AMS AMS Machinery Manager v5.7 Manuals & Guides

Download

Page 1

AMS Machinery Manager

Version 5.7 Software Installation Guide

User Guide

MHM-97402, Rev 24

April 2017

Page 2

No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means without the written permission of Emerson.

Disclaimer

This manual is provided for informational purposes. EMERSON MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. Emerson shall not be liable for errors, omissions, or inconsistencies that may be contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material. Information in this document is subject to change without notice and does not represent a commitment on the part of Emerson. The information in this manual is not all-inclusive and cannot cover all unique situations.

Trademarks and Servicemarks

See http://www2.emersonprocess.com/siteadmincenter/PM Central Web Documents/marks.pdf

All other marks are property of their respective owners.

Patents

The product(s) described in this manual are covered under existing and pending patents.

Page 3

Contents

Chapter 1 Getting started ...............................................................................................................1

1.1 Customized installation media .....................................................................................................1

1.2 Where to get help ........................................................................................................................1

1.3 Installation Types .........................................................................................................................2

1.4 Operating Requirements ............................................................................................................. 7

Chapter 2 Standalone installation .................................................................................................. 9

2.1 Install AMS Machinery Manager ................................................................................................... 9

2.2 Launch AMS Machinery Manager ............................................................................................... 12

2.3 Update or repair the installation ................................................................................................ 12

Chapter 3 Network installation .................................................................................................... 15

3.1 Network installation overview ....................................................................................................15

3.2 Install the Network Server ..........................................................................................................16

3.3 Install the AMS Machinery Manager Client ................................................................................. 19

3.4 Launch AMS Machinery Manager Client ..................................................................................... 20

3.5 Install a Secondary Database Server ...........................................................................................21

3.6 Install an Online Server .............................................................................................................. 22

3.7 Install Data Import Server and Data Import Client ...................................................................... 23

3.8 Install Collaboration Tool ........................................................................................................... 25

3.9 Update or install new features on the Network Server ................................................................26

Chapter 4 Additional installations ................................................................................................ 29

4.1 Install Machine History Viewer ................................................................................................... 29

4.2 Install AMS Standalone Data Transfer .........................................................................................33

4.3 Install AMS Machinery Manager ODBC Driver .............................................................................33

4.4 Install AMS Machinery Manager CSI Data Provider ..................................................................... 34

4.5 Install CSI USB drivers .................................................................................................................40

Chapter 5 AMS Machinery Manager services ................................................................................ 41

5.1 Primary server features and services .......................................................................................... 41

5.2 Secondary server features and services ...................................................................................... 41

5.3 Client installation features ......................................................................................................... 42

Chapter 6 Configure network computer communication ..............................................................43

6.1 Configure firewall settings ......................................................................................................... 43

6.2 Service accounts ........................................................................................................................48

Appendices and reference

Appendix A File locations ................................................................................................................ 51

Appendix B Register AMS Machinery Manager ................................................................................ 55

B.1 Register AMS Machinery Manager - Standalone system ............................................................. 55

B.2 Register AMS Machinery Manager - Network system ................................................................. 56

Appendix C Update CSI Machinery Health Monitor firmware ...........................................................59

C.1 Install the firmware on the FTP server ........................................................................................ 59

C.2 Reboot the CSI Machinery Health Monitor ................................................................................. 60

C.3 Check the firmware version in AMS Machinery Manager ............................................................ 60

MHM-97402, Rev 24 i

Page 4

Contents

ii MHM-97402, Rev 24

Page 5

1 Getting started

Topics covered in this chapter:

• Customized installation media

• Where to get help

• Installation Types

• Operating Requirements

Thank you for choosing AMS Machinery Manager. Let's get started!

Your AMS Machinery Manager package includes:

Quick Start Guide

□

Software Installation DVD

□

Manuals DVD

□

Getting started

1.1 Customized installation media

Based on your order, the Software Installation DVD contains the following:

• Standalone (Single User) or Network installation

• AMS Machinery Manager technologies

• Number of licensed users

To add a technology or more licensed users, contact your Emerson Sales Representative.

1.2 Where to get help

AMS Machinery Manager Help

Launch AMS Machinery Manager and select Help from the main menu.

AMS Machinery Manager Manuals DVD

Your AMS Machinery Manager package includes a disc with user manuals in PDF format.

Software Registration

Phone: Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world)

Email: [email protected]

Web: http://www.emersonprocess.com/machineryhealthreg

MHM-97402, Rev 24 1

Page 6

Getting started

Product Support

Emerson provides a variety of ways to reach your Product Support team to get the answers you need when you need them:

Phone Toll free 800.833.8314 (U.S. and Canada)

+65.6770.8711 (Europe and Middle East)

+63.2.702.1111 (Asia Pacific)

Email [email protected]

Web http://www.emerson.com/en-us/contact-us and select CSI TECHNOLOGIES from the

Automation Solutions drop-down menu.

To search for documentation, visit http://www.emerson.com and select Documents & Drawings.

To view toll free numbers for specific countries, visit

http://www.emersonprocess.com/technicalsupport.

1.3 Installation Types

There are two main types of AMS Machinery Manager installations:

• Standalone (or Single-user standalone)

• Network (or Single-user network and Multiple-user network).

1.3.1 Standalone installation

A Standalone system allows you to use periodic technology with one computer and CSI Machinery Health Analyzers. A standalone installation indicates you have a single copy of AMS Machinery Manager with a single serial number on one computer.

You can install these components:

• AMS Machinery Manager

• AMS Standalone Data Transfer (on a different computer)

• AMS Machinery Manager ODBC Driver

2 MHM-97402, Rev 24

Page 7

Standalone system exampleFigure 1-1:

This example does not attempt to show all supported hardware options.

Getting started

1.3.2 Network installations

A network system allows you to use online technology and periodic technology. AMS Machinery Manager communicates with a CSI Machinery Health Monitor using a network connection. A network system is deployed on a local area network (LAN) or a wide area network (WAN).

You can install these components:

• AMS Machinery Manager

• Online Server

• Secondary Database Server

• Data Import Server

• AMS Machinery Manager Data Import Client

• AMS Standalone Data Transfer (on a different computer)

• AMS Machinery Manager ODBC Driver

• Machine History Viewer

• Collaboration Tool

• CSI Data Provider

MHM-97402, Rev 24 3

Page 8

Getting started

Single-user and multiple-user LAN

A Single-user network indicates you have a Network Server and a Client installed on one computer and have one serial number. Single-user network allows the Client to be installed on other computers in the network. However, only one user can log in at a time. This installation is used for single user customers with an online system.

A Multiple-user network indicates you have a Network Server and a Client installed on a server-class computer, and the Client installed on other computers in the network. Multiple users can log in at the same time.

4 MHM-97402, Rev 24

Page 9

Local area network system exampleFigure 1-2:

This example does not attempt to show all supported hardware or configuration options.

Getting started

Note

The CSI 2125-IS Analyzer can only be connected to the network through serial or serial-to-USB connection.

Multiple-user WAN

The WAN system is designed to allow remote AMS Machinery Manager users to load, dump, and view data over wide area networks, such as private networks, virtual private networks

(1) Use AMS Standalone Data Transfer

(1)

, or the Internet.

MHM-97402, Rev 24 5

Page 10

Getting started

Wide area network system exampleFigure 1-3:

This example does not attempt to show all supported hardware or configuration options.

Note

The CSI 2125-IS Analyzer can only be connected to the network through serial or serial-to-USB connection.

