Save your custom configuration! Avoid the headaches!


Do you need to send an instrument to the factory for repair or service? Before you disconnect it, pack it up, and ship it out, be sure you do the following:

  1. Make a backup or copy of your instrument configuration, so you can quickly reinstate the settings.
  2. Make sure you have a written record of your settings on file. Several manufacturers include a configuration worksheet in the instrument user manual. If it’s not there, you can write them on a copy of the quick-start or setup installation guide.

Why is this critical?

As part of their repair and service processes, most manufacturers’ technicians will reset the devices to their factory configurations, and return the instrument to you “clean”.  So, if you don’t make a backup or a written record of your custom settings, they’ll be lost in the process. It’ll also make your life easier if the instrument can’t be repaired, and you have to install a new device in its place.

Put the Boy Scout motto to work: Be prepared.

When I’m working with our customers on setups and commissioning, I recommend that as they’re installing the device, they write down the configurations right away and put them somewhere safe. That way, if they’re in a hurry to send their instrument in for service and forget, they at least have their starting configurations on file.

Honeywell includes a configuration worksheet as part of most of their instrument manuals. For Siemens products, unless I’m configuring using PDM (so I can keep a copy of my custom setups on my computer) I’ve found that writing the settings on the quick-start guide is the way to go.

If you can’t find your copy of the manual, configuration worksheet, or quick-start guide, you can download them from Lesman.com. Just go to your instrument’s page for the documentation.

Following these steps will get you back up and running in as little time and with as little frustration as possible.

 

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