagnosis).
The EC-Series Analyzer operates in two test modes:
String Test Use for battery monitoring.
Quick Test To quickly assess battery conditions without data
tracking.
The EC-Series Analyzer comes with an Autobaseline Feature that
removes the need for the user to determine baseline values. It also
corrects impedance with temperature.
Based on the customizable configuration, the EC-Series Analyzer
reports:
Single frequency impedance.
Battery voltage.
Battery Chemical Properties (CELScan).
The EC-Series Analyzer interfaces with IBMS (Intelligent Battery
Management System) for transferring configurations and test results
and performing firmware update.
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XA000.600.500-EN Rev 1.0.3
IBMS
IBMS is the companion software of the EC-Series Analyzers for creating
Configurations, reviewing Test Results and performing firmware upgrade.
IBMS is based on interacting with a Nexus Database Server for data logging.
IBMS can run as a standalone application or as an enterprise solution with a
common database shared between multiple IBMS installations.
IBMS can be downloaded free of charge from GEI webstore at:
http://www.globalei.com/bms/software-firmware/ibms-companion-software-free-download.html.
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XA000.600.500-EN Rev 1.0.3
Hands-On Training
Training and Support Documentation
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Outline
i.
ii.
iii.
iv.
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User Manuals
Training Videos
Customer Support Website
Where to Download IBMS and Firmware

XA000.600.500-EN Rev 1.0.3
EC-Series Analyzer
User Manual and Quick Start Guide
EC-Series Analyzer User Manual and Quick Start Guide are available for download:
On GEI website: http://globalei.com/device.html
In the download section of GEIs Customer Support website in different languages
(English, Spanish, French and German): http://support.globalei.com/
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XA000.600.500-EN Rev 1.0.3
IBMS
Quick Start Guide and Help
The IBMS Quick Start Guide is available for download:
On GEI website: http://globalei.com/software.html
In the download section of GEIs Customer Support website in different languages
(English, Spanish, French and German): http://support.globalei.com/
IBMS Help features is in development and will be implemented in future release.
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XA000.600.500-EN Rev 1.0.3
Training Videos
The operation of the EC-Series Analyzer and IBMS are detailed in short videos
available from GEI website (http://www.globalei.com/support-and-training-videos/).
Each video covers a specific function of the Analyzer and IBMS.
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Customer Support Website

The customer support website (http://support.globalei.com/) access is restricted by login/password.
The credentials are obtained by simply filling up a registration form.
The website offers background literature to the end-user:

Glossary webpage Definition of the terms used in battery
application.
Download section Application Notes, Technological Brief on
GEI products as well as Background literature.
Firmware and Software Update New releases are available
for download.
The Customer Support Website is the source

for the end-user to find educate materials on
battery and GEI product.
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XA000.600.500-EN Rev 1.0.3
IBMS and Firmware

download
IBMS can be download from GEI webstore and from the Customer Support
Website.
EC-Series Analyzer firmware can be downloaded from the Customer Support
Website.
IBMS indicates when new Software and Firmware are available and offers the
possibility of performing download and upgrade.
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Hands-On Training
Hardware
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Outline
i.
ii.
iii.
iv.
Page 16
Product / Accesories Overview

PCBA General Function
Troubleshooting
RMA

XA000.600.500-EN Rev 1.0.3
EC-Series Analyzer
Standard Accessories
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EC-Series Analyzer
Optional Accessories 1/2
Additional Kelvin clips are available:
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EC-Series Analyzer
Optional Accessories 2/2
Additional accessories are available:
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Replacement Parts Warranties
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PCBA General Function

The EC-Series Analyzer is based on three main boards:
Digital Carrier (+ Computer board),
Measurement Board,
Front End Board.
Front End
Measurement
Digital Carrier
Computer board
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Servicing and
Troubleshooting
The EC-Series Analyzer indicates Internal Board Failure when the unit fails
auto-calibration or testing routine.
Hardware failure can be categorized in three categories:
Level 1 Board Component failure. Repair should be done at GEI.
Level 2 Board replacements. The entire board is replaced at the
distribution center and the defective hardware is sent to GEI.
Level 3- Accessories Replacements or Repairs. Broken or Defective
accessories can be serviced at the distribution center.
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RMA Processing
Page 23
Defective product can be returned to GEI after