6 MHM-97402, Rev 24

Page 11

1.4 Operating Requirements

1.4.1 Servers

Minimum requirements

Supported Operating Systems

Processor/ Memory

Network Ethernet (TCP/IP protocol)

Browser Internet Explorer 7 or later

Screen Resolution XGA (1024 x 768) or better

Requirements for laptops used with CSI 2600 systems

Supported Operating Systems

Processor/Memory 1.5 GHz or better, 2 GB of RAM or more

Hard drive capacity 250 GB or greater

RS232 One available RS232 interface

Network Ethernet (TCP/IP protocol)

Browser Internet Explorer 7 or later

Screen Resolution XGA (1024 x 768) or better

Portable Systems

Online Systems

Windows Server 2016 Server 2012 R2 Datacenter

1.83 GHz Dual Core or better, 2 GB of RAM or more

Server-class 2.33 GHz Dual Core or better, 2 GB of RAM or more

Windows 10 Professional Windows 7 Enterprise

(1)

, Windows Server 2012 R2 Standard Edition

(1)

, Windows 7 Professional SP1, Windows 7 Ultimate, and

(1)

, and Windows

Getting started

Additional recommendations

Media DVD drive required for installation

Virtualization System • Citrix XenApp 7.9 (Windows Server 2016)

• Remote Desktop Services (Windows Server 2016 and Windows Server 2012)

• VMSphere 5.5 (Windows Server 2016 and Windows Server 2012)

• VMware ESXi 5.5 (Windows Server 2012)

• Hyper-V (Microsoft System Center 2012 R2 Virtual Machine Manager)

Antivirus • McAfee™ Endpoint Security 10.1

• Norton Security Version 22.7 — Refer to Knowledge Base Article (KBA) NK-1600-0412

for antivirus configuration.

• Symantec™ Endpoint Protection 12.1.6 — Refer to KBA NK-1600-0411 for antivirus

configuration.

(1) Requires Microsoft .NET Framework 3.5 SP1, available from the Microsoft web site. Because AMS Machinery Manager does not require

an Internet connection for installation, Emerson recommends installing .NET Framework 3.5 SP1 before AMS Machinery Manager.

MHM-97402, Rev 24 7

Page 12

Getting started

Important

If you intend to install Machine History Viewer or CSI Data Provider, you must install Internet Information Services before installing AMS Machinery Manager. The AMS Machinery Manager installation makes important changes to the IIS setup that you would otherwise have to configure manually with the assistance of Product Support.

1.4.2 Workstations

Minimum requirements

Supported Operating Systems

Processor/Memory 1.5 GHz or better, 2 GB of RAM or more

Network Ethernet (TCP/IP protocol)

Browser Internet Explorer 7 or later

Screen Resolution XGA (1024 x 768) or better

Communication requirements

RS232 For communication with the Spectro 5200 Trivector™ Analyzer, a PC must have an RS232

USB A USB 2.0 port is required for communications with a CSI 2140 Machinery Health Analyzer.

Windows 10 Professional Windows 7 Enterprise

serial port, or use a serial-to-USB cable.

A USB 2.0 port is required for communications with a WDA Image Capture Kit.

(1)

, Windows 7 Professional SP1, Windows 7 Ultimate, and

Additional recommendations

Media DVD drive required for installation

Antivirus • McAfee™ Endpoint Security 10.1

• Norton Security Version 22.7 — Refer to Knowledge Base Article (KBA) NK-1600-0412

for antivirus configuration.

• Symantec™ Endpoint Protection 12.1.6 — Refer to KBA NK-1600-0411 for antivirus

configuration.

(1) Requires Microsoft .NET Framework 3.5 SP1, available from the Microsoft web site. Because AMS Machinery Manager does not require

an Internet connection for installation, Emerson recommends installing .NET Framework 3.5 SP1 before AMS Machinery Manager.

8 MHM-97402, Rev 24

Page 13

2 Standalone installation

Topics covered in this chapter:

• Install AMS Machinery Manager

• Launch AMS Machinery Manager

• Update or repair the installation

2.1 Install AMS Machinery Manager

Prerequisites

Verify the client computer meets the operating requirements for a workstation.

If you are upgrading your software, back up your database before completing the software update. Your databases require reindexing to work with the new software. If you need to reinstall the previous version of software, be aware that any database you open with the new software will be reindexed and will no longer work with any previous version.

Standalone installation

Procedure

1. Log on to the computer as a user with administrator rights.

2. Insert the AMS Machinery Manager Software Installation DVD and open it in Windows Explorer.

3. Run RBMsetup.exe.

Important

On Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if the installation launches automatically when you insert the DVD. You must run the installation manually.

4. If a prompt to install Microsoft .NET Framework 4.0 appears, choose to install this software and allow the system to reboot, (if required).

The AMS Machinery Manager installation begins automatically after reboot.

5. Accept the license agreement and click Next.

6. At the ATTENTION!! dialog, click Yes if you are installing the software for the first time. If you are upgrading your software, this is a reminder to stop the installation and back up your database first. Click No to stop the installation.

7. The setup program verifies that your system meets the minimum requirements. If they are met, the Options page dialog appears. If they are not met, a message displays more information. Update the computer to meet the requirements or contact Product Support.

8. (Optional) At the Select Features to Install pane, you can change defaults for your installation.

MHM-97402, Rev 24 9

Page 14

Standalone installation

Notes

• Use the default settings and directory names unless there is a particular reason to change

them. Using the defaults results in a trouble-free installation and streamlined interaction with Emerson Product Support, should a problem ever arise.

• If you are updating the software, this screen also displays the message, “The following file

has been found in your Data Directory” followed by file names. You can check the box by the file to overwrite the file.

• If you are updating your software, some fields may be disabled. If you want to update your

software and move to a different computer, contact Emerson Product Support.

9. Click Install to start the installation.

The Installing Components screen displays and shows the status of the installation.

Note

Once the install is underway, there will be a point where the Cancel button is disabled. Do not try to end the install if the Cancel button is disabled. If the install aborts after this point, you may need to contact Emerson Product Support.

10. If you are using Windows Firewall, grant access to programs published by Emerson Process Management when prompted.

11. Continue through the installation steps and follow prompts.

12. When the Serial dialog appears, click Register Product to register the software now, or click Close to skip registration.

10 MHM-97402, Rev 24

Page 15

Standalone installation

Note

To register later, open Windows Explorer, go to C:\RBMsuite\sys and double-click Serial.exe.

a. In the Serial dialog, click Register Product.

The Register Product dialog appears. You need the Serial No. and Request No. during registration.

b. Contact Product Support to register.

Phone: Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world)

Email: [email protected]

Web: http://www.emersonprocess.com/machineryhealthreg

c. Enter the Response code given to you by a Product Support representative.

d. Click OK.

e. In the Serial dialog, verify the Status is "Registered."

f. Click Close.

Your software is registered.

The installation automatically continues.

13. Click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish page. Allow the system to reboot before attempting to run the software.

MHM-97402, Rev 24 11

Page 16

Standalone installation

2.2 Launch AMS Machinery Manager

Now that you have installed and registered AMS Machinery Manager, you are ready to launch AMS Machinery Manager.

Procedure

1. Go to Start > Programs (All Programs) > AMS Machinery Manager.

2. Select AMS Machinery Manager.

3. Log in when prompted.

a. Initially, Administrator is the default user. Leave the password blank and click OK.

b. If you use a different user, enter the username and password and click OK.

See the Administration topics in AMS Machinery Manager Help to set the Administrator password and create a new user.

2.3 Update or repair the installation

Note

You must register the software when you update the software.

Prerequisites

Close all AMS Machinery Manager programs.

Stop AMS Machinery Manager services.

Procedure

1. Insert the AMS Machinery Manager Software Installation DVD and open it in Windows Explorer.

2. Run RBMsetup.exe.

Important

On Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if the installation launches automatically when you insert the DVD. You must run the installation manually.

