Beamex CMX Calibration Software

User Guide

By Beamex

© Copyright 2003 - 2016

BEAMEX OY AB
Ristisuonraitti 10
FIN - 68600 Pietarsaari
FINLAND

Tel: +358-10-5505000
Fax: +358-10-5505404
E-mail: [email protected]
Internet: http://www.beamex.com

8835000 / CMXuEng / Version 2.10a

Beamex is a registered trademark owned by Beamex Oy Ab
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Corporation in the United States and other countries.
Other trademarks are property of their respective owners.
Contents
Software Registration ix 

Feedback xi 

Introduction 1 
General ........................................................................................... 1 
CMX Family .......................................................................... 2 
SSA and Support .................................................................. 4 
About This Document...................................................................... 5 
Typographic conventions...................................................... 5 
A Short Presentation of the Sections in This Document ....... 6 
Other Documents ................................................................. 8 
What’s New .......................................................................... 9 
About Calibration........................................................................... 10 
What is Calibrated? ............................................................ 10 
The Three Steps ................................................................. 10 

Starting CMX 11 

About CMX's Installation ............................................................... 11 
How to Start CMX ......................................................................... 12 
Opening a Database .......................................................... 13 
User Interface Language .................................................... 15 
Starting CMX Using Startup Parameters ............................ 15 
License Key .................................................................................. 18 

General Presentation of CMX 19 

CMX and the Instrument Database ............................................... 19 
About CMX’s User Interface .......................................................... 19 
The Main Window ............................................................... 19 
Other Windows ................................................................... 30 
Multiple Users ............................................................................... 31 
Simultaneous Data Editing ................................................. 31 
Accessibility ........................................................................ 31 
Uncertainty Calculation ................................................................. 32 

CMX User Guide Contents  iii

 Common Features ........................................................................ 32 
Context Menus (Pop-up Menus)......................................... 32 
Drag and Drop Feature ...................................................... 32 
Selection List Features ....................................................... 32 
Activation/Deactivation ....................................................... 33 
Check Out /Check In .......................................................... 33 
Document Links .................................................................. 34 
User Fields ......................................................................... 35 
Software Options........................................................................... 36 
Report Designer Option ...................................................... 36 
Change Management and Audit Trail Option ..................... 36 
Optional Drivers for Non-Beamex Calibrators .................... 36 
Pocket PC Interface Option ................................................ 36 
Weighing Instrument Calibration Option ............................. 36 
Maintenance Inspection Option .......................................... 37 
Work Order Handling Option .............................................. 37 
History Trend Option .......................................................... 37 
User Interface Configuration Option ................................... 37 
LDAP Authentication Option ............................................... 37 

Basic Settings 39 

General ......................................................................................... 39 
The Options Window ..................................................................... 40 
General Settings ................................................................. 40 
Function Due List Options .................................................. 41 
Calibrator Due List Options ................................................ 41 
ID Generation Options ........................................................ 41 
Calibration Certificate Options ............................................ 41 
Calibration Options ............................................................. 42 
Security Options ................................................................. 42 
LDAP Options..................................................................... 42 
Change Management Options............................................ 43 
Users and User Groups ................................................................ 44 
About What to Do With Users and User Groups ................ 44 
Supervisors ........................................................................ 45 
Users .................................................................................. 45 
User Groups ....................................................................... 47 
Site User Maintenance .................................................................. 48 
Working with Site User Maintenance .................................. 48 
Plant Structure .............................................................................. 52 
Working With Plant Structure Nodes .................................. 52 
Device Manufacturers ................................................................... 54 
Working With Device Manufacturers .................................. 54 
Working With Device Models.............................................. 55 
Calibrators ..................................................................................... 57 
Working With Calibrator Data ............................................. 58 
Calibrator Manufacturers .................................................... 63 
Lists............................................................................................... 67 
What is a List? .................................................................... 67 
Editing Lists ........................................................................ 68 

iv  Contents CMX User Guide

 Function Templates....................................................................... 69 
Editing Function Templates and Calibration Procedure
Templates........................................................................... 69 
Creating a New Function Template .................................... 70 
Creating a New Calibration Procedure Template ............... 70 
Copying a Function Template............................................. 71 
Deleting Function Templates and Calibration
Procedure Templates ......................................................... 71 
Editing the User Interface .............................................................. 72 
Direct Editing of the User Interface ..................................... 72 
Customizing the User Interface .......................................... 72 

Adding Instruments to the Database 73 

General ......................................................................................... 73 
About Instruments, Positions and Devices ......................... 73 
Maximum Amount of Positions, Devices and Functions ..... 74 
Using the Wizard ........................................................................... 75 
Step 1 of 5 - Position Data.................................................. 75 
Step 2 of 5 - Device Data ................................................... 75 
Step 3 of 5 – Function Template ........................................ 76 
Step 4 of 5 – Function Data ................................................ 76 
Step 5 of 5 – Calibration Procedure Data ........................... 76 
Using the Main Window’s Tree Views ........................................... 77 
Adding Positions ................................................................. 77 
Adding Devices .................................................................. 78 
Adding Functions ................................................................ 79 
Adding Procedures ............................................................. 84 
Other Instrument Related Functions ............................................. 85 
Linking and Unlinking Devices............................................ 85 
Assigning Spare Devices.................................................... 89 
Copying Positions and Devices .......................................... 89 
Editing Items Displayed in a Tree ....................................... 90 
Deleting Items Displayed in a Tree ..................................... 90 

Queries, Filters and Sets 91 

General ......................................................................................... 91 
What Is a Query ............................................................................ 91 
Available Queries ............................................................... 91 
What Is a Filter .............................................................................. 93 
How to Filter Data ............................................................... 93 
What Is a Set................................................................................. 98 
Device and Position Sets.................................................... 98 

Check Out / Check In Feature 99 

General ......................................................................................... 99 
Check Out / Check In Characteristics ......................................... 100 
Automatic Check Out / Check In ...................................... 101 
Manual Check Out / Check In........................................... 102 

CMX User Guide Contents  v

 Calibration 105 
General ....................................................................................... 105 
The Typical Calibration Procedure ................................... 106 
Calibration Web Service Interface, CWSI ................................... 108 
About CWSI...................................................................... 108 
Starting CWSI................................................................... 108 
Using CWSI in CMX ......................................................... 109 
Selecting Instruments for Calibration .......................................... 110 
Sending Instruments for Calibration ................................. 111 
Receiving Calibration Result Data............................................... 113 
Receiving Instrument History............................................ 115 
Avoiding Duplicate Results ............................................... 115 
Manual Entry of Calibration Results ............................................ 116 
Selecting Functions for Manual Entry ............................... 117 
Entering Calibration Results ............................................. 118 
Ending Manual Entry ........................................................ 120 
Viewing the Results..................................................................... 120 
Average Results and Expanded Uncertainty .................... 121 
Approving Calibration Results .......................................... 121 
Deleting Calibration Results ........................................................ 122 
History Trend............................................................................... 123 
Opening the History Trend Window .................................. 123 

Calibration Certificates and Other Documents 125 

General ....................................................................................... 125 
Printing Certificates ..................................................................... 126 
Printing Reports .......................................................................... 127 
Printing Labels ............................................................................ 128 
Printing History Trend Graphs ..................................................... 128 
Printing Audit Trail Reports ......................................................... 128 
Importing/Exporting Document Layouts ...................................... 129 
Creating Your Own Certificates ................................................... 130 

Change Management and Audit Trail 131 

General ....................................................................................... 131 
The Audit Trail Window ............................................................... 132 
Electronic Signature .................................................................... 133 
Electronic Record ............................................................. 133 

Pocket PC Interface 135 

General ....................................................................................... 135 
Recommended Hardware Specifications ......................... 135 
Installing CMX for Pocket PC ........................................... 136 
Uninstalling CMX for Pocket PC ....................................... 139 
Sending Instrument Data to the Pocket PC ................................. 141 

vi  Contents CMX User Guide

 Using the Pocket PC Interface .................................................... 142 
Starting ............................................................................. 142 
Selecting Instruments for Calibration Data Entry .............. 143 
Entering Calibration Data ................................................. 144 
Saving Results ................................................................. 145 
Calibrating Groups of Instruments .................................... 146 
Receiving Data from the Pocket PC ............................................ 149 

Calibrating Weighing Instruments 151 

General ....................................................................................... 151 
Basic Settings for Weighing Instruments ..................................... 152 
Entering Weight Sets and Weights ................................... 152 
Weighing Instrument Function Templates and
Calibration Procedures ..................................................... 158 
Adding Weighing Instruments to the Instrument Database ......... 165 
Calibrating Weighing Instruments ............................................... 166 
Terminology...................................................................... 166 
Sending Weighing Instruments to Manual Entry
Window or to a Pocket PC................................................ 168 
Using Manual Entry .......................................................... 168 
Using a Pocket PC ........................................................... 169 

Maintenance Inspection 173 

General ....................................................................................... 173 
Maintenance Inspection in CMX.................................................. 173 
Function............................................................................ 174 
Procedure ......................................................................... 174 
Sending Checklists to a Tablet ......................................... 175 
Receiving Checklist Results from a Tablet ....................... 175 
Viewing Checklist Results ................................................ 175 
Checklist Reports ............................................................. 175 
Maintenance Inspection in a Tablet............................................. 176 
Installing bmobile software to a tablet .............................. 176 
Working with a Tablet ....................................................... 176 

Work Order Handling 179 

General ....................................................................................... 179 
CMX's Basic Work Order Handling................................... 179 
CMX's Enhanced Work Order Handling ........................... 180 
Changes in CMX User Interface ....................................... 182 
Calibration Using Enhanced Work Order Handling ..................... 184 
Special Situations........................................................................ 185 
Cancelling a Work Order in CMX ..................................... 185 
Emergency Calibration ..................................................... 185 
Pocket PC and Enhanced Work Order Handling ........................ 186 

CMX User Guide Contents  vii

 CMX Database Manager 187 
General ....................................................................................... 187 
Starting CMX Database Manager ............................................... 188 
Server Connection ...................................................................... 188 
Backup and Restore a Database...................................... 188 
Installing and Uninstalling a Database ............................. 190 
Creating a New Database ................................................ 191 
Copying a Database ......................................................... 191 
Deleting a Database ......................................................... 192 
Moving a Database .......................................................... 192 

Additional Information 193 

General ....................................................................................... 193 
Calibrators and USB Communication.......................................... 193 
Absolute Pressure Measurement and Uncertainty Calculation ... 197 
Temperature Blocks and CMX .................................................... 199 
Specifications of Temperature Blocks .............................. 199 
Specifications of Temperature Blocks in CMX.................. 200 
Third Party Licenses ................................................................... 204 
General............................................................................. 204 
Third-Party Licenses Used in CMX, CWSI Server and
CWSI Client ...................................................................... 204 
Third-Party Licenses Used in CMX and CWSI Client ....... 204 
Third-Party Licenses Used in CWSI Server and CWSI
Client ................................................................................ 206 
Third-Party Licenses Used in CWSI Server...................... 207 
Third-Party Licenses Used in CWSI Client ....................... 208 

CMX Software License Agreement 209 

Supplemental End User License Agreement For Microsoft
Software ...................................................................................... 212 
End-User License Agreement For Microsoft Software ................ 214 

Glossary of Terms 223 

Index 226 

Notes 232 

viii  Contents CMX User Guide

Software Registration
IMPORTANT! For warranty service and access to technical support for your Beamex
products, complete this form and return it to Oy Beamex Ab. All rights under the limited
warranty come into force after receipt of your completed Registration.

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CMX User Guide Software Registration  ix

x  Software Registration CMX User Guide
Feedback

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Therefore we’d like to know Your opinion of the product You
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CMX User Guide Feedback  xi

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xii  Feedback CMX User Guide

Introduction

General
Beamex was founded in 1975 by people with experience in
calibration and quality maintenance of instruments. CMX is
developed based on that knowledge. CMX also represents
Beamex’s 3rd generation of calibration management soft-
ware.
CMX has an “Explorer-like” user interface. This enables the
software to be simple to use by any operator familiar with
Windows®.
CMX communicates with Beamex's communicating calibra-
tors (excluding PC105). Several calibrators by other manu-
facturers also communicate with CMX.
The main features are:
 Automated calibration and documentation
 Versatile calibrator communication
 Support for several database platforms
 Security and change management control
 Pocket PC interface
 Extensive services and support

CMX User Guide Introduction  1

 CMX Family
CMX software is tailor made for different needs. Therefore
there are different CMX Family members (versions) availa-
ble. The following list presents all members of CMX Family:
 CMX Light
Easy-to-use calibration software for single work-
stations.
Note that CMX Light is a legacy version, no longer
developed. The last release is V2, revision 2.9.
 CMX Professional
Calibration software with wide customization pos-
sibilities.
CMX Professional has two installation options:
- Workstation installation and
- Floating installation on a network server.
 CMX Enterprise
All in one calibration solution for large companies.
One floating installation on the corporate server for
sharing the same system in all locations world-
wide.
See chapter Feature Comparison for more information of
differences between members of CMX Family.

How to see/know which CMX version you have

The splash screen shown when CMX is started shows which
version you have at hand. Another way to identify your CMX
version is opening the About screen using menu commands
Help, About.

How to know which features presented here apply to

your CMX
Features presented in this manual have in the beginning of
the topic, a paragraph explaining differences in functionality
between members of CMX family. This, of course, only if the
feature differs between CMX family members.
Symbols used for a feature's availability in different CMX
versions:
–– Not available/applicable
 Optionally available
 Standard feature

2  Introduction CMX User Guide

 Feature Comparison
The following table presents the features available in CMX
products:

CMX Feature Light Professional Enterprise

Positions/tags in the database 300 1000 Unlimited
Optional 5000 Positions in the database ––  ––
Optional 10 000 Positions in the database ––  ––
Single workstation license   ––
Floating server license ––  
Networking / multi-user support ––  
Position and Device database   
Position and Device sets   
Calibrator database   
Wizard for database population   
Communication with Beamex calibrators   
Manual data entry   
Average and uncertainty calculation ––  
Plant structure   
User accounts, groups and permissions   
Pickup lists   
Saveable database filters ––  
Standard paper report templates 9 17 17
Importing/exporting report templates   
Starting CMX using startup parameters. ––  
User Defined Transfer Functions ––  
User Defined PRT Sensors ––  
User Defined Pressure Units ––  
Site User Maintenance ––  
CMX Database Manager tool   
Oracle database support ––  
Communication with 3rd party calibrators ––  
Configurable user interface ––  
History trend ––  
Report design ––  
Pocket PC interface ––  
Change management ––  
Weighing instrument support ––  
Lightweight Directory Access Protocol (LDAP) ––  
CMX Connector - Asset Management Connection ––  
Work Order Handling ––  
Maintenance Inspection ––  
CWSI, Calibration Web Service Interface ––  
Software service agreement (SSA) for 12 months ––  

Symbols used: –– Not available/applicable

 Optionally available
 Standard feature

CMX User Guide Introduction  3

 SSA and Support
A Software Service Agreement (SSA) can be included in
CMX. SSA is highly recommended because all updates dur-
ing the SSA's duration are free. Also: Customers with a valid
SSA have “priority one” service when contacting CMX sup-
port.
Contact Information to Beamex Software Support:

Telephone: +358 - 10 – 5505000 (Ask for Support)

Fax: +358 - 10 – 5505404
E-mail: [email protected]
Address: Beamex Oy Ab
Ristisuonraitti 10
FIN-68600 Pietarsaari
Finland

4  Introduction CMX User Guide

About This Document
The user of this document is expected to be familiar with the
Windows® environment and such terms as Clicking, Select-
ing, Double-clicking, Marking, using the secondary but-
ton of the mouse, Drag and drop, Resizing a window, etc.
If you are unsure of a term, please refer to a Windows® User
Guide.
This document focuses on giving you advice on how to use
CMX. For information concerning a device communicating
with CMX, please consult the instruction manual of that par-
ticular device.
The installation media in which the software was shipped al-
so includes this document in PDF format.

Typographic conventions
This document uses the following typographic conventions:
 All words related to a CMX window are shown us-
ing bold font style. Specifically:
o Menu and submenu commands. A comma
separates the menu and submenu command
from each other.
Example: File, Exit.
o Command buttons:
Example: Click OK.
o Window names:
Example: the Calibrators window.
 File names and directories are in capital letters.
Example: D:\CMX\CMX.EXE.
 References to other parts in this guide are shown
in bold.
Example: See the Calibration section in this
guide.

CMX User Guide Introduction  5

 A Short Presentation of the Sections in This
Document
This chapter briefly presents all sections found in this docu-
ment.

Introduction
Basic Information about CMX, this manual and calibration.

Starting CMX
A short section telling you how to start CMX and how to se-
lect a database.

General Presentation of CMX

Gives you a detailed description of CMX’s user interface,
menus common features etc. A good read before you start
taking CMX into serious use.

Basic Settings
Contains information that should be reviewed when CMX is
taken into use. Many of the settings described in this section
are usually done only once, like the Plant Structure data.
Certain parts, like the User and User Group settings are up-
dated whenever changes occur.

Adding Instruments to the Database

Tells you how to add instruments to CMX’s database using
either the Wizard or entering Position, Device, Function and
Calibration Procedure data one by one. This section also de-
scribes how to edit, link and unlink Positions/Devices.

Queries, Filters and Sets

A section for finding out what kind of tools CMX provides
when you need to limit the displayed data somehow.

Check Out / Check In Feature

Check Out / Check In Feature is a tool for locking instru-
ments chosen for calibration so no other user may edit the
instrument data during calibration. After calibration is done,
the instrument is unlocked. Locking instruments may be
done manually or automatically depending on your settings.

Calibration
Here are the ways to utilize CMX for calibration presented.
Communication with a calibrator as well as manual data en-
try. This section also includes a presentation on how to view
the calibration results in CMX.

6  Introduction CMX User Guide

 Calibration Certificates and Other Documents
Tells about the Documents types that are available in CMX:
Calibration Certificates, Reports and Labels.

Change Management and Audit Trail

Availability: Change Management and Audit Trail makes it possible to log
–– CMX Light changes made to the database. The electronic signature fea-
 CMX Professional
ture is also presented here.
 CMX Enterprise

Pocket PC Interface
Availability: Pocket PC Interface allows you to send instrument data to a
–– CMX Light Pocket PC, manually enter calibration results and receive the
 CMX Professional
results to CMX. In other words, the Pocket PC Interface is a
 CMX Enterprise
"mobile manual entry utility".

Calibrating Weighing Instruments

Availability: Weighing Instrument Calibration allows you to calibrate
–– CMX Light Weighing Instruments using the Manual Entry window. If you
 CMX Professional
also have the Pocket PC Interface, you will furthermore be
 CMX Enterprise
able to calibrate Weighing Instruments using a Pocket PC.
Note that Weighing Instrument Calibration is not available in
CMX Light, is an option in CMX Professional and is a stand-
ard feature in CMX Enterprise.

Maintenance Inspection
Availability: Maintenance Inspection allows you to perform check proce-
–– CMX Light dures according to IEC 60079-17 standard and also accord-
 CMX Professional
 CMX Enterprise
ing to your own needs. The actual check procedure is done
using a compatible tablet with bmobiletm software.

Work Order Handling

Availability: Work Order Handling is a tool for handling work orders sent
–– CMX Light from asset and work management software. CMX receives
 CMX Professional
 CMX Enterprise
the necessary data and after calibration using CMX, Pocket
PC, a calibrator or a compatible tablet, updates and returns
the work order data back to asset and work management
software.

CMX Database Manager

Presents a tool for database experts. CMX Database Man-
ager allows you to backup, restore and copy CMX data-
bases.

Additional Information
Contains useful information of, e.g. calibrators communi-
cating with CMX.

CMX User Guide Introduction  7

 Other Documents
When CMX is installed, some additional Help files are also
included:
 CMX_Calculations.chm
presents all the calculations that CMX performs.
This Help file may be opened from CMX Main Win-
dows' Help menu. Select option CMX Calculations.
Availability of document:  CMX_Report_Variables.chm
–– CMX Light presents all variables available in the Report Designer.
 CMX Professional
 CMX Enterprise
See chapter Creating Your Own Certificates in sec-
tion Calibration Certificates and Other Documents.
This Help file may be opened from CMX Main Win-
dows' Help menu. Select option CMX Report Varia-
bles

Note.
These help files are also available pdf format in the Docu-
ments folder of the CMX installation media.

8  Introduction CMX User Guide

 What’s New
The following main additions have been included into CMX
Professional and Enterprise, versions 2, revisions 2.10:
 Maintenance Inspection option, a tool for performing
check procedures according to IEC 60079-17 stand-
ard or custom checks. The actual check procedure is
done using a compatible tablet with bmobiletm soft-
ware.
Maintenance Inspection is not available in CMX Light,
optional in CMX Professional and a standard feature
in CMX Enterprise.
 Enhanced Work Order Handling takes care of work
orders sent from asset and work management soft-
ware. Beamex® Business Bridge software communi-
cates between CMX and asset and work management
software.
Enhanced work order handling is not available in CMX
Light, optional in CMX Professional and a standard
feature in CMX Enterprise.
Other minor enhancements and additions have also been
done.
For detailed information concerning CMX updates, including
update history, see Release Note included in installation
media.

CMX User Guide Introduction  9

About Calibration
A calibration procedure means measuring a process instru-
ment's accuracy against another more accurate device, for
example a calibrator. The calibrator normally contains meas-
urement modules allowing the measurement of different en-
gineering units at different ranges.

What is Calibrated?
The calibration may be carried out for a process Position
(sometimes also called a "Tag") with an installed Device, or
the calibration may be for an uninstalled Device; more pre-
cisely, the calibration is for a particular Function of the Posi-
tion/Device.

The Three Steps

The calibration process is normally a three step event con-
taining:
 As Found calibration, done to verify the current
state of the instrument before adjustment.
 Adjustment, made to bring the instrument within
the required specifications.
 As Left calibration, the final calibration in order to
establish the state of the instrument after the ad-
justment.
When entering the result manually to CMX there is no limita-
tions in the amount of As Found and As Left calibrations or
the number of calibration points. If you are sending instru-
ments for calibration using communicating calibrator, refer to
the calibrator manual to find out whether there are any limita-
tions in either the amount of As Found and As Left calibra-
tions or the number of calibration points.

10  Introduction CMX User Guide

Starting CMX

About CMX's Installation

When CMX was delivered, a separate installation booklet
was included in the shipment. Refer to it when installing
CMX.
Alternatively, if you have lost the installation booklet, the in-
stallation instructions of all CMX family members are includ-
ed on the installation media.
Alternatively, the installation booklets are also available in
the Downloads section of Beamex's web site:
http://www.beamex.com/.

Note.
When downloading the installation instructions, remember to
select the instructions that suit the CMX version at hand.

CMX User Guide Starting CMX  11

How to Start CMX
When CMX is installed you can start using the
software. Locate the CMX icon in your Start menu
to start the software.
To use a fully functional CMX, the License Key must be in
place. Without the License Key CMX starts up as a Limited
Evaluation version. Detailed info of the License Key is in
chapter License Key on page 18.
CMX automatically places the current Windows® User ID as
the default user for logging into CMX. If you are logging in for
the very first time you must use the Supervisor User ID and
Password delivered with CMX. Change the Supervisor User
ID and add other Users according to your needs. Adding Us-
ers is described in Basic Settings section’s chapter Users
and User Groups.
See also: User Interface Language on page 15.

Availability of LDAP: Note.

–– CMX Light If Lightweight Directory Access Protocol (LDAP) is enabled in
 CMX Professional CMX, use your network user name and password to log into
 CMX Enterprise CMX. More of LDAP in section Basic Settings, chapter
LDAP Options.

12  Starting CMX CMX User Guide

 Opening a Database
The available databases depend on the installed CMX ver-
sion.
In CMX Light:
 CMX_Light_Database is the database available
when the License Key is installed.
Other databases cannot be opened when CMX
Light is running with the License key in place.
 CMX_Light_Demo_Database is a demo database
available when the License Key is not in place. the
amount of positions/devices are limited to 15.
Other databases cannot be opened with CMX
Light in demo mode (Limited Evaluation version).
In CMX Professional and Enterprise:
 CMX_Demo_Database is a demo database for
getting acquainted with CMX. This is the default
database when CMX is started for the first time af-
ter installation.
 CMX_Database is an empty database for creating
your own database. When needed, you may
switch to this database as described further on in
this chapter.
Note.
You may also use CMX_Demo_Database as
the basis for your own database. When the
demo positions/devices are no longer needed,
just remove them from the database.
 Other databases. You may create your own CMX
databases using the tools available in CMX Data-
base Manager. This however requires that you
have experience in working with databases and
database servers.

Notes.
All databases mentioned above have the same Supervisor
User ID and Password (shipped with CMX installation me-
dia).
More info of CMX versions is in Introduction section's chap-
ter CMX Family.

CMX User Guide Starting CMX  13

Availability: Switching between databases:
–– CMX Light
 CMX Professional During login CMX offers to connect to the latest database
 CMX Enterprise used. To switch database, select another (host and) data-
base from the login window.
Alternatively, when CMX is already running, use the main
window's menu to select:
 File, Log Off in CMX Enterprise or CMX Profes-
sional with the floating server license option or
 File, Database in CMX Professional without the
floating server license option.
Then enter required information to log into another data-
base.

Note.
CMX includes a possibility to utilize either SQL Server Au-
thentication (default) or Windows Authentication. Use the
Authentication selection list to choose the one you want.

See also: User Interface Language.

14  Starting CMX CMX User Guide

 User Interface Language
When starting CMX or switching between databases, the log-
in window includes the possibility to select the user interface
language from the Language combo. The available user in-
terface language options depend on the selected user inter-
face languages during installation.

Notes.

During the installation, the base database was also selected.

Certain pick-up list options are displayed using the language
of the base database.

Function Templates and their Calibration Procedures have

the same language as the base database.

Starting CMX Using Startup Parameters

Availability: CMX may also be started using certain startup parameters in
–– CMX Light the command line.
 CMX Professional
 CMX Enterprise In 32 bit Windows® operating systems:
"C:\Program Files\CMX\BxbMUIPD.exe" /DB:CMX_Demo_Database
/LANG:ENGLISH /USER:123 /PWD:SECRET /P:"101DR-PI0014"
In 64 bit Windows® operating systems:
"C:\Program Files (x86)\CMX\BxbMUIPD.exe" /DB:CMX_Demo_Database
/LANG:ENGLISH /USER:123 /PWD:SECRET /P:"101DR-PI0014"
Begin the command line entry with the path where your CMX
is installed and the name of the CMX software (Bxb-
MUIPD.exe) followed by the necessary parameters. Each
parameter starts with a preceding space and a slash charac-
ter.

CMX User Guide Starting CMX  15

 The following command line parameters are available:

PARAMETER DEFINITION
/DB:DATABASE NAME The name of the database to be opened.
/DB: parameter is mandatory
/LANG:LANGUAGE The user interface language. Language
name should be written as is it seen in lan-
guage selection list during normal start/login,
e.g. "FINNISH".
If no /LANG: parameter is specified, CMX
uses the language chosen in a previous
start.
If no /LANG: parameter is specified and no
previous starts (with current version of CMX)
have been made, English language is used.
/USER:USER ID User ID to be used when opening the data-
base.
If no /USER: parameter is specified, CMX
login dialog is displayed.
/PWD:PASSWORD Password to be used when opening the da-
tabase.
If password is required and no /PWD: pa-
rameter is specified, CMX login dialog is dis-
played.
/P:POSITION ID The Position Property window is opened and
the data of the specified position is dis-
played.
If the Position ID is invalid, the Position
Property window is not opened.
/D:DEVICE ID The Device Property window is opened and
the data of the specified device is displayed.
If the Device ID is invalid, the Device Proper-
ty window is not opened.
If both a /P: and a /D: parameter is entered, the /P: parame-
ter takes precedence and the /D: parameter is ignored.
Wildcards can also be used. For example "/P:101%" displays
all positions that begin with "101". Wildcards used in a Mi-
crosoft SQL Server database are presented in section Que-
ries, Filters and Sets, chapter Wildcards.

16  Starting CMX CMX User Guide

 Notes!

Do not use the command line if there is a possibility that

unauthorized people may get hold of User IDs and
Passwords. The command line displays all text written in
it, even the User ID and the Password.

Database settings must be set correctly before command

line parameters can be used. Set the Provider, Server, Serv-
er Login and password settings to the database server where
the wanted database is located. Set the parameters by open-
ing the database manually before using the command line
parameters.

Each time CMX is started with command line parameters, a

new CMX instance will be started. So, to free CMX licenses,
remember to close the CMX instance after use.

If your Position IDs and/or Device IDs contain space charac-

ters, include the ID inside quotes, e.g.:
… /P:"DEPT 714 - PT101.3".

CMX User Guide Starting CMX  17

License Key
The License Key must always be connected to the computer
while you are using a fully functional CMX. Without the Li-
cense Key, CMX starts up as a Limited Evaluation version.
Most of the functionality is still available, but CMX uses a
demo database with a limited amount of positions/devices.
The maximum amount of positions/devices in the demo da-
tabase is 15.
Where should the License Key be located?
 In CMX Enterprise and
CMX Professional with the floating server li-
cense option:
The License Key must be installed into the server
where CMX Application Server is running.
 In CMX Light and
CMX Professional without the floating server
license option:
The License Key must be installed into the work-
station where CMX is running.

18  Starting CMX CMX User Guide

General Presentation of CMX

CMX and the Instrument Database

The relation between CMX and the Instrument Database is
like the relation between a word processing software and the
document you write. CMX, just like the word processor, is a
tool for handling the information you create. With CMX you
create a database instead of a document.
All instrument data as well as calibration history data is
saved in the database. CMX is the tool for opening, viewing
and editing the database.

About CMX’s User Interface

A general description of CMX’s user interface.

The Main Window

CMX User Guide General Presentation of CMX  19

 The Main Window is divided into following main parts:
1. Title Bar. Contains the Name of the software and
sometimes also additional information depending
on the selected item.
2. Menu Bar. The Menu structure is presented in a
subsequent chapter.
3. Toolbar. The Toolbar structure is presented in a
subsequent chapter.
4. Tree View Selection Tabs. Selects whether the
Plant Structure Tree or the Position Tree is shown
(Position Tree shown in the previous picture).
5. Plant Structure List (not shown when the Plant
Structure Tree is shown instead of the Position
Tree). This is the primary level filtering for the Po-
sitions shown in the Position Tree. More of the
plant structure in a subsequent chapter.
6. Position Query List (not shown when the Plant
Structure Tree is shown instead of the Position
Tree). This is the secondary level filtering for the
Positions shown in the Position Tree, i.e. the query
is carried out to Positions located in the selected
part of the plant structure. More of the queries in a
subsequent chapter.
The Filter Button is the tertiary level filtering for
the Positions shown in the Position Tree. More of
the filter in a subsequent chapter.
7. Position Tree. Shows a list of Positions (all or part
of them depending on the selections in the two
lists and the Filter button above the Position Tree)
and their contents in a tree like structure. More of
the tree structure in a subsequent chapter.
8. Viewing Calibration History Check Box. If un-
checked, only the latest calibration is shown in the
Position Tree. When checked, all calibrations are
shown in the Position Tree.
9. Status Bar. Shows the current date, the name of
the currently logged user and the database re-
sponse time.
Hints for increasing the response time can be
found in CMX Help, topic General Settings
Fields.
10. The Work Area. A place for an opened property
window, Devices window, Set windows, Print
window, Send to Calibrator and Receive from
Calibrator windows.

20  General Presentation of CMX CMX User Guide

 The Tree
The Tree Structure on the left side of CMX’s main window
shows either a list of positions (all or part of them depending
on the Plant Structure List, Position Query List and Filter set-
tings) or the Plant Structure including all Positions.
The color of the Position ID is:
 Black when the Position’s calibration date is not
due soon.
 Yellow when the Position is due for calibration but
the next calibration date hasn’t been exceeded yet.
The time period when the Position ID is yellow is
user defined. See the Basic Settings section’s
chapter Function Due List Options.
 Red when the Position’s due date for the calibra-
tion has expired.

Note.
The same colors indicating the need of calibration are used
for Calibrators, Devices, Calibrator Modules and Users in
their respective trees.

The Tree Structure shows position data in the following hier-

archical order:

When you double-click one of the items in the Tree Struc-

ture, a property window opens in the Work Area. There all
item related data is displayed for viewing and possible edit-
ing.

CMX User Guide General Presentation of CMX  21

 When the property window is already open, a single click in
the Tree Structure changes the contents of the property win-
dow to display the data of the clicked item.
Several other main functions of CMX may also be started
from the Context Menu “popping up” above the Tree Struc-
ture, but they are covered later on in this manual. This is just
a reminder to frequently use the context menu that opens by
clicking the secondary mouse key.

Notes.
CMX supports deactivating items shown in the Tree Struc-
ture (not available in CMX Light). Deactivation means that a
Position/Device etc. is no longer in use. A deactivated item
has a small red “x” in the lower right corner of the icon.
A checked out Position/Device has a red border surrounding
the icon. More of checking out in section Check Out /Check
In.
Work Order Handling is described in section Work Order
Handling.

22  General Presentation of CMX CMX User Guide

 The Work Area
The work area is used for showing the following types of
windows:
 The property window for displaying additional in-
formation of the item selected in the Tree Struc-
ture.
 Send To Calibrator and Receive From Calibra-
tor windows while communicating with a calibrator
 Print window for printing Certificates, Reports and
Labels.
 Devices window (rightmost window in the picture
below).
 Position Sets and Device Sets windows (also
shown in the picture below).

The Devices window, Device Sets window and Position

Sets window all work like the Tree Structure except that they
are “floating” in the work area. Sets are described in section
Queries, Filters and Sets.

CMX User Guide General Presentation of CMX  23

 The Menu Structure

File
Database … Opens a dialog for viewing/changing
the database connection.
Availability:
–– CMX Light
 CMX Professional(*
–– CMX Enterprise
*) with no floating server
license option.
Log Off … Opens a dialog for viewing/changing
the database host connection.
Availability:
–– CMX Light
 CMX Professional(+
 CMX Enterprise
+)
with floating server
license option.
Import, Docu- A possibility to import Certificate,
ment Layouts… Report and Label layouts from an-
other database/source.
Availability:
–– CMX Light
 CMX Professional
 CMX Enterprise
Export, Docu- A possibility to export Certificate,
ment Layouts… Report and Label layouts to make
them available for another data-
base.
Availability:
–– CMX Light
 CMX Professional
 CMX Enterprise
Exit Closes CMX

24  General Presentation of CMX CMX User Guide

 Database
Wizard… Launches the Wizard that creates a
new Position, a linked Device etc.
Device Manufacturers… Opens the window for view-
ing/defining Device Manufacturers
Calibrators… Opens the window for view-
ing/defining Calibrators (and further
on the Calibrator Manufacturers)
Lists… Opens the window for view-
ing/defining CMX lists, i.e. sets of
predefined alternatives, available in
several windows.
Function Template… Opens the Function Template win-
dow where the Function Templates
may edited and new Templates
added.

View
Properties Opens/closes the property window
Devices Opens/closes the Devices window
History Trend Opens/closes the History Trend
window.
Availability:
–– CMX Light
 CMX Professional
 CMX Enterprise
Position Sets Opens/closes the Position Sets
window
Device Sets Opens/closes the Device Sets win-
dow
Refresh Refreshes the active tree.

CMX User Guide General Presentation of CMX  25

 Calibration
Send… Opens the window used for sending
instruments/functions to the con-
nected calibrator.
Receive… Opens the window used for receiv-
ing calibration results of instru-
ments/functions from the connected
calibrator.
Manual Entry… Opens the window used for entering
calibration results. This is useful
when a calibrator does not com-
municate with CMX.
Documents
Certificates, Print… Opens a window where you can se-
lect instruments with calibration re-
sults and print calibration certifi-
cates.
)
* Certificates, Design… A possibility to create your own cer-
tificates.
Reports, Print… Opens a window where you can se-
lect instruments and print reports.
) A possibility to create your own re-
* Reports, Design…
ports.
Labels, Print… Opens a window where you can se-
lect instruments and print calibration
labels.
) A possibility to create your own la-
* Labels, Design…
bels.
)
* History Trend, Print… Opens a window where you can se-
lect instruments and print history
trend graphs.
*) History Trend, De- A possibility to create your own his-
sign… tory trend graphs.