Technical Support approval based on
customer/distributor input.
A RMA number is assigned to the defective
product and RMA progress is logged in the RMA
database.
The product is checked upon arrival by Technical
Support and passed to the repair service.
Repaired products are shipped back to the
customer.
XA000.600.500-EN Rev 1.0.3
Hands-On Training
Firmware (EC-Series Analyzer)
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Outline 1/2
i.
General User Interface Review

1.
2.
3.
4.
Interfacing with the EC-Series Analyzer

User Configuration
Test Modes Quick Test / String Test
Database Structure
ii. String Test

1.
2.
3.
4.
Page 25
Creating String Configuration

Making String Tests
The Autobaseline function
Reviewing String Test Results
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Outline 2/2
iii. Quick Test
1. Creating Quick Test
2. Making Quick Test
iv. Other Features and Functions - Overview
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EC-Series Analyzer
Navigation and Screen Configuration
Interacting with the EC-Series Analyzer is done through the keypad.
The interaction is contextual and based on the screen displayed by the EC-Series
Battery
Analyzer.
Sound Volume Gauge
Available Memory on the SD Card
Function keys section
The screen is divided in 3 sections.

-Analyzer information (Memory, sound)
-Main Section (Contextual)
-Function key section (In yellow and contextual)
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EC-Series Analyzer
I/O port
Connector for
Standard Kelvin Clips
Ports for advanced functions

(Voltmeter Oscilloscope)
Connection to IBMS
via USB Cable
Battery charger
connection
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XA000.600.500-EN Rev 1.0.3
EC-Series Analyzer
Main Menu
The EC-Series Analyzer start up sequence goes through:
1. The welcome screen,
2. The calibration screen,
3. The main menu.
From the main menu, the different sections are accessed with the navigation keys.
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User Configuration
System Settings
The EC-Series Analyzer User configuration is performed in the System Settings
section located in Utilities.
Use the System Settings section to set Analyzer Time and Date, Temperature unit and
other User settings.
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XA000.600.500-EN Rev 1.0.3
Test Mode
Quick Test / String Test
Quick Test is used for making measurement on the fly without keeping track
of the results. Basic test (Impedance or Voltage measurement) can be done
but more elaborated test can be developed.
String Test is used for Battery Monitoring where the test results are tracked.
A string test requires first a string configuration.
Standard
Quick Test
String Test
Custom
Quick Test
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System Configuration
Data Organization 1/2
Data and associated configurations are
identified with a set of 4 components:
1. Company
2. Region
3.Site
4. String
String Configuration
String Test Results
Before creating String Configurations, you need to create your own structure for
Company, Region and Site.
To create Company and Region, go in the Test Configuration Templates section:
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System Configuration
Data Organization 2/2
Sites are created when setting String Configuration
The basic organization structure is now created.
You can now create String Configuration in the defined site for performing String Test.
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XA000.600.500-EN Rev 1.0.3
Templates
3 Templates Types can be created and be used when setting up Test Configurations:
Alarm Settings,
Test Settings,
Battery Type.
Use of Templates is optional but greatly facilitate setting up
Test Configuration.
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String Test
To test a String, a String Configuration needs
to be created first. This creates the last data
identifying component (String).
String Tests are performed according to a
String Configuration and the corresponding
String Test Results can reviewed in the ECSeries Analyzer or transferred to IBMS.
1. Company
2. Region
3.Site
4. String
String Configuration
String Test Results
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XA000.600.500-EN Rev 1.0.3
String Configuration 1/2

String Configurations are created in the Test Configuration Templates Sections.
Select the Test Site where to create the String Configuration:
The String Configuration contains the necessary information for the Analyzer
to perform String Test and to save the corresponding Test Results in the
internal database.
Optional information such as battery manufacturing and installation dates can
be entered to improve battery management.
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Information needs to be entered in sub-sections of the String
Configuration.
These entries can be done manually or by using Templates.
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Test String
String Test can only be performed on String associated to a String Configuration.
From the main Menu, select Test String and then navigate to select the String to be
tested.
At the Start Testing screen, enter the Test Temperature and start the Test Session by
pressing F2.
Use the Return function F1 to exit the test.