3. At the startup screen choose Add/Update or Repair and click Next.

4. At the Options pane, choose the features to install or leave the defaults selected for an update.

5. In the list labeled The following files have been found in your Data Directory, check the box by a file to replace the file on your computer with the file from the installation.

6. Click Install to start the installation.

12 MHM-97402, Rev 24

Page 17

Standalone installation

The Installing Components screen displays the status of the installation.

Note

7. Continue through the installation steps and follow prompts.

8. Click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish page. Allow the system to reboot before attempting to run the software.

MHM-97402, Rev 24 13

Page 18

Standalone installation

14 MHM-97402, Rev 24

Page 19

3 Network installation

Topics covered in this chapter:

• Network installation overview

• Install the Network Server

• Install the AMS Machinery Manager Client

• Launch AMS Machinery Manager Client

• Install a Secondary Database Server

• Install an Online Server

• Install Data Import Server and Data Import Client

• Install Collaboration Tool

• Update or install new features on the Network Server

Network installation

3.1 Network installation overview

Important

• If you intend to install Machine History Viewer or CSI Data Provider, you must install Internet

Information Services before installing AMS Machinery Manager. The AMS Machinery Manager installation makes important changes to the IIS setup that you would otherwise have to configure manually with the assistance of Product Support.

• If you are upgrading your software, back up your database before completing the software

update. Your databases require reindexing to work with the new software. If you need to reinstall the previous version of software, be aware that any database you open with the new software will be reindexed and will no longer work with any previous version.

Prerequisites

Ensure each computer meets the minimum system operating requirements.

Procedure

1. Install the Network Server on the server first.

2. Install the AMS Machinery Manager Client on a workstation.

3. Install secondary servers and clients on other computers on the network.

You can install Online Server, Secondary Database Server, Data Import Server, Data Import Client, and AMS Machinery Manager Client on other computers in the network.

Postrequisites

• Configure service accounts and firewall settings for each computer, if necessary.

Refer to Chapter 6 for more information.

MHM-97402, Rev 24 15

Page 20

Network installation

• Network installations require further configuration for each CSI Machinery Health

Monitor.

For more information, open Help in AMS Machinery Manager and choose Administration > Online Server.

3.2 Install the Network Server

The Network Server installation procedure installs and configures the programs and services required for the primary server. You can choose to install additional features.

The installation creates a shared folder from which you install the Client or other licensed components on other machines on this network. By default, the folder is C:\RBMnet\ and is shared as \\Servername\RBMnet where Servername is the network computer name.

Prerequisites

Ensure the computer meets the minimum system operating requirements.

To install AMS Machinery Manager on a drive other than C, create a shared folder named RBMnet on the drive where you want to install the software, prior to starting the installation. After installation is complete, an administrator may need to modify the shared folder's security permissions to allow access from other computers.

Important

Procedure

1. Log on to the computer as a user with administrator rights.

2. Insert the AMS Machinery Manager Software Installation DVD and open it in Windows Explorer.

3. Run RBMsetup.exe.

Important

On Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if the installation launches automatically when you insert the DVD. You must run the installation manually.

4. Accept the license agreement and click Next.

16 MHM-97402, Rev 24

Page 21

Network installation

5. If a prompt to install Microsoft .NET Framework 4.0 appears, choose to install this software and allow the system to reboot, (if required).

The AMS Machinery Manager installation begins automatically after reboot.

8. At the Options page dialog, make changes to the Select Features to Install list, if desired.

Network Server and Client are checked as the preferred defaults. You can select other features, if available. Refer to corresponding sections for more information about additional features.

• Database Server, Section 3.5

• Online Server, Section 3.6

• Data Import Server, Section 3.7

• Data Import Client, Section 3.7

Notes

• Use the default settings and directory names unless there is a particular reason to change

them. Using the defaults results in a trouble-free installation and streamlined interaction with Emerson Product Support, should a problem ever arise.

• If you are updating the software, this screen also displays the message, “The following file

has been found in your Data Directory” followed by file names. You can check the box by the file to overwrite the file.

MHM-97402, Rev 24 17

Page 22

Network installation

• If you are updating your software, some fields may be disabled. If you want to update your

software and move to a different computer, contact Emerson Product Support.

Follow these steps if you need to change the default locations:

a. If you need to change the installation directory, select Network Server in the

features list and open the Destination Location tab.

Browse to the location. The Destination Folder is in Universal Naming Convention (UNC) format. A red error icon flashes if the path is invalid.

b. If you need to change where your data is stored, select Network Server in the

features list and open the Data Location tab.

Browse to the location. The path is in Universal Naming Convention (UNC) format. A red error icon flashes if the path is invalid.

9. Click Install to start the installation.

The Installing Components screen displays the status of the installation.

Note

10. If you are using Windows Firewall, grant access to programs published by Emerson Process Management when prompted.

11. When the Serial dialog appears, click Register Product to register the software now, or click Close to skip registration.

Note

To register later, on the Network Server, go to C:\RBMnet\RBMsuite\sys and double-click Serial.exe.

a. In the Serial dialog, click Register Product.

18 MHM-97402, Rev 24

Page 23

Network installation

The Register Product dialog appears. You need the Serial No. and Request No. during registration.

b. Contact Product Support to register.

Phone: Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world)

Email: [email protected]

Web: http://www.emersonprocess.com/machineryhealthreg

c. Enter the Response code given to you by a Product Support representative.

The code is only valid for your computer.

d. Click OK.

e. In the Serial dialog, verify the Status is "Registered."

f. Click Close.

Your software is registered.

The installation automatically continues, installing the Client and any other selected features.

12. Continue through the installation steps and follow prompts.

13. Click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish page. Allow the system to reboot before attempting to run the software.

Postrequisites

Install AMS Machinery Manager Client on a workstation.

3.3 Install the AMS Machinery Manager Client

Run the AMS Machinery Manager installation program (RBMsetup.exe) on a computer in the AMS Machinery Manager network. Choose the Client option.

Prerequisites

• Install the AMS Machinery Manager Network Server on the server first.

• Verify the client computer meets the operating requirements for a workstation.

• Verify the workgroup or domain settings match on the Network Server computer

and Database Server computer.

Procedure

1. Log on to the computer as a user with administrator rights.

2. Browse to the shared folder on the Network Server. For example, \\Servername

\RBMnet, where Servername is the computer's name.

MHM-97402, Rev 24 19

Page 24

Network installation

Important

Do NOT use a mapped drive path.

3. Run RBMsetup.exe.

Important

On Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if the installation launches automatically when you insert the DVD. You must run the installation manually.

4. At the Options page dialog, make changes to the Select Features to Install list, if desired.

You can install certain additional features on other computers in the AMS Machinery Manager network. The Network Server option is disabled here since only one network server is allowed on an AMS Machinery Manager network.

The Client is selected and default locations are set. If desired, select the Shortcuts tab and select Add shortcuts to desktop

5. Click Install to start the installation.

The Installing Components screen displays the status of the installation.

Note

6. Continue through the installation steps and follow prompts.

7. Click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish page. Allow the system to reboot before attempting to run the software.

3.4 Launch AMS Machinery Manager Client

Now that you have installed and registered AMS Machinery Manager, you are ready to launch the AMS Machinery Manager Client.

Procedure

1. Go to Start > Programs (All Programs) > AMS Machinery Manager.

2. Select AMS Machinery Manager Client.

3. Log in when prompted.

a. Initially, Administrator is the default user. Leave the password blank and click OK.

b. If you use a different user, type in the username and password and click OK.

20 MHM-97402, Rev 24

Page 25

See the Administration topics in AMS Machinery Manager Help to set the Administrator password and create a new user.

3.5 Install a Secondary Database Server

Prerequisites

• Install the AMS Machinery Manager Network Server on the server first.