*) Availability:
–– CMX Light
 CMX Professional
 CMX Enterprise

26  General Presentation of CMX CMX User Guide

 Tools
*) Audit Trail… Opens the Audit Trail window.
Options… Opens the Options window. Here
are all CMX’s basic settings
viewed/edited.
Security, Users… Opens the window where Users and
User Groups are maintained.
Security, Change Allows the current user to change
Password… ones password. Note that this menu
option is only available if passwords
are required in the Security page of
the Options window.
*) User Interface, Edit Activates the Direct Edit of CMX’s
user interface.
*) User Interface, Save Saves the changes made to the Us-
er Interface during Direct Edit.
*) User Interface, Can- Cancels the changes made to the
cel Changes User Interface during Direct Edit.
*) User Interface, Cus- Opens the window used for custom-
tomize… izing CMX’s user interface.
**) External links Allows you to add a quick link to any
kind of file (including applications)
recognized by the operating system.
The linked files are listed in a sub-
menu below the External Links
menu option.
The link may also be an internet link
as long as the beginning (http://) is
cut off.
Beamex Tools Contains links to Beamex calibrator
tools, e.g Picture Capturers, Device
Description Senders, Demos etc.

*) Availability: **) Availability:

–– CMX Light –– CMX Light
 CMX Professional  CMX Professional
 CMX Enterprise  CMX Enterprise

CMX User Guide General Presentation of CMX  27

 Window
Cascade Reorders the sub-windows found in
the Work Area.
Tile Horizontal Reorders the sub-windows found in
the Work Area.
Tile Vertical Reorders the sub-windows found in
the Work Area.

Help
CMX Help… Opens CMX’s main help file.
CMX Calculations… Opens CMX Calculations help file
which describes the calculations
that CMX performs.
CMX Report Opens CMX Report Variables help
Variables… file which describes CMX variables
available in CMX's Report Design
tool.
Availability of this menu option:
–– CMX Light
 CMX Professional
 CMX Enterprise
Index… Opens CMX help file's index tab.
Search… Opens CMX help file's search tab.
About CMX… Opens the window where CMX’s
license and copyright info is dis-
played.

28  General Presentation of CMX CMX User Guide

 The Toolbar
The main window toolbar comprises of the following tools:

Wizard Opens a Wizard utility for creating a

new Position (and a Device). This is
the fastest way of creating an in-
strument. Only the most significant
fields are shown.
Properties Opens/closes the Properties win-
dow in the Work Area.
Devices Opens/closes the Devices window
in the Work Area.
Position Sets Opens/closes the Position Sets
window in the Work Area.
Device Sets Opens/closes the Device Sets win-
dow in the Work Area.
Calibration Contains a menu with calibration
related functions, the same as in the
main windows’ Calibration menu.
Documents Contains a menu with available types
of documents (Certificates, Reports,
Labels and History Trend(*). Selecting
one of the items opens a window with
the possibility to print the selected type
of Document.
*) No History Trend in CMX Light

CMX User Guide General Presentation of CMX  29

 Other Windows
There are three main types of windows in CMX.
1. The main window, described in the previous chap-
ters.
2. Windows appearing in the work area of the main
window, e.g. the item properties window.
These windows are closely related to things pre-
sented in the main window. That’s why they are lo-
cated in the work area.
Additionally, you may open several of this type of
windows at the same time.
3. Windows that appear outside the CMX main win-
dow.
More or less “stand-alone” windows available for a
specific task, e.g. the Calibrators window.
You can open only one of these windows at a time.
Also, working in the main window is not possible
as long as one of these windows are open. To re-
turn to the main window, close the “stand-alone”
window.
The Manual Entry window falls into this category
with the following exceptions: You can open sev-
eral Manual Entry windows and also use the main
window while the Manual Entry window(s) is/are
open.
The layout and functionality of the third and second type of
windows vary a lot, so there are not many common features
in them. The Toolbar is however relatively common:

New Clears all fields in the window and

allows data entry of a new item
Delete Deletes the currently shown item.
Edit Allows editing the fields of the cur-
rently shown item
Cancel Active only when adding a new item
or editing an existing item. Cancels
the edited/added item.
Save Active only when adding a new item
or editing an existing item. Saves
the edited/added item.
Close Closes the window
Help Opens the Help window displaying
help for the task at hand.

30  General Presentation of CMX CMX User Guide

Multiple Users

Simultaneous Data Editing

Availability: When multiple users are working on the same database and
–– CMX Light two or more users are simultaneously editing the same rec-
 CMX Professional
ord, then the one who saves his edits first “wins”. This is
 CMX Enterprise
called optimistic concurrency control.
The changes made by other users are rejected and a mes-
sage informing of the situation is shown for them.
See also: Manual Check Out / Check In

Accessibility
Availability: CMX's Accessibility feature allows limiting access of data on
–– CMX Light user group level. Define users in groups according to the de-
 CMX Professional
partment/plant etc. The accessibility for the following data-
 CMX Enterprise
base items may be defined:
 Plant Structure Nodes,
 Calibrators,
 Calibrator Modules,
 Positions,
 Devices and
 Saved Filters.
The accessibility setting is done for each item individually
(available among the item's properties). The setting is hierar-
chical; if the access of a plant node is denied for certain user
groups, access to all nodes, positions and devices below that
node are also denied.
This feature is useful, e.g. when a single database contains
data of several departments/plants etc. Then users arranged
to groups according to their department/plant see only the
database items that concern them.

Notes.
Only users with the proper authorization can view and/or edit
accessibility settings.
The possibility to save filters is not available in CMX Light.

See also:
Users and User Groups and Site User Maintenance both
in section Basic Settings.

CMX User Guide General Presentation of CMX  31

Uncertainty Calculation
Availability: CMX's Uncertainty Calculation feature can be configured ac-
–– CMX Light cording to your own needs:
 CMX Professional
 CMX Enterprise
 The uncertainty of Beamex calibrator modules is au-
tomatically available, e.g. among calibration results.
 CMX supports up to eight user defined uncertainties
(B type uncertainties). They may be activated via the
user interface customization tool.
 In calibration options, you may select whether the ex-
panded uncertainty of all uncertainty components is
shown among results or not.

Common Features
This chapter and its subchapters describe some fea-
tures/utilities that is used not just in one window but in sever-
al CMX windows.

Context Menus (Pop-up Menus)

A Context Menu (pop-up menu) is a menu that appears
when you click on the secondary mouse key. The menu is
called a Context Menu because it provides tools suited for
the place where the Context Menu was invoked.
CMX is provided with a wealth of Context Menus. If you are
not sure what you can do at a certain moment or with a cer-
tain item, try opening the Context Menu. Then you will see a
list of common tasks.

Drag and Drop Feature

Many of CMX’s windows support the drag and drop feature.
It is a quick tool for doing certain tasks in CMX, like selecting
instruments for calibrations, printing, sets as well as linking
Devices and Positions.

Selection List Features

Many of CMX’s lists allow you to add a new item to it, if none
of the available alternatives suit your needs.
If the item to be added does not require any additional infor-
mation, e.g. a process connection, just write the new connec-
tion type and it is added to the list of process connections.

32  General Presentation of CMX CMX User Guide

 If the item to be added does not require any additional infor-
mation, e.g. a process connection, just write the new connec-
tion type and it is added to the list of process connections.
When the item to be added requires additional information,
CMX shows an item titled “<New…>” in the list. Selecting
this option opens a window where you can create an all new
item for the list.
An example of the latter feature is when you add a new cali-
brator to the database. If the Calibrator Model you are adding
is not listed among Calibrator Models found in the database,
select “<New…>”. A window opens where you can add the
new Model and its Manufacturer into the database. All this is
done without opening the Calibrator Manufacturers window
where Calibrator Model and Manufacturer data is viewed and
maintained.

Activation/Deactivation
Availability: CMX's Activation/Deactivation feature allows activation and
–– CMX Light deactivation of Positions, Devices as well as most of the oth-
 CMX Professional
er items shown in a Tree Structure. Deactivation of, e.g. a
 CMX Enterprise
Device means that the Device is no longer used. The deac-
tivated item has a small red “x” in the lower right corner of
the icon shown in the Tree Structure.
Deactivation is hierarchical. When you, e.g. deactivate a
Plant Structure node, all Positions, Devices, Functions and
Procedures below that node are also deactivated. Further-
more: (re)activation is also hierarchical.

Note.
Deactivation is not possible for a Device that is installed in a
Position. Unlink the Device and then deactivate it.

Check Out /Check In

Check Out / Check In feature is a tool that locks Posi-
tions/Devices for other users than the one who did the Check
Out. This feature is presented in section Check Out /Check
In.

CMX User Guide General Presentation of CMX  33

 Document Links
Several items in CMX’s database include a possibility to link
documents to them.

CMX supports three kinds of document links:

 File. This embeds the document into the database.
Because of the risk of increasing the database size,
this option can be enabled/disabled in CMX Options
windows' General Settings.
For an embedded file, the check box in File in Data-
base column is checked.
 File Link. This option adds a link to an external file.
The file itself is not embedded in CMX's database, just
the link.
For a linked file, the check box in File in Database
column is not checked.
 Internet Link. This adds an internet link to the list.
When adding the link, omit the beginning (http://).

Note.
The number of links for each item is not limited. Additionally,
there are no file type restrictions. Any file will do just as long
as you have software suited to view the file.

34  General Presentation of CMX CMX User Guide

 User Fields
Availability: User Fields may freely be used for whatever suits your
–– CMX Light needs. They are however not visible by default.
 CMX Professional (*
 CMX Enterprise

*) Part of CMX Profes-

sional's Option: "Configu-
rable User Interface"

To make the User Fields visible you must have the user
rights to customize CMX’s User Interface. Customizing is de-
scribed in Basic Settings section’s chapter Customizing
the User Interface.
The text fields and check boxes may be freely used. The la-
bel text for the free field may be edited using either the User
Interface customizing tools or the Direct Editing of the User
Interface tool also described in the Basic Settings section.
Pocket PC option supports the use of all User Fields. Cer-
tain modern calibrators support calibration related User
Fields and Checks. Any data entered into these fields are re-
trieved to CMX and can be seen among calibration results.
To activate these fields in CMX (and compatible calibrators),
customize the Calibration Result Properties window with
Customizing the User Interface tool.

CMX User Guide General Presentation of CMX  35

Software Options
This chapter presents available software options for CMX,
i.e. additional features that are purchased either at the same
time as CMX or later on to add CMX's functionality.
Note that most of the options presented further on are stand-
ard features in CMX Enterprise.

Report Designer Option

Availability: Allows you to create your own Calibration Certificate, Report,
–– CMX Light Label and History Trend Layouts.
 CMX Professional
 CMX Enterprise More info in Calibration Certificates and Other Docu-
ments section's chapter Creating Your Own Certificates.

Change Management and Audit Trail Option

Availability: Change Management and Audit Trail option is a tool for
–– CMX Light keeping track of changes made to CMX's database.
 CMX Professional
 CMX Enterprise More info in section Change Management and Audit Trail.

Optional Drivers for Non-Beamex Calibrators

Availability: Allows you to communicate with non-Beamex Calibrators.
–– CMX Light For more information contact Beamex or your local repre-
 CMX Professional
sentative of Beamex products.
 CMX Enterprise

Pocket PC Interface Option

Availability: Makes it possible to send instrument data to a Pocket PC.
–– CMX Light Then the Pocket PC may be used as a portable manual cali-
 CMX Professional
bration data entry tool. Entered results may then be trans-
 CMX Enterprise
ferred to CMX's main database.
More info in section Pocket PC Interface.

Weighing Instrument Calibration Option

Availability: Allows you to use CMX when calibrating Weighing Instru-
–– CMX Light ments.
 CMX Professional
 CMX Enterprise More info in section Calibrating Weighing Instruments.

36  General Presentation of CMX CMX User Guide

 Maintenance Inspection Option
Availability: A tool for doing checks that yield answers "yes" or "no".
–– CMX Light
 CMX Professional More info in section Maintenance Inspection
 CMX Enterprise

Work Order Handling Option

Availability: An enhanced utility for handling work orders sent from/to
–– CMX Light ERP (Enterprise Resource Planning) or CMMS (Computer-
 CMX Professional
ized Maintenance Management System) software.
 CMX Enterprise
More info in section Work Order Handling

History Trend Option

Availability: Allows you to view Calibration History data both numerically
–– CMX Light and graphically. The option makes it possible to evaluate cal-
 CMX Professional
ibrations and e.g. determine the instrument's drift between
 CMX Enterprise
different calibrations.
More info in Calibration section's chapter History Trend
Option.

User Interface Configuration Option

Availability: Allows you to edit the user interface to suit your needs.
–– CMX Light
 CMX Professional More info in section Basic Settings, chapter Editing the
 CMX Enterprise User Interface.

LDAP Authentication Option

Availability: A possibility to use Lightweight Directory Access Protocol
–– CMX Light (LDAP) for user authentication.
 CMX Professional
 CMX Enterprise More info in section Basic Settings, chapter LDAP Options.

CMX User Guide General Presentation of CMX  37

38  General Presentation of CMX CMX User Guide
Basic Settings

General
The Basic Settings section contains information of CMX’s
settings that should be checked/edited before taking CMX in-
to full use. All settings can be changed later on too, but going
through the settings at first makes the daily work more effi-
cient.

Note.
If you utilize the Weighing Instrument Calibration feature, see
chapter Basic Settings for Weighing Instruments in sec-
tion Calibrating Weighing Instruments. It contains infor-
mation of Weight Sets, Weights and other Weighing Instru-
ment Calibration related Basic Settings.

CMX User Guide Basic Settings  39

The Options Window
The Options window can be opened from the main window’s
Tools menu. It allows you to define the following type of op-
tions:
 General Settings. What type of database queries are
run at startup etc.
 Function Due List. Settings that define when CMX
indicates that a Function is in need of calibration.
 Calibrator Due List. Settings that define when CMX
indicates that a calibrator is in need of re-calibration.
 ID Generation. Needed if you want CMX to automati-
cally generate Position/Device IDs.
 Certificate. Contains fields for defining how the cali-
bration certificate number is generated.
 Calibration. Fields for defining calibration related set-
tings.
 Security. Whether a password is required when log-
ging in to CMX as well as other security matters.
Availability of  LDAP. Lightweight Directory Access Protocol settings.
LDAP and Change
Management:  Change Management. Different Audit Trail and Elec-
–– CMX Light tronic Signature related settings.
 CMX Professional
 CMX Enterprise The subsequent chapters have additional information of each
setting.

Note.
Certain option pages may also be opened directly from a
configuration window, e.g. the Security page may be
opened from the Tools menu of the Users window.

General Settings
As the name implies, the page contains settings that define
what is done while starting up CMX (e.g. Position Query) or
when opening certain windows, like the Calibrator window.
Field level information is available in the on-line help deliv-
ered with CMX.

40  Basic Settings CMX User Guide

 Function Due List Options
In the Tree view, CMX uses yellow text color for the Position
ID / Device ID to indicate that one or more of the Posi-
tion’s/Device's Functions need to be calibrated soon. Here
you can define the time interval CMX uses for activating the
“Function in need of calibration” color.

Notes.
Red text color for the Position ID / Device ID indicates that
the calibration of one or more of the Position’s/Device's
Functions are overdue (the scheduled calibration date has
expired).
The same colors indicating the need of recalibration are used
for Calibrators and Calibrator Modules in their respective
trees.

Field level information is available in the on-line help deliv-

ered with CMX.

Calibrator Due List Options

This page allows you to define the time interval CMX uses
for activating the yellow “Calibrator in need of re-calibration”
color.
Field level information is available in the on-line help deliv-
ered with CMX.

ID Generation Options
Each Position and Device need to have a unique ID. It is
used for identifying Positions and Devices.
The Position ID and/or the Device ID can be manually en-
tered or created automatically, if activated on this page. Also
the format of the automatically created IDs (prefix-number-
suffix) can be defined.
Field level information is available in the on-line help deliv-
ered with CMX.

Calibration Certificate Options

Each calibration is assigned with a unique certificate number.
This number will appear on every calibration certificate which
is produced for that calibration.
Field level information is available in the on-line help deliv-
ered with CMX.

CMX User Guide Basic Settings  41

 Calibration Options
This page allows you to define calibration related settings,
like is "Save as Both" allowed, i.e. the results of one calibra-
tion repeat is saved both as As Found and as As Left re-
sults when no adjustment was needed.
Field level information is available in the on-line help deliv-
ered with CMX.

Security Options
On this page you can define whether users need a password
as well as various other password related settings.
Changing these settings is allowed to database administra-
tors and users with the rights to change security options.
Field level information is available in the on-line help deliv-
ered with CMX.

LDAP Options

Availability: LDAP is short for Lightweight Directory Access Protocol.

–– CMX Light It is a method used in networks to authenticate/identify users.
 CMX Professional
When you try to log on to a network, an LDAP server ap-
 CMX Enterprise
proves (or disapproves) your login.
If LDAP is enabled in CMX, it supersedes CMX's password
settings. Then, instead of checking users' passwords from
CMX's database, they are checked from an LDAP server on
the network. The network user name must however exist as
a CMX User ID too.
Changing these settings is allowed to database administra-
tors and users with the rights to maintain LDAP options. Ad-
ditionally: Editing LDAP settings should be performed by, or
with the help of, people with experience of LDAP and
knowledge of company's Local Area Network settings. Pref-
erably someone from company's IT support.
Field level information is available in the on-line help deliv-
ered with CMX.

Note.
You may override LDAP authentication by using CMX's Li-
cense Key number as the User ID and Master Password as
the password. Both the License Key number and the Master
Password were shipped with the original delivery of CMX.

42  Basic Settings CMX User Guide

 Change Management Options
Availability: If Change Management feature is part of your CMX, this
–– CMX Light page allows you to change settings concerning changes to
 CMX Professional
the instrument database.
 CMX Enterprise
The uppermost check box determines whether Audit Trail
used or not. Other fields refine how Audit Trail is utilized.
If required, activate the Electronic Signature feature using
the check box with the same name.
Field level information is available in the on-line help deliv-
ered with CMX.
More information about the Audit Trail window and the Elec-
tronic Signature is available in section Change Management
and Audit Trail.

CMX User Guide Basic Settings  43

Users and User Groups
The Users window can be opened from the main window’s
Tools menu. It is located in the Security submenu.
The left pane of the window displays either a Tree Structure
list of Users or User Groups / Sites, depending on which tab
is selected. The right pane displays property data for the Us-
er or User Group / Site, selected from the list on the left
pane.
Actually, the tabs on the left pane do not reveal anything new
(compared with each other). They display the same infor-
mation but the viewpoint is different:
 When the Users tab is selected all users are
shown and for each user the groups he/she be-
longs to can be seen on the next tree level.
 When the User Groups tab is selected, all User
Groups / Sites are shown and for each group/site,
the users belonging to it can be seen on the next
tree level.
Availability of Site To streamline the use of large corporate databases in CMX,
User Maintenance: a possibility to define Sites and Site Managers is also availa-
–– CMX Light
ble. More of Site User Maintenance is available in chapter
 CMX Professional
 CMX Enterprise Site User Maintenance on page 48.

Note.
Users entered into CMX’s database need not be users that
actually do calibrations. Users responsible for the calibra-
tion/maintenance duties may also be entered. They for in-
stance sign calibrations and accept changes made to the da-
tabase.

About What to Do With Users and User Groups

The easiest way to work with CMX is using only one user
definition with the password security inactivated. The pass-
word security settings are easily available via the Tools
menu in the Users window (as well as from the main win-
dow’s Tools menu’s Options window’s Security page). The
drawback for this easy method is that anyone with access to
the computer where CMX is installed may start the software
and do what they please.
When CMX is installed and started for the first time: The safe
way is to change the administrator password from its default
value (delivered in an envelope together with the software

44  Basic Settings CMX User Guide

 installation kit), memorize the new administrator password
and create a suitable set of Users and User Groups.
Each User must belong to at least one User Group. If the
password security is enabled, a button for defining the user’s
password is available in the user’s property data.
Define the permissions (what the group members are al-
lowed to do with CMX) for each User Group.

Note.
CMX automatically places the current Windows® User ID as
the default user for logging into CMX. For ease of use, enter
the same User IDs into CMX.

Supervisors
Supervisors are by default allowed to do anything that can
be done with CMX, e.g. add Users, reactivate a User ac-
count, define User Groups etc. A Supervisor need not be as-
signed to any Group, Supervisors have all rights anyhow.
Whether a user is a Supervisor or not, can be seen (or edit-
ed, if you have the permission) in the property data shown on
the right hand side of the Users window.
There is no upper limit for the amount of supervisors but at
least one Supervisor is required. CMX does not allow delet-
ing the last Supervisor.
See also note in chapter User Deactivation and Lock Out
on page 46.

Users
Each person using the database may be assigned a unique
User ID (assigned by a Supervisor) and optionally a pass-
word. A User can belong to one or more User Groups de-
pending on the duties of that particular User.
Field level information is available in the on-line help deliv-
ered with CMX.

Notes.
The permissions are defined for User Groups. Once a User
is assigned to a Group, he/she gets the permissions defined
for that Group.
If LDAP authentication is enabled, for all CMX users:
Enter the same CMX User IDs as is used as User Names in
Windows network. See also LDAP Options on page 42.

CMX User Guide Basic Settings  45

 Changing the Password
Each user may change their own password. Changing the
password is available in the main window’s Tools, Security
menu (provided that passwords are used).
Supervisors and Users belonging to a User Groups with
the permission to maintain Users and User Groups may
change the password of all users in the Users window which
can be opened from the main window’s Tools, Security
menu.

Note.
If LDAP authentication is enabled, passwords are not
changed in CMX. With LDAP, the handling of passwords is
maintained in Windows. See LDAP Options on page 42.

User Deactivation and Lock Out

CMX automatically defines users as Inactive Users if the
User’s Expiration Date has passed. A User may also be
Locked if too many illegal attempts to log into the database
was done using that particular User Name.
The Supervisor and a User belonging to a User Group with
the permission to maintain Users and User Groups have the
rights to activate and release locked Users.
To activate a user, edit the Expiration Date field.
To unlock a User, click the Release User button.

Note.
User's expiry date does not apply to Supervisors. A Supervi-
sor can access the database as long as he/she has Supervi-
sor rights.

46  Basic Settings CMX User Guide

 User Groups
A Supervisor or a User belonging to a Group with permission
to maintain Users and User Groups may add and remove
User Groups as well as change the permissions of User
Groups.
Field level information is available in the on-line help deliv-
ered with CMX.

Permissions
The permissions tab shown for User Groups contains a list of
commands and tasks available in CMX.
A command or a task that is unchecked in the list may not be
performed by users belonging to that group. They are disa-
bled in CMX’s menus and toolbars.
A list of available permissions is available in CMX on-line
help.

See also:
Accessibility in section General Presentation of CMX.

CMX User Guide Basic Settings  47

Site User Maintenance
Availability of Site CMX's Site User Maintenance makes it possible to organize
User Maintenance: the use of CMX in, e.g. large groups of companies.
–– CMX Light
 CMX Professional Standard Users and User Groups are all managed by Su-
 CMX Enterprise pervisors or Users belonging to a User Group that have
permissions to maintain Users and User Groups. However,
when a CMX database is commonly managed for several
sites, all Users with permissions to maintain Users and User
Groups can see/edit all Users and User Groups.
When utilizing Site User Maintenance, Supervisors can cre-
ate Site Groups and Site Managers who maintain Users in
the site and groups they belong to only.

Note.
Site User Management affects Accessibility, Owner Group
and Owner selection lists. More of this in chapter Working
with Site User Maintenance.

Working with Site User Maintenance

First of all, you need to enable Site User Maintenance. This
is done in Tools, Options Window's Security section. Make
sure the Enable Site User Maintenance check box is
checked. Note that this setting can be changed by Supervi-
sors and Users having the permission to maintain security
options. After Site User Maintenance is enabled, Site
Groups and standard User Groups can be created by Su-
pervisors only.

48  Basic Settings CMX User Guide

 Here's how a Supervisor creates Site Groups and Site Man-
agers and takes the feature into use:
1. Create new User Groups with Site Group check box
checked. Each Site Group is a
site/plant/company/sub-organization in the group of
companies as defined by the Supervisor. Site Groups
have special characteristics as presented further on.
2. Add a standard User Group with User Maintain per-
mission, among other suitable permissions. You may
name the User Group freely, but a descriptive one,
like Site Managers is recommended.
3. If no standard User Groups with permissions for dif-
ferent tasks exist, create them.
4. Add all Users that you want to include as Site Manag-
ers to the Site Managers group, other applicable
standard User Groups and applicable Site Group(s).
Note that after Site User Maintenance is enabled,
all new non-supervisor users need to belong to a
Site Group.
5. Add/assign other Users to Site Groups and applicable
standard User Groups, or give this task to a Site Man-
ager.
6. Additionally, to fully utilize Site User Maintenance, the
Accessibility settings should be set according to the
current Site Group definitions. More of this further on.

Notes.
Adding standard User Groups is recommended, since they
can be used to define different permissions for different Us-
ers. Each User is then assigned to (at least) one standard
User Group that defines the User's permissions and also to a
Site Group which defines the User's location in the organiza-
tion.
Any non-supervisor Users added before Site User Mainte-
nance was enabled may (inadvertently) be unassigned to a
Site Group. Users not assigned to any Site Group are not
able to log into CMX. Make sure all non-supervisor Users are
assigned to at least one Site Group when Site User Mainte-
nance is active.

CMX User Guide Basic Settings  49

 About Site Managers:
 A Site Manager is allowed to maintain users belonging
to the Site Groups and Standard User Groups the Site
Manager belongs to.
 If a Site Manager adds Users to CMX, each User
must be assigned to a Site Group and (preferably) al-
so to a standard User Group.
 Only the Site Groups and standard User Groups the
Site Manager belongs to are visible to him/her.
 Site Managers may view but not edit the permissions
of any groups visible to him/her.
 Site Managers cannot create new Site Groups or
standard User Groups.

About Site Groups:

 A Site Group is shown among standard User
Groups. To distinguish a Site Group from a standard
User Group, the group name for the Site Group is
shown in blue in the tree structures. To more easily
distinguish a Site Group from a User Group, the use
of a prefix is recommended, e.g.:
"> Paper Mill, Finland".
 Although permissions may be defined for a Site Group
(by a Supervisor), it is not recommended. All Users
assigned to a Site Group will inherit the permissions
from the Site Group as well as the permissions from
the standard User Group the User belongs to.

50  Basic Settings CMX User Guide

 About Accessibility and Owner Settings
Accessibility, Owner Group and Owner are selection list
fields available in several property windows. They define the
visibility and ownership of the item currently viewed.
 Accessibility is available in:
Plant Structure Node, Position, Device, Calibrator,
Module and Filter property windows.
 Owner Group is available in:
Plant Structure Node, Position and Device property
windows.
 Owner is available in:
Plant Structure Node, Position, Device and Procedure
property windows.
The contents of the selection lists vary depending on wheth-
er Site User Maintenance is enabled or not:
 When Site User Maintenance is enabled:
Accessibility and Owner Group selection lists contain
Site Groups. Only the Site Groups the current User
belongs to are shown. Supervisors have all Site
Groups available.
Owner selection list contains Users that belong to the
same Site Group(s) the current User belongs to.
 When Site User Maintenance is disabled:
Accessibility and Owner Group selection lists contains
all User Groups.
Owner selection list contains all Users.
More of Accessibility in chapter Accessibility in section
General Presentation of CMX.

CMX User Guide Basic Settings  51

Plant Structure
The Plant Structure is opened from by selecting Plant
An example of a Structure from the main window’s Tree View Selection
Plant Structure: Tabs.
The Plant Structure displays a hierarchical view of where the
Positions (instruments) are located.
CMX’s Plant Structure allows you to create as many levels
as is needed for the Plant Structure. The green slanted
squares in the example picture are “Plant Structure Nodes”.
A Node can be anything that somehow defines all or part of
the plant.
Positions are at the end of a hierarchical chain of Nodes. Po-
sitions need not be located at a certain hierarchy level. They
may be placed on any level.
Creating a Plant Structure is optional, but if you create one,
we recommend creating it before you start adding Positions.
Then, while adding Positions you are able to select its loca-
tion in the readily made Plant Structure.

Working With Plant Structure Nodes

Adding Plant Structure Nodes

Adding a Plant Structure Node is done in the following man-
ner:
1. Select an existing Node that is hierarchically just
above the level of the intended new node (or the
green folder on top of the Plant Structure).
2. Either click the secondary button on your mouse
above the selected node or use the New button
found in the Node Property window’s toolbar.
The new node is added hierarchically below the
previously selected/viewed node.
3. Enter a Name for the Plant Node and make sure
that the Active Plant Node Check box is checked.
All other fields are optional.
Full field level information of the Node properties are availa-
ble in the on-line help delivered with CMX.

52  Basic Settings CMX User Guide

 Notes.
Adding a Node to a Position is not possible. A “chain of
Nodes” ends in a Position.
You cannot add a Position to the Plant Structure’s top level
(the green folder). The items just below the top level have to
be Nodes.
A description of how to add Positions to CMX’s database is
in section Adding Instruments to the Database.

Editing Plant Structure Nodes

Make sure you have the properties window opened in the
Main Window’s Work Area. If not, click the Properties button
in the Main Window toolbar.
To edit a Plant Structure Node, select it in the Tree Structure
and click the Edit icon in the properties window’s toolbar.

Deleting Plant Structure Nodes

To delete a Plant Structure Node, open the Context Menu
(Pop-up Menu) and select the Delete option.

Note.
Deleting a node also deletes all items hierarchically below
the node to be deleted.

CMX User Guide Basic Settings  53

Device Manufacturers
The Device Manufacturers window can be opened from the
main window’s Database menu. Select the Device Manu-
facturers option.
The Device Manufacturers window is primarily meant for
editing existing Manufacturer and Model data. Adding Manu-
facturers and Models can easily be done in the main window
while adding Devices. There is of course the possibility to
add Manufacturers and Models in the Device Manufactur-
ers window too, if you want it.
Also: Entering Device Manufacturer and Model data is op-
tional. If full device data (e.g. rangeability, wetted parts mate-
rial process connection etc.) is entered for all instruments
anyhow, this is a way of creating “device templates” that
speed up the adding of Positions (instruments to be calibrat-
ed) later on.

Note.
There is a separate window for Calibrator Manufacturers
presented on page 63, so only data for instruments to be cal-
ibrated should be entered here.

Working With Device Manufacturers

Adding Device Manufacturers

To add a Device Manufacturer to CMX’s database, select ei-
ther File, New, Device Manufacturer, use the Context Menu
or click the New icon on the Manufacturers window’s
toolbar while a Manufacturer is selected in the Tree Struc-
ture.
Full field level information of the Device Manufacturer proper-
ties are available in the on-line help delivered with CMX.

Notes.
A Device Manufacturer is also added to the list of Calibrator
Manufacturers. This minimizes the workload if a single
manufacturer delivers both devices that need to be calibrated
and calibrators.

54  Basic Settings CMX User Guide

 Editing Device Manufacturers
To edit a Device Manufacturer in CMX’s database, select it in
the Tree Structure and choose either File, Edit Record or
click the Edit icon on the Manufacturers window’s toolbar.

Deleting Device Manufacturers

To delete a Device Manufacturer from CMX’s database, se-
lect it and then choose either File, Delete or use the Context
Menu or click the Delete icon on the Manufacturers win-
dow’s toolbar.

Note.
Deleting a Device Manufacturer is not possible if there is a
reference to the Manufacturer in the database.

Working With Device Models

Device Models are a kind of “templates” in CMX. Create a
model of all types of Devices a Device Manufacturer produc-
es (and is in use on your plant). Then each time a new item
of that same model is bought, you only need to select the
model from CMX’s list and enter the serial number to add the
instrument to the database.

Adding Device Models

To add a Device Model to CMX’s database, select either
File, New, Device Model, use the Context Menu or click the
New icon on the Manufacturers window’s toolbar while a
Device Model is selected in the Tree Structure.
Full field level information of the Device Model properties are
available in the on-line help delivered with CMX.

Notes.
The Device Model will be added to the selected Manufactur-
er on the Tree Structure. If a Device Model is selected, the
new Device Model will be added to the same Device Manu-
facturer as the selected Device Model.
Currently there is no possibility to move a Device Model from
one Manufacturer to another.

CMX User Guide Basic Settings  55

 Editing Device Models
To edit a Device Model in CMX’s database, select it in the
Tree Structure and choose either File, Edit Record or click
the Edit icon on the Manufacturers window’s toolbar.

Deleting Device Models

To delete a Device Model from CMX’s database, select it
and then choose either File, Delete, use the Context Menu
or click the Delete icon on the Manufacturers window’s
toolbar.

Note.
Deleting a Device Model is not possible if there is a refer-
ence to the Device Model in the database.

56  Basic Settings CMX User Guide

Calibrators
The Calibrators window can be opened from the main win-
dow’s Database menu. Select the Calibrators option.
If you have purchased the Weighing Instrument Calibration
option, see chapter Basic Settings for Weighing Instru-
ments in section Calibrating Weighing Instruments. It con-
tains information of Weight Sets, Weights and other Weigh-
ing Instrument Calibration related Basic Settings.
Here you can manage all the calibrators you use. Entering
Calibrator, Calibrator Module and Module Range data is
needed for the traceability of the performed calibrations. The
Module Range is a quantity the module is capable of meas-
uring or sourcing within a certain measurement range.
The left pane of the window contains a Calibrators and a
Modules tab.
 The Calibrators tab displays a Tree Structure of
all Calibrators with the installed Modules, suitable
external Modules and the measurement Ranges of
the Modules. The Tree Structure does however not
show any free internal Modules.
 The Modules tab shows a Tree Structure of all
modules. The Module’s Ranges are shown and if
the Module is installed in a Calibrator, the Calibra-
tor is shown below the Module before the Ranges.
The Tree Structure does however not show any
Calibrators with no installed Modules.
To be able to use a Calibrator it has to have one or more
Modules (with measurement Ranges) installed.

Notes.
If you have a Calibrator that is not modular (or has only one
module), just repeat the Calibrator data for the module and
then add the Module Range(s) for the calibrator.
Adding Calibrator Manufacturers and Models can be done
while adding Calibrators. Just select the “<New…>” option
from the list of Models/Manufacturers.

CMX User Guide Basic Settings  57

 Working With Calibrator Data
Adding Calibrators
How to add a Calibrator to CMX’s database depends on the
Calibrator at hand:
 For communicating Beamex Calibrators: Use the De-
tect Calibrator button found in the lower left corner of
the Calibrators window or the Detect Calibrator op-
tion found in the Tools menu. Then CMX will automat-
ically add the connected Calibrator, its Modules and
measurement Ranges to the database.
Note.
Modern calibrators utilizing USB communication
require that a USB driver is installed before they
communicate with CMX. For more details, see section
Additional Information, chapter Calibrators and
USB Communication.
 All other Calibrators (and their Modules and meas-
urement Ranges) are manually added to the data-
base. Select either File, New, Calibrator, use the
Context Menu or click the New icon on the Calibrators
window’s toolbar while a Calibrator is selected on the
Tree Structure on the left.
The required fields are Calibrator Model and Serial Number.
The Serial Number field is required since it identifies the new
Calibrator from others that are of the same Model. Entering a
Calibration due date, allows CMX to indicate the need to re-
calibrate. Therefore the Due Date field is recommended.
Select the Calibrator Model from the list of pre-entered Mod-
els (see Working With Calibrator Models) or if you are
adding a new Model, select the last item on the list:
<New…> and enter new Calibrator Model data as described
in Working With Calibrator Models on page 64.
Full field level information of Calibrator properties are availa-
ble in the on-line help delivered with CMX.
To manually add Modules to a calibrator, see the chapters
Adding Modules on page 59 and Installing and Removing
Modules to/from a Calibrator on page 61.

Note.
Adding a Calibrator manually while viewing the Tree Struc-
ture of the Modules tab gives seemingly no results. Since
the new calibrator has no installed modules it is only shown
in the Tree Structure of the Calibrators tab.