Individual Temperature can be entered (optional)
Specific gravity values can be entered in function of the
battery type (optional).
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Autobaseline Function
The Analyzer comes with a dedicated algorithm for determining the Reference
Values associated to the String.
The Autobaseline algorithm determines the best batteries during the first string
test and generates the Impedance Reference and ACF for the String.
The baseline values are considered valid when the first string test is completed
(e.g. all batteries in the string being measured). Not completing the 1st string
test will prevent the user to see value and diagnosis associated to baseline
values (Sulfation/Dryout and % impedance).
Baselines can also be entered manually during the String Configuration
process or adjusted after test in IBMS.
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XA000.600.500-EN Rev 1.0.3
String Test Results

Once String Tests are collected, the corresponding Test Results can be reviewed in
the Analyzers or in IBMS after transfer.
From the Main Menu, select Test Results and navigate to the Test to be reviewed.
The EC-Series Analyzer displays a summary of the

Results.
Select a Test Item to see more details.
You can scroll from one Test Item to another using the
up and down arrow.
Configuration at the time of the test can be reviewed.
Additional optional information can also be entered.
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XA000.600.500-EN Rev 1.0.3
Quick Test
Quick Tests should be used in situation where keeping track of the Test Results is
not necessary (For example to screen and sort incoming batteries).
The EC-Series Analyzer comes with 3 standard Quick Tests accessible in the
Quick Tests section:
Impedance Meter Report the Impedance only.
Voltage and Impedance Meter Report Voltage and Impedance.
Voltage Meter Report the Voltage only.
Custom Quick Test can be created in the Test Configuration Template section and
will be listed in the Quick Tests section.
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Custom Quick Test 1/2

Custom Quick Test can be created in the Test Configuration section
In Quick Test Templates, select New to create a Custom Quick Test.
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Custom Quick Test 2/2

Some information needs to be entered in sub-sections
of the Quick Test setting. The entry can be done
manually or by using Templates.
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Making Quick Test

Quick Tests can be accessed from the Main Menu.
Select the Quick Test Settings (Standard or Custom)
Connect to the battery and press Enter to initiate the test (Auto
mode is available on Custom Quick Test)
Exit the Quick Test by pressing F1. All collected data will be lost.
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Other Functions
Utilities Section
The EC-Series Analyzer comes also with tools and other
functions in the Utilities section.
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Tools
The Tools section is divided in three categories:
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Tools - Utilities
The Utilities sub-section contains tools for the user to:
Collect Baseline value,
Indicate Battery Replacement in String,
Investigate Noise interference.
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Tools Advanced Features

The Advanced Features allows
characterization of the system.
They use the Probe and Meter inputs.
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Other Functions
Communication with IBMS
Select connect to PC from the main menu and
plug the USB cable in the EC-Series Analyzer.
The EC-Series Analyzer will indicate when it is
ready to communicate with IBMS.
Use IBMS to transfer Test Results onto the
Computer or upload Configuration into the ECSeries Analyzers.
USB
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Hands-On Training
Software (IBMS)
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Outline 1/3
i.
Installation
1.
2.
3.
4.
Standalone / Enterprise Installation

The Interface
User Configuration
Nomenclature
ii. Creating Test Configuration

1. Creating the Database Structure
2. Test Configurations - String Tests / Templates / Quick
Configuration
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Outline 2/3
iii.
iv.
v.
vi.
Page 52
Transfer with the EC-Series Analyzer.

1. Summary Tab Activation Server
2. Synchronization Tab
3. Data transfer from and/or the Analyzer
4. Firmware update
Test Results Overview
1. Inventory Overview
2. Test Details
3. Reporting
4. Advanced Functions (Baseline adjustment)
Other functions
1. Summary Tab Activation Server
2. Synchronization Tab
Activation Server
a) Function and Operation
b) GEI Company Details
c) Distributor Features and Functions
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Outline 3/3
v. Other functions
1.
2.
3.
4.
Import / Export
Battery Replacements
Database Backup and Restoration
Software update
vi. Activation Server

1.
2.
3.
4.
Page 53
Function and Operation

GEI Company Details
Distributor Features and Functions
Distributor Setup Login and Password