• Verify the workgroup or domain settings match on the Network Server computer

and Database Server computer.

Procedure

1. Log on to the computer as a user with administrator rights.

2. Browse to the shared folder on the Network Server. For example, \\Servername \RBMnet, where Servername is the computer's name.

Important

Do NOT use a mapped drive path.

Network installation

3. Run RBMsetup.exe.

Important

On Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if the installation launches automatically when you insert the DVD. You must run the installation manually.

4. Follow instructions presented by the installation program.

5. Accept the license agreement and click Next.

7. At the Options page dialog, make changes to the Select Features to Install list, if desired.

• To install a Secondary Database server, select Database Server.

• (Optional) To install the Client, select Client.

• Uncheck features you do not want to install on this computer.

You can change the default destination location and configuration location on your database server. These tabs are disabled for updates.

8. Click Install to start the installation.

MHM-97402, Rev 24 21

Page 26

Network installation

The Installing Components screen displays the status of the installation.

Note

9. Continue through the installation steps and follow prompts.

10. Click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish page. Allow the system to reboot before attempting to run the software.

The secondary database server can be accessed through the Network Server. The files are installed in C:\RBMDBSRV by default.

Postrequisites

• In Windows Explorer, browse to C:\RBMDBSRV and create new folder named CustData.

Share the CustData folder so it is available on the AMS Machinery Manager network.

• Add the database server in RBM Network Administration. Refer to the Administration

topics in AMS Machinery Manager Help for more information.

3.6 Install an Online Server

Note

Unless otherwise specified, a CSI Machinery Health Monitor is pre-configured with a database created according to customer specifications. The Online Server has been set up during commissioning.

You can install additional Online Servers and commission additional CSI Machinery Health Monitors on your AMS Machinery Manager network. If you install an additional Online Server, select Database Server as well.

Prerequisites

• Install the AMS Machinery Manager Network Server on the server first.

• Verify the workgroup or domain settings match on the Network Server computer

and Database Server computer.

Procedure

1. Log on to the computer as a user with administrator rights.

2. Browse to the shared folder on the Network Server. For example, \\Servername \RBMnet, where Servername is the computer's name.

Important

Do NOT use a mapped drive path.

22 MHM-97402, Rev 24

Page 27

Network installation

3. Run RBMsetup.exe.

Important

On Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if the installation launches automatically when you insert the DVD. You must run the installation manually.

4. Follow instructions presented by the installation program.

5. At the AMS Machinery Manager Setup - Options page, select Online Server and Database Server.

• (Optional) To install the Client, select Client.

• Uncheck features you do not want to install on this computer.

6. Continue through the installation steps and follow prompts.

7. In Windows Services, verify the following services are started.

• CsiO_Server

• CsiMtdbMgr

• CSI_MhmRemote

Postrequisites

• In Windows Explorer, browse to C:\RBMDBSRV and create new folder named CustData.

Share the CustData folder so it is available on the AMS Machinery Manager network.

• Set up the Online Server in RBM Network Administration. Refer to the Administration

topics in AMS Machinery Manager Help for more information.

3.7 Install Data Import Server and Data Import Client

The Data Import Server and Data Import Client are only available if you license the Data Import functionality (included with network systems). You can install Data Import Server and Data Import Client together or separately on the Network Server or on other computers in the AMS Machinery Manager network.

3.7.1 Install Data Import Server or Client on an existing Network Server

Follow instructions to update or install new features on the Network Server. See

Section 3.9. At the Options pane, choose the Data Import Server and/or Data Import Client.

If you choose Data Import Client, AMS Machinery Manager Client is automatically selected. Data Import Client is required to be installed in the same directory as the AMS Machinery Manager Client.

MHM-97402, Rev 24 23

Page 28

Network installation

3.7.2 Install Data Import or Client on a Secondary Server or Workstation

Prerequisites

• Ensure the computer meets the minimum system operating requirements.

• Verify the workgroup or domain settings match on the Network Server computer

and Database Server computer.

Procedure

1. Log on to the computer as a user with administrator rights.

2. Browse to the shared folder on the Network Server. For example, \\Servername

\RBMnet, where Servername is the computer's name.

Important

Do NOT use a mapped drive path.

3. Run RBMsetup.exe.

Important

On Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if the installation launches automatically when you insert the DVD. You must run the installation manually.

4. Accept the license agreement and click Next.

5. At the Options pane, choose the Data Import Server and/or Data Import Client.

If you choose Data Import Client, AMS Machinery Manager Client is automatically selected. Data Import Client is required to be installed in the same directory as the AMS Machinery Manager Client.

6. Click Install to start the installation.

The Installing Components screen displays the status of the installation.

Note

7. Click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish page. Allow the system to reboot before attempting to run the software.

24 MHM-97402, Rev 24

Page 29

Network installation

3.8 Install Collaboration Tool

When Collaboration Tool is installed with AMS Machinery Manager Network Server and Clients, users logged into the Clients using the same Network Server can communicate with one another and share multiple types of information with other Collaboration Tool users.

3.8.1 Install Collaboration Tool on the Network Server

When you install Collaboration Tool on the Network Server the MHM Peer Resolver Service (MHMPeerResolverService.exe) is installed.

Prerequisites

• Install the AMS Machinery Manager Network Server on the server first.

• Install AMS Machinery Manager Client on the Client computer.

Procedure

1. On the Network Server, use Windows Explorer to browse to the RBMnet folder. For

example, C:\RBMnet.

2. Browse to Install\CollaborationTool.

3. Double-click setup.exe and continue through the installation.

Important

On Windows 7, right click setup.exe and select Run as administrator.

4. Accept the license agreement and click Next.

5. Click Install to start the installation.

The Installing Components screen displays the status of the installation.

Note

6. Click Finish to complete the installation.

3.8.2 Install Collaboration Tool on the Client

Prerequisites

• Install the AMS Machinery Manager Network Server on the server first.

• Install AMS Machinery Manager Client on the Client computer.

Procedure

1. Log on to the computer as a user with administrator rights.

MHM-97402, Rev 24 25

Page 30

Network installation

2. Browse to the shared folder on the Network Server. For example, \\Servername

\RBMnet, where Servername is the computer's name.

Important

Do NOT use a mapped drive path.

3. Browse to Install\CollaborationTool.

4. Double-click setup.exe and continue through the installation.

Important

On Windows 7, right click setup.exe and select Run as administrator.

5. Accept the license agreement and click Next.

6. Follow instructions presented by the installation program.

3.8.3 Launch Collaboration Tool

1. Launch AMS Machinery Manager Client.

2. From the main menu, select View > Collaboration Tool.

Initially, Collaboration Tool opens on the right side of the AMS Machinery Manager Client screen.

Refer to Collaboration Tool topics in AMS Machinery Manager Help for more information.

3.9 Update or install new features on the Network Server

When you install the Network Server, you can choose which features to install. You can install the additional features on the Network Server later, by running the installation program on the server where you have AMS Machinery Manager installed.

Note

You must register the software when you update the software.

Prerequisites

• Close all AMS Machinery Manager programs.

• Stop AMS Machinery Manager services.

Procedure

1. Log onto the Network Server as a user with administrator rights.

2. Close AMS Machinery Manager and stop any AMS Machinery Manager services.

26 MHM-97402, Rev 24

Page 31

Network installation

3. Browse to the Network Server's installation folder, for example C:\RBMnet.

4. Run RBMsetup.exe.

Important

On Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if the installation launches automatically when you insert the DVD. You must run the installation manually.

5. At the maintenance screen, select Add/Update and click Next.

6. At the Options pane, choose the features to install or leave the defaults selected for

an update.

7. Click Install to start the installation.

The Installing Components screen displays the status of the installation.