58  Basic Settings CMX User Guide

 Adding Modules
When adding modules, check first where the highlight is in
the Tree Structure:
 If you are viewing the Calibrators tab and the
highlight is on the query level (the uppermost row
of the Tree Structure), the new Module will be a
free Module not shown in the Tree Structure of the
Calibrators tab. To view your newly created Mod-
ule, switch to the Modules tab.
 If you are viewing the Calibrators tab and the
highlight is on any other level than the query level,
the new Module will automatically installed to the
highlighted Calibrator. If a Module or a Range is
highlighted, the new Module will be installed to the
same Calibrator as the highlighted Module/Range.
 If you are viewing the Modules tab and the high-
light is on a Calibrator level, a new internal Module
will automatically installed to the highlighted Cali-
brator. In all other cases, the new Module will be a
free Module.
The required fields are: Module, Model Manufacturer and Se-
rial Number. The Serial Number field is required since it iden-
tifies the new Model from others that are of the same Model.
Select the Manufacturer from the provided list. Similarly, se-
lect the Module Model from the list of pre-entered Module
Models (see Working With Module Models) or if you are
adding a new Model, select the last item on the list:
<New…> and enter new Module Model data as described in
Working With Module Models on page 65.
Full field level information of Calibrator Module properties are
available in the on-line help delivered with CMX.

CMX User Guide Basic Settings  59

 Adding Module Ranges
To add a measurement Range to a Module, select the Mod-
ule or a Range that is already added to the Module. Then se-
lect either File, New, Module Range, use the Context Menu
or click the New icon on the Calibrators window’s toolbar
while a measurement Range is selected on the Tree Struc-
ture on the left.
The primary required fields are: Range Name, Quantity, High
Limit and Low Limit,
Pressure Type field is needed when the Quantity field is set
to Pressure.
Temperature Scale and Sensor Type fields are needed when
the Quantity field is set to Temperature.
Reference Junction and RJ Temperature fields are needed
when the Sensor Type is a Thermocouple. If the RJ Mode
field is set to "External", then also the External Sensor Type
and External Wire field need values.
Wire is needed when the Sensor Type is a RTD-sensor or
the unit for the Electrical quantity is “ohm” or “kohm”.
Fields starting from Temp. Coefficient are needed for error
calculation and uncertainty calculation. Leaving any of the
fields unchecked may result in unpredictable er-
ror/uncertainty results.
Full field level information of Calibrator Module Range prop-
erties are available in the on-line help delivered with CMX.

60  Basic Settings CMX User Guide

 Installing and Removing Modules to/from a Calibrator
If you add Modules to CMX’s database using the CMX’s
possibilities efficiently (see chapters Adding Calibrators on
page 58 and Adding Modules on page 59), the Modules are
automatically installed to the Calibrators.
If you however for some reason need to install or remove
Modules, select the Calibrator in the Tree Structure (no mat-
ter on which tab, Calibrators or Modules), From the proper-
ties window on the right, select the Installed Modules tab.
Then you will see a list of free Modules and Modules in-
stalled to that calibrator. Click the Edit button on the Property
window’s Toolbar. Then the buttons between the two lists al-
low you to move Modules from one list to another.

Note.
This chapter explains how to “install and remove” Modules
from a Calibrator in CMX software. Refer to the Manuals of
the Calibrators on how to do it for the actual Calibrator (if it is
allowed for calibrator users).

Editing Calibrators/Modules/Module Ranges

To edit a Calibrator/Module/Module Range in CMX’s data-
base, select it in the Tree Structure and click the Edit icon on
the property window’s toolbar or select Edit Record from the
File menu.

Deleting Calibrators/Modules/Module Ranges

To delete a Calibrator/Module/Module Range from CMX’s
database, select it and then choose either File, Delete, use
the Context Menu or click the Delete icon on the Calibrators
window’s toolbar.

Notes.
Deleting is not possible if there is a reference to the Calibra-
tor/Module/Module Range in the database.
If a calibrator to be deleted is on a list of Calibrators to Use,
CMX asks for confirmation before the calibrator is deleted.
Calibrators to Use field can be found among Calibration
Procedure data.
When deleting a Calibrator/Module/Module Range, all items
hierarchically below the item to be deleted will also be delet-
ed.

CMX User Guide Basic Settings  61

 Copying Calibrators
CMX includes a possibility to copy Calibrators together with
its Modules and Module Ranges. This is useful when you
have several similar calibrators in use. Add just one and
copy the rest from the first one. All you need to do is add the
serial numbers to the copied items.
When in Calibrators window, viewing Calibrators, click with
mouse's secondary button (rightmost button for right handed
users) on a Calibrator you want to copy. The pop-up menu
includes a Copy option.
This pop-up menu option copies the calibrator, all modules
and module ranges linked to it and prompts for serial num-
bers to the new Calibrator and its Modules.
The Copy option is also available in Calibrators window's
File menu. The functionality is the same as for the option in
the pop-up menu.

Note.
Possible document links are not copied.

62  Basic Settings CMX User Guide

 Calibrator Manufacturers
The Calibrator Manufacturers window can be opened from
the Calibrators window’s Database menu. Select the Cali-
brator Manufacturers option.
Just as with Device Manufacturers, entering Calibrator
Manufacturer and Model data is optional but makes it easier
to add similar Calibrators and Calibrator Modules to the da-
tabase. Full data is entered only once. Then only the unique
data (e.g. the serial number) need to be entered for individu-
al Calibrators and Calibrator Modules.

Note.
There is a separate window for entering Device Manufac-
turers presented on page 54, so only data of calibrators
should be entered here.

Working With Calibrator Manufacturers

Adding Calibrator Manufacturers

To add a Calibrator Manufacturer to CMX’s database, select
File, New, Calibrator Manufacturer, the New button in the
toolbar or use the Context Menu.
The only required field is the Manufacturer Name field. All
other fields are optional.
Full field level information of the Calibrator Manufacturer
properties are available in the on-line help delivered with
CMX.

Note.
A Manufacturer of Calibrators is also added to the list of De-
vice Manufacturers. This minimizes the workload if a single
manufacturer delivers both calibrators and devices that need
to be calibrated.

CMX User Guide Basic Settings  63

 Editing Calibrator Manufacturers
To edit a Calibrator Manufacturer in CMX’s database, select
it in the Tree Structure and choose either File, Edit Record
or click the Edit icon on the Calibrator Manufacturers win-
dow’s toolbar.

Deleting Calibrator Manufacturers

To delete a Calibrator Manufacturer from CMX’s database,
select it and then choose either File, Delete, use the Context
Menu or click the Delete icon on the Calibrator Manufac-
turers window’s toolbar.

Note.
Deleting a Calibrator Manufacturer is not possible if there is a
reference to the Manufacturer in the database.

Working With Calibrator Models

Adding Calibrator Models

To add a Calibrator Model to CMX’s database, select either
File, New, Calibrator Model, use the Context Menu or click
the New icon on the Calibrator Manufacturers window’s
toolbar while a Calibrator Model is selected in the Tree Struc-
ture.
The only required field is the Model field. All other fields are
optional.
Full field level information of Calibrator Model properties are
available in the on-line help delivered with CMX.

Notes.
The Calibrator Model will be added to the selected Manufac-
turer on the Tree Structure. If a Calibrator Model or a Module
Model is selected, the new Calibrator Model will be added to
the same Calibrator Manufacturer as the selected Calibrator
Model or Module Model.
Currently there is no possibility to move a Calibrator Model
from one Manufacturer to another.

64  Basic Settings CMX User Guide

 Editing Calibrator Models
To edit a Calibrator Model in CMX’s database, select it in the
Tree Structure and choose either File, Edit Record or click
the Edit icon on the Calibrator Manufacturers window’s
toolbar.

Deleting Calibrator Models

To delete a Calibrator Model from CMX’s database, select it
and then choose either File, Delete, use the Context Menu
or click the Delete icon on the Calibrator Manufacturers
window’s toolbar.

Note.
Deleting a Calibrator Model is not possible if there is a refer-
ence to the Model in the database.

Working With Module Models

Adding Module Models

To add a Module Model to CMX’s database, select either
File, New, Module Model, use the Context Menu or click the
New icon on the Calibrator Manufacturers window’s toolbar
while a Module Model is selected in the Tree Structure.
The required fields are Model, Manufacturer and Module
Type. In order to enable CMX to communicate with the cali-
brator in which the module is installed, a Communication
Name must be defined. All other fields are optional.
Full field level information of the Module Model properties are
available in the on-line help delivered with CMX.

Notes.
The Calibrator Module Model will be added to the selected
Manufacturer on the Tree Structure. If a Calibrator Model or
a Module Model is selected, the new Module Model will be
added to the same Calibrator Manufacturer as the selected
Calibrator Model or Module Model.
Currently there is no possibility to move a Calibrator Module
Model from one Manufacturer to another.

CMX User Guide Basic Settings  65

 Editing Module Models
To edit a Module Model in CMX’s database, select it in the
Tree Structure and choose either File, Edit Record or click
the Edit icon on the Calibrator Manufacturers window’s
toolbar.

Deleting Module Models

To delete a Module Model from CMX’s database, select it
and then choose either File, Delete, use the Context Menu
or click the Delete icon on the Calibrator Manufacturers
window’s toolbar.

Note.
Deleting a Module Model is not possible if there is a refer-
ence to the Model in the database.

66  Basic Settings CMX User Guide

Lists

What is a List?
Most devices have a process connection, e.g. a ¼” thread for
that particular purpose. If you enter a lot of device data it will
be an arduous work to write the same connection info over
and over. To minimize the workload, CMX offers the Lists.
Enter the frequently repeated data into the lists. Then when-
ever the data is needed you just pick it from the list of pre-
entered options. No need to write it over and over again.
The Lists window is primarily meant for editing existing list
data. Adding list items can easily be done while selecting da-
ta from a list seen in other windows. There you just enter the
missing item to the list. There is of course the possibility to
add list items in the Lists window too, if you want it.
Currently CMX provides the following lists:
- Calibrator Hierarchy,
- Process Connection(*,
- Process Medium(*,
- Signature Status(+,
- Audit Trail Description(+ and
- User Defined Units.
*) Not available in CMX Light
+)
Not available in CMX Light and
optional in CMX Professional

CMX User Guide Basic Settings  67

 Editing Lists
The Lists window can be opened from the main window’s
Database menu. Select the Lists option.
Select one of the available lists and view the current list
items in the table below.
Editing existing items in a list
Select File, Edit, click the Edit icon in the toolbar or use the
Context Menu’s Edit option.
Adding items to a list
Select File, New, click the New icon in the toolbar or use the
Context Menu’s New option.
Deleting items from a list
Select File, Delete, click the Delete icon in the toolbar or use
the Context Menu’s Delete option.

Note.
Adding User Defined Units is not done in Lists window. They
can only be edited/deleted in Lists window.
A User Defined Unit is added using one of the following
methods:
1. Create a new instrument and for its Function,
select Value as Input and/or Output Quantity.
Then enter the Range values and instead of
selecting an existing User Defined Unit, just
write your own unit.
2. Create a new Function Template. Set Input and/or
Output Quantity as Value and enter a new User
Defined Unit as part of the measurement/keyed
Range.
3. Edit an existing Function with Value as Input
and/or Output Quantity. Enter a new User
Defined Unit as part of the measurement/keyed
Range.
When a User Defined Unit is added using one of the above
mentioned methods, the new unit is included in the list of
User Defined Units shown in Lists window.

68  Basic Settings CMX User Guide

Function Templates
CMX's Function Templates help adding Functions to Devices
and Positions. CMX is shipped with a pre-entered set of
Function Templates. The pre-entered Function Templates
may be edited and new templates may be created/copied
according to your own needs.
Each Function typically has at least one Calibration Proce-
dure. The procedure contains, among other things, the cali-
bration points and error limits.
To maintain the existing Function Templates and their Cali-
bration Procedures, select Database, Function Template in
the main window's menu.
Function Template fields are similar to Function Property
Window Fields.
Field level information for Calibration Procedures is available
in the on-line help delivered with CMX.

Editing Function Templates and Calibration

Procedure Templates
Select the item you want to edit in the Function Template
window. Then either press the Edit button on the Toolbar or
use the File menu's Edit Record option.
To save or cancel the edits, use either the option available in
the toolbar or the corresponding options available in the File
menu.

CMX User Guide Basic Settings  69

 Creating a New Function Template
To create a new Function Template from scratch:
Make sure you have selected a Function Template in the
Tree Structure. Click New on toolbar. The fields in the prop-
erty window are cleared to allow you to create a new Func-
tion Template from scratch.
Another way to create a new Function Template is using the
New option either in the File menu or in the pop-up menu of
a Function Template.
A new Calibration Procedure Template is automatically cre-
ated for the new Function Template. Please check its con-
tents to make sure it suits your needs.
Function Template fields are similar to Function Property
Window Fields.
See also Copying a Function Template. It allows you to
make a new Function Template and Calibration Procedure
Template(s) using an existing Function Template and its Cal-
ibration Procedure Template(s) as the sources for the new
items.

Creating a New Calibration Procedure Template

To create a new Calibration Procedure Template from
scratch:
Make sure you have selected a Calibration Procedure in the
Tree Structure. Click New on toolbar. The fields in the prop-
erty window are cleared to allow you to create a new Calibra-
tion Procedure from scratch.
Another way to create a new Calibration Procedure is using
the New option either in the File menu or in the pop-up menu
of a Calibration Procedure .
The new Calibration Procedure Template is automatically
linked to the selected Function Template. If a Calibration
Procedure Template was selected, the new Calibration Pro-
cedure Template is linked to the same Function Template
that the selected Calibration Procedure Template is linked to.
A Function Template may have several Calibration Proce-
dure Templates or even no Calibration Procedure Template
at all.

70  Basic Settings CMX User Guide

 Calibration Procedure Template fields are similar to Calibra-
tion Procedure Property Window Fields.
See also Copying a Function Template. It allows you to
make a new Function Template and Calibration Procedure
Template(s) using an existing Function Template and its Cal-
ibration Procedure Template(s) as the sources for the new
items.

Notes.
When adding Functions using the wizard:
The first active Calibration Procedure Template of a Function
Template is always selected for use when creating a Posi-
tion/Device/Function.
When adding Functions using the Tree Structure's pop-
up menu:
The new Function contains all Procedures created for the se-
lected Function Template.

Copying a Function Template

Copying allows you to create a new Function Template and
Calibration Procedure Template based on existing ones.
To copy a Function Template and its Calibration Procedure
Templates, select the Copy option from the pop-up menu
appearing in the Tree Structure or use the corresponding op-
tion found in the File menu. Make sure you rename the new
Templates according to your own needs.
The new Function Template inherits all the Calibration Pro-
cedure Templates of the original Function Template.

Deleting Function Templates and Calibration

Procedure Templates
When deleting a Function Template or a Calibration Proce-
dure Template, use one of the following methods:
 Select Delete from the toolbar
 Select Delete from the Tree Structure's Pop-up
menu.
 Select Delete from the File menu.

CMX User Guide Basic Settings  71

Editing the User Interface
Availability: CMX has handy tools for editing the user interface according
–– CMX Light to your needs. All texts may be changed and fields that are
 CMX Professional
of no interest to you may be hidden (does not apply to re-
 CMX Enterprise
quired fields). See also: User Interface Language on page
15.

Important!
If you have activated Window's UAC (User Account Control)
feature do as follows:
Run CMX in Run as administrator mode when editing the
User Interface. This is done, e.g. by clicking the secondary
mouse button above CMX's icon and selecting Run as ad-
ministrator from the pop-up menu. Otherwise you will lose
all your edits.

Direct Editing of the User Interface

Availability: To use the Direct edit tool, select the main window’s Tools
–– CMX Light menu’s User Interface option. Choose the Edit option from
 CMX Professional
the submenu. Now all fields in all CMX windows are availa-
 CMX Enterprise
ble for editing.
Edit a field text by clicking on the secondary button of your
mouse. Press Enter to stop editing the field text.
Remember to save the changes. The Save as well as the
Cancel Changes options are in the menu where the editing
was invoked.

Customizing the User Interface

Availability: User interface customizing is started from the main window’s
–– CMX Light Tools menu’s User Interface option. Choose the Custom-
 CMX Professional
ize… option from the submenu. Then a separate window for
 CMX Enterprise
customizing the user interface is opened.
Select the window to be edited/customized from the list on
the left side of the window. Press the Edit button and then
edit/customize a field by clicking on the secondary button of
your mouse.
The following editing/customizing utilities are available:
 Editing the field text
 Resetting the field to display the default text
 Defining a field as hidden or making a previously hid-
den field visible. This option is not available for re-
quired fields

72  Basic Settings CMX User Guide

Adding Instruments to the
Database

General
CMX supports four ways of adding instruments to its data-
base:
 Using the Wizard is the quick way of adding single
Function Positions with an installed Device.
 Using the Tree Views seen in the main window. This
method leaves all control to you. Positions, Devices,
Functions and Calibration Procedure definitions are all
added according to your own needs.
 Copying a Device and/or a Position. This possibility is
found in the context menus of Tree Structures. More
of this in chapter Copying Positions and Devices.
 Receiving new instruments from a calibrator support-
ing this feature (e.g. Beamex’s communicating MC se-
ries calibrators do support this feature). More of this
possibility in Calibration section’s chapter Receiving
Calibration Result Data.

About Instruments, Positions and Devices

For CMX an Instrument is anything that need to be calibrat-
ed or otherwise periodically checked. CMX adds the Instru-
ments as Positions and Devices containing Functions and
Calibration Procedures.
A Position (also called a “Tag”) is the instrument’s location
seen in plans and drawings. Typically, it is the symbolic
name for the Function(s) that is/are needed at a particular
place of the plant (e.g. “TTIR” is the symbolic name used for
a Temperature Transmitter, Indicator and Recorder found in
instrumentation drawings).

CMX User Guide Adding Instruments to the Database  73

 A Device is the physical instrument installed into a Position.
It realizes the Function(s) defined by the Position. Devices
are occasionally removed from a Position (e.g. for mainte-
nance), stored as Spare Devices and then reinstalled to ei-
ther another Position or even the same Position it was in-
stalled in before.
CMX supports installation, removal and reinstallation of De-
vices. The chapters further on describe how to create and
work with Positions and Devices.

Maximum Amount of Positions, Devices and

Functions
The following table presents the amount of Positions, Devic-
es and Functions that can be added to different CMX ver-
sions.

Max. amount of
CMX version Max. amount of Functions in
Positions/Devices Positions/Devices
CMX Light 300/300 400/400
1.000/1.000, 1.300/1.300,
CMX Professional 5.000/5.000 6.500/6.500
10.000/10.000 13.000/13.000
or unlimited or unlimited
CMX Enterprise Unlimited Unlimited

The maximum amounts in CMX Professional are fixed when

CMX Professional is purchased.

74  Adding Instruments to the Database CMX User Guide

Using the Wizard
The Wizard can be started from the main window’s toolbar of
from the Database menu’s Wizard option. It is the toolbar’s
leftmost button.
The Wizard is a fast tool for creating a new Position and an
installed Device. You only need to fill in the fields required to
create a Position (and a Device).

Notes.
The wizard creates a Position/Device with a single Function.
To add more functions use the method described in chapter
Adding Functions on page 79.
For maximum amount of Positions, Devices and Functions,
see chapter Maximum Amount of Positions, Devices and
Functions on page 74.

Step 1 of 5 - Position Data

Enter the basic Position data and its location in the Plant
Structure. Either enter the plant path manually or select it by
opening the Plant Structure Tree from the button on the right
side.

Notes.
When entering the path manually, remember to use the path
separator defined in the General Settings.
You cannot create the Plant Structure here, but select/enter
the location of a previously added Plant Structure.

Field level information is available in the on-line help deliv-

ered with CMX.

Step 2 of 5 - Device Data

Enter the basic Device data.
Field level information is available in the on-line help deliv-
ered with CMX.

CMX User Guide Adding Instruments to the Database  75

 Step 3 of 5 – Function Template
Select one of the available Function Templates or use the
last item on the list to create a User Defined Function.
All pre-entered templates are described in the on-line help
delivered with CMX.

Note.
If a certain function need to be entered several times and
there is no suitable Function Type available, consider creat-
ing a custom Function Type Template for it. See section
Basic Settings, chapter Function Templates.

Step 4 of 5 – Function Data

Specify the input and output data for the Function. The fields
shown vary depending on the selected Function Template.
Field level information is available in the on-line help deliv-
ered with CMX.

Step 5 of 5 – Calibration Procedure Data

Remember to add a Calibration Due Date to the new Instru-
ment and either accept or edit the default calibration proce-
dure data values on the other fields.
Field level information is available in the on-line help deliv-
ered with CMX.

Note.
When you have added an instrument using custom User De-
fined templates in the wizard, please check all Function and
Procedure fields in the property window. The wizard may
have omitted some fields. In that case, enter necessary data
manually.

76  Adding Instruments to the Database CMX User Guide

Using the Main Window’s Tree Views
The Wizard is a shortcut for making a Position/Device with a
single Function. This chapter together with its subchapters
describes how to make any type of instrument, e.g. one with
multiple Functions.
All instrument data located in CMX’s Instrument Database
are hierarchically arranged in the same order as the following
chapters.

Adding Positions
There are three ways of adding a Position in CMX:
 Click the secondary button on the mouse in the up-
permost row of the Position Tree.
 Click the secondary button on the mouse above a
Plant Structure node in the Plant Structure Tree.
 When viewing the properties of an existing Position
there is a button for creating a New Position in the
property window.
Position ID is the only required field, all others are optional.
The Position ID field may have a default value based on your
database settings. If it is empty, you need to enter a unique
ID.
Field level information for Positions is available in the on-line
help delivered with CMX.

Notes.
A new position may also be created using the copy option of
a context menu of a tree. Open the menu with your mouse
pointer above a position icon and select the Copy option.
For maximum amount of Positions, see chapter Maximum
Amount of Positions, Devices and Functions on page 74.

CMX User Guide Adding Instruments to the Database  77

 Adding Devices
There are four ways of creating Devices in CMX:
 Click the secondary button on the mouse above a Po-
sition seen in the Position Tree.
 Click the secondary button on the mouse above a Po-
sition seen in the Plant Structure Tree.
 Click the secondary button on the mouse in the up-
permost row of the Device Tree. Open the Devices
window, if it is not visible.
 When viewing the properties of an existing Device
there is a button for creating a New Device in the
property window.

Note for the two first methods:

If the Position from which the adding of the Device was in-
voked has functions but no installed Devices, the new Device
will be installed to the Position and automatically “inherits”
the same functions as the Position.
Otherwise the device will be added to the Device Tree as a
free Device. All other methods also add the Device to the
Device Tree as a free Device.

Device ID is the only required field, all others are optional.

The Device ID field may have a default value based on your
database settings. If it is empty, you need to enter a unique
ID.

Notes.
Adding Device Manufacturers and Models can be done while
adding Devices. Just select the “<New…>” option from the
list of Models/Manufacturers.
A new device may also be created using the copy option of a
context menu of a tree. Open the menu with your mouse
pointer above a device icon and select the Copy option.
For maximum amount of Devices, see chapter Maximum
Amount of Positions, Devices and Functions on page 74.

Field level information for Devices is available in the on-line

help delivered with CMX.

78  Adding Instruments to the Database CMX User Guide

 Adding Functions
To add Functions you need to have an existing Position or a
Device to add the Function to. There are four ways of creat-
ing Functions in CMX:
 Click the secondary button on the mouse above a Po-
sition seen in the Position Tree.
 Click the secondary button on the mouse above a Po-
sition seen in the Plant Structure Tree.
 To add a Function to a Device, open the Devices
window and click the secondary button on the mouse
above a Device.
 When viewing the properties of an existing Function
there is a button for creating a New Function in the
property window. The new Function will be added to
the same Position and/or Device as the previously
viewed Function.

Note.
Adding a Function to a Position with an installed Device au-
tomatically adds the new Function to the installed Device too.
If the Position has several Devices installed to it, the new
Function is added to the Position but not to any of the in-
stalled Devices.

The definition of a Function starts with selecting the Function

Template. Field level information for Function Templates is
available in the on-line help delivered with CMX.
The fields to be entered depend very much on the chosen
template. CMX helps you out by adding default values to the
fields that do require some entry.

Notes.
If a certain function need to be entered several times and
there is no suitable Function Template available, consider
creating a custom Function Template for it. See section
Basic Settings, chapter Function Templates.
For maximum amount of Functions, see chapter Maximum
Amount of Positions, Devices and Functions on page 74.

Field level information for Functions is available in the on-line

help delivered with CMX.

CMX User Guide Adding Instruments to the Database  79

 Fieldbus Device Specifics
This chapter presents some fieldbus instrument specifics al-
lowing faster creation of these types of instruments.

FOUNDATION™ Fieldbus and Profibus PA Devices

When adding a FOUNDATION™ Fieldbus or a Profibus PA
instrument into CMX's database, the following settings
should be used:
 Select Digital variable as the Output Category.
 When you have chosen the Output Quantity, se-
lect either Foundation H1 or Profibus PA as the
Output Method.

HART® Devices
When adding a HART instrument into CMX's database, the
Analog Output (AO) and the Digital Output (PV) should be
added as two Functions with the following settings:
 The Analog Output (AO) as a transmitter with the
output category analog variable selected.
 The Digital Output (PV) as a transmitter with the
output category digital variable selected. Select
the same Quantity both for the input and the out-
put. Select HART as the Output Method.

80  Adding Instruments to the Database CMX User Guide

 User Defined Transfer Function
Availability: Among Function data is a field for defining the instrument's
–– CMX Light Transfer Function, i.e. input/output correlation. In addition
 CMX Professional
 CMX Enterprise
to standard Transfer Functions, an option called "User De-
fined Transfer Function" is also available.
This option is usable when CMX's standard Transfer Func-
tions do not apply, but corresponding input/output pair values
are known.
When User Defined Transfer Function is selected as the
instrument's Transfer Function, a table for entering up in-
put/output pairs appears. You need not enter exactly ten in-
put and output pairs, although it is the default amount of rows
in the table, but as many as is needed (minimum amount:
3 rows). Leave excess rows empty and they will be removed
when you finish editing and reopen the function property
window. To add more rows to the table, move to the current
last row and press the Enter key.

IMPORTANT!
 First input and output pair (point) must be same as
input and output 0 % range values.
 Enter absolute input and output values in increasing
order (percentage of span point of view).
 Last input and output values must be equal or
greater than input and output 100 % range values.

Notes.

CMX and calibrators supporting User Defined Transfer

Function approximate the values between entered in-
put/output pairs by calculating a curve between a pair of
points that connects smoothly to the adjoining curve. The en-
tered input/output pairs need to be points of a strictly increas-
ing function.

User Defined Transfer Functions are supported in CMX's

manual entry and in Pocket PC option, and also in modern
calibrators, like Beamex® MC4 and later. When trying to
send instruments with "User Defined Transfer Function" as
the Transfer Function to a calibrator not supporting this fea-
ture, the following error message appears:
"Unsupported transfer function".

CMX User Guide Adding Instruments to the Database  81

 User Defined Pressure Units
Availability: CMX has a comprehensive set of pre-entered pressure units.
–– CMX Light If however they are not suited for your needs, you can create
 CMX Professional
 CMX Enterprise
custom pressure units as follows:

1. Select the Unit list for a pressure input or output.

2. Scroll down to the bottom of the list and select option
"New".
3. Enter required data in the opened window:
 Unit Name. A free descriptive text. See note be-
low.
 Reference Unit. The pre-entered unit that is
used as the basis for calculating the user defined
pressure unit.
 Factor. A factor for converting the measured
pressure from the reference unit to the user de-
fined pressure unit.
4. Select OK and you are ready.

Notes.

To minimize the risk of confusion that may lead to serious

accidents, avoid using unit names that resemble "reserved
names", i.e. names of standard units available in CMX.

Use some sort of prefix or suffix, e.g. "#", in the unit name.
This is to indicate that this is a custom pressure unit, not to
be confused with standard units available in CMX.

Currently this feature is available in CMX's Manual Entry

window, in CMX for Pocket PC and modern calibrators.

Editing/Deleting Custom Pressure Units

To edit, check or even delete a custom pressure unit, select
the unit and close the list. Click the secondary button on the
mouse above the unit list. A pop-up menu opens with the op-
tions Edit and Delete. Select appropriate option,.

82  Adding Instruments to the Database CMX User Guide

 User Defined PRT Sensors
Availability: CMX supports entering custom Callendar - van Dusen
–– CMX Light equation coefficients for Platinum Resistance Temperature
 CMX Professional
 CMX Enterprise
(PRT) type RTD sensors used, e.g. as reference sensors.
Here's how to add a user defined PRT sensor:
1. Select the Sensor Type list for a temperature input or
output.
2. Scroll down to the bottom of the list and select option
"New".
3. Enter required data in the opened window:
 Sensor Name. A free descriptive text. See note
below.
 High & Low Limit. Defines the temperature
range in which the custom sensor is used.
 R0, the custom sensor's resistance in Ohms at
0 °C
 A, B & C are factors that customize the PRT
sensor.
 Resolution. The resolution of the custom sensor.
4. Select OK and you are ready.

Notes.
To minimize the risk of confusion that may lead to serious
accidents, avoid using sensor names that resemble "re-
served names", i.e. names of standard sensors available in
CMX.
Use some sort of descriptive text, e.g. sensor's serial num-
ber, in the sensor name. This is to indicate that this is a cus-
tom PRT sensor, not to be confused with standard sensors
available in CMX.
User defined PRT sensors are supported by modern calibra-
tors, e.g. Beamex® MC4 Documenting Process Calibrator
and later.
More of Callendar - van Dusen equation in a separate help
file called CMX_Calculations.chm. Open it from CMX Main
Windows' Help menu. Select option CMX Calculations.
Look for main topic PRT Sensor Calculations and from
there sub topic Callendar - van Dusen Equation.

Editing/Deleting Custom PRT Sensors

To edit, check or even delete a custom PRT sensor, select
the sensor and close the list. Click the secondary button on
the mouse above the sensor list. A pop-up menu opens with
the options Edit and Delete. Select appropriate option.

CMX User Guide Adding Instruments to the Database  83

 Adding Procedures
CMX automatically creates a Procedure with default settings
for new Functions except if the Function was created using
the New button in the Function property window. Then the
Procedure needs to be manually added.
Procedures may also be added if you need another Proce-
dure for certain needs (e.g. there is a separate Procedure for
quality related calibrations and another for less demanding
calibrations).
There are four ways of creating Procedures in CMX:
 Click the secondary button on the mouse above a
Function seen in the Position Tree.
 Click the secondary button on the mouse above a
Function seen in the Plant Structure Tree.
 Click the secondary button on the mouse above a
Function seen in the Device Tree.
 When viewing the properties of an existing Proce-
dure there is a button for creating a New Procedure in
the property window. The new Procedure will be add-
ed to the same Function as the previously viewed
Procedure.
Enter a name for the Procedure and check the default values
CMX have added to the fields that do require some entry.

Notes.
CMX always uses the first available Procedure for the Func-
tion (the uppermost active Procedure shown in the Tree). If a
Function has several Procedures, deactivate all Procedures
preceding the one you want to use for calibration.
There are no limitations for the amount of Calibration Proce-
dures, except the available memory in the comput-
er(s)/server(s) used to run CMX and store its database.

Field level information for Calibration Procedures is available

in the on-line help delivered with CMX.

84  Adding Instruments to the Database CMX User Guide

Other Instrument Related Functions
This section describes the following tasks:
 Linking and Unlinking Devices
 Assigning Spare Devices
 Copying Positions and Devices
 Editing Positions, Devices, Functions and Procedures
 Deleting Positions, Devices, Functions and Proce-
dures

Linking and Unlinking Devices

When you link a Device to a Position you inform CMX that
the physical Device is installed to that Position.
Availability of the report: You may later produce a report detailing where a certain De-
–– CMX Light vice has been in the plant(s), or you may even see which
 CMX Professional
 CMX Enterprise
Devices have been installed in a certain Position.
When you create a new Position and/or a Device, there is a
simple possibility to link the Position and the Device. Existing
Positions and Devices are linked by using another method.
Both methods are described in the following subchapters.

Linking While Creating the Instrument Database

There are two ways to link a Device to a Position when creat-
ing (or adding a Device to) the database:
 Create a new Position using the Wizard. Then you al-
so add a Device to the Position. This method requires
that neither the Position nor the Device already exist
in the database.
 Add a Device to an existing Position seen in the Posi-
tion Tree (alternatively, the Plant Structure Tree).
Open the Context Menu (pop-up menu) of the Position
and add a Device. Then the new Device inherits all
Functions and Procedures of the Position and is au-
tomatically linked to the Position. This method re-
quires that the Device does not already exist in the
database but the empty Position with Functions does
exist.

CMX User Guide Adding Instruments to the Database  85

 In both cases the new Device inherits all free Functions and
Procedures of the Position and is automatically linked to the
Position. Note that a Function and a Procedure added to the
Position after the Device was created will only be the Posi-
tion’s Functions/Procedures, not the Device’s. It’s the crea-
tion order that determines what happens.
Keep in mind that these two last methods of linking are
handy only when creating the instrument database (or add-
ing a new Device). When both the Position and the Device
already exist in instrument database, see chapter Linking
Existing Positions and Devices.

Linking Several Devices to the Same Position

Out of the two methods presented above, the latter allows
you to link several Devices to the same Position. If a Device
is linked to a Position but the Position still has free Functions,
A new device created to the Position "inherits" all free Func-
tions. As a result, the Position now has two installed Devices.
Additionally: If you add more Functions to the Position and
then add a yet another Device, the new Device "inherits" the
free Functions.

Note.
This method of linking several Devices to a Position is not
the only way. See the next chapter to find out how to link
several already existing Devices to an existing Position.
There you can also find out how to link a single Device to
several Positions.

Linking Existing Positions and Devices

To link a Device to a Position, open the Devices window, se-
lect an uninstalled Device (a green circle without a yellow
“cup”) and drag-drop it to the desired Position seen in the
Position Tree (alternatively, the Plant Structure Tree).
A dialog window opens. There you can either link the device
as an installed one or as a spare device for the Position.
Another way to link a Device is unlinking an already linked
Device and selecting a spare Device as the new linked De-
vice. Both the unlinking and the linking are done using the
Context Menu (pop-up menu) available in the Position Tree
(alternatively, the Plant Structure Tree).

86  Adding Instruments to the Database CMX User Guide

 If CMX displays an error message stating that automatic link-
ing is not possible, drag-drop the Device’s Functions to the
Position’s corresponding Functions one by one. This meth-
od is needed when the Position/Device has several similar
Functions or the amount of Functions is not the same in the
Position and the Device.

Note.
When linking a Device with existing Function(s)/Procedure(s)
to a Position, the Device will automatically inherit Position's
Function/Procedure data with the following exceptions: Initial
Calibration Date, Initial Calibration Count and Total Cali-
brations fields stay unique for Position and Device.

Linking Several Devices to the Same Position

If a Position has more Functions than the first linked Device,
the free Functions of the Position may be linked to another
Device with suitable Functions. To link: drag the Device's
Functions to the Position's free Functions.
If the Position still has free Functions after linking the second
Device's Functions, a third Device's Functions may be linked
to the Position. The Position may have as many linked De-
vices as there are Functions and there is no limit to the
amount of Functions in a Position.

Note.
This method of linking applies to situation when both the De-
vices and the Position already exist in the instrument data-
base. See chapter Linking While Creating the Instrument
Database on page 85 to learn how to add several new De-
vices to a Position.

CMX User Guide Adding Instruments to the Database  87

 Linking the Same Device to Several Positions
If a Device has more Functions than the Position it was first
linked to, the remaining Functions may be linked to other Po-
sitions. Drag the free Functions to Functions in other Posi-
tion.
The Device may be linked to as many Positions as there are
Functions in the Device and there is no limit to the amount of
Functions in a Device.

General Notes Concerning Linking

 In order to link a Device to a Position, the Func-
tions' Input/Output Category, Input/Output Quantity
and Transfer Function of the Position and the De-
vice data must "match". Rest of the function data
will be synchronized (Position Function data over-
writes possibly conflicting Device Function data).
 A Device with a Function can not be linked to a
Position without a "matching" Function.
 An inactive Device cannot be installed to a Posi-
tion. Note that the active/inactive setting is not
available in CMX Light.
 An already linked Device cannot be linked to an-
other Position. The Device must be unlinked first.
 An unlinked Device can be a spare Device for
many Positions, but as soon as it is installed into a
Position, it can no longer be a spare for any Posi-
tion. CMX automatically removes the spare Device
definitions.
 A link leaves a "trace" in the CMX database only if
the Device is calibrated while installed to a Posi-
tion.
 Assigning a Device as a spare Device does not
require that the Functions of the spare Device and
the Position match.