XA000.600.500-EN Rev 1.0.3
Overview
IBMS allows to create Test Configuration for your EC-Series Analyzer and to
review collected Test Results with the comfort of a computer.
IBMS operation rests on interacting with a Database Server (Nexus) which log
all configurations and test results.
The database can be accessed over the network which allows IBMS to be used
as an Enterprise solution (e.g. one single database shared with multiple IBMS
installation).
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Installation
IBMS installation is similar to any software installation on Windows.
At one point the software may ask you to select what to be installed:
IBMS
Nexus Server
If you are planning to use IBMS as a standalone installation (e.g. a

single computer), you will need to install both IBMS and the Nexus
Server.
If you are planning to use IBMS as an enterprise installation, you can
install only the Nexus Server on the Server Computer and IBMS on
the Satellite Computer.
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Database Configuration
Standalone / Enterprise version
At the first start, IBMS will request to indicate where the Database server is located.
You can enter the server information manually.
You can use the Locate New Server(s) to scan the network for computer running the
Database server.
In a standalone installation, you will select your computer while for an Enterprise
installation, you will have to select the Server Computer (either by manual entry or via
the Server scan function)
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XA000.600.500-EN Rev 1.0.3
Main Interface
IBMS main interface is a menu bar with two sections:
Battery Management To create Templates or Test Configurations, reviewing
Data or performing Transfer.
Utilities/Setup To setup IBMS (Server or Configuration) or performing backup
of the database.
The top bar indicates the server used by IBMS.
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XA000.600.500-EN Rev 1.0.3
Windows Interface
Some windows include an interface for creating new entry and handling
the entry.
This interface is located at the top right corner of the window.
Delete selected
Entry
Cancel
changes
Help
Create new
Entry
Close window
Save changes
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Copy selected
Entry

XA000.600.500-EN Rev 1.0.3
Configuration
IBMS configuration is performed in the Utilities/Setup section. The configuration
window is divided in 5 tabs.
Inventory - Location Hierarchy nomenclature
Options Set your user preference for Date Format, Language, Temperature unit
and view mode (Basic or Advanced).
Chart Display Select the default graph to be presented.
Proxy Indicate to IBMS how to access the internet
Security - Create User account to protect the access of IBMS.
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XA000.600.500-EN Rev 1.0.3
Nomenclature
Similar to the EC-Series Analyzer, the data are organized in four components. They are
by default name Company/Region/Site/String.
The testable parts are also named by default.
In the configuration section you can modify the naming convention.
You will also able to transfer this naming convention to the EC-Series Analyzer
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XA000.600.500-EN Rev 1.0.3

String Configuration can be created in IBMS using Inventory Management.
As for the EC-Series Analyzer, the hierarchy location needs to be created first.
Use the contextual menu for creating Location Components.

This menu is also accessible with a right click on any Location Component.
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XA000.600.500-EN Rev 1.0.3

String configuration can be created under a site. The string configuration
window is divided in three tabs:
Battery and String definition,
Test Setups and Alarms,
Battery details (optional).
Similar to the EC-Series Analyzer, Templates can be used to populate definition fields quickly.
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Templates
Templates can be created to be used when creating String Configurations or Quick
Test Settings. Templates can be transferred to the EC-Series Analyzers.
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Quick Test Setting

Custom Quick Test can be created and transferred to the EC-Series Analyzer.
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Transfer
Summary Tab
Use the transfer icon in Battery management to initiate communication with the ECSeries Analyzer.
Once the Communication with the EC-Series Analyzer is established, IBMS will display
the summary tab indicating the characteristics of the connected Analyzer.
4 other tabs are also available.
Selected EC-Series
Analyzer Description
Check for available

firmware update
Page 65
Mini-SD card space allocation

XA000.600.500-EN Rev 1.0.3
Transfer
Synchronization tab
In the synchronization tab:
you can synchronize the
EC-Series Analyzer with
IBMS (nomenclature and
user preferences)
Synchronize with the

activation server to activatereactive feature.
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Transfer to IBMS or to the ECSeries Analyzer