Note

8. Click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish page. Allow the system to reboot before attempting to run the software.

MHM-97402, Rev 24 27

Page 32

Network installation

28 MHM-97402, Rev 24

Page 33

4 Additional installations

Topics covered in this chapter:

• Install Machine History Viewer

• Install AMS Standalone Data Transfer

• Install AMS Machinery Manager ODBC Driver

• Install AMS Machinery Manager CSI Data Provider

• Install CSI USB drivers

4.1 Install Machine History Viewer

Machine History Viewer works in conjunction with AMS Machinery Manager and other AMS Suite software programs to allow you to view and analyze the operating history of a facility’s rotating machinery. Machine History Viewer is a browser-based application that can be accessed from any network computer.

Additional installations

4.1.1 Install Internet Information Services (IIS)

Install Internet Information Services (IIS) with the following features:

• IIS Management Console

• IIS Application Development Features (World-wide Web Services)

- .NET Extensibility

- ASP

- ASP.NET

- ISAPI Extensions

- ISAPI Filters

- Server-side Includes

Tip

On Windows 7, open Control Panel, select Turn Windows Features On or Off and select the features from Internet Information Services and World Wide Web Services.

4.1.2 Install Machine History Viewer on the Network Server

Machine History Viewer installation includes the following components:

• Machine History Viewer Web Service

• Machine History Viewer Client User Interface

• Microsoft SQL Server 2014 Express

MHM-97402, Rev 24 29

Page 34

Additional installations

Machine History Viewer can be installed in three configurations:

1. Compact configuration: Install Machine History Viewer on the same server-class

computer as AMS Machinery Manager Network Server and Microsoft SQL Server 2014 Express for a compact configuration.

2. Recommended configuration: Install Network Server on one server-class machine

and install Machine History Viewer and Microsoft SQL Server 2014 Express on a separate server-class computer.

3. Distributed configuration: Install each required component of Machine History

Viewer on separate server-class computers.

The instructions describe how to install either the compact configuration and recommended configuration.

Prerequisites

• Install the AMS Machinery Manager Network Server on the server first.

• The Machine History Viewer version must match Network Server.

• Install IIS 5.2 or newer first. (Install IIS before the .NET Framework, available during

installation).

Note

• Microsoft SQL Server 2014 Express is required by and installed with Machine History Viewer.

• Microsoft .NET Framework 4.0 is required by and installed with Machine History Viewer Web

Service, Microsoft SQL Server 2014 Express, and the Machine History Viewer Client User Interface.

Procedure

1. Insert the AMS Machinery Manager Software Installation DVD and open it in

Windows Explorer.

2. Browse to the Install\MachineHistoryViewer folder.

3. Double-click setup.exe and continue through the installation.

Important

On Windows 7, right click setup.exe and select Run as administrator.

4. Accept the license agreement.

5. The Configuration window displays. Choose the components to install on this

computer and click Next.

• For the compact configuration and the recommended configuration, check both

Web Service and Client UI.

• For the distributed configuration, launch the installation on each computer;

choose only the Web Service feature on one computer, and only the Client UI feature on the other computer.

6. Click Yes if prompted to install the Microsoft .NET Framework.

30 MHM-97402, Rev 24

Page 35

Additional installations

It may take several minutes to complete the installation. This step applies if Microsoft .NET Framework is not already installed.

A dialog may display the process of the Microsoft Report Viewer redistributable files installation.

7. In the Select Computer for SQL Server 2014 Express dialog, choose where to install the SQL server and click Next.

• For a compact configuration and the recommended configuration, select This

computer (maximizes performance).

• For the distributed configuration, select A separate computer (may degrade

performance). A dialog displays additional instructions for this setup.

Note

If Microsoft SQL Server 2014 Express is already installed, this installation process creates new instance named “EmersonCSIMM”. If you run the installer again, the Microsoft SQL Server 2014 Express does not need to install additional instances.

8. When prompted, type a password to be used as part of the SQL connection string and click Next. The SQL server installs automatically.

A summary of the SQL configuration displays. Make a note of this information for future reference.

Computer Name:

SQL Server Instance Name: EmersonCSIMM

Strong Password:

9. (Distributed configuration only.) If you chose to install the SQL server on a separate computer, the Database Server Login dialog appears. Provide the information to connect to the SQL server on the separate computer.

10. Review the Disk Space Requirements for Local and Mapped Drives dialog to determine where you want to install the selected Machine History Viewer components. Click OK.

11. In the Choose Destination Location dialog, click Next to accept the default location (recommended), or click Browse and select a different location for the selected Machine History Viewer components.

12. When prompted, enter the network name of the computer where the Network Server is installed.

You must specify the computer name if the installation is not on the same computer as the Network Server.

13. (Distributed configuration only.) When prompted, enter the network name of the computer hosting the Machine History Viewer Web Service.

MHM-97402, Rev 24 31

Page 36

Additional installations

Note

You must specify the computer name where the Machine History Viewer Web Service is installed, if you are installing only the Machine History Viewer Client User Interface.

14. On the Start Copying Files screen, click Next to install the software components listed.

The Setup Status screen displays a progress bar.

15. When the URL displays, make a note of the address so you can access Machine History Viewer.

Example: http://Servername/MachineHistory where Servername is the name of the computer where Machine History Viewer is installed.

Machine History Viewer URL:

Note

If you are unable to log in, follow the instructions in Internet Explorer Help to enable cookies for this URL.

16. Click Finish to complete the installation.

4.1.3 Launch Machine History Viewer

Prerequisites

• Verify the client computer meets the operating requirements for a workstation.

• Use Internet Explorer 7.0 or newer with cookies enabled for the URL displayed

during installation.

• In RBM Network Administration, create an AMS Machinery Manager username and

password to use with Machine History Viewer.

• In RBM Network Administration, add a database to the user's database list, or allow

the user to access the master database list. If the user does not have a database, no data will be visible to this user through Machine History Viewer.

Procedure

1. Launch Internet Explorer and enter the URL address you recorded during installation.

2. Log in with a user name and password.

More information about using Machine History Viewer is provided in Online Help available after you log in.

32 MHM-97402, Rev 24

Page 37

4.2 Install AMS Standalone Data Transfer

AMS Standalone Data Transfer allows you to transfer route files between an analyzer and a folder on the computer or network. You do not need direct access to an AMS Machinery Manager client or database. When you receive a route definition file, load it to your analyzer with AMS Standalone Data Transfer. After you collect data, dump the route using AMS Standalone Data Transfer and return the route data file.

Note

Only install AMS Standalone Data Transfer on a computer where AMS Machinery Manager is NOT installed.

Procedure

1. Insert the AMS Machinery Manager Software Installation DVD and open it in Windows Explorer.

2. Browse to Install/StandaloneDataTransfer.

3. Double-click setup.exe and continue through the installation.

Additional installations

Important

On Windows 7, right click setup.exe and select Run as administrator.

4. Accept the license agreement.

5. Follow instructions presented by the installation program.

Windows Device Driver Installation Wizard prompts you to install the CSI USB Drivers.

6. Install the CSI USB Drivers.

7. Follow instructions presented by the installation program.

8. At the Windows Security prompt, click Install to install the drivers.

9. Click Finish.

The CSI USB Drivers installation wizard closes.

10. Click Finish.

4.3 Install AMS Machinery Manager ODBC Driver

You can install the AMS Machinery Manager ODBC driver in order to access your information from third party software such as Microsoft Access™, Crystal Reports™, or ORACLE®.

Note

This installation is optional and not required by AMS Machinery Manager.

MHM-97402, Rev 24 33

Page 38

Additional installations

Procedure

1. Go to the computer where you want the driver installed.

You can install the driver on any computer where the AMS Machinery Manager Client is installed.