Unlinking Devices
To unlink a Device open the Position Tree (alternatively, the
Plant Structure Tree), expand the tree at the Position where
the Device to be unlinked is located. Open the Device’s Con-
text Menu (pop-up menu) and select the Unlink option.
This method applies to both installed and Spare Devices.

88  Adding Instruments to the Database CMX User Guide

 Assigning Spare Devices
Assigning a Spare Device is quite similar to linking existing
Positions and Devices.
To assign a Device as a Spare Device to a Position, open
the Device Tree, select an uninstalled Device and drag-drop
it to the desired Position seen in the Position Tree (alterna-
tively, the Plant Structure Tree).
A dialog window opens. Make sure that the “Install as Spare
Device” check box is selected. Then select Ok.
If you want to assign an already installed Device as a spare
Device for the same Position, click the secondary button on
the mouse. The context menu has an option to assign the
linked Device as a spare Device.

Note.
Assigning a Device as a spare Device does not require that
the Functions of the spare Device and the Position match.

Copying Positions and Devices

CMX's Position, Device and Plant Structure Trees have in
their context menus the possibility to copy a Position and/or
a Device.
Click your mouse's secondary button above either a Position
or a Device. The context menu has a Copy option (provided
you have the user privileges to create a Position and/or a
Device).
 For an empty Position, a window opens where you
can add the Position ID, Name and Plant path data.
In CMX Professional and CMX Enterprise you may al-
so set Position's Accessibility. This however, de-
pends on your privileges to edit Accessibility data.
 For a free Device, a window opens where you can
add the Device ID, Serial Number and Model data.
In CMX Professional and CMX Enterprise you may al-
so set Device's Accessibility. This however, depends
on your privileges to edit Accessibility data.
 For a linked Position/Device, both previously men-
tioned windows are shown (one at a time).

Note.
Copying a Position/Device also copies all Functions and Cal-
ibration Procedures the original Position/Device had.

CMX User Guide Adding Instruments to the Database  89

 Editing Items Displayed in a Tree
When viewing the properties of an existing Position, Device,
Function and Procedure there is a button for Editing the da-
ta in the property window.
Items shown in sub windows (Manufacturers, Calibrators,
Users, Lists and Function Template Windows) also have
an Edit Record option in the window’s File Menu.

Note.
Editing linked Functions or Calibration Procedures of linked
Positions and Devices always apply to the Proce-
dure/Function of both the Position and Device.

Deleting Items Displayed in a Tree

The option to delete an item shown in a Tree is shown in the
item’s Context Menu (pop-up menu). The toolbar also con-
tains a button for deleting items.
Items shown in sub windows (Manufacturers, Calibrators,
Users, Lists and Function Template Windows) also have a
Delete option in the window’s File menu.

90  Adding Instruments to the Database CMX User Guide

Queries, Filters and Sets

General
This section describes tools that help you sort, group and
view the instrument data according to you own needs.

What Is a Query
A query is a tool found in all database software. It contains
search criteria that select the data to be displayed.

Available Queries
CMX has queries available for Positions, Devices, Calibra-
tors and Calibrator Modules. Queries are part of the software
and therefore available at any time. Use filters for temporary
filtering the instrument data.

CMX User Guide Queries, Filters and Sets  91

 The available queries are shown in a list just above the Tree.
The following table describes all currently available queries.

Calibrator/
Query Position Device Module
Description Queries Queries Queries
Does not filter out All Positions All Devices All Calibra-
anything. Everything tors/ Mod-
is shown. ules
Shows only the items Due for Due for Due for
due (or overdue) for Calibration Calibration Calibration
calibration.
Shows the items due Due within… Due with- Due with-
within a specified pe- in… in…
riod.
Shows unlinked Posi- Empty Posi- Free De- -
tions/Devices only. tions vices
Shows all currently New Posi- - -
added Positions. See tions
also the note below.

Notes.
The “New Positions” query is not available in the list of Posi-
tion Queries. It is automatically created when adding Posi-
tions and also disappears automatically when you choose
another query from the list.
Keep in mind that the Position Query list is the secondary
level query. The Plant Structure List, shown above the Po-
sition Query list, is the primary level filtering for the Positions
shown in the Position Tree.

92  Queries, Filters and Sets CMX User Guide

What Is a Filter
A filter is a handy tool for limiting the displayed data. You
may define what to filter in the Position Filter Conditions
window or Device Filter Conditions window.
In CMX Light:
Filter settings are only kept for as long as the filtering is
active or until CMX is closed.
In CMX Professional and CMX Enterprise:
You also have the possibility to save useful filters for
future needs and create more sophisticated searches
using the SQL Editor. See subsequent chapters.

How to Filter Data

To open the Position Filter Conditions window, press the
filtering button on the right side of the Main Windows’ Posi-
tion query list. The button has an icon that looks like a funnel.
The same feature is in the Devices window that displays the
Device Tree.
When you click either of the filtering buttons, a window with
all filterable fields is presented. Then select suitable filtering
parameters.
For text fields: Enter any amount of characters that suit
your filtering needs. While searching for matches, all fields
starting with the same characters are selected for display
in the Tree with the filtered data. See also: Wildcards.

To activate a filter:
When all filter conditions are set, press the Apply button in the
Filter Conditions window. Then the Position or Device Tree
only shows the Positions/Devices that fit the filter parameters.

CMX User Guide Queries, Filters and Sets  93

 Notes.

Both the Position Tree and the Device Tree may have their
own independent filters active.

Filters are not case sensitive. TIRCA and Tirca returns the
same results.

You may also search for empty fields. Enter IS NULL as the
search criteria. This is the exception to case sensitivity: IS
NULL need to be written with capital letters.

For all error limit fields:

When entering numeric values, use the same decimal sepa-
rator as is defined for your CMX database. Keep in mind that
the decimal separator in your database may differ from the
decimal separator used by the operating system. When in
doubt, consult your IT specialist.

Check boxes have three possible states: Checked, un-

checked or mixed. Mixed displays as a little green square in
the check box. By default, all check boxes in Filter Condi-
tions windows are displayed in mixed state. This means the
value of the check box does not matter. If you change the
check box's state to either checked or unchecked, the check
box is part of the filter query.

To deactivate a filter, do one of the following:

 Double click the Filter icon seen in the Main Window.
 Open the Filter Conditions window again, press the
Clear Fields button and then the Apply button.

94  Queries, Filters and Sets CMX User Guide

 Wildcards
Wildcard characters are special characters that represent
one or more other characters. They help filtering data. The
following table lists all supported wildcards and describes
how they are used.

Wildcard Wildcard Filtering

character description example
% Any string of ze- Setting, e.g. the Position ID
ro or more filter criteria to “%CA” the
characters. following Position IDs are
accepted:
LIRCAZ100,
LCA101,
PICA102,
TCAZ103
_ (under- Any single Setting the Position ID filter
score) character criteria to “_CA” the follow-
ing Position IDs are accept-
ed (compared with the pre-
vious result):
LCA101,
TCAZ103
[ ] Any single Setting the Position ID filter
character within criteria to “[A-L]CA” the fol-
the specified lowing Position ID is ac-
range ([a-f]) or cepted (compared with the
set ([abcdef]). previous results):
LCA101
[^] Any single Setting the Position ID filter
character not criteria to “[^A-L]CA” the
within the speci- following Position ID is ac-
fied range ([^a- cepted (compared with the
f]) or set previous results):
([^abcdef]) TCA101
Availability of
Oracle database: Note.
–– CMX Light The wildcards mentioned here apply for Microsoft SQL Serv-
 CMX Professional er. If you are using Oracle database, refer to Oracle's own
 CMX Enterprise wildcard definitions.

CMX User Guide Queries, Filters and Sets  95

 Using Saved Filters
Availability: If you have already saved a useful filter, you may take it into
–– CMX Light use by choosing from the Filter Name list.
 CMX Professional
 CMX Enterprise

Saving Filters
Availability: You may give a name to a filter, set its accessibility and enter
–– CMX Light a description for it using the uppermost fields in the Filter
 CMX Professional
Conditions window.
 CMX Enterprise
Note.
If no user group is selected in the filter's Accessibility list,
CMX treats the filter as private, i.e. no other user has access
to it. If you want other users to have access to a filter you
created, check as many user groups as you want in the Ac-
cessibility list.

To save a new filter, click the New button in the toolbar and
then enter a name for the filter. After all settings are as re-
quired, save the filter by clicking the Save button in the
toolbar.
To edit an existing filter, click the Edit button in the toolbar.
Then do the necessary edits and click the Save button in the
toolbar.

96  Queries, Filters and Sets CMX User Guide

 SQL Editor
Availability: The SQL Editor button found in the Filter Conditions win-
–– CMX Light dow shows the current filtering settings as a standard SQL
 CMX Professional
query.
 CMX Enterprise
The Filter Conditions windows’ SQL Editor allows users with
SQL knowledge to edit queries. E.g. all filter parameters in
the normal filter window use the AND operator between all
queried fields. In the SQL editor the operator may be
changed to OR.

A more advanced SQL query cannot be displayed in the

normal filter window. In that case the Close Editor button is
disabled and that particular query may only be edited in the
SQL Editor view.

Note.
Your edits may create a query that does not give any results
at all. Make sure you type all SQL parameters correctly.

CMX User Guide Queries, Filters and Sets  97

What Is a Set
Sets are groups of Devices or Positions that are selected as
part of a collection. Usually a set contains items that are cali-
brated at the same time and/or are located e.g. in the same
department.

Device and Position Sets

The Device Sets as well as the Position Sets window is
opened (and closed) from the main window’s toolbar or from
the View menu. The upper part of the window contains a list
of existing sets. The last item in the list includes a possibility
to create a new set.
A set is saved with the database and remain available until it
is deleted.

Editing a Set
To add an item to a set, drag-drop it from a Tree containing
similar items as the set.
 Devices can only be dragged from the Device Tree
seen in the Devices window. If the window is not visi-
ble, open it from the main window’s toolbar or the
View menu.
 Positions can be dragged from the Position Tree or
the Plant Structure Tree. One of the Trees is always
available on the left side of the main window.
Removing an item from the set is done from the item’s Con-
text Menu (pop-up menu). Similarly, the whole set is deleted
from the Context Menu opening from the set name (the up-
permost row in the set Tree).

98  Queries, Filters and Sets CMX User Guide

Check Out / Check In Feature

General
Check Out / Check In feature is a utility that allows you to
"lock" the Positions/Devices currently under calibration (or
being edited). The data of Positions/Devices that are
Checked Out may not be calibrated/edited by other CMX us-
ers than the one who did the Check Out. When Checking In,
the Position/Device is "unlocked" and may again be calibrat-
ed/edited by all CMX users.
Check Out / Check In feature is part of CMX's standard tools
starting from CMX V2, revision 2.1.

CMX User Guide Check Out / Check In Feature  99

Check Out / Check In Characteristics
This chapter presents the common characteristics of the
Check Out / Check In feature. Automatic Check Out /
Check In and Manual Check Out / Check In specifics are
presented in their own subchapters.
 A Position/Device that
is Checked Out, has a
red frame around its
icon (see adjacent pic-
ture).
 When a Posi-
tion/Device is Checked
Out, all data belonging
to it:
Position, Device,
Function(s), Proce-
dure(s) and Calibration
History
is locked.
 The data of a locked
Position/Device may
be deleted/edited only
by the user that did the
Check Out.
 A locked Position/Device may be sent for calibration
or chosen for Manual Entry only by the user that did
the Check Out.
 The uppermost row of a locked item's property win-
dow displays the following information:
[Checked Out By <User Name> / <Date> <Time>]
 A locked item does not lock documents linked to it.
 A locked item does not lock pick-up lists it uses.
 You may use CMX's filtering utility to find/view locked
items.
Availability of Audit Trail:  If Audit Trail is part of your CMX package, all Check
–– CMX Light Outs and Check Ins are saved in the Audit Trail.
 CMX Professional
 CMX Enterprise

Note.
You may still calibrate Positions/Devices without utilizing the
Check Out / Check In feature.

100  Check Out / Check In Feature CMX User Guide

 Automatic Check Out / Check In
When activated, the Automatic Check Out / Check In feature
automatically checks out a Position/Device sent for calibra-
tion or selected for Manual Entry. Similarly, when the calibra-
tion results are saved to CMX's database, the instrument is
automatically Checked In.
By default, Automatic Check Out / Check In feature is not ac-
tivated. You may activate it in the Options window's General
Settings section (menu commands Tools, Options). Check
the check box Automatic Calibration Time Check Out /
Check In to activate Automatic Check Out / Check In feature

Notes.

Calibrating a single Function of a multi-function Posi-

tion/Device locks the Position/Device and all its Functions
until the single Function is calibrated and results are saved in
the database.

When several Functions of a multi-function Position/Device

are sent for calibration, the Position/Device is locked until the
results of all Functions are saved in the database.

CMX User Guide Check Out / Check In Feature  101

 Manual Check Out / Check In
Manual Check Out / Check In can be used no matter if Au-
tomatic Check Out / Check In is activated or not. Additionally,
a Position/Device Checked Out using automatic Check Out
may be checked in using manual Check In.
Manual Check Out / Check In is more versatile than Auto-
matic Check Out / Check In. It can be used, e.g. for locking
an item that needs editing. Then, in a multi-user environ-
ment, no other users may simultaneously edit the same data
and cause clashes. See also: Simultaneous Data Editing.

Checking Out a Single Instrument

An instrument may be manually

Checked Out from any tree
structure (Position Tree, De-
vice Tree, Plant Structure
Tree, Position Set Tree, De-
vice Set Tree). Click on the
mouse's secondary button to
open a context menu above
either a Position or a Device.
If the Position/device is not
checked out, the context menu
has a Check Out option.

Note that the option is available only for users with per-
mission to edit Position and Device data.

Checking Out Multiple Instruments

A group of instruments may be

manually Checked Out from
the Query level of a tree (the
uppermost item in a tree, see
adjacent picture).
This method locks all items be-
longing to the group except the
items that were already locked.
They stay locked for the user
who originally checked them
out.

Note.
When doing multiple Check Outs, CMX displays a dialog
asking to confirm the operation.

102  Check Out / Check In Feature CMX User Guide

 Checking In a Single Instrument

An instrument may be manually Checked In from any tree

structure. Click on the mouse's secondary button to open a
context menu above a Checked Out Position or Device.
Note that the Check In option is available only for the user
who Checked Out the instrument, for users with Supervi-
sor privileges and the Database Administrator.

Checking In Multiple Instruments

To Check In multiple items, click on the mouse's secondary

button above a Query (the uppermost item in a tree as
shown in one of the previous pictures). Select Check In from
the context menu.
This method unlocks all items Checked Out by the logged
in user. If the logged in user has Supervisor privileges or is
the Database Administrator, all items will be Checked In.

Note.
When doing multiple Check Ins, CMX displays a dialog ask-
ing to confirm the operation.

CMX User Guide Check Out / Check In Feature  103

104  Check Out / Check In Feature CMX User Guide
Calibration

General
Calibrations can be done after the necessary instrument data
is entered into the database.
A Position must have an installed Device (with Func-
tions) before a calibration can be performed, but a De-
vice (with Functions) can be calibrated before it is in-
stalled into a Position. If a Device is installed into a Posi-
tion, then only a Position calibration may be carried out,
not a Device calibration.
CMX supports the following methods of calibration data en-
try:
1. Off-line Calibration (sometimes also called Batch
Calibration), where Instruments/Functions to be
calibrated are sent from CMX to a Calibrator able
to communicate with CMX. Then the calibrator is
moved to the field/laboratory where the instrument
is located. After the calibration is performed the
calibrator is brought back and reconnected to
CMX. The results of the calibration are then re-
ceived to CMX.
For more information, see Selecting Instruments
for Calibration on page 110 and Receiving Cali-
bration Result Data on page 113.
2. Manual Entry is for situations, where a calibrator
unable to communicate with CMX is used for cali-
bration.
For more information, see Manual Entry of Cali-
bration Results on page 115.
Manual Entry supports multiple As Found and As Left test. In
Off-line Calibration, the amount of As Found and As Left re-
peats depends on the communicating calibrator. When in
doubt, refer to the calibrator manual.

CMX User Guide Calibration  105

 The communication cable used for calibrator communication
is shipped with the calibrator.

Notes.

If you have the Weighing Instrument Calibration feature,

some additional info on how to calibrate Weighing Instru-
ments is presented in chapter Calibrating Weighing In-
struments in section Calibrating Weighing Instruments.

Calibrators communicating via RS232-serial port:

Use only cables specifically done for communication be-
tween the calibrator and the computer.
Connecting and disconnecting the communication cable
should be done when the power is off on both the computer
and the calibrator.

For more details concerning calibrators utilizing USB port for

communication, see section Additional Information, chap-
ter Calibrators and USB Communication

The Typical Calibration Procedure

The typical sequence of phases in a calibration procedure is
as follows.

Selection of Functions and Downloading

The Functions due for calibration are selected from the data-
base and sent to the appropriate calibrator. A query or a pre-
defined set could be used to find the Functions due for cali-
bration.

As Found Calibration
The calibrator is moved into the field, and an As Found cali-
bration is performed using the setup information in the
memory. The results are saved in the memory of the calibra-
tor.

106  Calibration CMX User Guide

 Instrument Adjustment
If needed, the instrument function is adjusted with the help of
the calibrator measurement modules. The maximum error is
reduced to the Adjust To limit.

As Left Calibration
The instrument function is calibrated again, to check that the
maximum error is at the desired level. The results are stored
in the calibrator memory, and another scheduled calibration
can be performed.

Receiving of Calibration Results

After all calibrations have been performed, the calibrator is
reconnected to the computer, and CMX will receive the cali-
bration results, and save the calibration data for use in the
future.

Printing of Results
CMX can then e.g. produce calibration certificates reports
based on saved calibration data.

CMX User Guide Calibration  107

Calibration Web Service Interface, CWSI

About CWSI
Calibration Web Service Interface, CWSI, is a tool for com-
Availability of CWSI: munication between calibrators and CMX in virtualized envi-
–– CMX Light
ronments.
 CMX Professional
 CMX Enterprise CWSI introduces two new components into CMX: CWSI
Server and CWSI Client. CWSI Server is installed on a
server, e.g. the same server as CMX Server is installed.
CWSI Client is installed on all computers where CMX main
software is run. More info of CWSI installation is in CMX In-
stallation Manual and in CWSI Help file included in CWSI
Server and CWSI Client. The help file is also available as a
pdf file on CMX's installation disc.

Starting CWSI
Before using CWSI, CWSI Client must be started and con-
nected to CWSI Server.
In Windows 7 and 10, search for CWSI Client from the
menu opening from the Windows logo, typically found in the
lower left corner:

In Windows 8, open Charms (picture to

the left), select Search, enter CWSI in the
opened search window and click on the
CWSI Client icon (picture below).

108  Calibration CMX User Guide

 Ensure that the CWSI Client is found in
the system tray:

The context menu of the system tray icon allows you to con-
figure the connection to CWSI Server and connect to CWSI
Server.
Configuring CMX Server is done similarly, but on the com-
puter it resides in, provided you have the rights to make
changes to the computer. The configuration software is
called CMX Server Configurator.

Using CWSI in CMX

In CMX, CWSI is available in both Send to Calibrator and
Receive from Calibrator windows. Select CWSI as your
Protocol. The small button with three dots allows you to
check/edit CWSI Server settings ensuring connection to
CWSI Server. The picture below presents the default set-
tings.

If CMX connects to CMX Server, then the Connection selec-

tion list shows all matching CWSI Clients where CMX user
id (set in CWSI Client's Options) is the same as User ID in
CMX. Each connected calibrator of the CWSI Client is listed
in the Calibrator list. In any other manner both Send and Re-
ceive windows can be used normally.

Note.
If CWSI is configured to require a "Secret" (a password
unique to CWSI), The "Secret" has to be entered before
sending and receiving commences.

CMX User Guide Calibration  109

Selecting Instruments for Calibration
Since a calibrator treats each Function in an instrument as a
separate item to be calibrated, CMX sends Functions to the
calibrator, not instruments.
CMX has a separate window for collecting the Functions that
will be sent to the calibrator. The window is opened using
one of the following methods:
 Selecting Send from the main window’s toolbar (found
in a submenu that opens from the Calibration button).
 Selecting Calibration, Send from a suitable Context
Menu (pop-up menu).
 Selecting the Send option from the main window’s
Calibration menu.
Adding Functions to be calibrated to the Send to Calibrator
window is done using the following ways:
 Selecting Calibration, Send to Calibrator from a
suitable Context Menu (pop-up menu). This option is
available for the following items shown in one of
CMX’s Trees:
o A Position with an installed Device. If the Posi-
tion contains several Functions, all Functions
are added to the list.
o A Function in a Position with an installed De-
vice.
o An uninstalled Device (containing Functions). If
the Device contains several Functions, all
Functions are added to the list.
o A Function in an uninstalled Device.
 Dragging Functions, Positions or Devices from a Tree
to the Send to Calibrator window.
 Selecting the name of a query or a set (the uppermost
row in a Tree) and dragging it to the Send to Calibra-
tor window is also supported. Then all items included
in the query/set are added to the list of Functions to
be calibrated.
 Dragging a Plant Structure level from the Plant Struc-
ture Tree to the Send to Calibrator window. Then all
Functions of Positions/Devices hierarchically below
that Plant Structure level are added to the Send to
Calibrator window.

110  Calibration CMX User Guide

 Sending Instruments for Calibration

When you open the Send to Calibrator window, you first

have to select the Protocol. The options are:
 USB for calibrators using USB port for communicating
with the PC.
 CMX for Pocket PC for communicating with CMX's
Pocket PC option.
 Serial Port for communicating with older calibrators
using serial communication and Beamex's CALIBINT
legacy protocol. Remember to select the COM Port
too.
 Field Calibrator Interface is for communicating with
calibrators supporting standard FCINTF protocol.
Availability of CWSI:  CWSI is for communicating with calibrators via Cali-
–– CMX Light bration Web Service Interface (CWSI). More of this in
 CMX Professional
 CMX Enterprise
chapter Calibration Web Service Interface, CWSI on
page 108.
The calibrator may also be selected. Use the list of manufac-
turers and models to identify the calibrator.
When you press the Send button, the communication with
the calibrator starts. The status column tells you how the
communication advances.

CMX User Guide Calibration  111

 Notes.

The “Auto Detect” option available for Serial Port protocol is

fully compliant with Beamex calibrators. Other calibrator
brands may not support auto detection.

CMX Light supports communication with Beamex calibrators

only.

CMX remembers the Protocol, Port and Calibrator settings

so the next time you open the Send to Calibrator window,
the settings are already according to your needs.

Closing the Send to Calibrator window before pressing the

Send button cancels the sending procedure. Next time you
open the Send to Calibrator window, the list of functions to
be sent is empty.

When sending instruments to certain newer calibrators, the

instrument's Plant Structure path may also be included in
sent data. To activate this feature, open CMX's Options win-
dow. See Calibration Options.

Modern calibrators using Universal Serial Bus (USB) for

communication require that a USB driver is installed before
they communicate with CMX. For more details, see section
Additional Information, chapter Calibrators and USB
Communication.

If the Calibration Options setting Warn when Calibra-

tor/Module is Overdue is checked, CMX warns if you send
instruments for calibration to a calibrator with an overdue cal-
ibration.

112  Calibration CMX User Guide

Receiving Calibration Result Data
To open the Receive from Calibrator window use one of
the following methods:
 Select Receive from the main window’s toolbar (found
in a submenu that opens from the Calibration button).
 Select Calibration, Receive from a suitable Context
Menu (pop-up menu).
 Selecting the Receive option from the main window’s
Calibration menu.
CMX remembers the latest Protocol and Port used as well as
the latest manufacturer/calibrator settings, so normally you
do not need to change the settings shown in the upper part
of the Receive from Calibrator window. For available Pro-
tocol options, see Sending Instruments for Calibration on
page 111.
Press the Connect button to see a list of Positions/Functions
available in the calibrator’s memory. The results column indi-
cates whether a Position/Function contains calibration results
or not.
Remember to check/uncheck the check boxes found at the
bottom of the window according to your needs. We recom-
mend that you select the Delete Instruments After Receive
From Calibrator check box.
When you press the Receive button, the communication with
the calibrator starts. The status column tells you how the
communication advances.
See also: Receiving Instrument History on page 115 and
Avoiding Duplicate Results on page 115.

CMX User Guide Calibration  113

 Notes.
The Receive from Calibrator window has a Confirm Ex-
ternal References check box. If it is checked, a window for
entering external calibrator reference data opens for the fol-
lowing input/output methods:
- Input and/or Output Method is "Keyed".
- Input Method is set to "Controlled and Measured".
If the Instrument data of the instrument to be received differs
from the data in CMX's database, CMX asks whether you
want to receive the calibration results and update the instru-
ment data in CMX or if you want to cancel the receiving of
results.
When receiving calibration results of an instrument that is not
in CMX’s database, CMX asks if the new Device (Field Entry
Device, a.k.a. FED) should be added to the database.
Adding instrument data is only available in modern calibrator
types supporting this feature. If unsure, check by receiving a
new instrument created in the calibrator. CMX informs you if
it finds a new instrument and asks if the instrument should be
added to CMX’s database.
Modern calibrators using Universal Serial Bus (USB) for
communication require that a USB driver, shipped with the
calibrator, is installed before they communicate with CMX.
For more details, see section Additional Information, chap-
ter Calibrators and USB Communication.
Modern communicating calibrators may support long Position
ID and Device ID fields or even instruments without either or
both ID fields. CMX does not support empty ID fields or ID
fields longer than 65 characters. When Positions/Devices
with missing or too long IDs are received, CMX informs the
user about this and offers a possibility to give/change Posi-
tion ID and/or Device ID. The information will also be updat-
ed in the calibrator.

If the Calibration Options setting Warn when Calibra-

tor/Module is Overdue is checked, CMX warns if you re-
ceive calibrated instruments from a calibrator with an over-
due calibration.

If the field Reject if Calibrator is Overdue in an instrument's

Calibration Procedure is checked, you cannot receive cali-
bration results for that instrument from a calibrator with an
overdue calibration.

114  Calibration CMX User Guide

 Hint.
If you have an instrument capable of communicating with
other devices (e.g. a HART® or a fieldbus instrument) that
you want to add to CMX’s database, do as follows: Connect
them to a calibrator with suitable communication capabilities,
e.g. Beamex’s MC5 Multifunction Calibrator. Read the in-
strument data into the Calibrator and connect the Calibrator
to CMX. Receive the instrument data from MC5. This method
enables you to build your database without retyping anything
that is already available in the instrument’s memory.

Receiving Instrument History

In Receive from Calibrator window:
If the Status column of the list of instruments contain data
(e.g. "Current"), the instrument data has changed in the cali-
brator, e.g. the measurement span has been edited. If you
want to save the instrument history and corresponding re-
sults, make sure you check the Show Instrument History
check box below the list of instruments. The status may be:
 Original. In this calibration, the instrument is as they
were during the earliest calibration.
 Current. In this calibration, the instrument is as it cur-
rently is in the calibrator.
 Edited X where X is a number starting from 1. These
are intermediate versions between the "Original" and
"Current"
This feature is available in modern calibrators.

Avoiding Duplicate Results

When receiving calibration results, CMX compares the cali-
bration date of the results to be received with calibrations al-
ready received. If the dates and, when applicable, the errors
match, CMX prompts you to confirm receiving these kind of
results.
Receiving duplicates is easily avoided by deleting already
received results from the calibrator. As mentioned earlier,
this functionality is available with the Delete Instruments Af-
ter Receive From Calibrator check box in Receive from
Calibrator window.

CMX User Guide Calibration  115

Manual Entry of Calibration Results
If calibrations are carried out with a calibrator that is unable
to communicate with CMX then Manual Entry is the solution.
In Manual Entry calibration results and all calibration related
data is typed into the database.

Notes.

CMX supports opening several Manual Entry windows. This

allows you to, e.g. calibrate several temperature sensors at
the same time, each sensor having its own Manual Entry
window open.

If you have purchased the Weighing Instrument Calibration

option, some additional info on how to calibrate Weighing In-
struments is presented in chapter Calibrating Weighing In-
struments in section Calibrating Weighing Instruments.

116  Calibration CMX User Guide

 Selecting Functions for Manual Entry
There are several ways of selecting a Function for Manual
Entry:
 Select the Position/Device/Function to be calibrated
from a Position Tree, Plant Structure Tree or a Device
Tree and then select Manual Entry from the toolbar
(found in a submenu that opens from the Calibration
button).
 Select the Position/Device/Function to be calibrated
from a Position Tree, Plant Structure Tree or a Device
Tree and then select Manual Entry from the main
window’s Calibration menu.
 Click the secondary button on the mouse above a Po-
sition or a Function seen in the Position Tree. Then
select Calibration, Manual Entry.
 Click the secondary button on the mouse above a Po-
sition or a Function seen in the Plant Structure Tree.
Then select Calibration, Manual Entry.
 Click the secondary button on the mouse above a De-
vice or a Function seen in the Device Tree. Then se-
lect Calibration, Manual Entry.
Using any of the above mentioned methods opens the Man-
ual Entry window ready for data entry.

Note.
When selecting a Position/Device and choosing Calibration,
Manual Entry, only the first (the uppermost) Function of the
Position/Device is sent to the Manual Entry window. This is
because CMX’s Manual Entry currently only supports the cal-
ibration of one Function at a time.
To select any other Function (as well as the first Function) in
a Position/Device for Manual Entry, click the secondary but-
ton on the mouse above the Function instead of the Posi-
tion/Device.

Reminder.
To be able to calibrate a Position, a Device (containing Func-
tions) needs to be linked to it. A Device (containing Func-
tions) may be calibrated although it is not linked to a Posi-
tion. When a Device is linked to a Position, Manual Entry
may be invoked for the Position only.

CMX User Guide Calibration  117

 Entering Calibration Results
Enter the results in the grid shown on the Results tab. Also
check the Calibration Date field and the Calibrated By
fields shown in the same tab. You can select one or two us-
ers as the ones that carried out the calibration.
Enter calibration related data (e.g. the environment tempera-
ture) into the Conditions tab.
The Procedure tab contains read-only data about the cali-
bration procedure, including possible instructions to guide
you through the calibration.
Depending on your Calibration settings, you may have to se-
lect input and output calibrators and modules used in the cal-
ibration. More about this in Basic Settings section’s chapter
Calibration Options. Note that you may select multiple in-
put/output calibrators and modules for each calibration point.
The way the Calibrators and Modules (references) are sorted
in the Manual Entry window depends on settings defined in
the Options window's Calibration section.
Field level information is available in the on-line help deliv-
ered with CMX.

Notes.

For unstable readings, you may add the “~” character (tilde)
after or before the calibration point values, e.g. 12.045~. If
you enter the “~” character before the numbers, CMX moves
the character at the end of the number. This is done to avoid
mix-up between the minus sign and the “~” character.
Input values outside the calibration point's Max. Deviation
limit are indicated in red. This does however not affect any
calculations.

If the Calibration Options setting Warn when Calibra-

tor/Module is Overdue is checked, CMX warns if you select
a calibrator or module with an overdue calibration.

New Repeat
To start entering the results of the next calibration repeat,
press the New button in the Manual Entry window’s toolbar.
If you have entered any data into the Conditions tab, CMX
automatically copies them as part of the new repeat’s data.
Edit them, if needed.
To view previously entered results the click icons on the left
side of the Manual Entry window.

118  Calibration CMX User Guide

 Saving the Results
When you press the Save button in the Manual Entry win-
dow’s toolbar, CMX saves the results in the database. If you
continue entering results, they will be saved as a separate
calibration saved on the same day.
While saving results CMX displays information of each re-
peat in a window similar to the one below:

Fields:
 Max Found Error is the repeat's found maximum error
value.
 Most Significant Error (value) is the numeric value of
the found error that is closest to corresponding error limit.
 Most Significant Error (percentage) indicates how close
to the calibration point's error limit the most significant er-
ror value is. The percentage value is less than or equal to
100 % if the calibration passed and more than 100 % if
the calibration failed.
When the relative component of the Reject if Error limit is used,
the Max Found Error may differ from Most Significant Error.
More of Error Limit Function's components in CMX's on-line
Help. Another source for information of Error Limit Function is in
CMX Calculations Help file. Open it from CMX Main Windows'
Help menu. Select option CMX Calculations.

Note.
Depending on your calibration settings, results may be save
"as both" (the results are saved both as As Found and as As
Left results). This setting is among the Calibration options
in the Options window.

If the field Reject if Calibrator is Overdue in an instrument's

Calibration Procedure is checked, you cannot save calibra-
tion results if you have selected a calibrator or module with
an overdue calibration.

CMX User Guide Calibration  119

 Ending Manual Entry
To end Manual Entry, press the Close button in the Manual
Entry window’s toolbar or select Close from the File menu.
If the results of the last repeat was not (fully) saved, CMX
prompts you to save them first.

Viewing the Results

The result property window can be opened from the following
Trees:
 The Position Tree,
 The Plant Structure Tree and the
 The Device Tree.
 The Position Set and Device Set Trees.
The results icon: In all cases: Click on the tree to see the results icon. It is lo-
cated below the Function icon. Either double click on the re-
sults icon or select the Properties button in the main win-
dow’s toolbar.
The results are shown below in “latest repeat result first” or-
der.
The Valid Result check box allows you to exclude somehow
not usable results from calibration history analysis.
Availability of CMX uses the calibrator module specifications to calculate
uncertainty data: the input and output uncertainties shown in the result table.
–– CMX Light
 CMX Professional The Environmental Data and the Calibration Notes found
 CMX Enterprise among the calibration results can be edited. Also the status
of the Valid Result check box can be changed. To do it, click
the Edit button found in the property window’s toolbar.

Note.
If an input or output value ends in a “~” character (tilde), e.g.
12.045~, the reading was unstable. Adding this character is
possible in CMX's manual entry window, in CMX for Pocket
PC and when appropriate, the character is automatically
added in a reading when using certain modern calibrators.

120  Calibration CMX User Guide

 Average Results and Expanded Uncertainty
Availability: Average results and uncertainties can be shown among cali-
–– CMX Light bration results. They are individually activated/deactivated in
 CMX Professional
the Options window's Calibration page. To open the Op-
 CMX Enterprise
tions window, select Tools, Options from CMX's main win-
dow's menu.
If Show Average Results is checked, the calibration result
window includes an additional table of average results for all
calibrations with more than one As Found or As Left repeat.
For Switches: Multiple switch cycles in a single calibration
repeat is enough for CMX to calculate average results.
If Show Expanded Uncertainty is checked, the calibration
result window includes an extra column of Expanded Uncer-
tainty data among each calibration repeat. Also: the error
graph displays uncertainty bars for each calibration point.
More info of average and uncertainty calculations in a sepa-
rate help file entitled "CMX Calculations". Open it from CMX
Main Windows' Help menu. Select option CMX Calcula-
tions.

Approving Calibration Results

Availability of The approval of calibration results vary depending on wheth-
Change Management: er Change Management and its Electronic Signature feature
–– CMX Light
is active or not.
 CMX Professional
 CMX Enterprise  With the Change Management / Electronic Signa-
ture, a table of signatures and an Sign button is
found at the bottom of the result window.
 Otherwise a table of approvals and an Approval
button is found at the bottom of the result window.
To approve/sign results, press the Approve (or Sign) button
and enter required information.

Note.
Approving/signing calibration results is allowed only if you
have the appropriate user rights.

CMX User Guide Calibration  121

Deleting Calibration Results
To delete calibration results, open the Context Menu and se-
lect the Delete option.

Note.
Deleting calibration results is allowed only if you have the
appropriate user rights.

122  Calibration CMX User Guide

History Trend
Availability: History Trend is a utility for viewing calibration history data. It
–– CMX Light is available both for Positions and Devices. The data is dis-
 CMX Professional
played graphically and is also available in numeric format in
 CMX Enterprise
a table.
The biggest difference between the standard Calibration Re-
sults window and the History Trend window is that you can
view several calibration results simultaneously in the History
Trend window. It allows you to evaluate the calibrations of a
Position or a Device for a longer time period compared to the
normal calibration result view.
Examples of how to utilize the History Trend feature:
 Get an overview of how a particular device drifts
between calibrations and also whether the drift in-
creases with time.
 How different devices are suited for use in a par-
ticular Position.