The Transfer function tab:
Transfer to IBMS Transfer Test Results from the connected EC-Series Analyzer
to IBMS.
Transfer to Analyzer Transfer Test Configuration in IBMS to the connected ECSeries Analyzer.
For performing transfer, check the box of the items to be transferred and press the
transfer button. The result of the transfer will be displayed in the Status column.
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Firmware update
IBMS automatically checks for firmware update when communicating with the EC-Series Analyzers.
IBMS download the new firmware and language file.
EC-Series Analyzer firmware update is automated and only requires few mouse clicks.
Each Firmware update requires the unit to communicate with GEIs Activation Server (The USB cable
should be connected to the unit until the EC-Series Analyzer shutdown).
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Test Results 1/2

The Test Results function allows to review collected EC-Series Analyzer data.
The Test Results window presents a summary of all available Tests.
Individual Test Result can be opened by a double click.
Double click on any test results for a

more detailed review.
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Test Results 2/2

The Test Result Windows details all the results collected for the String at the time of
the tests.
The results can be reviewed through tables or graphically either at the string level or
at the battery/cell level.
Use the view Report button to
Printable or PDF report can be generated.
generate Printable Report
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Report
Printable report can be generated from the tab String Report and Cell/Battery
History tab. Each report will be a collection of graphs and tables including the
string configuration details:
String Report Create a String Report based on the graphs displayed in the
String Report tab
Cell/Battery History Create a report of the Cell/Battery History based on the
graphs displayed in the History tab.
Go to first
Go to last
Current
page
page
page
Go to next
Go to
page
previous page
Export Report
in PDF format
Change the page

size with a drop
down menu
Configure
printer
Help
Close
Window
Print
Report
Click on the page to be reviewed in the overview section.
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Data Export/Import
IBMS data can be exported into an XML file and imported using the
Export/Import function.
Select the data to be Exported or Imported
Perform the data Export or Import
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Battery Replacement
Battery/Cells replacement is indicated in the Battery Details tab of the String
Configuration.
Select the String Configuration where batteries will be replaced.
Go in the Battery Details tab
Select the battery to be replaced and click on replace battery button.
Enter Manufacturing/Installation dates and comments (optional) and confirm
the replacement.
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Database
Backup/Restoration
IBMS database can be backup and restored by accessing the Backup/Restore
function in Utilities/Setup menu.
Select the Backup tab to create a backup file
Select the Restore tab to load a backup file (this will erase all the data in the
current database).
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Software Update
IBMS checks automatically for the availability of software update.
You can force IBMS to check for software update in the help menu.
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Activation Server
Functions and Operation
Every time an EC-Series Analyzer connects to IBMS, it also communicates
with the activation server and check if new features were activated.
Any firmware update requires communication with the Activation Server for
completion.
If necessary, it is possible to synchronize the EC-Series Analyzer manually
with the activation server.
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GEI Company Details

GEI controls the Activation Server for:
Turning On or Off features.
Tracking EC-Analyzers connection and firmware update.
Inventory management.
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Distributor Features
and Functions
Distributor can login on the activation server from GEI website for:
Managing their inventory
Check customer registration.
http://www.globalei.com/license/
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Distributor Setup
Login and Password
Access to the Activation Server is restricted by Login and Password.
GEI provides Login and Password to distributor.
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XA000.600.500-EN Rev 1.0.3

GEI EC-Series Analyzer IBMS Training

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EC-Series Analyzer and IBMS

Global Energy Innovation - 2012

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Presentation of the EC-Series Analyzer / IBMS

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Customer Support Website

The website offers background literature to the end-user:

The Customer Support Website is the source

Confidential Distributor / Representative Only

IBMS and Firmware

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Product / Accesories Overview

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Replacement Parts Warranties

Confidential Distributor / Representative Only

PCBA General Function

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Defective product can be returned to GEI after

Confidential Distributor / Representative Only

General User Interface Review

Interfacing with the EC-Series Analyzer

ii. String Test

Creating String Configuration

iv. Other Features and Functions - Overview

Confidential Distributor / Representative Only

Function keys section

The screen is divided in 3 sections.

Confidential Distributor / Representative Only

Ports for advanced functions

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

The basic organization structure is now created.

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

String Configuration 1/2

Confidential Distributor / Representative Only

String Configuration 2/2

Confidential Distributor / Representative Only

Use the Return function F1 to exit the test.

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only

String Test Results

The EC-Series Analyzer displays a summary of the

Confidential Distributor / Representative Only

Confidential Distributor / Representative Only