2. Insert the AMS Machinery Manager Software Installation DVD and open it in Windows Explorer.

3. Browse to the Install\csiODBC folder.

4. Double-click setup.exe and continue through the installation.

Important

On Windows 7, right click setup.exe and select Run as administrator.

5. Accept the license agreement.

6. When the Choose Destination Location screen appears, use the default location, and click Next.

7. In the Ready to Install Program screen, click Next to begin the installation.

The Setup Status screen displays the status of the installation.

8. When the Installation Complete screen appears, click Finish.

If the screen displays a message to restart the computer, you must restart the computer before attempting to use the software.

4.4 Install AMS Machinery Manager CSI Data Provider

The AMS Machinery Manager CSI Data Provider works with AMS Machinery Manager Network Server to supply information to applications such as AMS Asset Portal and AMS Suite: Asset Performance Management. AMS Machinery Manager sends Assets, Active Alerts and Event History. The Alert details are generated from alarms that are set in the databases, such as the Vibration alarms for Export. Event details are generated from RBMview when a new problem is created.

Verify you have a version of AMS Machinery Manager that supports your application:

• AMS Machinery Manager version 4.81 or later is required to support AMS Asset

Portal 1.0 or newer.

• AMS Machinery Manager 5.5 or later is required to support AMS Suite: Asset

Performance Management.

4.4.1 Install Internet Information Services (IIS)

Install Internet Information Services (IIS) with the following features:

34 MHM-97402, Rev 24

Page 39

• IIS Management Console

• IIS Application Development Features (World-wide Web Services)

- .NET Extensibility

- ASP

- ASP.NET

- ISAPI Extensions

- ISAPI Filters

- Server-side Includes

Tip

On Windows 7, open Control Panel, select Turn Windows Features On or Off and select the features from Internet Information Services and World Wide Web Services.

4.4.2 Install CSI Data Provider

Install the CSI Data Provider on the same computer as the AMS Machinery Manager Network Server or on a different computer with network access to the Network Server.

Additional installations

Prerequisites

An AMS Machinery Manager Client must be installed on the Network Server computer.

The CSI Data Provider version must match the Network Server.

CSI Data Provider requires the Microsoft .NET Framework 4.0, available during the installation. IIS must be installed before Microsoft .NET Framework 4.0.

Procedure

1. Go to the computer where the AMS Machinery Manager Network Server is installed,

or a computer with network access to the Network Server.

2. Insert the AMS Machinery Manager Software Installation DVD and open it in

Windows Explorer.

3. Browse to Install\CSIDataProvider.

4. Double-click setup.exe and continue through the installation.

Important

On Windows 7, right click setup.exe and select Run as administrator.

5. Accept the license agreement and click Next.

6. Continue through the installation steps and follow prompts.

The installation program checks the minimum system requirements for the software. If the computer is missing any required software, you will be prompted to install the necessary software.

7. On the Disk Space Requirements screen, review this information and click OK.

MHM-97402, Rev 24 35

Page 40

Additional installations

8. On the Choose Destination Location page, use the default location and click Next.

9. When prompted, enter the name of the computer running Network Server and click

Next.

The Data Provider must be able to locate the Network Server to function properly.

10. When prompted, install and start the CsiRVWmgr service on the Network Server.

Complete the following steps on the Network Server.

a. On the Network Server, launch the Windows Command Prompt as

Administrator.

Tip

On Windows 7, click Start > Accessories > Command Prompt, right-click Command Prompt and select Run as Administrator.

b. In the Command Prompt window, type C:\RBMnet\RBMsuite\sys\RVWmgr.exe -i and

press Enter.

Example:

C:\Windows\system32>C:\RBMnet\RBMsuite\sys\RVwMgr.exe -i

C:\Windows\system32>

The CsiRVWmgr service is installed as a Windows Service.

c. On the Network Server, launch Windows Services.

d. Right-click the service named CsiRVWmgr and select Properties.

e. In the Properties dialog, choose Automatic from the Startup type menu.

This setting ensures the service restarts automatically if it is ever stopped, such as after a reboot.

f. Click Start to start the CsiRVWmgr service.

The CsiRVWmgr service is installed and started.

11. Click OK to continue the installation.

12. When the URL displays, make a note of the address.

Example: http://Servername/CSIDataProvider/CSIDataProvider.asmx, where Servername is the name of the computer where CSI Data Provider is installed.

You will need to use the URL to access the CSIDataProvider web service and register the AMS Machinery Manager user.

36 MHM-97402, Rev 24

Page 41

CSI Data Provider URLTable 4-1:

CSI Data Provider URL:

13. Click Finish.

4.4.3 Create a user for CSI Data Provider

See Create a new user in AMS Machinery Manager Help for details.

Procedure

1. In RBM Network Administration, create a new user with guest access mode.

Important

Only use this username and password with CSI Data Provider. If these credentials are used by some other user or application, the CSI Data Provider cannot access the system.

2. In RBM Network Administration, right-click the new user and select Edit User.

3. Click User Database List.

Additional installations

The Database List dialog appears.

4. To add a database, select the database from the System Databases pane and click

Add.

5. Click OK.

4.4.4 Register the user for CSI Data Provider

1. Launch Internet Explorer and type the web address displayed during installation.

Example: http://Servername/CSIDataProvider/CSIDataProvider.asmx, where Servername is the name of the computer where CSI Data Provider is installed.

The CSI Data Provider web interface appears.

MHM-97402, Rev 24 37

Page 42

Additional installations

2. Click the GetPlantHierarchy link.

3. On the GetPlantHiearchy page, enter the AMS Machinery Manager user name and

password in the format: username|password

For example, if “AOXS” is the user name and “aoxspwd1” is the password, enter: AOXS|aoxspwd1.

4. Click Invoke.

A window displays a stream of XML statements. This is proof that you successfully registered the user and CSI Data Provider is functioning properly.

38 MHM-97402, Rev 24

Page 43

Additional installations

Note

If you get an error message, ensure that the CsiRVWmgr service is started and the user name has been created with the password you entered.

4.4.5 Create a data source

Use the AMS Suite: Asset Performance Management (or Asset Portal Manager for use with AMS Asset Portal) to create a data source. Refer to the respective product documentation for more information.

4.4.6 Configure Web Server settings

In order for the CSI Data Provider to work correctly, the World Wide Web Publishing service must be configured correctly.

Procedure

1. Open Windows Services and start the service named World Wide Web Publishing

Service.

When you install the World Wide Web Publishing Service with Windows Server, it may not be started by default. You must start the service in order to run a web service.

2. Enable ASP.NET to execute.

By default, the Web Service Extension status for ASP.NET is Prohibited. In IIS Manager, change the status to Allowed.

MHM-97402, Rev 24 39

Page 44

Additional installations

Follow instructions for your version of IIS to enable ASP.NET. For example, follow these instructions in IIS 7.0.

a. Launch IIS Manager.

b. Select the computer name node in the Connections pane.

c. In the Features view, select ISAPI and CGI Restrictions.

d. Select the ASP.NET service and change the status to Allowed.

3. Add CSIDataProvider to the Trusted Sites.

The first time the CSIDataProvider service runs, a security warning may appear. Add this website to the computer’s trusted sites.

From this point, the CSIDataProvider will be granted access to this site.

4.5 Install CSI USB drivers

The USB drivers for the CSI 2140 analyzer are installed automatically with AMS Machinery Manager or AMS Standalone Data Transfer. You can install the USB drivers on any computer where you need to connect a CSI 2140 analyzer.

Procedure

1. Insert the AMS Machinery Manager Software Installation DVD and open it in

Windows Explorer.