Note.
For Weighing Instrument, the History Trend is available for
the actual Weighing Test only.

Opening the History Trend Window

Availability: The History Trend window is opened using one of the follow-
–– CMX Light ing methods:
 CMX Professional
 CMX Enterprise  Click the secondary button on your mouse above a
Position, Function, Procedure or a Result icon
seen in a main window Tree Structure. Select His-
tory Trend from the opened pop-up menu.
 Click the secondary button on your mouse above a
Device, Function, Procedure or a Result icon
seen in the Devices window. Select History
Trend from the opened pop-up menu.
 The View menu of the main window includes a
History Trend option.

CMX User Guide Calibration  123

124  Calibration CMX User Guide
Calibration Certificates and
Other Documents

General
CMX allows the printing of the following document types:
 Calibration Certificates,
 Reports,
 Labels and
 History Trend graphs(* and
 Audit Trail reports(*.
*) Not available in CMX Light.
To print documentation from CMX, use the Documents but-
ton found in the main window’s toolbar or select the docu-
ment type to be printed from the Documents Menu. A third
possibility is using the Context Menu. In all cases: A more
detailed print selection window will be open for that docu-
ment type.

Exception:
Audit Trail Reports are printed from the Audit Trail window.
More of this in chapter The Audit Trail Window.

CMX User Guide Calibration Certificates and Other Documents  125

Printing Certificates
Select the certificate layout from the list available in the Print
Certificate window. Then drag the Position, Device, Func-
tion or Result icon from a Tree to the print list. Note that a
Position can only be dragged from a Position Tree, Position
Set Tree and the Plant Structure Tree. A Device can only be
dragged from a Device Tree and the Device Set Tree.
Use the Preview button to see on the screen how the printed
certificate looks like.

Note.
Only Positions/Devices/Functions with saved calibration re-
sults may be dragged to the Print Certificate window.

126  Calibration Certificates and Other Documents CMX User Guide

Printing Reports
Select the report layout from the list available in the Print
Report window. Then drag the Position from the Position
Tree, Position Set Tree or the Plant Structure Tree and De-
vices from the Device Tree or the Device Set Tree.

About the check boxes:

If none of the check boxes are checked, the report contains
data based on the latest repeat of the latest calibration.
 If only All Repeats is checked, the report contains
data based on all repeats of the latest calibration.
 If History is checked, the report contains data
based on all repeats of all calibrations for the se-
lected items. In this case the All Repeats setting
does not matter.
Availability of  If Results is checked, then the report includes da-
Results and ta for all calibration points. Otherwise the data is
AVG Only check boxes:
–– CMX Light presented on repeat level.
 CMX Professional Example: If a 5 point up-down calibration is done,
 CMX Enterprise then the report includes either one row of data
(Results unchecked) or nine rows of data (Re-
sults checked).
 If AVG Only is checked, then the report includes
average results only, omitting the individual re-
peats. If only one repeat was done, i.e. no average
results are available, then that single repeat is
printed no matter if AVG Only is checked or un-
checked.
Notes.
AVG Only is visible only when Calibration Op-
tions field Show Average Results is checked.
Then: AVG Only is available when either History
or All Repeats check box is checked.
Use the Preview button to see on the screen how the printed
report looks like.

Note.
One of the available reports is called Manual Entry Form.
Print it to have a practical form for manually entering calibra-
tion results.

CMX User Guide Calibration Certificates and Other Documents  127

Printing Labels
Select the label layout from the list available in the Print La-
bel window. Then drag the Position from the Position Tree,
Position Set Tree or the Plant Structure Tree and Devices
from the Device Tree or the Device Set Tree.
Use the Preview button to see on the screen how the printed
labels look like.

Printing History Trend Graphs

Availability: Select the history trend layout from the list available in the
–– CMX Light Print History Trend window. Then drag the Position, Device
 CMX Professional
or Function icon from a Tree to the print list. Note that a Posi-
 CMX Enterprise
tion can only be dragged from a Position Tree, Position Set
Tree and the Plant Structure Tree. A Device can only be
dragged from a Device Tree and the Device Set Tree.
Use the Preview button to see on the screen how the printed
certificate looks like.

Note.
Only Positions/Devices/Functions with saved calibration re-
sults may be dragged to the Print History Trend window.

Printing Audit Trail Reports

Availability: Audit Trail window has a toolbar button for printing a report of
–– CMX Light displayed Audit Trail data. More of this in chapter The Audit
 CMX Professional
Trail Window.
 CMX Enterprise

128  Calibration Certificates and Other Documents CMX User Guide

Importing/Exporting Document Layouts
Sometimes you need to copy document layout from a CMX
database to another. The tools for doing that are in the File
menu. To copy the document layout, do as follows:
1. Open the database where the document layout to be
copied exists. Then select File, Export, Document
Layouts.
2. Select the Layout Type and press the corresponding
Export button. A dialog for selecting the folder ap-
pears.
3. Select appropriate folder and press Save.
4. Open the database where you want to have a copy of
the exported document layout. Then select File, Im-
port, Document Layouts.
5. Select correct Layout Type and then Browse to the
folder where the exported layout is.
6. If applicable, edit the Layout Name and Description.
7. Press the Import button.

Note.
If you receive a standalone document layout, sent by mail
from, e.g. Beamex, start from phase 4 in the list above. Just
replace the word "exported" with "standalone".

CMX User Guide Calibration Certificates and Other Documents  129

Creating Your Own Certificates
Availability: The Report Design tool allows you to make your own Certifi-
–– CMX Light cate, Report etc. layouts.
 CMX Professional
 CMX Enterprise Since the software module used for creating layouts for Cer-
tificates, Reports etc. is a third party software it has its own
on-line help made available while creating the layouts.
Adding/editing e.g. a new Calibration Certificate layout is
done using menu commands: Documents, Certificates,
Design. Others are added/edited similarly. Just change the
document type.

Exception:
Editing Audit Trail Reports is invoked in the Audit Trail win-
dow. More of this in section The Audit Trail Window. Also
note that you can have only one Audit Trail Report Layout for
each CMX database. You may however edit the existing one
to suit your needs, provided you have the rights and tools to
edit document layouts.

CMX is shipped with a Help file called

CMX_Report_Variables.chm. It presents all variables avail-
able in the Report Designer. Open it from CMX Main Win-
dows' Help menu. Select option CMX Report Variables.

Important!
If you have activated Window's UAC (User Account Control)
feature, you'll need to run CMX as administrator to be able to
save the edited documents. Otherwise you will get an error
message and your edits are not saved.

130  Calibration Certificates and Other Documents CMX User Guide

Change Management and Audit
Trail

General
Availability: Change Management and Audit Trail includes tools for keep-
–– CMX Light ing track of changes made to CMX's database. Additionally,
 CMX Professional
whoever makes a change to the database may also be
 CMX Enterprise
asked to give a description for the change.
Users with the proper authorization may review the change
log (Audit Trail) and mark the changes reviewed.
The feature also includes a possibility to utilize electronic
signatures
Briefly, CMX’s Change management feature includes all the
tools required to comply with regulations of which most im-
portant are GAMP4 (Good Automated Manufacturing Prac-
tices) and 21 CFR Part 11 (Electronic records; Electronic
signatures).
How to Change or check your Change Management and Au-
dit Trail settings is described in section Basic Settings,
chapter The Options Window.

CMX User Guide Change Management and Audit Trail  131

The Audit Trail Window
The Audit Trail window can be opened from the main win-
dow’s Tools menu. Use the Display button in the toolbar to
select the type of records you want to see.
Large Audit Trail databases (containing more than 50 000
rows) are opened showing the latest month only. Use the
date fields below the toolbar to select another time period for
viewing.
To mark events as reviewed (requires that you have the
rights to do it), press the Edit button in the toolbar. Then you
can use one of the following methods:
 Use the check box in the next to last column to mark
a single event as reviewed.
 Use the Review All button in the toolbar to mark all
events as reviewed.
Hints.
 To sort the Audit Trail data, click on the header of the
column you want to sort by.
 To copy Audit Trail data to the clipboard (for pasting
into, e.g. Excel), highlight the part you want to copy.
Then use the Windows standard keyboard shortcut
for copying (Ctrl C).
 To print Audit Trail data, use the Documents button
in the toolbar. The Print and Print Preview options
print/display the Audit Trail data for the selected date
range.
The Documents button also has the Design option.
It is active, provided the Report Design option is part
of your CMX software. More of Reports and Calibra-
tion Certificates in Calibration Certificates and
Other Documents section.

Note.
If the same CMX database is contacted from several time
zones, consider setting the time format in CMX Options
windows' Change Management Options to suit your needs.

132  Change Management and Audit Trail CMX User Guide

Electronic Signature
Availability: If the Electronic Signature is activated, every time a change
–– CMX Light concerning Device, Position or Calibration data is made to
 CMX Professional the database, a window opens where the following fields are
 CMX Enterprise
available:
 Status. A list of status values is presented. The fol-
lowing values are pre-entered in the database: Ap-
proved, Draft, Rejected, Reviewed and Withdrawn.
The list is editable so you may also add your own sta-
tus values.
 The master approval check box. Only user with per-
missions to approve may change this field.
 User ID and Password. The ID of the logged user is
pre-entered, but any valid User ID may be entered.
Remember to utilize password security!
The Electronic Signature history of a Position, Device or a
Calibration is located as the last items in the Properties win-
dow. Use the Sign button to change the status of the De-
vice/Position/Calibration.

Electronic Record
Electronic Record is the name used for the group of data that
has been approved with the Electronic Signature. If anything
that is part of a certain Electronic Record is changed after it
was signed, the data requires a new approval using the Elec-
tronic Signature.
The following list describes what type of data belongs to the
available Electronic Records:

Type Data belonging to the Electronic Record

Position Data shown in the following property windows:
Position,
Function and
Procedure.
Device Data shown in the following property windows:
Device,
Function and
Procedure.
Calibration Data shown in the Calibration results property
window.

CMX User Guide Change Management and Audit Trail  133

134  Change Management and Audit Trail CMX User Guide
Pocket PC Interface

General
Availability: CMX's Pocket PC Interface consists of software installed into
–– CMX Light a Pocket PC and communication between CMX and the
 CMX Professional
Pocket PC. Together they allow you to transfer data of in-
 CMX Enterprise
struments to be calibrated to a Pocket PC, perform the cali-
bration wherever it is suitable for you, enter the calibration
data into the Pocket PC and then reconnect to CMX and up-
load the results to CMX's database.
Thus CMX for Pocket PC is a "portable manual entry tool"

Recommended Hardware Specifications

Memory Compact
Operating System Display
ROM/RAM Framework
240×320, 480×640 or 240×400
Windows Mobile 6.5 64MB/128 MB v. 3.5
color TFT Touch Screen
CMX for Pocket PC will most likely also work with latest Ser-
vice Pack and Security Updates.
Although not recommended, CMX for Pocket PC will most
likely also run on older operating systems. However, CMX for
Pocket PC does not run on all models running Windows Mo-
bile 6.1.
Specification for the communicating Desktop/Laptop Com-
puter:
 Windows Mobile Device Center installed
Microsoft .NET Compact Framework 3.5 or later has to be
installed on the Pocket PC. Newer pocket PCs may include a
version of .NET Compact Framework. Older Pocket PCs
may not necessarily have a .NET Compact Framework or it
is an older version. If you need to add or update the .NET
Compact Framework, see notes on next page or download
.NET Compact Framework 3.5 from here:
https://www.microsoft.com/en-us/download/details.aspx?id=65

CMX User Guide Pocket PC Interface  135

 Notes.

The CMX installation media's Pocket PC folder also contains

a subfolder named Compact Framework. It contains the
latest .Net Compact Framework Service Pack (valid when
the installation media was done).

If you update the CMX main software and your Pocket PC

software is no longer compatible with it, CMX recognizes the
problem and prompts you to update the Pocket PC software.
If you updated CMX from an installation media, it also con-
tains new Pocket PC software.

Before updating either CMX main software or the Pocket PC

software, make sure you upload all results from all your
Pocket PCs to CMX.

Installing CMX for Pocket PC

Availability: If CMX for Pocket PC software is already installed on your
–– CMX Light Pocket PC it must be uninstalled before the new version is
 CMX Professional
installed. For instructions on how to uninstall CMX for Pocket
 CMX Enterprise
PC read chapter Uninstalling CMX for Pocket PC on page
139.
CMX for Pocket PC can be installed on Pocket PCs with the
following operating system: Windows® Mobile 6.5 and later.
CMX for Pocket PC's installation files are located in the CMX
Installation CD-ROM's Pocket PC folder. Start the Setup
software and follow the instructions on computer's screen.
Setup is divided into two phases: First the Pocket PC In-
staller is installed to your desktop/laptop computer. Then the
actual CMX for Pocket PC software is installed to your Pock-
et PC.
If you are installing CMX for Pocket PC to several Pocket
PCs, the first installation is done as described above. Sub-
sequent installations can be done using the desktop/laptop
computer's Windows Mobile Device Center software. See
instructions for subsequent installations further on.

136  Pocket PC Interface CMX User Guide

 Notes.

You may install the CMX for Pocket PC to as many Pocket

PCs as you like.

The installation of CMX for Pocket PC can also be done

manually:
Copy all files found in Pocket PC\Files folder on the CMX
installation media to an optional program folder (e.g. Pro-
gram Files\CMX for Pocket PC) in your Pocket PC.

Subsequent installations with Windows Mobile Device

Center (Windows® 7 or 8)
These instructions apply in the following case:
 You have already installed CMX for Pocket PC into
one Pocket PC as described in chapter Installing
CMX for Pocket PC on page 136.
 You have several Pocket PCs you want to install CMX
for Pocket PC into.
Dock your Pocket PC device on your computer. Open Windows
Mobile Device Center and select Program and Services. Se-
lect Add/Remove Programs from the list. If Add/Remove Pro-
grams is not visible click on the More link. Check the Beamex
CMX for Pocket PC option that is shown in the opened window
and click the OK button to run the installation.

Changing the User Interface Language in Pocket PC

By default, CMX for Pocket PC installs all available user in-
terface languages into Pocket PC. All languages are availa-
ble in CMX for Pocket PC's Tools menu. Choose one that
suits your needs.
If you do not need certain languages, you can remove them
by exploring the Pocket PC to folder:
Pocket PC:\Program Files\CMX for Pocket PC\Languages\
This folder contains sub-folders, one for each language. Re-
move the folders that you do not need. They are easily rec-
ognized since the folders have names based on the lan-
guage. Then when you restart CMX for Pocket PC, the Tools
menu no longer contain the language folders removed from
Pocket PC.

CMX User Guide Pocket PC Interface  137

 Creating Customized User Interface Languages for
Pocket PC
If you want to create a custom user interface language, you
must first create a specific sub-folder to this folder in your
Pocket PC:
Pocket PC:\Program Files\CMX for Pocket
PC\Languages\
The allowed folder names for this use are:
UserDefined1, UserDefined2 and UserDefined3.
Be sure you name the folder(s) as defined here. Otherwise
CMX for Pocket PC will not recognize them and they are not
available for use in CMX for Pocket PC.
Continue by copying one of the existing language files
(Translation.xml) to where editing is possible and edit it ac-
cording to your needs. Then copy the edited file into the fold-
er you created for a custom user interface language.

Note.
Editing the language file requires knowledge of XML files and
how to edit them.

138  Pocket PC Interface CMX User Guide

 Uninstalling CMX for Pocket PC
Uninstalling CMX for Pocket PC is required if a new version
is going to replace the currently installed version or if you for
some reason re-install the same version.
Before uninstalling CMX for Pocket PC from the actual
Pocket PCs, remove Pocket PC Installer from your desk-
top/laptop computer.
To remove Pocket PC Installer from your desktop/laptop
computer, do as follows:
 Open Windows Start menu,
 select Settings, Control Panel and
from the opened window,
 select Add or Remove Programs tab.
 From the list of programs, select
CMX for Pocket PC Installer.
 Click the Remove button.

Uninstalling CMX for Pocket PC from your Pocket PCs can

optionally be done through ActiveSync®, Windows Mobile
Device Center or directly on the Pocket PC.

Note.
Before attempting to remove CMX for Pocket PC, ensure
that it is not running in the background. If you're unsure, do
as follows:
 Open Pocket PC's Start menu,
 select Settings and from the opened window,
 select System tab.
 Select Memory icon and from the opened window,
 select Running Programs tab.
Now you are able to see a list of running programs. If CMX
for Pocket PC is on the list, select it and tap "Stop". Newer
Pocket PC operating systems may also have a shortcut for
opening the memory window directly from the desktop.

CMX User Guide Pocket PC Interface  139

 Option 1: Uninstall using Windows Mobile Device Center
(Windows® 7 or 8)
Connect your Pocket PC to your desktop/laptop computer
and open Windows Mobile Device Center on your PC. Select
“Program and Services”. Select "Add/Remove Programs"
from the list (if Add/Remove Programs is not visible click on
the "more" link). Uncheck the Beamex CMX for Pocket PC
option that is shown in the opened window and proceed by
clicking OK.

Option 2: Uninstalling directly on the Pocket PC

Select Start, Settings, Remove Programs on your Pocket
PC. In the list of installed programs select Beamex CMX for
Pocket PC and click Remove.

140  Pocket PC Interface CMX User Guide

Sending Instrument Data to the Pocket PC
Availability: For CMX the Pocket PC is like a calibrator connected to the
–– CMX Light USB port. Sending instrument data as well as receiving re-
 CMX Professional
sults is done just like it is done for any other communicating
 CMX Enterprise
calibrator.
Open the Send to Calibrator window (menu commands:
Calibration, Send) and drag the instruments you want to
calibrate to the window.
Select ActiveSync® as the port. CMX uses it to communi-
cate with the Pocket PC no matter if the Pocket PC is con-
nected to a USB port or if the Pocket PC uses some Ac-
tiveSync® compatible wireless technology.
When all instruments have been selected for sending, press
the Send button.

CMX User Guide Pocket PC Interface  141

Using the Pocket PC Interface
Availability: This chapter describes the use of CMX for Pocket PC soft-
–– CMX Light ware.
 CMX Professional
 CMX Enterprise Section Work Order Handling presents some additional in-
formation when using your Pocket PC for Work Order Han-
dling.

Starting
When CMX for Pocket PC is started for the first time or it is
not used for a while, the CMX for Pocket PC icon is not seen
in the Start menu. In that case, select Programs from the
Start menu and locate the CMX icon in the list of available
programs. CMX icon:

When CMX for Pocket PC has recently been used, the CMX
icon is available in the Start menu's list of recently used pro-
grams. Use the CMX icon to start CMX for Pocket PC.
When CMX for Pocket PC starts, a list of sent instruments is
shown.

In the example startup

picture on the right
some of the instruments
have already been cali-
brated.
An instrument that is
still not calibrated is
presented with bold text
together with its calibra-
tion due date.
A calibrated instrument
is shown with regular
text together with two
dates: the uppermost is
the due date sent from
CMX and the lower is
the actual calibration
date.
The icons used are similar to what is used in CMX main win-
dow, with the following addition:
A calibrated position/device has a check mark on the icon.

142  Pocket PC Interface CMX User Guide

 Selecting Instruments for Calibration Data Entry
In the list of sent instruments, tap on the instrument you want
to calibrate and a calibration window opens.

Note.
If you want to simultaneously enter calibration results of mul-
tiple instruments, see chapter Calibrating Groups of In-
struments on page 146.

Viewing Instrument Details

Instrument data may be viewed starting from the calibration
window (Tools, View Instrument Details). The same menu
commands also apply in the list of sent instruments. There
you are also able to use the pop-up menu.
The Instrument Details window always opens with the Posi-
tion data shown. Use the View menu to select other views of
instrument data.
You may edit instrument data by entering the Tools, Edit
menu commands. Be aware that unnecessary alterations
may cause problems when receiving the results (the main
CMX software may not "recognize" the instrument as the one
that was sent).

Note.
If the instrument is already calibrated, only the Environment
and Note data may be edited in Pocket PC.

To close the Instrument Details window, select Tools, Close.

CMX User Guide Pocket PC Interface  143

 Entering Calibration Data
Availability: This chapter and its subchapters describe how to enter calibra-
–– CMX Light tion data of process instruments into Pocket PC. When calibrat-
 CMX Professional
ing Weighing Instruments in Pocket PC, see chapter Using a
 CMX Enterprise
Pocket PC in section Calibrating Weighing Instruments.
CMX for Pocket PC shows input and output values in the up-
per part of the window.

Tap on the editable

large numeric fields.
Use the up/down navi-
gation buttons to
change the pre-entered
values. Alternatively,
use the "keyboard" that
opens from the lower
right corner.
Immediately to the left of
the numeric fields is an
area for indicating/saving
that the entered value
was unstable. Tap the
area and the "unstable"
symbol ( ) becomes visi-
ble.

When both the input and output values are edited according-
ly, either tap the [Next>] button or press the middle button in
a 5-way navigation button (if applicable).
The fields in the middle of the window as well as the graph
below the fields are updated. Also: The large numeric fields
have pre-entered values for the next calibration point.

Note.
Input values outside the calibration point's Max. Deviation
limit are indicated in red. This does however not affect any
calculations.
During the calibration run and even when viewing results, be-
fore the results are saved, you can correct any mistakes by
tapping the [<Prev] button until you see the point/data with
the erroneous data. Correct the data and tap the [Next>] but-
ton until you are back where you were.

144  Pocket PC Interface CMX User Guide

 Saving Results
You can save the results at any time, even if only part of the
data is entered. Then the results are saved as a partly done
repeat.
Before the results are
saved you are requested
to enter calibrator refer-
ence data and then con-
tinue to see Summary
data (see adjacent pic-
ture). Additional result
data is available in the
other tabs. One of them
is a tab where you may
enter environment data.
After you save the re-
sults, a pop-up window
opens where you may
either start another cali-
bration run or end the
calibration and return to
the list of instruments.

Calibrator References
In the calibrator reference window you may enter calibrator
references for the calibration. If the Points field is set to All,
then the entered calibrator reference applies for all points. If
the Points field is set to a single point, e.g. 3/9, the entered
calibrator reference is valid from that point onwards either to
the last point or to the following point with a new calibrator
reference.

Note.
The Calibrator reference window may also be opened while
entering the calibration point values. Open the Tools menu
and select option Set Calibrator Reference.

Environment Data
You may enter environment at the end of the calibration or at
any time during the calibration too. Open the Tools menu
and select option Environment Information.

Note.
Environment data history is not saved. Whenever you rewrite
the environment data, they are the ones that are saved at the
end of calibration.

CMX User Guide Pocket PC Interface  145

 Calibrating Groups of Instruments
A Group in CMX for Pocket PC can be any set of standard
instruments that you want to calibrate at the same time. A
Group can be:
 Instruments part of a control loop
 A set of Temperature Sensors that are calibrated at
the same time using, e.g. a temperature dry block.
 Etc. etc. Your own needs define the Group.

Activating Group Calibration

To activate Group cal-

ibration, open the
Tools menu in CMX
for Pocket PC's In-
strument List window.
Check Create Group
and you are ready to
select (highlight) mul-
tiple instruments.
When ready, select
Tools menu's Cali-
brate option to ad-
vance to Group View
window.

Notes.
To get back to "normal" Instrument List and calibrating a sin-
gle instrument at a time, uncheck Create Group.
Groups cannot be saved and only one group may be active
at a time.
Maximum amount of items in a group is 10.

146  Pocket PC Interface CMX User Guide

 Group View

In Group View win-

dow you may sort the
selected instruments
using the pop-up
menu available. See
adjacent picture.
The group calibration
advances in the order
the instruments are in
the group, first points
first for all instruments.
Then the second
points for all instru-
ments etc. This con-
tinues until all calibra-
tion points for all in-
struments are done.

Example of default calibration advancement in group calibra-

tion for instruments A, B and C:

A, 5 points B, 3 points C, 6 points

1st point  1st point  1st point 
  
 2nd point  nd
2 point  nd
2 point 
  
 3rd point  3rd point  rd
3 point 
  
 4th point   th
4 point 
  
 5th point   5th point 
  
 6th point

Start Group Calibration by clicking the Start menu option.

CMX User Guide Pocket PC Interface  147

 Calibrating a Group

Entering calibration
results is done mostly
as it is done for a sin-
gle instrument as de-
scribed in chapter En-
tering Calibration
Data and its subchap-
ters starting from page
144.
A row in the Calibra-
tion window indicates
which instrument is
calibrated in the Group
and at which calibra-
tion point you are.

In the adjacent picture:

The third instrument of a group of four (3/4) is active at the

moment and the current calibration point is the second of
three (2/3).
If you want to depart from the default order the calibration
points are done in, open Tools menu and tap on menu item
Select Instrument then select which instrument's next point
should be done now. After the special point is done, CMX for
Pocket PC continues according to the default advancement.
Calibration Reference and Environment Data are entered
similarly as they are for a single instrument (see chapters
Calibrator References on page 145 and Environment Data
on page 145). The only exception is that when the data is en-
tered for the first time for any of the Group's items, the data
is copied to all instruments belonging to the Group. You may,
of course, customize the Calibrator Reference and Environ-
ment data for each instrument when needed.
Chapter Saving Results on page 145 also applies for
Groups.

Notes.
The Tools menu includes the option Cancel Calibration. It
removes the current instrument from the group.
Selecting Reject All cancels all open instruments and the
Group calibration ends.

148  Pocket PC Interface CMX User Guide

Receiving Data from the Pocket PC
Availability: As sending instrument data to the Pocket PC, receiving data
–– CMX Light is just like receiving data from a communicating calibrator:
 CMX Professional
 CMX Enterprise Select Calibration, Receive in CMX's main window, select
ActiveSync® port, connect and receive the results from the
Pocket PC.

Note.
If you have the Calibration Options field Update Calibrator
data from instruments received from Pocket PC checked, the
following happens when you receive a calibration that refers
to a calibrator that is in the Pocket PC's memory, but not in
CMX's database:
CMX opens a dialog asking whether the calibrator should be
added to CMX's database.
How different types of calibrators are received to CMX
database:
- A Weight Set is fully received, including specifications.
- A Beamex calibrator is received and specifications
are added to it from CMX's database.
- A non Beamex calibrator is received without
specifications since no specifications are available
in Pocket PC's memory.

CMX User Guide Pocket PC Interface  149

150  Pocket PC Interface CMX User Guide
Calibrating Weighing
Instruments

General
Availability: CMX's Weighing Instrument Calibration feature includes a
–– CMX Light possibility to add Weight Sets and Weights as well as Weigh-
 CMX Professional
ing Instruments to be calibrated into CMX’s database.
 CMX Enterprise
Weighing Instruments can then be calibrated by using either
the Manual Entry window or by using the Pocket PC inter-
face.
CMX's Weighing Instrument Calibration feature is based on:
 OIML international recommendation OIML R 76-1:
1992
(OIML = Organization Internationale de Métrologie
Légale or International Organization of Legal Me-
trology),
 European standard EN45501:1992 + AC:1993,
 NIST Handbook 44 – 2004 / 2.20. Scales
(NIST = The National Institute of Standards and
Technology, US),
 EURAMET cg-18, Version 3.0 (03/2011)
Previously: EA-10/18 EA Guidelines on the calibration
of non-automatic weighing instruments (EA = Europe-
an co-operation for accreditation).
 U.S. Pharmacopeia Convention’s Chapter 41 (brief-
ly USP 41).
This section presents Weighing Instrument Calibration spe-
cific information. Where the functionality of CMX’s Weighing
Instrument Calibration is similar to other type of instruments
and calibrators, this section refers to the more general
presentation elsewhere in this document.

CMX User Guide Calibrating Weighing Instruments  151

Basic Settings for Weighing Instruments
Availability: This chapter and its subchapters present basic settings spe-
–– CMX Light cific for Weight Sets and Weights. Subjects like creating a
 CMX Professional
Plant Structure are not described here. This is because
 CMX Enterprise
Weighing Instrument Calibration does not affect it at all.
Please read the section Basic Settings to see a full descrip-
tion of CMX’s Basic Settings.

Entering Weight Sets and Weights

For CMX, Weight Sets, Weights and process instrument Cal-
ibrators are analogous in the following way:
 A set of weights used for calibrating Weighing Instru-
ments equals a calibrator used for calibrating process
instruments.
 A single weight equals a measurement module in a
process instrument calibrator.
 Finally, the specifications of a weight equal a meas-
urement range in the module of a process instrument
calibrator.
Only the fields that have a specific meaning for Weights and
Weight Sets are described in the following chapters. Equally
important fields that have the same meaning for weights and
calibrators are not discussed here. For descriptions of other
fields, refer to section Description of Fields in the on-line
help.
Finally, the following chapters present a straight forward
method of adding Weight Sets, Weights and Weight Specifi-
cations. CMX’s flexible user interface allows you to do the
same thing using other views/windows too. Feel free to also
experiment with the other possibilities, but use this as the
way to get into entering Weight Set, Weight and Weight
Specification data.

152  Calibrating Weighing Instruments CMX User Guide

 Weight Sets
To add a Weight Set, open the Calibrators window. Use the
following menu commands when you are in the Main Win-
dow: Database, Calibrators.
To add a Weight Set, click the mouse's secondary button an-
ywhere in the Calibrators tree structure. Select New, Cali-
brator (remember, a Weight Set is a “Calibrator for Weighing
Instruments”).

A window like the one below opens:

Select the New option in the Calibrator Model combo or se-

lect an existing Weight Set from the list if you are adding a
new similar set. In the latter case, advance to Adding “New
Calibrator” Data.

CMX User Guide Calibrating Weighing Instruments  153

 Adding a New Calibrator Model

When adding a new Weight Set, enter the set’s name as the
Model. Also, assure that you check the Weight Set check
box. Then CMX treats the new Calibrator Model as a Weight
Set, not a Process Instrument Calibrator.
Full field level information of Calibrator Model properties are
available in the on-line help delivered with CMX.
When ready, press the OK key to return to the Add New
Calibrator window.

Adding “New Calibrator” Data

When the Calibrator Model is entered/selected, add a serial
number to the Weight Set. The Serial Number field is a re-
quired field in CMX (together with the Calibrator Model field
they identify the Calibrator / Weight Set). If the weight set
has no serial number, enter its purchase date as a serial
number.

Full field level information of Calibrator properties are availa-

ble in the on-line help delivered with CMX.

154  Calibrating Weighing Instruments CMX User Guide

 Weights
Availability: To add a Weight to a Weight Set, click the mouse's second-
–– CMX Light ary button above the Weight Set in the Calibrators window.
 CMX Professional
Select New, Module (remember, a Weight is a “Calibrator
 CMX Enterprise
Module”).

A window like the one below opens:

Select the New option in the Module Model combo or select

an existing Weight from the list if you are adding a new simi-
lar Weight. In the latter case, advance to Adding “New Cal-
ibrator Module” Data.

CMX User Guide Calibrating Weighing Instruments  155

 Adding a New Calibrator Module Model

When adding a new Weight, enter it’s weight as the Model.

Also, assure that you select Weight from the Module Type
combo. Then CMX treats the new Calibrator Module Model
as a Weight, not a Process Instrument Calibrator Module.
Full field level information of the Module Model properties are
available in the on-line help delivered with CMX.
When ready, press the OK key to return to the Add New
Calibrator Module window.

Adding “New Calibrator Module” Data

When the Calibrator Module Model is entered/selected, add
a “serial number” to the Weight. The Serial Number field is a
required field in CMX (together with the Module Model field
they identify the Module / Weight).

Hint!
Enter the Weight Set name as the Serial Number. This “ties”
the weight to the set it belongs to. If you have several
weights with the same nominal weight, include the identifying
symbol (*) or number (1, 2 …) to the serial number.
Full field level information of Calibrator Module properties are
available in the on-line help delivered with CMX.

156  Calibrating Weighing Instruments CMX User Guide

 Weight Specifications
Availability: To add Weight Specifications to a Weight, click the mouse's
–– CMX Light secondary button above the Weight in the Calibrators win-
 CMX Professional dow. Select New, Module Range (remember, a Weight
 CMX Enterprise
Specification is a “Calibrator Module Range”).

A window like the one below opens:

Some important fields are highlighted in the picture above.

Enter a Range Name and set the Method field to “Keyed”.
Enter both the Nominal and Conventional (“true”) mass for
the weight.
If you want CMX to calculate uncertainties, a Constant Error
(the uncertainty of the Conventional Mass or the Nominal
Mass, depending on the instrument's Calibration Procedure

CMX User Guide Calibrating Weighing Instruments  157

 settings) need to be entered and an Error Calculation
Method need to be selected.
Full field level information of Calibrator Module Range prop-
erties are available in the on-line help delivered with CMX.

Weighing Instrument Function Templates and

Calibration Procedures
Availability: CMX is shipped with pre-entered Function Templates and
–– CMX Light Calibration Procedures. This makes it easy to create new
 CMX Professional Functions for Positions and Devices. There is also a Func-
 CMX Enterprise
tion Template and Calibration Procedure suited for Weighing
Instruments. Select them when creating a Weighing Instru-
ment Function and edit them to suit the specifics of your
Weighing Instrument.
The subchapters further on only present the Weighing In-
strument specific fields.

Hint.
You can also make you own Weighing Instrument Function
Templates and Calibration Procedures using the Function
Templates utility presented in Basic Settings section. CMX
automatically adds the Weighing Instrument specific fields if
the new Function’s Input/Output Quantity field is set to
“Mass”.

158  Calibrating Weighing Instruments CMX User Guide

 Function Fields Specific for Weighing Instruments

Field Description
Partial Weighing Rang- Select the amount of unique partial
es weighing ranges found in the
Weighing Instrument at hand. Re-
quired field for Weighing Instru-
ments.
*d1 … d4 Actual Scale Interval.
OIMLR76-1:
“the difference between the values
corresponding to two consecutive
scalemarks, for analogue indication,
or the difference between two
consecutive indicated values, for
digital indication.”
The “Partial Weighing Ranges” set-
ting determines the amount of Ac-
tual Scale Intervals seen.
Required field(s) for Weighing In-
struments.
e1 … e4 Verification Scale Interval. The
“Partial Weighing Ranges” setting
determines the amount of Verifica-
tion Scale Intervals seen.
Required field(s) for Weighing In-
struments.
Note.
Editing the Scale Intervals affect
the MPE values found among a
Weighing Instrument's Calibration
Procedure data, unless you are
using a custom Accuracy Class.
Scale Range 1 … Defines the Scale's Partial Weigh-
Scale Range 4 ing Range.
Visible only for Weighing Instru-
ments with more than one weighing
range.
Required field(s) for Weighing In-
struments.

Note.
Make sure both input and output methods are set to
“Keyed”.

Full field level information for Function Templates is available

in the on-line help delivered with CMX.

CMX User Guide Calibrating Weighing Instruments  159

 Calibration Procedure Fields Specific for Weighing
Instruments

Field Description
Accuracy Class A list of standard Weighing Instru-
ment accuracy classes and a possi-
bility to make a customized accura-
cy class. Available standard accura-
cy classes:
- HB 44 I
- HB 44 II
- HB 44 III
- HB 44 IIII
- HB 44 IIIIL
- OIML I
- OIML II
- OIML III
- OIML IIII
HB 44: NIST Handbook 44: ‘Specifica-
tions, Tolerances and Other Technical
Requirements for a Weighing and
Measuring Devices’. Used in USA.
OIML: ‘International Recommendation
OIML R 76-1’, 1992. Used in Europe.
Note.
Selecting a standard Accuracy
Class affects the MPE Range and
MPE fields. New MPE limits are
calculated based on the Weighing
Instrument's Verification Scale In-
terval data found among Function
data.
MPE Range Maximum Permissible Error
range(s) and their corresponding
Maximum Permissible Error (MPE).
The amount of MPE ranges de-
pends on the selected Accuracy
Class. Also note that selecting a
standard Accuracy Class automati-
cally defines the MPE Ranges. Edit
the MPE Ranges and MPE limits
only when using custom Accuracy
Classes.
Available error calculation methods:
% of accuracy class limit
% of load
absolute error

160  Calibrating Weighing Instruments CMX User Guide

 Repeatability Stdev. Maximum permissible standard de-
Limit viation for repeatability test. If field is
left empty, repeatability test's
standard deviation error limit is not
in use.
More info of uncertainty calculation
in a help file entitled "CMX Calcula-
tions". Open it from CMX Main Win-
dows' Help menu. Select option
CMX Calculations.
Note that this field is visible for
Weighing instruments and enabled
only when USP 41 Repeatability
Test check box is unchecked.
Minimum Weight Limit Maximum permissible minimum
weight deviation error limit.
If you make a custom minimum
weight test, make sure it requires at
least ten repeats. Otherwise this
deviation error calculation always
fails.
If field is left empty, minimum weight
test's error limit is not in use and
CMX indicates the test's status is
"Passed".
More info of CMX’s calculations can
be found in a help file entitled "CMX
Calculations".
Note that this field is visible for
Weighing instruments only when
USP 41 Repeatability Test check
box is unchecked.
Minimum Weight k- Is the coverage factor in a Weighing
value instrument's Minimum Weight Test.
Default value is 3, which is for
99 % confidence level (USP re-
quirement before USP 41).
Note that this field is visible for
Weighing instruments only when
USP 41 Repeatability Test check
box is unchecked.
More info of CMX’s calculations can
be found in a help file entitled "CMX
Calculations". Open it from CMX
Main Windows' Help menu. Select
option CMX Calculations.

CMX User Guide Calibrating Weighing Instruments  161

 Repeatability Limit Replaces Minimum Weight Limit
when USP 41 Repeatability Test is
checked.
This is the pass/fail limit for USP 41
Repeatability Test.
Default value: 0.0010.
Note that the trailing zero is signifi-
cant.
Note that this field is visible for
Weighing instruments only when
USP 41 Repeatability Test check
box is checked.
Repeatability k-value This field replaces Minimum Weight
k-value when USP 41 Repeatability
Test is checked.
The value of this field should be 2
(USP 41 requirement).
Note that this field is visible for
Weighing instruments only when
USP 41 Repeatability Test check
box is checked.
Repeatability Accuracy Accuracy limit for the repeatability
Limit test
Default value: 0.10 % of load
Note that this field is enabled only
when USP 41 Repeatability Test
check box is checked.
USP 41 Repeatability Checked if USP 41 rules are ena-
bled for Repeatability test.
Default value: Not Checked
Checking this field affects the fol-
lowing Calibration Procedure fields:
- Repeatability Stdev. Limit,
- Minimum Weight Limit,
- Minimum Weight k-value,
- Repeatability Limit,
- Repeatability k-value,
- Repeatability Accuracy Limit and
- Minimum Weight Test Calibration
Points.

162  Calibrating Weighing Instruments CMX User Guide

 MPE in Service Check if service error limits should
be used.
Maximum permissible errors are
doubled when service error limits
are used.
If MPE in Service field is checked,
both error limits, "normal" limit and
service error limit, are shown in
graph in Manual Entry, Result view,
Certificates and in the PocketPC.
Hysteresis in Uncertain- Check if the found hysteresis of a
ty Weighing Instrument is to be includ-
ed in uncertainty calculation.
Weight Mass The mass value that is used when
calibrating Weighing Instruments.
Options:
- Conventional Mass
- Nominal Mass
Note that this selection affects the
calculations. More of this in CMX's
online Help files. See Calibrator
Module Range Fields: Nominal
Mass, Conventional Mass and
Constant Error.
Eccentricity Uncertainty How the found eccentricity should
be included in uncertainty calcula-
tion. Options:
- Full Value
- Half Value
- Not Included
Uncert. at No Load How uncertainty at no load point is
Point calculated. Options:
- As with other loads
(default value)
- No Load resolution
uncertainty only
- Zero
More info of uncertainty calculation
in a help file entitled "CMX Calcula-
tions". Open it from CMX Main Win-
dows' Help menu. Select option
CMX Calculations.

CMX User Guide Calibrating Weighing Instruments  163

 No Load Resol. Uncert. How the no load resolution uncer-
tainty is calculated. Options:
- d0/(2*sqrt(3)) (default value)
- d0/(4*sqrt(3))
More info of uncertainty calculation
in a help file entitled "CMX Calcula-
tions".
Eccentricity Test Cali- In how many points the Eccentricity
bration Points test is done. Select a value from the
combo box. CMX updates the table
below accordingly and shows a pic-
ture of the eccentricity test points.
Repeatability Test Cali- How many repeats are done in the
bration Points Repeatability test and what mass is
used in the test.
When USP 41 Repeatability check
box is checked:
The amount of similar Repeatability
Test Calibration Points needs to be
at least 10. They need to be be-
tween 5% and 100% of the balance
capacity. If the points are not correct
then an instructional error message
is shown and the procedure cannot
be saved before the test points are
correct.
Weighing Test Calibra- Calibration points to be used in the
tion Points actual weighing test (linearity test).
Select one from the list.
Minimum Weight Test Select how many minimum weight
Calibration Points test repeats are done and what
mass is used for the test (percent-
age of full scale).
To get minimum weight deviation
calculation results, at least 10 re-
peats is needed.
Note that this table of calibration
points is visible for Weighing in-
struments only when USP 41 Re-
peatability Test check box is un-
checked.

Full field level information for Calibration Procedures is avail-

able in the on-line help delivered with CMX.

164  Calibrating Weighing Instruments CMX User Guide

Adding Weighing Instruments to the Instrument
Database
Availability: Adding Weighing Instruments to CMX is done just as any
–– CMX Light other instrument. Remember to select a Function Type
 CMX Professional
meant for Weighing Instruments when adding the Func-
 CMX Enterprise
tion(s). The fields unique for Weighing Instruments are pre-
sented in the two previous chapters:

 Function Fields Specific for Weighing Instruments

and
 Calibration Procedure Fields Specific for Weigh-
ing Instruments.
General presentation of adding instruments is in section
Adding Instruments to the Database.

Hint.
You can also make you own Weighing Instrument Function
Templates and Calibration Procedures using the Function
Templates utility presented in Basic Settings section. CMX
automatically adds the Weighing Instrument specific fields if
the new Function’s Input/Output Quantity field is set to
“Mass”.

CMX User Guide Calibrating Weighing Instruments  165

Calibrating Weighing Instruments
Availability: Calibrating Weighing Instruments requires good knowledge
–– CMX Light of Weighing Instrument Calibration practises. CMX gives you
 CMX Professional
tools to document the calibration, but does not offer full
 CMX Enterprise
Weighing Instrument Calibration theory. One of the following
subchapters does however offer some basic terminology for
the uninitiated.

Terminology
This section presents some Weighing Instrument Calibration
related keywords. The focus is on the different types of cali-
brations that are part of Weighing Instrument Calibrations.
The descriptions are based on the standard mentioned in the
beginning of this section and “EA-10/18 EA Guidelines on
the calibration of non-automatic weighing instruments”
(EA = European co-operation for accreditation).

Eccentricity Test
The test consists of placing a test load in
different positions on the load receptor in
such a manner that the centre of gravity
of the load takes positions indicated in the
adjacent picture.
The test load should not be below 10 % of full scale. Other-
wise the uncertainty component of the eccentricity test may
be too large for uncertainties close to full scale.

Repeatability Test
The test searches the difference between the results of sev-
eral weighings of the same load. The conditions should, as
far as possible, be identical. This applies to the handling of
the load and the instrument as well as environmental condi-
tions.
U.S. Pharmacopeia Convention’s Chapter 41 (briefly USP
41), official in late 2013, defines a new procedure for doing
the repeatability and minimum weight tests. CMX supports
calculating both the old Repeatability and Minimum Weight
tests and the new test according to USP 41. Which one is
used is defined in Weighing Instrument's Calibration Proce-
dure.

166  Calibrating Weighing Instruments CMX User Guide

 Weighing Test
This test is performed with at least five different test loads
distributed fairly evenly over the normal weighing range. The
purpose of this test is an appraisal of the performance of the
instrument over the whole weighing range.
For people more familiar with calibrating process instru-
ments, this test equals the typical “up/down” calibration of a
process instrument.

Minimum Weight Test

Minimum weight test (also known as: Minimum Weighing
Capability Test) determines the smallest weight the Weighing
Instrument is able to detect. This test is based on USP's
(United States Pharmacopeia) definition of Minimum Sample
Weight.
See also Repeatability Test above.

CMX User Guide Calibrating Weighing Instruments  167

 Sending Weighing Instruments to Manual Entry
Window or to a Pocket PC
Availability: Sending Weighing Instruments to the Manual Entry window
–– CMX Light or to a Pocket PC is done as any other kind of instruments.
 CMX Professional Similarly, receiving the results do not require any special du-
 CMX Enterprise
ties. Just do it as you have done for other kind of instru-
ments.
For more information of selecting/sending, see Selecting
Functions for Manual Entry and Sending Instrument Data
to the PocketPC.

Using Manual Entry

When entering calibration data of a Weighing Instrument, the
Manual Entry window’s result table adapts to the needs of
Weighing Instrument Calibration.
Select the type of calibration from the list on the left. Then
enter the results in the grid shown on the Results tab. Col-
umns with a gray background are read-only data. Depending
on your Calibration settings, you may have to select a
Weight Set and Weight(s) used in the calibration. More about
this in Basic Settings section’s chapter Calibration Op-
tions.
Also check the Calibration Date field and the Calibrated By
fields shown in the same tab. You can select one or two us-
ers as the ones that carried out the calibration. Additionally, if
a calibration certificate number is not automatically created,
a field for adding the certificate number is shown. Whether
the certificate number is automatically set by CMX or not, is
part of CMX’s configuration options. More of this in Basic
Settings section’s chapter Calibration Certificate Options.
Enter calibration related data (e.g. the environment tempera-
ture) into the Conditions tab.
The Procedure tab contains read-only data about the cali-
bration procedure, including possible instructions to guide
you through the calibration.

Field level information is available in the on-line help deliv-

ered with CMX.

168  Calibrating Weighing Instruments CMX User Guide

 Using a Pocket PC
Availability: This chapter describes how to calibrate a Weighing Instru-
–– CMX Light ment using a Pocket PC. For a more general description of
 CMX Professional
how to calibrate instruments using a Pocket PC see section
 CMX Enterprise
Pocket PC Interface.

Pocket PC’s list of sent

instruments does look the
same no matter what kind
of instruments are listed.
In the example picture,
the Position ID and
Function Name fields re-
veal that the two lower-
most items are Weighing
Instruments.
In the list of sent instru-
ments, tap on the instru-
ment you want to cali-
brate and a calibration
window opens. The cali-
bration window for Weigh-
ing Instruments is suited
for Weighing Instrument
Calibration needs.

By default CMX starts a

Weighing Instrument Cal-
ibration with an Eccen-
tricity Test. The current
Calibration Type can be
seen in the middle of the
screen (see the red el-
lipse in the adjacent pic-
ture).
You can change the Cali-
bration Type from the cal-
ibration window’s Tools
menu. Then, if any un-
saved data exists, CMX
asks you to confirm that
the current calibration is
aborted.
For each calibration point, the input field displays a target
value.

CMX User Guide Calibrating Weighing Instruments  169

 Click on the Weight Set button (the green circle in the picture
on the previous page) to select/check weights.
A window for selecting weights opens. First select a Weight
Set, then the suitable weights from the list of weights. This
window also includes a possibility to enter a Tare Weight for
Weighing Instruments that cannot be zeroed.
The Add. Weight field allows you to enter the additional
weight that was needed to change the least significant digit
in a digital Weighing Instrument.

When a weight (or sever-

al weights) is selected
and you close the window
for selecting weights, The
nominal or conventional
weight (depending on
your basic settings) is
shown in the framed Input
field. The same value is
copied as the Ideal output
value and the editable
output value (with the
Weighing Instrument’s
resolution taken into ac-
count).

Use the up/down navigation buttons to change the pre-

entered output value. Alternatively, use the "keyboard" that
opens from the lower right corner.

Notes.
Immediately to the left of the field where the output reading is en-
tered is an area for indicating/saving that the reading was unsta-
ble. Tap the area and the "unstable" symbol ( ) becomes visible.
For Weighing Test: Input values outside the calibration
point's Max. Deviation limit are indicated in red. This does
however not affect any calculations.
For Eccentricity, Repeatability, and Minimum Weight test, CMX
remembers the selected weights. Thus when you press [Next>],
you do not need to re-select the same weight(s). In Weighing
Test CMX lets you choose the weights during upscale calibra-
tion. During downscale calibration CMX pre-selects the weights
used for corresponding points in upscale calibration.
For situations where a Tare Weight is entered: Enter the
true reading (including both the calibration weights and the
Tare Weight). CMX automatically subtracts the Tare Weight
from the reading before performing any error and uncertainty
calculations.

170  Calibrating Weighing Instruments CMX User Guide

 Calibration Result View
After the calibration points are entered, the calibration result
window opens, There you are able to get an overview of the
calibration. If, e.g. an error occurred when entering the data
of a point and it is seen in the overview window, you can still
correct the mistake by tapping the [<Prev] button until you
see the point with the erroneous data. Correct the data and
tap the [Next>] button until you are back in the calibration
result window.

Remember to check
the Envir. tab for
entering the envi-
ronment data.
If automatic certifi-
cate number gen-
eration is disabled,
you are able to enter
the certificate num-
ber here.

CMX User Guide Calibrating Weighing Instruments  171

 Saving Results
You can save the results at any time, even if only part of the
data is entered. Then the results are saved as a partly done
repeat.

After the results are

saved in Pocket PC's
memory, first a dialog
opens telling you about
error related data as
when saving results in
CMX for Pocket PC in
general. See Saving Re-
sults in section Pocket
PC Interface.
Then CMX for Pocket PC
displays a list of calibra-
tions already done (the
table on the right).
It also allows you to se-
lect what type of calibra-
tion should be done next.

Notes.
You can do one As Found test (AsF) and one As Left test
(AsL) for Eccentricity, Repeatability, and Weighing tests. You
may however do several As Found and As Left Minimum
Weight tests.
After the first As Left test is saved, you may only do As Left
tests.

172  Calibrating Weighing Instruments CMX User Guide

Maintenance Inspection

General
Maintenance Inspection allows you to run check procedures
Availability: either according to IEC 60079-17 standard or by creating
–– CMX Light
custom check procedures. The checks and check procedure
 CMX Professional
 CMX Enterprise definitions are saved in CMX's database. When checks are
scheduled to be done, the checks are sent to a compatible
tablet with bmobiletm software. After the checks are done,
the results are returned to CMX and when needed forwarded
to an asset management software.
Beamex bmobiletm software is available at this address
(URL):
http://www.beamex.net/download/bMobile/
Note that downloading apps from unknown sources, i.e.
others than Google Play Store, must be enabled in your tab-
let.
Download the app and install it just like any Android App.
The tablet's requirements are:
 Android tablet, operating system version 4.4 (Kit-
Kat), or later.
 Recommended screen resolution: 1280 x 720 or
higher.
 Recommended screen size: 8 inch or higher.
 USB port, for communication with CMX.

Maintenance Inspection in CMX

All Checklist definitions are done in CMX. The following sub
chapters present how the Checklists are defined.

CMX User Guide Maintenance Inspection  173

 Function
When selecting a Function Template for a new Posi-
tion/Device that is meant to be a Checklist, select one of the
following templates:
 Checklist, includes a fully customizable Checklist
with three pre-entered checks.
 Checklist, IEC60079-17, Table 1. A pre-entered
Checklist according to IEC60079-17, Table 1. This
may be customized, if needed.
 Checklist, IEC60079-17, Table 2. A pre-entered
Checklist according to IEC60079-17, Table 2. This
may be customized too, if needed.
For a Checklist Function, the Quantity is CHECKLIST.

Procedure
Each procedure contains a single Checklist. A Checklist con-
sists of an unbounded amount of Checklist items. The
Checklist items may be arranged to unbounded amount of
groups. The picture below presents a Checklist consisting of
three Checklist items in a single group.

The following Checklist items may be used for editing/con-

figuring the Checklist, when procedure is in edit mode:
 All texts in italics in the picture above may be edited to
suit your needs.
 The group name may be edited by double-clicking on
the name ("Group 1" in the picture above).
 With the three check boxes (Passed, Failed and
Skipped) you may define what kind of changes dur-
ing the check procedure have to have a written note.
 The colorful round buttons to the right allows sorting,
adding and deleting checklist items and groups.

174  Maintenance Inspection CMX User Guide

 Sending Checklists to a Tablet
To send Checklists to a compatible tablet with bmobile soft-
ware installed, connect the tablet to a USB port in the com-
puter CMX is installed to.
Open the Send to Calibrator window and select USB as the
Protocol and bmobile as the Calibrator. The send procedu-
re is similar to sending any other instrument into a calibrator.
I this case, the tablet is the "calibrator" and the Checklist is
the "instrument".

Receiving Checklist Results from a Tablet

Just open the Send to Calibrator window and select USB
as the Protocol and bmobile as the Calibrator. The receive
procedure is similar to receiving any other instrument from a
calibrator. I this case, the tablet is the "calibrator" and the
Checklist is the "instrument".

Viewing Checklist Results

The result view looks like procedure properties window with
additional passed/failed status for each check and also the
master pass/fail status.

Checklist Reports
Reports for checklists include instrument data as presented
in regular certificates. The checklist results are shown below
in table format.

CMX User Guide Maintenance Inspection  175

Maintenance Inspection in a Tablet
The requirements for a tablet is presented in this section's
chapter General, on page 173.
Additionally, the tablet must include Beamex bmobiletm
software, provided by Beamex.

Installing bmobile software to a tablet

Beamex bmobiletm software is available at this address
(URL):
http://www.beamex.net/download/bMobile/
Note that downloading apps from unknown sources, i.e.
others than Google Play Store, must be enabled in your tab-
let.
Download the app and install it just like any Android App.

Working with a Tablet

Start bmobile by tapping the icon shown in the adja-
cent picture. Use the All Apps view to locate the icon.

Checklists
bmobile opens in Home View (Checklist). It presents all
Checklists sent from CMX. The icons in front of checklists
describe the status of the each checklist:
In Progress, i.e. currently going through the
checks that are part of this check list.
Open, which means this check list hasn't been run
through as yet.
Failed, i.e. the checklist has been run through and
master pass/fail status is "Failed".
Passed, i.e. the checklist has been run through
and the master pass/fail status is "Passed".
To run through a checklist, tap on it.

Note.
bmobile's Home View includes tools for sorting and filtering
checklists. Open bmobile's help file for detailed information
on the available options.

176  Maintenance Inspection CMX User Guide

 Doing the Checks
When you tap on a checklist in bmobile's Home View, the
current checklist's window opens with Description tab se-
lected.
All items to be checked, and the possible groups the checks
belong to, are listed in the Checklist tab.
The Details tab presents the results and allows you to add
tester name and environment related data. They need not be
entered before the actual test, because after the tests are
done you return to the Details tab.
The Start link at the bottom of the Description tab page
starts the checklist run.

During the checklist run each check is presented with the

possibility to enter the test's status as Pass, Fail or Skip. As
long as you are not pressing the Next link, you are able to
change the status.

When the last point of the checklist run is done, the current
checklist window's Details tab is opened.
The Details tab allows you to select tester, add environmen-
tal information and enter master Pass or Fail status to the
test.

Notes.
Previously not existing testers cannot be added into bmo-
bile, but you can select one of the available testers sent from
CMX.
Working hours are entered for each tester in the pop-up win-
dow for adding testers. The Details tab presents the total
hours as read-only data.

CMX User Guide Maintenance Inspection  177

178  Maintenance Inspection CMX User Guide
Work Order Handling

General
Enhanced Work Order Handling is an option in CMX. To fully
Availability: utilize it, an ERP (Enterprise Resource Planning) or CMMS
–– CMX Light
(Computerized Maintenance Management System) software
 CMX Professional
 CMX Enterprise together with Beamex® Business Bridge software should
be part of the system. The latter does the communication be-
tween the ERP/CMMS and CMX.
Enhanced Work Order Handling eliminates re-typing calibra-
tion data/information to an ERP/CMMS software. Business
Bridge takes care of transferring information between CMX
and ERP/CMMS software.

CMX's Basic Work Order Handling

CMX has had, even from the beginning, basic non-optional
work order handling for Positions. You can manually enter a
work order to a Position.
However, with basic work order handling, there is no possi-
bility to automatically reply from CMX back to the
ERP/CMMS software. When the calibration/calibrations are
done, the Work order has to be manually set to "Done" in the
ERP/CMMS software.

CMX User Guide Work Order Handling  179

 CMX's Enhanced Work Order Handling
CMX's Enhanced Work Order Handling option makes CMX's
work order handling more useful, especially when working
with CMX in conjunction with ERP/CMMS software. Business
Bridge software provides a transfer channel for sharing in-
strument, work order and basic calibration data between
CMX ERP/CMMS software.
When CMX's Enhanced Work Order Handling option is ac-
tive, the following fields are shown among instrument's Cali-
bration Procedure data:
 Work Order Number,
 Work Order State,
 Work Order Start Date and
 Work Order End Date.
Work Order State field has four possible states:
 Not Available, (Currently no work order assigned),
 Open, (Work order assigned, but not calibrated, yet),
 Done (Calibration done) and
 Cancel (Calibration cancelled).
Business Bridge changes the Work Order State automati-
cally based on information from ERP/CMMS software and
CMX:
 When a Work Order is entered into ERP/CMMS soft-
ware, Business Bridge communicates the Work Or-
der Number, Work Order Start Date and Work Or-
der End Date.
Additionally: the Work Order State is set to state
Open in CMX.
 When a calibration is done or canceled in CMX, Busi-
ness Bridge communicates state Done or Cancel to
ERP/CMMS software, then automatically changes the
Work Order State in CMX to Not Available and
clears the Work Order Number, Work Order Start
Date and Work Order End Date fields.
Depending on settings on Options window's General page,
the state change from Open to Done is changed either man-
ually or automatically in CMX.
When needed, the Work Order State may be manually
changed to Cancel from the pop-up menu available in Tree
views. See also Changes in CMX User Interface, on page
182.

180  Work Order Handling CMX User Guide

 Notes.

Depending on your Business Bridge settings, the Work Or-

der Number sent from ERP/CMMS can be located in a Pro-
cedure's Work Order Number field and/or in a Position's
Work Order Number field.

Free Devices do not have a Work Order Number field on

their Device page. If you want to see the Work Order Num-
ber in the Device page, consult Beamex's support. Remem-
ber that the Work Order Number can be assigned to be seen
on free Device's Procedure page.

If a work order message from an ERP/CMMS software con-

tains both the Position ID and the Function abbreviation, only
the matching Function's Calibration Procedure will receive
the Work Order

If a work order message from an ERP/CMMS software con-

tains the Position ID only, Position's all Functions / Calibra-
tion Procedures will receive the Work Order.

Work Order Start Date and Work Order End Date are not
obligatory fields. They may also be empty fields.

If the start dates and/or end dates vary for a multiple instru-
ment work order, the earliest date is shown with a tilde (~) in
front to the date.

CMX User Guide Work Order Handling  181

 Changes in CMX User Interface
When Enhanced Work Order Handling is Active, CMX's main
window includes an additional tab beside the Position tree
and the Plant Structure tree: Work Orders tree.

If any work orders are active, the pop-up menu on Procedure

level includes a sub-menu for changing the Work Order's
state:
 Complete Work Order sets a Function's Work Order
State to "Done". This is useful, especially, when the
state is changed manually. Note that changing the
state from "Open" to "Done" requires that the calibra-
tion is done.
 Cancel Work Order sets a Function's Work Order
State to "Cancelled".

Notes.

A Work Order item in the Work Orders tree has no property

data. It is a virtual element in the tree structure.

The Work Order sub-menu is also available in Devices, Posi-

tions and Plant Structure Trees.

Remember to Cancel/Complete all Functions/Procedures be-

ing part of a Work Order. Otherwise, Business Bridge does
not forward the data to ERP/CMMS.

182  Work Order Handling CMX User Guide

 Settings in CMX Options
In CMX's main window, select Tools, Options to edit En-
hanced Work Order Handling options.

Among all other general options, the following options are

part of Enhanced Work Order Handling
 Enhance Work Order Handling enables/disables the
Enhanced Work Order Handling feature.
 Automatically Update Work Order State
When checked and when all Work Order related cali-
brations are done/approved, CMX changes Work Or-
der State to "Done". Then Business Bridge software
sends the Work Order State to ERP/CMMS software.
 Work Order State change is allowed when calibra-
tion is…
This is read only information received from Business
Bridge software. Available options:
o Saved. CMX sets the Work Order State to
"Done" when all required calibrations are saved.
o Approved. CMX sets the Work Order State to
"Done" when all required calibrations are ap-
proved in CMX.

CMX User Guide Work Order Handling  183

Calibration Using Enhanced Work Order Handling
When calibrations are done using Enhanced Work Order
Handling, everything starts from your ERP/CMMS software.
The work order is created in and ERP/CMMS software,
transferred to CMX using Business Bridge software.
The actual calibrations are done just as always, nothing new
there. The Work Order State changes according to CMX's
settings:
 If the Work Order State is set to be automatically
updated, the state is set to "Done".
 If the Work Order State is set to be manually updat-
ed, a dialog opens when the calibrations are
saved/approved asking whether the state should be
changed to "Done".
Then Business Bridge transfers data to your ERP/CMMS
software, specifying the work order is done.

Note.
The pop-up menu described in chapter Changes in CMX
User Interface, on page 182, allows you to change the
Work Order State, when necessary.

184  Work Order Handling CMX User Guide

Special Situations
This chapter presents Enhanced Work Order related special
situations.

Cancelling a Work Order in CMX

Sometimes there is a need to cancel a calibration. This can
be done in CMX using the pop-up menu presented in chapter
Changes in CMX User Interface, on page 182.
If an instrument has already been calibrated, you can still
cancel it, provided the full work order is not yet set to "Done".
Then Business Bridge communicates the value "Aborted",
for that particular instrument, to ERP/CMMS software.

Emergency Calibration
An emergency calibration means that there is an acute need
to calibrate an instrument but there is no time or no means to
create a work order in the ERP/CMMS software first. CMX
supports emergency calibrations as follows:
 Do the calibration normally and save the results in CMX's
database.
 Afterwards, in ERP/CMMS software:
Create a Work Order Number and set the Work Order
Start Date to a date prior to the moment the emergency
calibration was performed. Send the work order to CMX.
 A person with Calibration - Modify permission edits the
instrument's results to add the Work Order Number sent
from ERP/CMMS software to the calibrated instrument's
Calibration Result page.
 Depending on Work Order State's update settings in
CMX, the state is either set to "Done" automatically or
CMX asks you whether to update the state or not.
 When the Work Order State is "Done", Business Bridge
communicates the Work Order Number and the Work
Order State "Done" to the ERP/CMMS software.
This allows doing emergency calibrations without a pre-made
work order. However, the work order state will still be includ-
ed afterwards to ERP/CMMS software just as for "normal"
calibrations.

Note.
Emergency calibration of free devices is not supported.

CMX User Guide Work Order Handling  185

Pocket PC and Enhanced Work Order Handling
Enhanced Work Order Handling option is included in CMX
for Pocket PC option as follows:
 You switch to Work Order Mode from CMX for Pock-
et PC's Tools menu. The same menu is used for re-
turning to "normal mode".
 In Work Order Mode, the work orders are listed ac-
cording to the current sort order (set in Sort menu).
Any instruments sent to Pocket PC that are not part of
any work order are listed after the work orders.
 When selecting a work order, the instrument being
part of that particular work order are shown. To return
to the Work Order list, select Back from the menu bar.

Note.
While in Work Order Mode: Group calibration is possible for
instruments belonging to the same work order only. To do
group calibration for a group of instruments not being part of
the same work order, use "normal mode".

186  Work Order Handling CMX User Guide

CMX Database Manager

General
CMX Database Manager is a tool for doing backups of your
databases as well as restoring databases using a backup da-
tabase as the source. Additionally you can also in-
stall/uninstall, create and copy CMX databases.
Note that certain CMX Database Manager features are not
available in CMX Light.

Warning!
CMX Database Manager should be used by experienced
database and database server users. Using this tool
without knowing what you are doing may result in loss
of valuable data.

CMX User Guide CMX Database Manager  187

Starting CMX Database Manager
CMX Database Manager is installed in the same folder as
CMX. Look for BxbDatabaseSetup.exe.
The next chapters describe the use of the Database Manag-
er.

Note.
Start the CMX Database Manager in same computer where
the CMX database server is.

Server Connection
The upper part of CMX Database Manager’s window con-
tains server connection data. The data is pre-entered as
needed for CMX. If you log into another server, you need to
enter the server login and password accordingly. Click Log-
in, to log into the server.

Note.
CMX Database Manager includes a possibility utilize either
SQL Server Authentication (default) or Windows Authen-
tication. Use the Authentication selection list to choose the
one you want.

The following sub chapters describe the functionality of the

lower part of the window.

Backup and Restore a Database

Select the database to be backed up or restored from the
Database Name list.
When making a backup copy of a CMX database, the back-
up file is named as the original file with the addition of the
backup date (format: _yyyy-mm-dd_hh-mm). The path and
the backup file name is editable but we recommend you use
the default values.
To restore a database, first select the backup database to be
used for restoring and then click the Restore button.

188  CMX Database Manager CMX User Guide

 Notes.

Making database backups is highly recommended. It

minimizes data loss in case of power failure, network prob-
lems etc.

CMX Database Manager must be run locally on the comput-

er where the database is located, you can not, e.g. restore a
database remotely (via the network) to another computer.

If you get the following error message when restoring a

backup file:
"Restore failed for server
'computer name'\CMXSQLEXPRESS",
it means you are trying to restore backup file that is located
in a path the SQL server does not have permissions to. An
example is the desktop. Each user may copy files etc. to
their own desktop, but the SQL server does not have per-
missions to the desktop.
Copy the backup file to, e.g. the root of the C:\ disk. Then re-
try.

Database backup and restore is not possible if the same da-

tabase is in use in CMX. Close CMX before starting backup
or restore procedures.

CMX User Guide CMX Database Manager  189

 Installing and Uninstalling a Database
CMX is shipped with two databases. The installed databases
depend on the installed CMX version.
In CMX Light:
 CMX_Light_Database, an empty database for
creating your own database.
This database is available when the License Key is
installed.
 CMX_Light_Demo_Database, a demo database
to see how the user interface looks like with some
data added to the database. Maximum amount of
positions/devices: 15.
This database is available when the License Key is
not in place.
In CMX Professional and Enterprise:
 CMX_Demo_Database, a demo database to see
how the user interface looks like with some data
added to the database. This is the default data-
base when CMX is started for the first time after
installation.
 CMX_Database, an empty database for creating
your own database. When needed, you may
switch to this database as described in section
Starting CMX, chapter Opening a Database.
If you want to either uninstall or re-install one of the data-
bases, use the tools found in the second tab.
First select which database you want to work with and then
select the button that suits your needs (Uninstall/Detach or
Install/Attach).

Notes.
Uninstalling a Database is not possible if the same database
is in use in CMX. Close CMX before starting the uninstall
procedure.
If you have entered your own data into either of the da-
tabases shipped with CMX, uninstalling that database
results in data loss!

190  CMX Database Manager CMX User Guide

 Creating a New Database
Availability: Allows you to create an all new (empty) CMX database. Give
–– CMX Light the new database a name. Standard Windows® file naming
 CMX Professional
conventions apply, except that you do not need to enter the
 CMX Enterprise
file extension. Then click the Create button.
Taking the new database into use depends on the type of
CMX software you have.
 In CMX Enterprise or CMX Professional with the
floating server license option you first need to
add the database to the CMX Application Server.
Open the Application Server from the icon found
in the system tray ( ). Enter the following menu
commands in the Application Server window:
Tools, Database Settings.
During login CMX offers to connect to the latest database
used. To switch database, select another (host and) data-
base from the login window.
Alternatively, when CMX is already running, use the main
window's menu to select:
 File, Database in CMX Professional without the
floating server license option or
 File, Host in CMX Enterprise or CMX Profes-
sional floating server license option. Then enter
required information to log into another database.

Copying a Database
Availability: This feature allows you to copy a backup database and cre-
–– CMX Light ate a new CMX database of it.
 CMX Professional
 CMX Enterprise
Give the new database a name. Standard Windows® file
naming conventions apply, except that you do not need to
enter the file extension. Then click the Copy button.
See the end of chapter Creating a New Database for infor-
mation on how to take use of the copied (new) database.

CMX User Guide CMX Database Manager  191

 Deleting a Database
Availability: Select the database to be deleted from the list provided.
–– CMX Light Click the Delete button to do it.
 CMX Professional
 CMX Enterprise

Note.
There is no way of retrieving a deleted database. Perform
the delete only if you are sure that the database to be delet-
ed is no longer of use at all.

Moving a Database
Select the database to be moved and the destination server.
You may also rename the database to be moved.

Note.
The source and destination databases have to be in the
same computer when moving. If not, use CMX Database
Manager's Backup and Restore tools.

The Move utility includes a possibility to utilize either SQL

Server Authentication (default) or Windows Authentica-
tion. Use the Authentication selection list to choose the one
you want.

192  CMX Database Manager CMX User Guide

Additional Information

General
This section includes additional information not related to
CMX alone, but useful when working with calibrators com-
municating with CMX.

Calibrators and USB Communication

This chapter applies to Beamex calibrators that use USB
communication when connected to a computer. This descrip-
tion is general, so check the calibrator's own manual for pos-
sible detailed information.
The first time you connect a calibrator to a computer, using
the USB cable delivered with the calibrator, Windows' Found
New Hardware Wizard initializes wanting to install a device
driver.

CMX User Guide Additional Information  193

 The driver is available in the following locations:
 In the folder where CMX is installed.
Default path: C:\Program Files\CMX.
 On CMX Calibration Maintenance Management soft-
ware installation media. Path: X:\Drivers\USB Driv-
ers.
 On a CD-ROM called Beamex Integrated Calibra-
tion Solutions shipped with the calibrator.
Path: X:\Product related\Calibrator\Drivers.
 At Beamex's web site (http://www.beamex.com/).
Look for downloads. The driver may be part of the cal-
ibrator's software update package or separately avail-
able. Check the web page's description.

Installing the driver for Windows® Vista and Windows® 7:

Select option Locate and install driver software. In the
next window, select Don't search online, then Browse my
computer for driver software. Next browse to the location
where the driver is. See also notes further on.

194  Additional Information CMX User Guide

 Installing the driver for Windows® 8, Windows Server
2012 and later:
If the USB drivers have been installed during CMX's installa-
tion, the drivers are automatically available when a calibrator
is connected to the computer.
If the drivers weren't installed during CMX's installation, they
have to be installed manually as follows:
 Connect the calibrator to the computer's USB port.
 Open Device Manager. It can be opened, e.g. by
clicking the mouse's secondary button above the Win-
dows logo.
 In the Device Manager, open the Other devices list
and click the mouse's secondary button above a
Beamex calibrator.
 Select Update Driver Software form the pop-up
menu.
 Select Browse my computer for driver software in
the opened window.
To avoid further questions by the operating system, check
the Always trust software from "Beamex Oy Ab" setting in
the next dialog.

CMX User Guide Additional Information  195

 Notes.

The driver has been tested in 64 bit versions of the recom-

mended operating systems for CMX Client installation.

Windows may warn that the driver is not digitally signed.

Please ignore this warning and proceed with the installation.
If your system administrator has not allowed using drivers
without digital signature you must ask him to allow it.

196  Additional Information CMX User Guide

Absolute Pressure Measurement and Uncertainty
Calculation
Absolute Pressure Measurement uses two pressure modules
simultaneously: a gauge pressure module and a barometric
module. The total uncertainty of that kind of measurement is
a combination of the uncertainties of both modules used in
the calibration.
There's a catch in how CMX calculates the total uncertainty
of an absolute pressure, but first we need to know what kind
of pressure modules Beamex offers:
By default, Beamex calibrators use external pressure mod-
ules as follows:
 High Accuracy EXT(-IS) modules in
MC5, MC5-IS and MC5P.
 Standard Accuracy EXT-s(-IS) modules in
MC2, MC2-IS, MC4 (and MC3).
The 1 year uncertainties of available external and internal
barometric modules are as follows:
 High Accuracy EXT B:
0.05 kPa / 0.5 mbar / 0.0073 psi
 High Accuracy Internal Barometric Module used in
MC5, MC5-IS and MC5P:
0.05 kPa / 0.5 mbar / 0.0073 psi
 Standard Accuracy Internal Barometric Module
used in
MC2, MC2-IS, MC4 (and MC3):
0.1 kPa / 1 mbar / 0.0146 psi
CMX's catch is that it assumes that the barometric module is
of the same type as the gauge module.
So, if you are consistent with the use of pressure modules,
i.e. you measure absolute pressure using a High Accuracy
barometric module together with a High Accuracy gauge
pressure module or a Standard Accuracy barometric module
together with a Standard Accuracy gauge pressure module,
you'll be fine. The uncertainty calculation works as it should.
But if you combine pressure module types when you meas-
ure absolute pressure, the uncertainty of the barometric
module is assumed wrongly. Thus, depending on the combi-
nation, the total uncertainty is either 0.05 kPa (or 0.5 mbar /
0.0073 psi) too good or too poor.