2. Browse to Install\CSI USB Drivers.

3. Double-click setup.exe and continue through the installation.

Important

On Windows 7, right click setup.exe and select Run as administrator.

4. Accept the license agreement.

5. Follow instructions presented by the installation program.

6. At the Windows Security prompt, click Install to install the drivers.

7. Click Finish.

40 MHM-97402, Rev 24

Page 45

AMS Machinery Manager services

5 AMS Machinery Manager services

Topics covered in this chapter:

• Primary server features and services

• Secondary server features and services

• Client installation features

5.1 Primary server features and services

The Primary server is the computer hosting the Network Server.

Feature installed Service installed Description Purpose

Standalone or Network Server

AMS Machinery Manager Client

Collaboration Tool (optional)

CsiNetAdmin Network Server Licensing

CSI_MhmRemote AMS Remote

Machinery Health Manager

CSI Data Transfer Service

CSIMtDbMgr Service Database Server Database read/write/indexing

n/a AMS Machinery Manager user interface.

MHM Peer Resolver Service

Data Transfer Service Enables CSI Machinery Health Analyzer to

Collaboration Tool communication management

Manages connections between AMS Machinery Manager Clients and the Network Server.

connect and transfer data to AMS Machinery Manager over an Ethernet connection.

When installed on the Network Server, this service enables communication between AMS Machinery Manager users with Collaboration Tool installed on their workstation.

5.2 Secondary server features and services

One or more of these features can be installed on a computer in the AMS Machinery Manager network after a Network Server has been installed.

Feature installed Service installed Purpose

Database Server CSIMtDbMgr Service Database read/write/indexing

Data Import Server CSI Data Import Service Enables AMS Machinery Manager to read MODBUS data

from other systems.

MHM-97402, Rev 24 41

Page 46

AMS Machinery Manager services

Feature installed Service installed Purpose

Online Server CsiO_Server Enables AMS Machinery Manager to manage and collect

data from CSI Machinery Health Monitors.

AMS Machinery Manager Client

n/a AMS Machinery Manager user interface.

5.3 Client installation features

One or more of these features can be installed after the Primary server has been installed.

Additional installation Service installed Purpose

Collaboration Tool n/a Available with network client installations to allow AMS

Machinery Manager users to communicate.

Online Watch n/a A client application provides a read-only view of online

system status. Can also be configured to allow a user to acknowledge or modify alarms and request data acquisitions.

Machine History Viewer n/a Provides a read-only view of periodic data and

equipment case history through a web browser.

AMS Standalone Data Transfer

n/a Allows users of a CSI Machinery Health Analyzer at a

location without access to a database to load and dump routes and route data as files.

42 MHM-97402, Rev 24

Page 47

Configure network computer communication

6 Configure network computer

communication

Topics covered in this chapter:

• Configure firewall settings

• Service accounts

If services running on secondary servers have trouble establishing a connection with the primary server, you can change firewall settings to allow the services to communicate with one another. You can also create service accounts to assign to each AMS Machinery Manager program and service.

6.1 Configure firewall settings

AMS Machinery Manager programs communicate with each other using communication ports. If you have a firewall, the ports used by the AMS Machinery Manager programs are often blocked (or disallowed) by default. During installation, Windows may prompt you to allow access for certain AMS Machinery Manager programs on the server. If you choose to allow access, Windows creates firewall exceptions. You may need to configure other firewall rules manually. Configure your firewall program to allow communication between AMS Machinery Manager programs and the ports they use on each computer in the AMS Machinery Manager network.

Note

Each AMS Machinery Manager program needs a firewall exception to access the primary server, even if all the programs are installed on the primary server.

6.1.1 Primary server ports

These services make up the core programs installed as a Standalone or Network installation.

Primary server portsTable 6-1:

Port name Port Type Service Executable Connection Purpose

CSIDB_SERVER 10045 TCP CsiMtdbMgr mtdbmgr.exe server services,

client programs

CSIDB_ADMIN 10046 TCP CsiMtdbMgr mtdbmgr.exe server services,

client programs

CSINA_SERVER 10047 TCP CsiNetAdmin NetAdmin.exe server services,

client programs

Database read/ write/indexing

CsiMtdbMgr

Licensing

MHM-97402, Rev 24 43

Page 48

Configure network computer communication

Primary server ports (continued)Table 6-1:

Port name Port Type Service Executable Connection Purpose

CSINA_ADMIN 10048 TCP CsiNetAdmin NetAdmin.exe server services,

client programs

CSINA_PEER 10049 TCP CsiNetAdmin NetAdmin.exe server services,

client programs

CSIMHMREMOTE 10052 TCP CSI_MhmRemote MhmRemote.exe server services,

client programs

CSIRBMCOMSR 10077 TCP CSI Data Transfer

Service

DeviceServer.exe CSI analyzers

using Ethernet

Licensing

Manage AMS Machinery Manager Client connections.

Enable data transfer over Ethernet.

6.1.2 Ports for Data Import server

Ports for Data Import serverTable 6-2:

Port name Port Type Service Executable Connection Purpose

CSIDISERVER 10060 TCP CSI Data Import

Service

DataImport.exe Provides Machinery

Health Manager MODBUS Data Import.

6.1.3 Database Server ports

Firewall ports required for additional database servers installed on the AMS Machinery Manager network.

Database Server portsTable 6-3:

Port name Port Type Service Executable Connection Purpose

CSIDB_SERVER 10045 TCP CsiMtdbMgr mtdbmgr.exe server services,

client programs

CSIDB_ADMIN 10046 TCP CsiMtdbMgr mtdbmgr.exe server services,

client programs

CSIMHMREMOTE 10053 TCP CSI_MhmRemote MhmRemote.exe server services,

client programs

Database read/ write/indexing

Manage AMS Machinery Manager Client connections.

44 MHM-97402, Rev 24

Page 49

Configure network computer communication

6.1.4 Ports for Collaboration Tool server

Ports for Collaboration Tool serverTable 6-4:

Port name Port Type Service Executable Connection Purpose

HTTP 8090 TCP MHM Peer

Resolver Service

MHMPeerResolver Service.exe

client programs Handles

registration of Collaboration Tool clients to communicate with one another.

6.1.5 CSI Data Provider ports

CSI Data Provider portsTable 6-5:

Port name Port Type Service Executable Connection Purpose

CSIVW_SERVER 10050 TCP CsiRVWmgr RVWmgr.exe Asset Portal,

external programs

CSIVW_ADMIN 10051 TCP CsiRVWmgr RVWmgr.exe Asset Portal,

external programs

HTTP 80 TCP IIS inetinfo.exe Asset Portal,

external programs

Provides alert information.

6.1.6 Ports for Machine History Viewer server

Ports for Machine History Viewer serverTable 6-6:

Port name Port Type Service Executable Connection Purpose

HTTP 80 TCP IIS inetinfo.exe external

programs

MHM-97402, Rev 24 45

Provides web access to case histories.

Page 50

Configure network computer communication

6.1.7 Ports required for servers hosting a shared Custdata folder

Ports required for servers hosting a shared Custdata folder Table 6-7:

Port name Port Type Service Executable Connection Purpose

epmap 135 TCP DCE endpoint

resolution

epmap 135 UDP DCE endpoint

resolution

netbios-ns 137 TCP NETBIOS Name

Service

netbios-ns 137 UDP NETBIOS Name

Service

netbios-dgm 138 UDP NETBIOS

Datagram Service

netbios-ssn 139 TCP NETBIOS Session

Service

microsoft-ds 445 TCP Microsoft

Directory Service

microsoft-ds 445 UDP Microsoft

Directory Service

SYSTEM external

programs

SYSTEM external

programs

SYSTEM external

programs

SYSTEM external

programs

SYSTEM external

programs

SYSTEM external

programs

SYSTEM external

programs

SYSTEM external

programs

Windows File Sharing

6.1.8 Ports required for AMS Machinery Manager Clients and Data Import Clients

Ports required for AMS Machinery Manager Clients and Data Import ClientsTable 6-8:

Port name Port Type Service Executable Connection Purpose

*.exe varies TCP MHM client

programs

C:\RBMclient\sys\*.exe C:\RBMsuite\sys\*.exe

server services, online systems

Each AMS Machinery Manager program.