CMX User Guide Additional Information  197

 Examples:
1. A High Accuracy EXT2C gauge module is used in an
MC4 with a Standard Accuracy Internal Barometric
Module.
Then CMX assumes that the barometric module is a
High Accuracy module too and uses a too good accu-
racy component when calculating the total uncertainty.
You should add 0.05 kPa (or 0.5 mbar / 0.0073 psi) to
the total uncertainty.
2. A High Accuracy EXT B barometric module is used
in an MC4 with a Standard Accuracy Internal Gauge
Module.
Then CMX assumes that the barometric module is a
standard accuracy module too and uses a too poor
accuracy component when calculating the total uncer-
tainty. You should subtract 0.05 kPa (or 0.5 mbar /
0.0073 psi) from the total uncertainty.
3. A Standard Accuracy EXT2C-s gauge module is
used in an MC5 with a High Accuracy Internal
Gauge Module.
Then CMX assumes that the barometric module is a
standard accuracy module too and uses a too poor
accuracy component when calculating the total uncer-
tainty. You should subtract 0.05 kPa (or 0.5 mbar /
0.0073 psi) from the total uncertainty.

Note.
If absolute pressure is always measured using the same pair
of standard accuracy and high accuracy modules, consider
editing the absolute pressure measuring range specifications
for that particular gauge module. The field in question is
Constant Error. More of specifications in chapters Adding
Module Ranges and Calibrator Module Range Fields.
When performing this customization, you should record the
change for future needs. If you later on purchase more pres-
sure modules / calibrators and maybe use a different combi-
nation to measure absolute pressure, you need to assure the
specifications are valid for that combination.

198  Additional Information CMX User Guide

Temperature Blocks and CMX
When calibrating temperature instruments using Beamex'
Temperature Blocks, such as FB Field Temperature Block
series and MB Metrology Temperature Block series, there
are some issues to be taken into account. Here's a brief de-
scription of them.

Specifications of Temperature Blocks

The specifications of Temperature Blocks are divided into
several components as follows:

Component Description
Display Accuracy The specification of the internal
measurement.
Stability The instability of the block's temper-
ature
Axial Uniformity The vertical temperature gradient in
the block
Radial Uniformity The horizontal temperature gradient
in the block
Load Effect Measurement probe(s) leaking heat
to/from the block to the ambient
Hysteresis The variation in readouts when
reaching a certain temperature from
highter or lower temperatures
Reference Connection From reading the reference sensor
connected to the Temperature Block

Notes.
Not all components are valid in all applications using a Tem-
perature Block.
Detailed specification data is in the Temperature Block's Us-
er Guide.

CMX User Guide Additional Information  199

 Specifications of Temperature Blocks in CMX
In CMX, the uncertainty for a certain calibrator's/module's
(sub-)range is saved as a Constant Error and a possible Rel-
ative Error, % of Reading. For Temperature Blocks, the Con-
stant Error and Relative Error are combined from applicable
components presented in chapter Uncertainties of Temper-
ature Blocks. The possible methods of use are as follows:

Method 1:
Temperature Block With Internal Temperature
Measurement
A Temperature Block is used for creating the necessary tem-
perature and the Temperature Block's internal temperature
sensor is used for measuring the Block's temperature. The
Input Method setting of the instrument to be calibrated is
“Controlled/Measured” and no external reference sensor is
connected to the calibrator or the Temperature Block.
The following specification components of the Temperature
Block are combined in CMX's Constant Error and Relative
Error data:
 Display Accuracy
 Stability
 Axial Uniformity
 Radial Uniformity
 Load Effect
 Hysteresis

Method 2:
Reference Sensor Connected to R-type Temperature
Block
An R-type Temperature Block controls the temperature and a
reference sensor connected to the Temperature Block is
used for measuring the temperature. The Input Method set-
ting of the instrument to be calibrated is “Con-
trolled/Measured”.
In this case, the following specification components of the R-
type Temperature Block are combined in CMX's Constant Er-
ror and Relative Error data:
 Stability
 Axial Uniformity
 Radial Uniformity
 Load Effect
 Reference Connection

200  Additional Information CMX User Guide

 In modern calibrators, communicating with a Temperature
Block, you may define the used reference sensor model.
When receiving calibration results to CMX, the reference
sensor and, when applicable, its specifications are included
with calibration result data. Also: The Temperature Block's
specifications, as presented above, are included with calibra-
tion result data. See also note below.

Note.
For Beamex smart sensors, the specifications are already
available in CMX. For other sensors and devices, the model
and its specifications need to be added to CMX's database
prior to using them in calibrations.

Method 3:
Reference Sensor Connected to an External Device
Temperature Block controls the temperature and an external
reference sensor is in the block, but the sensor is connected
to an external temperature measuring device. The Input
Method setting of the instrument to be calibrated is “Con-
trolled”.
In this case, the following specification components of the
Temperature Block are combined in CMX's Constant Error
and Relative Error data:
 Stability
 Axial Uniformity
 Radial Uniformity
 Load Effect

There are two possibilities for the reference sensor connec-

tion:
A. The reference sensor is connected to the calibrator.
B. The reference sensor is measured using a third party de-
vice.
In modern calibrators, communicating with a Temperature
Block, you may define the used reference sensor model and,
when applicable, the third party device model used for
measuring the reference sensor. When receiving calibration
results to CMX, the reference sensor, the third party device
and, when applicable, their specifications are included with
calibration result data. Also: The Temperature Block's speci-
fications, as presented above, are included with calibration
result data. See also note in method 2.

CMX User Guide Additional Information  201

 How the Temperature Block's accuracy specifications
are converted to uncertainty data in CMX
Equation:

Where:
utb is the standard uncertainty of a Temperature
Block.
DA is the Display Accuracy specification.
Zero when using methods 2 and 3.
St is the Stability specification.
AU is the Axial Uniformity specification.
RU is the Radial Uniformity specification.
LE is the Load Effect specification.
Hy is the Hysteresis specification.
Zero when using methods 2 and 3.
RC is the Reference Connection specification.
Zero when using methods 1 and 3.

Notes.
All specifications have a rectangular probability distribution.
That is why they are divided by the square root of three.
In CMX, the uncertainties are saved as expanded uncertain-
ties, i.e. the standard uncertainties are multiplied by two.

202  Additional Information CMX User Guide

CMX User Guide Additional Information  203
Third Party Licenses

General
party libraries included in CMX, CWSI Server
CMX, CWSI Server and CWSI Client include a
and CWSI Client is provided further on. By ac-
number of third-party libraries that are used to
cepting the terms of the Beamex software li-
provide certain features. Additional copyright and
cense agreement, You also accept the third par-
legal notices and license terms applicable to the
ty terms.
third-party libraries may apply. A list of the third-

Third-Party Licenses Used in CMX, CWSI Server and CWSI Client

protobuf-net
Copyright(C) 2008 Marc Gravell. The core Protocol Buffers technology is provided
courtesy of Google. At the time of writing, this is
Licensed under the Apache License, Version 2.0
released under the BSD license. Full details can
(the "License"); you may not use this file except
be found here:
in compliance with the License. You may obtain
a copy of the License at http://code.google.com/p/protobuf/
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in
writing, software distributed under the License is
distributed on an "AS IS" BASIS, WITHOUT
WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License
for the specific language governing permissions
and limitations under the License

Third-Party Licenses Used in CMX and CWSI Client

Automapper
Copyright(C) 2010 Jimmy Bogard. THE SOFTWARE IS PROVIDED "AS IS",
WITHOUT WARRANTY OF ANY KIND,
Permission is hereby granted, free of charge, to
EXPRESS OR IMPLIED, INCLUDING BUT NOT
any person obtaining a copy of this software and
LIMITED TO THE WARRANTIES OF
associated documentation files (the "Software"),
MERCHANTABILITY, FITNESS FOR A
to deal in the Software without restriction, includ-
PARTICULAR PURPOSE AND
ing without limitation the rights to use, copy,
NONINFRINGEMENT. IN NO EVENT SHALL
modify, merge, publish, distribute, sublicense,
THE AUTHORS OR COPYRIGHT HOLDERS
and/or sell copies of the Software, and to permit
BE LIABLE FOR ANY CLAIM, DAMAGES OR
persons to whom the Software is furnished to do
OTHER LIABILITY, WHETHER IN AN ACTION
so, subject to the following conditions:
OF CONTRACT, TORT OR OTHERWISE,
The above copyright notice and this permission ARISING FROM, OUT OF OR IN
notice shall be included in all copies or substan- CONNECTION WITH THE SOFTWARE OR
tial portions of the Software. THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

204  Additional Information CMX User Guide

Json.NET
Copyright (c) 2007 James Newton-King THE SOFTWARE IS PROVIDED "AS IS",
WITHOUT WARRANTY OF ANY KIND,
Permission is hereby granted, free of charge, to
EXPRESS OR IMPLIED, INCLUDING BUT NOT
any person obtaining a copy of this software and
LIMITED TO THE WARRANTIES OF
associated documentation files (the "Software"),
MERCHANTABILITY, FITNESS FOR A
to deal in the Software without restriction, includ-
PARTICULAR PURPOSE AND
ing without limitation the rights to use, copy,
NONINFRINGEMENT. IN NO EVENT SHALL
modify, merge, publish, distribute, sublicense,
THE AUTHORS OR COPYRIGHT HOLDERS
and/or sell copies of the Software, and to permit
BE LIABLE FOR ANY CLAIM, DAMAGES OR
persons to whom the Software is furnished to do
OTHER LIABILITY, WHETHER IN AN ACTION
so, subject to the following conditions:
OF CONTRACT, TORT OR OTHERWISE,
The above copyright notice and this permission ARISING FROM, OUT OF OR IN
notice shall be included in all copies or substan- CONNECTION WITH THE SOFTWARE OR
tial portions of the Software. THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

OpenNETCF Desktop Communication Library

Copyright (c) 2005-2009 OpenNETCF Consult- THE SOFTWARE IS PROVIDED "AS IS",
ing, LLC WITHOUT WARRANTY OF ANY KIND,
EXPRESS OR IMPLIED, INCLUDING BUT NOT
Permission is hereby granted, free of charge, to
LIMITED TO THE WARRANTIES OF
any person obtaining a copy of this software and
MERCHANTABILITY, FITNESS FOR A
associated documentation files (the "Software"),
PARTICULAR PURPOSE AND
to deal in the Software without restriction, includ-
NONINFRINGEMENT. IN NO EVENT SHALL
ing without limitation the rights to use, copy,
THE AUTHORS OR COPYRIGHT HOLDERS
modify, merge, publish, distribute, sublicense,
BE LIABLE FOR ANY CLAIM, DAMAGES OR
and/or sell copies of the Software, and to permit
OTHER LIABILITY, WHETHER IN AN ACTION
persons to whom the Software is furnished to do
OF CONTRACT, TORT OR OTHERWISE,
so, subject to the following conditions:
ARISING FROM, OUT OF OR IN
The above copyright notice and this permission CONNECTION WITH THE SOFTWARE OR
notice shall be included in all copies or substan- THE USE OR OTHER DEALINGS IN THE
tial portions of the Software. SOFTWARE.

WebSocket4Net
Copyright(C) 2014 Kerry Jiang. Unless required by applicable law or agreed to in
writing, software distributed under the License is
Licensed under the Apache License, Version 2.0
distributed on an "AS IS" BASIS, WITHOUT
(the "License"); you may not use this file except
WARRANTIES OR CONDITIONS OF ANY
in compliance with the License. You may obtain
KIND, either express or implied. See the License
a copy of the License at
for the specific language governing permissions
http://www.apache.org/licenses/LICENSE-2.0 and limitations under the License

CMX User Guide Additional Information  205

Third-Party Licenses Used in CWSI Server and CWSI Client
CommonServiceLocator
make, have made, use, sell, offer for
Copyright(C) 2008 CommonServiceLocator
sale, import, and/or otherwise dispose
Open Source Project.
of its contribution in the software or de-
Microsoft Public License (Ms-PL) rivative works of the contribution in the
software.
This license governs use of the accompanying
software. If you use the software, you accept this 3. Conditions and Limitations
license. If you do not accept the license, do not
(A) No Trademark License- This license
use the software.
does not grant you rights to use any
1. Definitions contributors' name, logo, or trade-
marks.
The terms "reproduce," "reproduction," "de-
(B) If you bring a patent claim against any
rivative works," and "distribution" have the
contributor over patents that you claim
same meaning here as under U.S. copy-
are infringed by the software, your pa-
right law.
tent license from such contributor to
the software ends automatically.
A "contribution" is the original software, or
any additions or changes to the software. (C) If you distribute any portion of the soft-
ware, you must retain all copyright, pa-
A "contributor" is any person that distributes tent, trademark, and attribution notices
its contribution under this license. that are present in the software.
(D) If you distribute any portion of the soft-
"Licensed patents" are a contributor's pa-
ware in source code form, you may do
tent claims that read directly on its contribu-
so only under this license by including
tion.
a complete copy of this license with
2. Grant of Rights your distribution. If you distribute any
portion of the software in compiled or
(A) Copyright Grant- Subject to the terms
object code form, you may only do so
of this license, including the license
under a license that complies with this
conditions and limitations in section 3,
license.
each contributor grants you a non-
exclusive, worldwide, royalty-free copy- (E) The software is licensed "as-is." You
right license to reproduce its contribu- bear the risk of using it. The contribu-
tion, prepare derivative works of its tors give no express warranties, guar-
contribution, and distribute its contribu- antees or conditions. You may have
tion or any derivative works that you additional consumer rights under your
create. local laws which this license cannot
change. To the extent permitted under
(B) Patent Grant- Subject to the terms of
your local laws, the contributors ex-
this license, including the license con-
clude the implied warranties of mer-
ditions and limitations in section 3,
chantability, fitness for a particular pur-
each contributor grants you a non-
pose and non-infringement.
exclusive, worldwide, royalty-free li-
cense under its licensed patents to

log4net
Copyright(C) 2004-2013 Apache Software Unless required by applicable law or agreed to in
Foundation. writing, software distributed under the License is
distributed on an "AS IS" BASIS, WITHOUT
Licensed under the Apache License, Version 2.0
WARRANTIES OR CONDITIONS OF ANY
(the "License"); you may not use this file except
KIND, either express or implied. See the License
in compliance with the License. You may obtain
for the specific language governing permissions
a copy of the License at
and limitations under the License.
http://www.apache.org/licenses/LICENSE-2.0

206  Additional Information CMX User Guide

MVVM Light Toolkit
Copyright (c) 2009 - 2014 Laurent Bugnion THE SOFTWARE IS PROVIDED "AS IS",
WITHOUT WARRANTY OF ANY KIND,
Permission is hereby granted, free of charge, to
EXPRESS OR IMPLIED, INCLUDING BUT NOT
any person obtaining a copy of this software and
LIMITED TO THE WARRANTIES OF
associated documentation files (the "Software"),
MERCHANTABILITY, FITNESS FOR A
to deal in the Software without restriction, includ-
PARTICULAR PURPOSE AND
ing without limitation the rights to use, copy,
NONINFRINGEMENT. IN NO EVENT SHALL
modify, merge, publish, distribute, sublicense,
THE AUTHORS OR COPYRIGHT HOLDERS
and/or sell copies of the Software, and to permit
BE LIABLE FOR ANY CLAIM, DAMAGES OR
persons to whom the Software is furnished to do
OTHER LIABILITY, WHETHER IN AN ACTION
so, subject to the following conditions:
OF CONTRACT, TORT OR OTHERWISE,
The above copyright notice and this permission ARISING FROM, OUT OF OR IN
notice shall be included in all copies or substan- CONNECTION WITH THE SOFTWARE OR
tial portions of the Software. THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

Third-Party Licenses Used in CWSI Server

Fleck
Copyright (c) 2010-2014 Jason Staten THE SOFTWARE IS PROVIDED "AS IS",
WITHOUT WARRANTY OF ANY KIND,
Permission is hereby granted, free of charge, to
EXPRESS OR IMPLIED, INCLUDING BUT NOT
any person obtaining a copy of this software and
LIMITED TO THE WARRANTIES OF
associated documentation files (the "Software"),
MERCHANTABILITY, FITNESS FOR A
to deal in the Software without restriction, includ-
PARTICULAR PURPOSE AND
ing without limitation the rights to use, copy,
NONINFRINGEMENT. IN NO EVENT SHALL
modify, merge, publish, distribute, sublicense,
THE AUTHORS OR COPYRIGHT HOLDERS
and/or sell copies of the Software, and to permit
BE LIABLE FOR ANY CLAIM, DAMAGES OR
persons to whom the Software is furnished to do
OTHER LIABILITY, WHETHER IN AN ACTION
so, subject to the following conditions:
OF CONTRACT, TORT OR OTHERWISE,
The above copyright notice and this permission ARISING FROM, OUT OF OR IN
notice shall be included in all copies or substan- CONNECTION WITH THE SOFTWARE OR
tial portions of the Software. THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

CMX User Guide Additional Information  207

Third-Party Licenses Used in CWSI Client
Hardcodet WPF NotifyIcon
Copyright(C) 2009 Philipp Sumi. You may obtain a copy of the License at
Licensed under The Code Project Open License http://www.codeproject.com/info/cpol10.aspx
(CPOL) 1.02.

SecondLanguage
Copyright(C) 2013, 2015 James F. Bellinger. 1. The origin of this software must not be mis-
represented; you must not claim that you
This software is provided 'as-is', without any ex-
wrote the original software. If you use this
press or implied warranty. In no event will the
software in a product, an acknowledgement
authors be held liable for any damages arising
in the product documentation would be ap-
from the use of this software.
preciated but is not required.
Permission is granted to anyone to use this
2. Altered source versions must be plainly
software for any purpose, including commercial
marked as such, and must not be misrepre-
applications, and to alter it and redistribute it
sented as being the original software.
freely, subject to the following restrictions:
3. This notice may not be removed or altered
from any source distribution.

208  Additional Information CMX User Guide

CMX Software License Agreement

LICENSE - This product (the “Program Product”) the additional microcomputers (or additional us-
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CMX User Guide CMX Software License Agreement  209

lated thereto shall remain the exclusive property PROGRAM PRODUCT IS ASSUMED BY YOU.
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CMX User Guide CMX Software License Agreement  211

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ARISING OUT OF USE OR PERFORMANCE
BY YOU FOR THE OS COMPONENTS OR
OF THE OS COMPONENTS AND ANY
U.S.$5.00. THE FOREGOING LIMITATIONS,
SUPPORT SERVICES REMAINS WITH YOU.
EXCLUSIONS AND DISCLAIMERS SHALL
EXCLUSION OF INCIDENTAL, APPLY TO THE MAXIMUM EXTENT
CONSEQUENTIAL AND CERTAIN OTHER PERMITTED BY APPLICABLE LAW, EVEN IF
DAMAGES. TO THE MAXIMUM EXTENT ANY REMEDY FAILS ITS ESSENTIAL
PERMITTED BY APPLICABLE LAW, IN NO PURPOSE.

- END OF SUPPLEMENTAL END USER LICENSE AGREEMENT FOR MICROSOFT SOFTWARE

("Supplemental EULA") -

CMX User Guide CMX Software License Agreement  213

End-User License Agreement For Microsoft Software

IMPORTANT—READ CAREFULLY: This End- age device, such as a network server, used only
User License Agreement (“EULA”) is a legal to install or run the Software on computers used
agreement between you (either an individual or a by licensed end users in accordance with Sec-
single entity) and Microsoft Corporation (“Mi- tion 1.1. A single license for the Software may
crosoft”) for the Microsoft software that accom- not be shared or used concurrently by multiple
panies this EULA, which includes computer end users.
software and may include associated media,
1.4 Visual Studio—Effect of EULA. As a
printed materials, “online” or electronic docu-
suite of development tools and other Microsoft
mentation, and Internet-based services (“Soft-
software programs (each such tool or software
ware”). An amendment or addendum to this
program, a “Component”), Components that you
EULA may accompany the Software. YOU
receive as part of the Software may include a
AGREE TO BE BOUND BY THE TERMS OF
separate end-user license agreement (each, a
THIS EULA BY INSTALLING, COPYING, OR
“Component EULA”). Except as provided in
OTHERWISE USING THE SOFTWARE. IF YOU
Section 4 (“Prerelease Code”), in the event of
DO NOT AGREE, DO NOT INSTALL, COPY,
inconsistencies between this EULA and any
OR USE THE SOFTWARE; YOU MAY RETURN
Component EULA, the terms of this EULA shall
IT TO YOUR PLACE OF PURCHASE (IF
control. The Software may also contain
APPLICABLE) FOR A FULL REFUND.
third-party software programs. Any such soft-
ware is provided for your use as a convenience
and your use is subject to the terms and condi-
MICROSOFT SOFTWARE LICENSE
tions of any license agreement contained in that
1. GRANTS OF LICENSE. Microsoft grants software.
you the rights described in this EULA provided
2. ADDITIONAL LICENSE RIGHTS --
that you comply with all terms and conditions of
REDISTRIBUTABLE CODE. In addition to the
this EULA. NOTE: Microsoft is not licensing to
rights granted in Section 1, certain portions of
you any rights with respect to Crystal Reports for
the Software, as described in this Section 2, are
Microsoft Visual Studio .NET; your use of Crystal
provided to you with additional license rights.
Reports for Microsoft Visual Studio .NET is sub-
These additional license rights are conditioned
ject to your acceptance of the terms and condi-
upon your compliance with the distribution re-
tions of the enclosed (hard copy) end user li-
quirements and license limitations described in
cense agreement from Crystal Decisions for that
Section 3.
product.
2.1 Sample Code. Microsoft grants you a
1.1 General License Grant. Microsoft grants
limited, nonexclusive, royalty-free license to: (a)
to you as an individual, a personal, nonexclusive
use and modify the source code version of those
license to use the Software, and to make and
portions of the Software identified as “Samples”
use copies of the Software for the purposes of
in REDIST.TXT or elsewhere in the Software
designing, developing, testing, and demonstrat-
(“Sample Code”) for the sole purposes of design-
ing your software product(s), provided that you
ing, developing, and testing your software prod-
are the only individual using the Software.
uct(s), and (b) reproduce and distribute the
If you are an entity, Microsoft grants to Sample Code, along with any modifications
you a personal, nonexclusive license to use the thereof, in object and/or source code form. For
Software, and to make and use copies of the applicable redistribution requirements for Sam-
Software, provided that for each individual using ple Code, see Section 3.1 below.
the Software within your organization, you have
2.2 Redistributable Code—General. Mi-
acquired a separate and valid license for each
crosoft grants you a limited, nonexclusive, royal-
such individual.
ty-free license to reproduce and distribute the
1.2 Documentation. You may make and use object code form of any portion of the Software
an unlimited number of copies of any documen- listed in REDIST.TXT (“Redistributable Code”).
tation, provided that such copies shall be used For general redistribution requirements for Re-
only for personal purposes and are not to be re- distributable Code, see Section 3.1 below.
published or distributed (either in hard copy or
2.3 Redistributable Code—Microsoft Merge
electronic form) beyond your premises.
Modules (“MSM”). Microsoft grants you a lim-
1.3 Storage/Network Use. You may also ited, nonexclusive, royalty-free license to repro-
store or install a copy of the Software on a stor- duce and distribute the content of MSM file(s)

214  CMX Software License Agreement CMX User Guide

listed in REDIST.TXT in the manner described in copyright in the Software; (vi) not to remove or
the Software documentation only so long as you obscure any copyright, trademark or patent no-
redistribute such content in its entirety and do tices that appear on the Software as delivered to
not modify such content in any way. For all oth- you; (vii) to indemnify, hold harmless, and de-
er applicable redistribution requirements for fend Microsoft from and against any claims or
MSM files, see Section 3.1 below. lawsuits, including attorney’s fees, that arise or
result from the use or distribution of the Licensee
2.4 Redistributable Code—Microsoft Foun-
Software; (viii) to otherwise comply with the
dation Classes (MFC), Active Template Libraries
terms of this EULA; and (ix) agree that Microsoft
(ATL), and C runtimes (CRTs). In addition to the
reserves all rights not expressly granted.
rights granted in Section 1, Microsoft grants you
a license to use and modify the source code ver- You also agree not to permit further dis-
sion of those portions of the Software that are tribution of the Redistributables by your end us-
identified as MFC, ATL, or CRTs (collectively, ers except you may permit further redistribution
the “VC Redistributables”), for the sole purposes of the Redistributables by your distributors to
of designing, developing, and testing your soft- your end-user customers if your distributors only
ware product(s). Provided you comply with Sec- distribute the Redistributables in conjunction
tion 3.1 and you rename any files created by you with, and as part of, the Licensee Software, you
that are included in the Licensee Software (de- comply with all other terms of this EULA, and
fined below), Microsoft grants you a limited, your distributors comply with all restrictions of
nonexclusive, royalty-free license to reproduce this EULA that are applicable to you.
and distribute the object code version of the VC
(b) If you use the Redistributables,
Redistributables, including any modifications you
then in addition to your compliance with the ap-
make. For purposes of this section, “modifica-
plicable distribution requirements described for
tions” shall mean enhancements to the function-
the Redistributables, the following also applies.
ality of the VC Redistributables. For all other
Your license rights to the Redistributables are
applicable redistribution requirements for VC
conditioned upon your not (i) creating derivative
Redistributables, see Section 3.1 below.
works of the Redistributables in any manner that
3. DISTRIBUTION REQUIREMENTS AND would cause the Redistributables in whole or in
OTHER LICENSE RIGHTS AND LIMITATIONS. part to become subject to any of the terms of an
If you choose to exercise your rights under Sec- Excluded License; or (ii) distributing the Redis-
tion 2, any redistribution by you is subject to your tributables (or derivative works thereof) in any
compliance with Section 3.1; some of the Redis- manner that would cause the Redistributables to
tributable Code has additional limited use rights become subject to any of the terms of an Ex-
described in Section 3.2. cluded License. An “Excluded License” is any
license that requires as a condition of use, modi-
3.1 General Distribution Requirements.
fication and/or distribution of software subject to
(a) If you choose to redistribute the Excluded License, that such software or oth-
Sample Code, or Redistributable Code (collec- er software combined and/or distributed with
tively, the “Redistributables”) as described in such software be (x) disclosed or distributed in
Section 2, you agree: (i) except as otherwise source code form; (y) licensed for the purpose of
noted in Section 2.1 (Sample Code), to distribute making derivative works; or (z) redistributable at
the Redistributables only in object code form and no charge.
in conjunction with and as a part of a software
3.2 Additional Distribution Require-
application product developed by you that adds
ments for Certain Redistributable Code. If you
significant and primary functionality to the Redis-
choose to redistribute the files discussed in this
tributables (“Licensee Software”); (ii) that the
Section, then in addition to the terms of Section
Redistributables only operate in conjunction with
3.1, you must ALSO comply with the following.
Microsoft Windows platforms; (iii) that if the Li-
censee Software is distributed beyond Licen- (a) Microsoft SQL Server Desktop Engine
see’s premises or externally from Licensee’s (“MSDE”). If you redistribute MSDE you agree
organization, to distribute the Licensee Software to comply with the following additional require-
containing the Redistributables pursuant to an ments: (a) Licensee Software shall not substan-
end user license agreement (which may be tially duplicate the capabilities of Microsoft Ac-
“break-the-seal”, “click-wrap” or signed), with cess or, in the reasonable opinion of Microsoft,
terms no less protective than those contained in compete with same; and (b) unless Licensee
this EULA; (iv) not to use Microsoft’s name, logo, Software requires your customers to license Mi-
or trademarks to market the Licensee Software; crosoft Access in order to operate, you shall not
(v) to display your own valid copyright notice reproduce or use MSDE for commercial distribu-
which shall be sufficient to protect Microsoft’s tion in conjunction with a general purpose word

CMX User Guide CMX Software License Agreement  215

processing, spreadsheet or database manage- 6. LIMITATIONS ON REVERSE
ment software product, or an integrated work or ENGINEERING, DECOMPILATION, AND
product suite whose components include a gen- DISASSEMBLY. You may not reverse engineer,
eral purpose word processing, spreadsheet, or decompile, or disassemble the Software, except
database management software product except and only to the extent that such activity is ex-
for the exclusive use of importing data to the var- pressly permitted by applicable law notwith-
ious formats supported by Microsoft Access. A standing this limitation.
product that includes limited word processing,
7. NO RENTAL/COMMERCIAL HOSTING.
spreadsheet or database components along with
You may not rent, lease, lend or provide com-
other components which provide significant and
mercial hosting services with the Software.
primary value, such as an accounting product
with limited spreadsheet capability, is not con- 8. CONSENT TO USE OF DATA. You
sidered to be a “general purpose” product. agree that Microsoft and its affiliates may collect
and use technical information gathered as part of
(b) Microsoft Data Access Components. If
the product support services provided to you, if
you redistribute the Microsoft Data Access Com-
any, related to the Software. Microsoft may use
ponent file identified as MDAC_TYP.EXE, you
this information solely to improve our products or
also agree to redistribute such file in object code
to provide customized services or technologies
only in conjunction with and as a part of a Licen-
to you and will not disclose this information in a
see Software developed by you with a Microsoft
form that personally identifies you.
development tool product that adds significant
and primary functionality to MDAC_TYP.EXE. 9. LINKS TO THIRD PARTY SITES. You
may link to third party sites through the use of
3.3 Separation of Components. The Soft-
the Software. The third party sites are not under
ware is licensed as a single product. Its compo-
the control of Microsoft, and Microsoft is not re-
nent parts may not be separated for use by more
sponsible for the contents of any third party
than one user.
sites, any links contained in third party sites, or
3.4 Benchmark Testing. The Software any changes or updates to third party sites. Mi-
may contain the Microsoft .NET Framework. crosoft is not responsible for webcasting or any
You may not disclose the results of any bench- other form of transmission received from any
mark test of the .NET Framework component of third party sites. Microsoft is providing these
the Software to any third party without Mi- links to third party sites to you only as a conven-
crosoft’s prior written approval. ience, and the inclusion of any link does not im-
ply an endorsement by Microsoft of the third par-
4. PRERELEASE CODE. Portions of the
ty site.
Software may be identified as prerelease code
(“Prerelease Code”). Such Prerelease Code is 10. ADDITIONAL SOFTWARE/SERVICES.
not at the level of performance and compatibility This EULA applies to updates, supplements,
of the final, generally available product offering. add-on components, or Internet-based services
The Prerelease Code may not operate correctly components, of the Software that Microsoft may
and may be substantially modified prior to first provide to you or make available to you after the
commercial shipment. Microsoft is not obligated date you obtain your initial copy of the Software,
to make this or any later version of the Prere- unless we provide other terms along with the
lease Code commercially available. The grant of update, supplement, add-on component, or In-
license to use Prerelease Code expires upon ternet-based services component. Microsoft
availability of a commercial release of the Prere- reserves the right to discontinue any Internet-
lease Code from Microsoft. NOTE: In the event based services provided to you or made availa-
that Prerelease Code contains a separate end- ble to you through the use of the Software.
user license agreement, the terms and condi-
11. UPGRADES/DOWNGRADES
tions of such end-user license agreement shall
govern your use of the corresponding Prerelease 11.1 Upgrades. To use a version of
Code. the Software identified as an upgrade, you must
first be licensed for the software identified by
5. RESERVATION OF RIGHTS AND
Microsoft as eligible for the upgrade. After up-
OWNERSHIP. Microsoft reserves all rights not
grading, you may no longer use the software that
expressly granted to you in this EULA. The
formed the basis for your upgrade eligibility.
Software is protected by copyright and other in-
tellectual property laws and treaties. Microsoft or 11.2 Downgrades. Instead of in-
its suppliers own the title, copyright, and other stalling and using the Software, you may install
intellectual property rights in the Software. The and use copies of an earlier version of the Soft-
Software is licensed, not sold. ware, provided that you completely remove such
earlier version and install the current version of

216  CMX Software License Agreement CMX User Guide

the Software within a reasonable time. Your use 16. TERMINATION. Without prejudice to
of such earlier version shall be governed by this any other rights, Microsoft may terminate this
EULA, and your rights to use such earlier ver- EULA if you fail to comply with the terms and
sion shall terminate when you install the Soft- conditions of this EULA. In such event, you must
ware. destroy all copies of the Software and all of its
component parts.
11.3 Special Terms for Version 2003
Upgrade Editions of the Software. If the Soft- 17. LIMITED WARRANTY FOR SOFTWARE
ware accompanying this EULA is the version ACQUIRED IN THE US AND CANADA.
2003 edition of the Software and you have ac-
Except for the “Redistributables,” which are pro-
quired it as an upgrade from the corresponding
vided AS IS without warranty of any kind, Mi-
“2002” edition of the Microsoft software product
crosoft warrants that the Software will perform
with the same product name as the Software
substantially in accordance with the accompany-
(the “Qualifying Software”), then Section 11.1
ing materials for a period of ninety (90) days
does not apply to you. Instead, you may contin-
from the date of receipt.
ue to use the Qualifying Software AND the ver-
sion 2003 upgrade for so long as you continue to If an implied warranty or condition is created by
comply with the terms of this EULA and the your state/jurisdiction and federal or
EULA governing your use of the Qualifying Soft- state/provincial law prohibits disclaimer of it, you
ware. Qualifying Software does not include non- also have an implied warranty or condition, BUT
Microsoft software products. ONLY AS TO DEFECTS DISCOVERED
DURING THE PERIOD OF THIS LIMITED
12. NOT FOR RESALE SOFTWARE. Soft-
WARRANTY (NINETY DAYS). AS TO ANY
ware identified as “Not For Resale” or “NFR,”
DEFECTS DISCOVERED AFTER THE
may not be sold or otherwise transfered for val-
NINETY DAY PERIOD, THERE IS NO
ue, or used for any purpose other than demon-
WARRANTY OR CONDITION OF ANY KIND.
stration, test or evaluation.
Some states/jurisdictions do not allow limitations
13. ACADEMIC EDITION SOFTWARE. To on how long an implied warranty or condition
use Software identified as “Academic Edition” or lasts, so the above limitation may not apply to
“AE,” you must be a “Qualified Educational Us- you.
er.” For qualification-related questions, please
Any supplements or updates to the Software,
contact the Microsoft Sales Information Cen-
including without limitation, any (if any) service
ter/One Microsoft Way/Redmond, WA 98052-
packs or hot fixes provided to you after the expi-
6399 or the Microsoft subsidiary serving your
ration of the ninety day Limited Warranty period
country.
are not covered by any warranty or condition,
14. EXPORT RESTRICTIONS. You express, implied or statutory.
acknowledge that the Software is subject to U.S.
LIMITATION ON REMEDIES; NO
export jurisdiction. You agree to comply with all
CONSEQUENTIAL OR OTHER DAMAGES.
applicable international and national laws that
Your exclusive remedy for any breach of this
apply to the Software, including the U.S. Export
Limited Warranty is as set forth below. Except
Administration Regulations, as well as end-user,
for any refund elected by Microsoft, YOU ARE
end-use, and destination restrictions issued by
NOT ENTITLED TO ANY DAMAGES,
U.S. and other governments. For additional
INCLUDING BUT NOT LIMITED TO
information see
CONSEQUENTIAL DAMAGES, if the Software
<http://www.microsoft.com/exporting/>.
does not meet Microsoft’s Limited Warranty,
15. SOFTWARE TRANSFER. The initial and, to the maximum extent allowed by applica-
user of the Software may make a one-time per- ble law, even if any remedy fails of its essential
manent transfer of this EULA and Software to purpose. The terms of Section 19 (“Exclusion of
another end user, provided the initial user retains Incidental, Consequential and Certain Other
no copies of the Software. This transfer must Damages”) are also incorporated into this Lim-
include all of the Software (including all compo- ited Warranty. Some states/jurisdictions do not
nent parts, the media and printed materials, any allow the exclusion or limitation of incidental or
upgrades (including any Qualifying Software as consequential damages, so the above limitation
defined in Section 11.3), this EULA, and, if appli- or exclusion may not apply to you. This Limited
cable, the Certificate of Authenticity). The trans- Warranty gives you specific legal rights. You
fer may not be an indirect transfer, such as a may have other rights which vary from
consignment. Prior to the transfer, the end user state/jurisdiction to state/jurisdiction. YOUR
receiving the Software must agree to all the EXCLUSIVE REMEDY. Microsoft’s and its sup-
EULA terms. pliers’ entire liability and your exclusive remedy
for any breach of this Limited Warranty or for any

CMX User Guide CMX Software License Agreement  217

other breach of this EULA or for any other liabil- THE SOFTWARE. ALSO, THERE IS NO
ity relating to the Software shall be, at Mi- WARRANTY OR CONDITION OF TITLE, QUIET
crosoft’s option from time to time exercised sub- ENJOYMENT, QUIET POSSESSION,
ject to applicable law, (a) return of the amount CORRESPONDENCE TO DESCRIPTION OR
paid (if any) for the Software, or (b) repair or re- NON-INFRINGEMENT WITH REGARD TO THE
placement of the Software, that does not meet SOFTWARE.
this Limited Warranty and that is returned to Mi-
19. EXCLUSION OF INCIDENTAL,
crosoft with a copy of your receipt. You will re-
CONSEQUENTIAL AND CERTAIN OTHER
ceive the remedy elected by Microsoft without
DAMAGES. TO THE MAXIMUM EXTENT
charge, except that you are responsible for any
PERMITTED BY APPLICABLE LAW, IN NO
expenses you may incur (e.g. cost of shipping
EVENT SHALL MICROSOFT OR ITS
the Software to Microsoft). This Limited Warran-
SUPPLIERS BE LIABLE FOR ANY SPECIAL,
ty is void if failure of the Software has resulted
INCIDENTAL, PUNITIVE, INDIRECT, OR
from accident, abuse, misapplication, abnormal
CONSEQUENTIAL DAMAGES WHATSOEVER
use or a virus. Any replacement Software will be
(INCLUDING, BUT NOT LIMITED TO,
warranted for the remainder of the original war-
DAMAGES FOR LOSS OF PROFITS OR
ranty period or thirty (30) days, whichever is
CONFIDENTIAL OR OTHER INFORMATION,
longer, and Microsoft will use commercially rea-
FOR BUSINESS INTERRUPTION, FOR
sonable efforts to provide your remedy within a
PERSONAL INJURY, FOR LOSS OF PRIVACY,
commercially reasonable time of your compli-
FOR FAILURE TO MEET ANY DUTY
ance with Microsoft’s warranty remedy proce-
INCLUDING OF GOOD FAITH OR OF
dures. Outside the United States or Canada,
REASONABLE CARE, FOR NEGLIGENCE,
neither these remedies nor any product support
AND FOR ANY OTHER PECUNIARY OR
services offered by Microsoft are available with-
OTHER LOSS WHATSOEVER) ARISING OUT
out proof of purchase from an authorized inter-
OF OR IN ANY WAY RELATED TO THE USE
national source. To exercise your remedy, con-
OF OR INABILITY TO USE THE SOFTWARE,
tact: Microsoft, Attn. Microsoft Sales Information
THE PROVISION OF OR FAILURE TO
Center/One Microsoft Way/Redmond, WA
PROVIDE SUPPORT OR OTHER SERVICES,
98052-6399, or the Microsoft subsidiary serving
INFORMATION, SOFTWARE, AND RELATED
your country.
CONTENT THROUGH THE SOFTWARE OR
18. DISCLAIMER OF WARRANTIES. The OTHERWISE ARISING OUT OF THE USE OF
Limited Warranty that appears above is the only THE SOFTWARE, OR OTHERWISE UNDER
express warranty made to you and is provided in OR IN CONNECTION WITH ANY PROVISION
lieu of any other express warranties or similar OF THIS EULA, EVEN IN THE EVENT OF THE
obligations (if any) created by any advertising, FAULT, TORT (INCLUDING NEGLIGENCE),
documentation, packaging, or other communica- MISREPRESENTATION, STRICT LIABILITY,
tions. EXCEPT FOR THE LIMITED BREACH OF CONTRACT OR BREACH OF
WARRANTY AND TO THE MAXIMUM EXTENT WARRANTY OF MICROSOFT OR ANY
PERMITTED BY APPLICABLE LAW, SUPPLIER, AND EVEN IF MICROSOFT OR
MICROSOFT AND ITS SUPPLIERS PROVIDE ANY SUPPLIER HAS BEEN ADVISED OF THE
THE SOFTWARE AND SUPPORT SERVICES POSSIBILITY OF SUCH DAMAGES.
(IF ANY) AS IS AND WITH ALL FAULTS, AND
20. LIMITATION OF LIABILITY AND
HEREBY DISCLAIM ALL OTHER
REMEDIES. NOTWITHSTANDING ANY
WARRANTIES AND CONDITIONS, WHETHER
DAMAGES THAT YOU MIGHT INCUR FOR
EXPRESS, IMPLIED OR STATUTORY,
ANY REASON WHATSOEVER (INCLUDING,
INCLUDING, BUT NOT LIMITED TO, ANY (IF
WITHOUT LIMITATION, ALL DAMAGES
ANY) IMPLIED WARRANTIES, DUTIES OR
REFERENCED HEREIN AND ALL DIRECT OR
CONDITIONS OF MERCHANTABILITY, OF
GENERAL DAMAGES IN CONTRACT OR
FITNESS FOR A PARTICULAR PURPOSE, OF
ANYTHING ELSE), THE ENTIRE LIABILITY OF
RELIABILITY OR AVAILABILITY, OF
MICROSOFT AND ANY OF ITS SUPPLIERS
ACCURACY OR COMPLETENESS OF
UNDER ANY PROVISION OF THIS EULA AND
RESPONSES, OF RESULTS, OF
YOUR EXCLUSIVE REMEDY HEREUNDER
WORKMANLIKE EFFORT, OF LACK OF
(EXCEPT FOR ANY REMEDY OF REPAIR OR
VIRUSES, AND OF LACK OF NEGLIGENCE,
REPLACEMENT ELECTED BY MICROSOFT
ALL WITH REGARD TO THE SOFTWARE,
WITH RESPECT TO ANY BREACH OF THE
AND THE PROVISION OF OR FAILURE TO
LIMITED WARRANTY) SHALL BE LIMITED TO
PROVIDE SUPPORT OR OTHER SERVICES,
THE GREATER OF THE ACTUAL DAMAGES
INFORMATION, SOFTWARE, AND RELATED
YOU INCUR IN REASONABLE RELIANCE ON
CONTENT THROUGH THE SOFTWARE OR
THE SOFTWARE UP TO THE AMOUNT
OTHERWISE ARISING OUT OF THE USE OF

218  CMX Software License Agreement CMX User Guide

ACTUALLY PAID BY YOU FOR THE ments inclus pendant une période de 90 jours
SOFTWARE OR US$5.00. THE FOREGOING suivant la date de réception.
LIMITATIONS, EXCLUSIONS AND
Si une garantie ou condition implicite est créée
DISCLAIMERS (INCLUDING SECTIONS 17, 18,
par votre État ou votre territoire et qu’une loi fé-
AND 19) SHALL APPLY TO THE MAXIMUM
dérale ou provinciale ou d’un État en interdit le
EXTENT PERMITTED BY APPLICABLE LAW,
déni, vous jouissez également d’une garantie ou
EVEN IF ANY REMEDY FAILS ITS ESSENTIAL
condition implicite, MAIS UNIQUEMENT POUR
PURPOSE.
LES DÉFAUTS DÉCOUVERTS DURANT LA
21. U.S. GOVERNMENT LICENSE PÉRIODE DE LA PRÉSENTE GARANTIE
RIGHTS. All Software provided to the U.S. Gov- LIMITÉE (QUATRE-VINGT-DIX JOURS). IL N’Y
ernment pursuant to solicitations issued on or A AUCUNE GARANTIE OU CONDITION DE
after December 1, 1995 is provided with the QUELQUE NATURE QUE CE SOIT QUANT
commercial license rights and restrictions de- AUX DÉFAUTS DÉCOUVERTS APRÈS CETTE
scribed elsewhere herein. All Software provided PÉRIODE DE QUATRE-VINGT-DIX JOURS.
to the U.S. Government pursuant to solicitations Certains États ou territoires ne permettent pas
issued prior to December 1, 1995 is provided de limiter la durée d’une garantie ou condition
with “Restricted Rights” as provided for in FAR, implicite de sorte que la limitation ci-dessus peut
48 CFR 52.227-14 (JUNE 1987) or DFAR, 48 ne pas s’appliquer à vous.
CFR 252.227-7013 (OCT 1988), as applicable.
Tous les suppléments ou toutes les mises à jour
22. APPLICABLE LAW. If you acquired this relatifs au Logiciel, notamment, les ensembles
Software in the United States, this EULA is gov- de services ou les réparations à chaud (le cas
erned by the laws of the State of Washington. If échéant) qui vous sont fournis après l’expiration
you acquired this Software in Canada, unless de la période de quatre-vingt-dix jours de la ga-
expressly prohibited by local law, this EULA is rantie limitée ne sont pas couverts par quelque
governed by the laws in force in the Province of garantie ou condition que ce soit, expresse, im-
Ontario, Canada; and, in respect of any dispute plicite ou en vertu de la loi.
which may arise hereunder, you consent to the
LIMITATION DES RECOURS; ABSENCE DE
jurisdiction of the federal and provincial courts
DOMMAGES INDIRECTS OU AUTRES. Votre
sitting in Toronto, Ontario. If you acquired this
recours exclusif pour toute violation de la pré-
Software in the European Union, Iceland, Nor-
sente garantie limitée est décrit ci-après. Sauf
way, or Switzerland, then local law applies. If
pour tout remboursement au choix de Microsoft,
you acquired this Software in any other country,
si le Logiciel ne respecte pas la garantie limitée
then local law may apply.
de Microsoft et, dans la mesure maximale per-
23. ENTIRE AGREEMENT; mise par les lois applicables, même si tout re-
SEVERABILITY. This EULA (including any ad- cours n’atteint pas son but essentiel, VOUS
dendum or amendment to this EULA which is N’AVEZ DROIT À AUCUNS DOMMAGES,
included with the Software) are the entire NOTAMMENT DES DOMMAGES INDIRECTS.
agreement between you and Microsoft relating to Les termes de la clause «Exclusion des dom-
the Software and the support services (if any) mages accessoires, indirects et de certains
and they supersede all prior or contemporane- autres dommages » sont également intégrées à
ous oral or written communications, proposals la présente garantie limitée. Certains États ou
and representations with respect to the Software territoires ne permettent pas l’exclusion ou la
or any other subject matter covered by this limitation des dommages indirects ou acces-
EULA. To the extent the terms of any Microsoft soires de sorte que la limitation ou l’exclusion
policies or programs for support services conflict ci-dessus peut ne pas s’appliquer à vous. La
with the terms of this EULA, the terms of this présente garantie limitée vous donne des droits
EULA shall control. If any provision of this EULA légaux spécifiques. Vous pouvez avoir d’autres
is held to be void, invalid, unenforceable or ille- droits qui peuvent varier d’un territoire ou d’un
gal, the other provisions shall continue in full État à un autre. VOTRE RECOURS EXCLUSIF.
force and effect. La seule responsabilité obligation de Microsoft et
de ses fournisseurs et votre recours exclusif
Si vous avez acquis votre produit Microsoft au
pour toute violation de la présente garantie limi-
CANADA, la garantie limitée suivante s’applique
tée ou pour toute autre violation du présent con-
:
trat ou pour toute autre responsabilité relative au
GARANTIE LIMITÉE Logiciel seront, selon le choix de Microsoft exer-
cé de temps à autre sous réserve de toute loi
Sauf pur celles du “Redistributables,” qui sont applicable, a) le remboursement du prix payé, le
fournies “comme telles,” Microsoft garantit que le cas échéant, pour le Logiciel ou b) la réparation
Logiciel fonctionnera conformément aux docu-
ou le remplacement du Logiciel qui ne respecte

CMX User Guide CMX Software License Agreement  219

pas la présente garantie limitée et qui est retour- AILLEURS, IL N’Y A AUCUNE GARANTIE OU
né à Microsoft avec une copie de votre reçu. CONDITION QUANT AU TITRE DE
Vous recevrez la compensation choisie par Mi- PROPRIÉTÉ, À LA JOUISSANCE OU LA
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La présente garantie limitée est nulle si la défec- CONCERNANT LE LOGICIEL.
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EXCLUSION DES DOMMAGES
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ACCESSOIRES, INDIRECTS ET DE
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OU SES FOURNISSEURS NE SERONT
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OU INDIRECTS DE QUELQUE NATURE QUE
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DIVULGATION DE RENSEIGNEMENTS
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CONFIDENTIELS OU AUTRES, DE LA PERTE
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PRIVÉE, DE L’OMISSION DE REMPLIR TOUT
DÉNI DE GARANTIES. La garantie limitée qui DEVOIR, Y COMPRIS D’AGIR DE BONNE FOI
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toutes autres garanties expresses (s’il en est) PERTE PÉCUNIAIRE OU AUTRE PERTE DE
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DANS LA MESURE MAXIMALE PERMISE PAR L’INCAPACITÉ DE S’EN SERVIR, À LA
LES LOIS APPLICABLES, LE LOGICIEL ET PRESTATION OU À L’OMISSION DE LA
LES SERVICES DE SOUTIEN TECHNIQUE (LE PRESTATION DE SERVICES DE SOUTIEN
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QUELS ET AVEC TOUS LES DÉFAUTS PAR L’OMISSION DE LA FOURNITURE DE TOUS
MICROSOFT ET SES FOURNISSEURS, AUTRES SERVICES, RENSEIGNEMENTS,
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TOUTES AUTRES GARANTIES ET RAPPORTE GRÂCE AU LOGICIEL OU
CONDITIONS EXPRESSES, IMPLICITES OU PROVENANT AUTREMENT DE L’UTILISATION
EN VERTU DE LA LOI, NOTAMMENT, MAIS DU LOGICIEL OU AUTREMENT AUX TERMES
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GARANTIES, DEVOIRS OU CONDITIONS CONVENTION OU RELATIVEMENT À UNE
IMPLICITES DE QUALITÉ MARCHANDE, TELLE DISPOSITION, MÊME EN CAS DE
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RÉPONSES, DES RÉSULTATS, DES DE VIOLATION DE GARANTIE DE
EFFORTS DÉPLOYÉS SELON LES RÈGLES MICROSOFT OU DE TOUT FOURNISSEUR ET
DE L’ART, D’ABSENCE DE VIRUS ET MÊME SI MICROSOFT OU TOUT
D’ABSENCE DE NÉGLIGENCE, LE TOUT À FOURNISSEUR A ÉTÉ AVISÉ DE LA
L’ÉGARD DU LOGICIEL ET DE LA POSSIBILITÉ DE TELS DOMMAGES.
PRESTATION OU DE L’OMISSION DE LA
LIMITATION DE RESPONSABILITÉ ET
PRESTATION DES SERVICES DE SOUTIEN
RECOURS. MALGRÉ LES DOMMAGES QUE
TECHNIQUE OU À L’ÉGARD DE LA
VOUS PUISSIEZ SUBIR POUR QUELQUE
FOURNITURE OU DE L’OMISSION DE LA
MOTIF QUE CE SOIT (NOTAMMENT, MAIS
FOURNITURE DE TOUS AUTRES SERVICES,
SANS LIMITATION, TOUS LES DOMMAGES
RENSEIGNEMENTS, LOGICIELS, ET
SUSMENTIONNÉS ET TOUS LES
CONTENU QUI S’Y RAPPORTE GRÂCE AU
DOMMAGES DIRECTS OU GÉNÉRAUX OU
LOGICIEL OU PROVENANT AUTREMENT DE
AUTRES), LA SEULE RESPONSABILITÉ DE
L’UTILISATION DU LOGICIEL . PAR

220  CMX Software License Agreement CMX User Guide

MICROSOFT ET DE L’UN OU L’AUTRE DE plicable written materials provided to you by Mi-
SES FOURNISSEURS AUX TERMES DE crosoft and Microsoft support engineers will use
TOUTE DISPOSITION DE LA PRÉSENTE reasonable efforts, care and skill to solve any
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PRÉCÈDE (SAUF EN CE QUI CONCERNE either (a) repair or replace the Software or (b)
TOUT RECOURS DE RÉPARATION OU DE return the price you paid. This guarantee is void
REMPLACEMENT CHOISI PAR MICROSOFT À if failure of the Software results from accident,
L’ÉGARD DE TOUT MANQUEMENT À LA abuse or misapplication. Any replacement Soft-
GARANTIE LIMITÉE) SE LIMITE AU PLUS ware will be guaranteed for the remainder of the
ÉLEVÉ ENTRE LES MONTANTS SUIVANTS : original guarantee period or 30 days, whichever
LE MONTANT QUE VOUS AVEZ period is longer. You agree that the above
RÉELLEMENT PAYÉ POUR LE LOGICIEL OU guarantee is your sole guarantee in relation to
5,00 $US. LES LIMITES, EXCLUSIONS ET the Software and any support services.
DÉNIS QUI PRÉCÈDENT (Y COMPRIS LES
Exclusion of All Other Terms - To the maximum
CLAUSES CI-DESSUS), S’APPLIQUENT DANS
extent permitted by applicable law and subject to
LA MESURE MAXIMALE PERMISE PAR LES
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LOIS APPLICABLES, MÊME SI TOUT
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RECOURS N’ATTEINT PAS SON BUT
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ESSENTIEL.
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À moins que cela ne soit prohibé par le droit lo- limited to implied warranties of satisfactory quali-
cal applicable, la présente Convention est régie ty and fitness for particular purpose with respect
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Vous consentez à la compétence des tribunaux accompany the Software. Any implied warran-
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Au cas où vous auriez des questions concernant
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en rapport avec Microsoft pour quelque raison permitted by applicable law and except as pro-
que ce soit, veuillez utiliser l’information conte- vided in the Microsoft Guarantee, Microsoft and
nue dans le Logiciel pour contacter la filiale de its suppliers shall not be liable for any damages
Microsoft desservant votre pays, ou visitez Mi- whatsoever (including without limitation, damag-
crosoft sur le World Wide Web à es for loss of business profits, business interrup-
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niary loss) arising out of the use or inability to
The following MICROSOFT GUARANTEE ap-
use the Software, even if Microsoft has been
plies to you if you acquired this Software in any
advised of the possibility of such damages. In
other country:
any case Microsoft’s entire liability under any
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does not affect any statutory rights that you may These limitations do not apply to any liabilities
have from your reseller or from Microsoft if you that cannot be excluded or limited by applicable
acquired the Software directly from Microsoft. If laws.
you acquired the Software or any support ser-
Consumer rights - Consumers in Australia, New
vices in Australia, New Zealand or Malaysia,
Zealand or Malaysia may have the benefit of
please see the “Consumer rights” section below.
certain rights and remedies by reason of the
The guarantee - The Software is designed and Trade Practices Act and similar state and territo-
offered as a general-purpose software, not for ry laws in Australia, the Consumer Guarantees
any user’s particular purpose. You accept that Act in New Zealand and the Consumer Protec-
no Software is error free and you are strongly tion Act in Malaysia in respect of which liability
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tees that a) for a period of 90 days from the date purposes of a business, you confirm that the
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will perform substantially in accordance with the crosoft breaches a condition or warranty implied
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crosoft shall be substantially as described in ap- permitted by law, Microsoft’s liability is limited, at

CMX User Guide CMX Software License Agreement  221

Microsoft’s option, to: (i) in the case of the Soft- any reason, please use the address information
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Should you have any questions concerning this
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- END OF END-USER LICENSE AGREEMENT FOR MICROSOFT SOFTWARE -

222  CMX Software License Agreement CMX User Guide

Glossary of Terms

Availability
Symbols used for a feature's availability in different CMX
versions:
–– Not available
 Optionally available
 Standard feature

Business Bridge
Beamex® Business Bridge is a software that communicates
between CMX and ERP/CMMS Asset Management soft-
ware. When purchased, Beamex's support helps customizing
Business Bridge to work between CMX and the Asset Man-
agement software in use.

Calibration Points
Calibration Points are the input signal values (sometimes the
output signal values) used in the calibration of a function.

Calibration Procedure
The procedure includes information on how the calibration
should be accomplished, like:
- Can the calibration be performed automatically or is it done
manually
- Can the calibration be carried out on the field or not.
- Recommended calibrator(s) to be used in the calibration.

d1, d2, d3 and d4

Actual scale interval. More information in CMX's help file (ex-
cluding CMX Light). Search for "Actual scale interval".

CMX User Guide Glossary of Terms  223

 Device
A Device is the physical instrument that can be installed into
a Position.

e1, e2, e3 and e4

Verification scale interval. More information in CMX's help file
(excluding CMX Light). Search for "Verification scale inter-
val".

ERP/CMMS
ERP = Enterprise Resource Planning
CMMS = Computerized Maintenance Management System
Both are asset management software.

Function
A single task done with an instrument, e.g. temperature
transmitter, pressure indicator etc. Instruments capable of
performing several tasks are called multifunction instru-
ments.
Function Type is the description of the function (input/output
quantities and ranges) and information concerning the cali-
bration of the function (e.g. calibration points and error lim-
its).
See also Multi-function.

Input Method
How the input signal of the instrument is obtained into CMX.
Examples of Input Methods:
Measured by the calibrator, Sourced by the calibrator, Con-
trolled by a pressure controller and measured by the calibra-
tor etc.

Instrument
For CMX, any Position seen on the main windows’ Positions
Tree are instruments. No matter what kind of function the in-
strument contains.

Instrument Collection
A collection of instruments located in the same database.

224  Glossary of Terms CMX User Guide

 Multi-function
A multi-function Position or Device can carry out several op-
erations, e.g. a temperature transmitter and a temperature
indicator is an instrument with two functions.

Output Method
How the output signal of the instrument is obtained into
CMX.

Position
A Position is the location in a process where a device can be
installed. Positions often have symbolic names (tags) like
TTI 215 in instrumentation drawings.
A Position can be calibrated only when a device is installed
because a location cannot be calibrated.

Secondary Button
The mouse’s secondary button is the rightmost one, if you
are using the mouse with your right hand.

Sets
Sets are groups of Device's or Position's Functions that the
user may create with the Set Maintain utility. Usually Devices
or Positions belonging to a set have something in common,
e.g. they are all calibrated during the same week, they are all
located in the same unit of plant etc.
How the sets are devised depend on the user application re-
quirements.

User ID
An abbreviation for identifying each user of CMX. Needed,
e.g. when starting CMX. Using the same User IDs as is used
on your network login is recommended.

CMX User Guide Glossary of Terms  225

Index

A 
About CMX ........................................... 1 Automatic Check Out /
Accessibility .................................. 31, 51 Check In ........................................... 101
Activating Users ................................. 46 Average Calculation ......................... 121
Activation/Deactivation ....................... 33
Adding B 
Calibration Procedure
Templates .............................................. 70 Backing up a CMX
Calibration Procedures ............... 75, 76, 84
database .......................................... 188
Calibrators .............................................. 58
Devices ............................................ 75, 78
Basic Settings .................................... 39
Function Templates ................................ 70 Calibrators ............................................. 57
Functions.................................... 75, 76, 79 Change Management ............................ 43
Instruments ...................................... 75, 77 CMX Options ......................................... 40
Items to a Set ......................................... 98 Device Manufacturers ............................ 54
List Items ................................................ 68 Function Templates ............................... 69
Manufacturers .................................. 54, 63 LDAP ..................................................... 42
Models........................................ 55, 64, 65 Lists ....................................................... 67
Module Ranges ...................................... 60 Passwords ............................................. 46
Modules.................................................. 59 Plant Structure ....................................... 52
Plant Structure Nodes ............................ 52 Security .................................................. 42
Positions........................................... 75, 77 Supervisors ............................................ 45
User Groups .......................................... 47
Additional Information....................... 193
User Interface ........................................ 72
Absolute Pressure
Users ............................................... 44, 45
Measurement ....................................... 197
Weighing Instrument
Temperature Blocks ............................. 199
Calibration............................................ 152
Adjusting .................................... 10, 107
Business Bridge 179, 180, 183, 184, 185
Administrator .....................42, 44, 45, 47
Approving Results ............................ 121
As Found calibration................... 10, 106
As Left calibration ....................... 10, 107
Assigning a Spare Device .................. 89
Audit Trail ................................. 131, 132
Time Format ......................................... 132
Authorization ................................ 45, 47

226  Index CMX User Guide

 Characteristics ..................................... 100
Manual ................................................. 102
C  Check Procedures............................ 173
Calibrating CMMS software. 179, 180, 183, 184, 185
Weighing Instruments .......................... 166 CMX
Calibration .............10, 42, 105, 106, 107 Features................................................... 3
Installing................................................. 11
Approving Results ................................ 121
Batch ............................ 105, 110, 111, 113 CMX Family.......................................... 2
Groups (Pocket PC) ..................... 146, 148 CMX Support........................................ 4
Manual Entry 105, 116, 117, 118, 120, 168 Colors ................................................. 21
Off-line.......................... 105, 110, 111, 113 Command Line
Options ................................................... 42 Parameters......................................... 15
Pocket PC (Weighing Concurrency Control .......................... 31
Instruments) ......................................... 169 Copying
Saving Results ..................................... 119 Calibrators ............................................. 62
Saving Results (Weighing Devices .................................................. 89
Instruments) ......................................... 172 Function Templates ............................... 71
Signing Results .................................... 121 Positions ................................................ 89
Uncertainty Calculation ........................ 121 Custom Pressure Units ...................... 82
Viewing the Results .............................. 120 Custom PRT Sensors ........................ 83
Weighing Instruments .................. 168, 169
Custom Transfer Function .................. 81
Calibration Certificate ................. 41, 125 Customizing CMX .............................. 72
Creating................................................ 130
Numbering .............................................. 41
CWSI .........................................108, 111
Starting ................................................ 108
Printing ......................................... 125, 126
Using.................................................... 109
Calibration Procedure
Deleting .................................................. 90
Editing .................................................... 90 D 
Calibration Procedure
Templates Database
Adding .................................................... 70 Backup ................................................. 188
Deleting .................................................. 71 Copying................................................ 191
Editing .................................................... 69 Deleting................................................ 192
Calibrators .............................. 57, 61, 62 Installing/Uninstalling ........................... 190
Adding ........................................ 58, 59, 60 Management Tool ................................ 188
Copying .................................................. 62 New...................................................... 191
Deleting .................................................. 61 Opening ................................................. 13
Due List .................................................. 41 Restore ................................................ 188
Editing .................................................... 61 Server Connection ............................... 188
Installing Modules .................................. 61 Switching between… ..................... 13, 191
Manufacturers ........................................ 63 Deactivation of Users ......................... 46
Models.............................................. 63, 64 Deactivation/Activation ....................... 33
Module Models ....................................... 65
Module Ranges .......................... 60, 61, 62
Modules...................................... 59, 60, 65
Certificates ....................................... 125
Creating................................................ 130
Numbering .............................................. 41
Printing ......................................... 125, 126
Change Management ........131, 132, 133
Options ................................................... 43
Check Out / Check In ......................... 99
Automatic ............................................. 101

CMX User Guide Index  227

Deleting
Calibration Procedure
Templates .............................................. 71
F 
Calibration Results ............................... 122
Family
Calibrators .............................................. 61
CMX ......................................................... 2
Function Templates ................................ 71
Items Displayed in a Tree ...................... 90 Features ............................................... 3
Manufacturers .................................. 54, 63 Fieldbus Instruments .......................... 80
Models........................................ 55, 64, 65 Fields
Module Ranges ...................................... 61 Weighing Instrument
Modules.................................................. 61 Calibration Procedures ........................ 160
Device Weighing Instrument
Deleting .................................................. 90 Functions ............................................. 159
Editing .................................................... 90 Filters ................................................. 93
Devices Opening ................................................. 96
Copying .................................................. 89 Saving .................................................... 96
Manufacturers ........................................ 54 SQL Editor ............................................. 97
Models.............................................. 54, 55 Wildcards ............................................... 95
Documents FOUNDATION Fieldbus ..................... 80
Importing/Exporting .............................. 129 Function ............................................. 41
Deleting.................................................. 90
Due List.................................................. 41
E  Editing .................................................... 90
Templates ........................................ 24, 76
Eccentricity Test ............................... 166 Function Templates ............................ 69
Editing Adding.................................................... 70
Calibration Procedure Copying.................................................. 71
Templates .............................................. 69 Deleting.................................................. 71
Calibrators .............................................. 61 Editing .................................................... 69
Copying Positions/Devices ..................... 89 Weighing Instrument
Filters ..................................................... 96 Function Templates ............................. 158
Function Templates ................................ 69
Items Displayed in a Tree ...................... 90
Lists ........................................................ 68 G 
Manufacturers .................................. 54, 63
Models........................................ 55, 64, 65 General Settings ................................ 40
Plant Stucture Nodes ............................. 52 Group Calibration (Pocket
Sets ........................................................ 98 PC) ................................................... 146
User Interface......................................... 72 Create Group ....................................... 146
Electronic Record ............................. 133 Group View .......................................... 147
Electronic Signature ......................... 121
Enterprise (CMX H 
Enterprise) ............................................ 2
ERP software .... 179, 180, 183, 184, 185 HART® instrument ............................. 80
Expanded Uncertainty ...................... 121 History Trend................. 24, 37, 123, 128
Exporting Document
Layouts............................................. 129

228  Index CMX User Guide

 Minimum Sample Weight ................. 166
Minimum Weighing
I 
Capability Test ................................. 166
ID Generation ..................................... 41 Minimum Weight Test ...................... 166
Identification ....................................... 15 Models
Importing Document Adding........................................ 55, 64, 65
Layouts............................................. 129 Calibrator Models............................. 63, 64
Deleting...................................... 55, 64, 65
Installing CMX .................................... 11
Device Models ....................................... 54
Installing Devices ..............85, 86, 88, 89 Editing ........................................ 55, 64, 65
Installing Modules............................... 61 Module Models ...................................... 65
Instrument .......................................... 73 Modules ............................ 57, 61, 62, 65
Adding.............................................. 59, 60
L  Installing................................................. 61
Multiple Users .................................... 31
Labels................................125, 128, 130
Language N 
User Interface......................................... 15
LDAP ............................................ 45, 46 Nodes
CMX Master Password .......................... 42 Adding.................................................... 52
Options ................................................... 42 Deleting.................................................. 52
License Key ........................................ 18 Editing .................................................... 52
Light (CMX Light) ................................. 2 Numbering Calibration
Lightweight Directory Certificates ......................................... 41
Access Protocol (LDAP) ............... 12, 42
Linearity Test (Weighing
Instruments) ..................................... 166
O 
Linking ...............................85, 86, 88, 89 Opening a Database .......................... 13
Lists .............................................. 67, 68 Optimistic Concurrency
Adding .................................................... 68 Control ............................................... 31
Deleting .................................................. 68
Options ............................................3, 40
Lock Out ............................................. 46 Calibration.............................................. 42
Calibration Certificates........................... 41
M  Change Management ............................ 43
Due Lists ................................................ 41
Main Window ...................................... 19 General Settings .................................... 40
Maintenance Inspection ................... 173 ID Generation ........................................ 41
Manual Check Out / Check LDAP ..................................................... 42
In ...................................................... 102 Security .................................................. 42
Software................................................. 36
Manual Entry .................................... 116
Manufacturers
Adding .............................................. 54, 63 P 
Calibrator Manufacturer ......................... 63
Deleting ............................................ 54, 63 Parameters, Command
Device Manufacturer .............................. 54 Line .................................................... 15
Editing .............................................. 54, 63 Password .......................... 12, 15, 42, 46
Master Password................................ 42 Permissions........................................ 47
Menu Structure ................................... 24 Plant Structure ................................... 52
Adding a Node ....................................... 52
Deleting a Node ..................................... 52
Editing a Node ....................................... 52

CMX User Guide Index  229

Pocket PC Interface ......................... 135 Sets .................................................... 98
Doing Calibrations ................................ 142 Editing .................................................... 98
Receiving Results ................................ 149 Weight Sets ......................................... 153
Sending Instrument Data ..................... 141 Signing Results ................................ 121
Weighing Instrument Site User Maintenance ....................... 48
Calibration ............................................ 169 Site Group.............................................. 50
Position Site Manager ......................................... 50
Deleting .................................................. 90 Software ............................................. 36
Editing .................................................... 90 Audit Trail............................... 36, 128, 131
Positions Change Management .................... 36, 131
Copying .................................................. 89 Drivers for Calibrators ............................ 36
Pressure Units History Trend ................... 24, 37, 123, 128
User Defined .......................................... 82 Maintenance Inspection ......................... 37
Printing Pocket PC Interface ....................... 36, 135
Audit Trail Report ................................. 128 Report Designer..................................... 36
Certificates ........................................... 126 Weighing Instrument
History Trend Graphs ........................... 128 Calibration...................................... 36, 151
Labels ................................................... 128 Work Order Handling ............................. 37
Reports................................................. 127 Sorting Data ............................91, 93, 98
Procedure Spare Devices .................................... 89
Deleting .................................................. 90 SQL Editor.......................................... 97
Editing .................................................... 90 SSA ...................................................... 4
Professional (CMX Starting bmobile ............................... 176
Professional) ........................................ 2 Starting CMX ...................................... 12
Profibus PA ........................................ 80 Using Parameters .................................. 15
PRT Sensors - User Supervisors .............................12, 45, 47
Defined ............................................... 83 Switching between
databases ...................................13, 191
Q 
T 
Queries....................................... 91, 106
Temperature Blocks ......................... 199
Specifications....................................... 199
R  Specifications in CMX .......................... 200
Repeatability Test ............................ 166 Templates .....................................69, 76
Reports......................125, 127, 128, 130 Time Format ..................................... 132
Restoring a CMX Toolbar ..........................................29, 30
Database .......................................... 188 Transfer Function - Custom................ 81
Results Tree Structure .................................... 21
Approving ..................................... 121, 133 Trend .........................................123, 128
Types of Windows .............................. 30
Typographic Conventions .................... 5
S 
Saving Filters ..................................... 96
Security ........................................ 15, 47
Options ................................................... 42
Password ............................................... 46
Users ...................................................... 44

230  Index CMX User Guide

 What's New .......................................... 9
Wildcards ........................................... 95
U 
Window
Uncertainty Calculation ...................... 32 Main ....................................................... 19
Absolute Presure Window Types.................................... 30
Measurement ....................................... 197 Work Area .......................................... 23
Unlinking ................................ 85, 88, 89 Work Order
User Defined Pressure Basic .................................................... 179
Units ................................................... 82 Calibration............................................ 184
User Defined PRT Sensors ................ 83 Cancel.......................................... 182, 185
Complete ............................................. 182
User Defined Transfer
Emergency Calibration ........................ 185
Function ............................................. 81 Enhanced..................................... 179, 180
User Fields ......................................... 35 Fields ................................................... 180
User Groups ................................. 44, 47 Pocket PC ............................................ 186
Sites ....................................................... 48 Settings ................................................ 183
User Interface ..................................... 19 Tree ..................................................... 182
Common Features ................................. 32 Work Order Mode ................................ 186
Document Links ..................................... 34
Editing .................................................... 72
User Interface Language .................... 15
Users ...................................... 15, 44, 45
Activating................................................ 46
Lock Out ................................................. 46
Site User Maintenance ........................... 48
Supervisors ............................................ 45
USP 41 ..................................... 162, 166
UTC Timestamp ............................... 132
Utilities.............................................. 188

W 
Weighing Instrument
Calibration Procedure
Fields.................................................... 160
Function Fields ..................................... 159
Minimum Weighing
Capability Test ..................................... 166
Minimum Weight Test .......................... 166
Weighing Instrument
Calibration ........................................ 151
Basic Settings ...................................... 152
Eccentricity Test ................................... 166
Function Templates .............................. 158
Linearity Test ........................................ 166
Manual Entry ........................................ 168
Minimum Sample Weight ..................... 166
Repeatability Test ................................ 166
Saving Results ..................................... 172
Sending ................................................ 168
Weight Sets .......................................... 153
Weight Specifications ........................... 157
Weights ................................................ 155

CMX User Guide Index  231

Notes

232  Notes CMX User Guide

CMX User Guide Notes  233
234  Notes CMX User Guide