6.1.9 Online Server ports

Online Server portsTable 6-9:

Port name Port Type Service Executable Connection Purpose

odh_4500T 19788 TCP CsiO_Server O_Server.exe online systems Online system

communication.

46 MHM-97402, Rev 24

Page 51

Configure network computer communication

Online Server ports (continued)Table 6-9:

Port name Port Type Service Executable Connection Purpose

odh_4500su 19798 TCP CsiO_Server O_Server.exe online systems Online system

communication

odh_4500_tcp 19799 TCP CsiO_Server O_Server.exe online systems Online system

communication

odh_4500_udp 19799 UDP CsiO_Server O_Server.exe online systems Online system

communication

odh_admin-tcp 19800 TCP CsiO_Server O_Server.exe online systems Online system

communication

odh_config-tcp 19801 TCP CsiO_Server O_Server.exe online systems Online system

communication

odh_status-tcp 19802 TCP CsiO_Server O_Server.exe online systems Online system

communication

odh_status-udp 19802 UDP CsiO_Server O_Server.exe online systems Gross Scan

broadcast

odh_fallback-tcp 19803 TCP CsiO_Server O_Server.exe Fallback server Fallback server

(legacy, no longer used)

6.1.10 Ports for OPC data

Online Systems can be configured to provide data to control systems using OPC (Object Linking and Embedding for Process Control). The ports used by the Online Server to provide OPC data are assigned dynamically from the range of DCOM ports Windows is configured to use. These ports are not required to be open if tunneling software is used.

Ports for OPC dataTable 6-10:

Port name Port Type Service Executable Connection Purpose

epmap 135 TCP DCE endpoint

resolution

epmap 135 UDP DCE endpoint

resolution

- varies TCP CsiO_Server O_Server.exe external

SYSTEM external

programs

SYSTEM external

programs

Windows File Sharing

Provides OPC information

6.1.11 FTP ports

Servers set up to provide firmware updates to online systems use FTP ports.

MHM-97402, Rev 24 47

Page 52

Configure network computer communication

FTP portsTable 6-11:

Port name Port Type Service Executable Connection Purpose

FTPDATA 20 TCP FTP data

connection

FTP 21 TCP FTP control

connection

inetinfo.exe external

programs, online systems

inetinfo.exe external

programs, online systems

FTP data transfer

6.1.12 Optional ports for troubleshooting

Optional ports for troubleshootingTable 6-12:

Port name Port Type Service Executable Connection Purpose

Telnet 23 TCP Telnet client varies external systems Telnet

ICMP - - Ping SYSTEM external systems Ping

6.2 Service accounts

Service accounts are not required, but can be useful on a network system if services running on secondary servers have trouble establishing a connection with the primary server. Try updating the firewall settings first. If changing the firewall settings does not resolve the issue, you can create service accounts to assign to each AMS Machinery Manager program and service.

After you install AMS Machinery Manager on the server, create a service account on the server and assign it to each AMS Machinery Manager service. Then create an identical account on each computer where AMS Machinery Manager services are installed. This includes any computer where you install any AMS Machinery Manager features, but not computers where you install only the AMS Machinery Manager Client. The Client does not have a service.

6.2.1 Create a service account

Create a service account after installing AMS Machinery Manager.

Prerequisites

Verify you can launch the AMS Machinery Manager Client.

Procedure

1. Follow your operating system's instructions to create a new user account with the

following information:

48 MHM-97402, Rev 24

Page 53

Configure network computer communication

• User name: MHMSERVICE

• Password: *********

• Clear the check box User must change password at next logon.

• Select User cannot change password.

2. Add the MHMSERVICE user as a member of the computer's Administrators group.

Postrequisites

Assign this services account to all AMS Machinery Manager services on the computer.

6.2.2 Assign the services account to each AMS Machinery Manager service

Assign the services account to each AMS Machinery Manager service on the computer.

Procedure

1. Launch Windows Services on a computer where AMS Machinery Manager programs

are installed.

2. Identify the AMS Machinery Manager services to be updated.

3. Right-click the service and select Properties.

4. In the Properties dialog, select the Log On tab, and update the log on information so

the service operates using the services account.

• This account: .\MHMSERVICE (The dot and backslash are required before the

username.)

• Password: *********

Note

The password you enter must match the password assigned to the account.

5. Restart the service.

6. Repeat this procedure for each AMS Machinery Manager service.

Postrequisites

You can test the services account by launching the AMS Machinery Manager Client. If the Client launches, the accounts have been created and assigned correctly. If it does not launch, there may be a problem with one of the users. If you do not have a Client installed, test the specific service by verifying its functionality works.

MHM-97402, Rev 24 49

Page 54

Configure network computer communication

50 MHM-97402, Rev 24

Page 55

Appendix A File locations

File locations depend on the type of installation.

• Standalone systems use absolute paths (for example, C:\RBMsuite), because all the

AMS Machinery Manager applications that use this path are installed on the same computer.

• Network systems use network paths (UNC format) (for example \\ServerName\RBMnet

\RBMsuite), so applications on all AMS Machinery Manager Client workstations can access the files.

Standalone installation

All of the AMS Machinery Manager files are located in the installation directory, C:\RBMsuite, by default.

File locations

Standalone installation file types and locationsTable A-1:

Category Type Location

Installation Directory

AMS Machinery Manager System Files

Drivers Drivers C:\RBMSuite\Sys\Drivers

System Data Files System Data Files C:\RBMSuite\SysData

Customer Data Files

User Data Files User Data Files C:\RBMSuite\Users

Network installations

Folder C:\RBMsuite

Executable C:\RBMSuite\Sys

Dynamic Linked Library

Error Messages C:\RBMSuite\Sys\HelpMsg

Help Files C:\RBMSuite\Sys\HelpMsg

Template Files C:\RBMSuite\SysData\Template

Oil Instrument Files C:\RBMSuite\SysData\Instrmnt

Report Templates C:\RBMSuite\SysData\Report

Shared Data Files C:\RBMSuite\CustData

C:\RBMSuite\Sys\Plugins

Table A-2 and Table A-3 show where to find files on each installation. The Network Server

files are located in C:\RBMnet. The Network Server shared files are listed by UNC path (for example, \\Servername\RBMnet\RBMsuite\ where Servername is the network name of the Network Server computer). Each Client workstation has some files stored locally in C: \RBMclient\.

MHM-97402, Rev 24 51

Page 56

File locations

Network Single- or Multiple-License Server file types and locationsTable A-2:

Category Type Location

Installation Directory

Network Server Shared Folder

AMS Machinery Manager System Files

Drivers Drivers \\Servername\RBMnet\RBMSuite\Sys\Drivers

System Data Files System Data Files \\Servername\RBMnet\RBMSuite\SysData

Customer Data Files

User Data Files User Data Files \\Servername\RBMnet\RBMSuite\Users

CMMS Data Files CMMS Shared Files \\Servername\RBMnet\CMMSData

Folder C:\RBMnet

UNC Path \\Servername\RBMnet

Executables \\Servername\RBMnet\RBMSuite\Sys

Dynamic Link Library

Error Messages \\Servername\RBMnet\RBMSuite\Sys\HelpMsg

Help Files \\Servername\RBMnet\RBMSuite\Sys\HelpMsg

Template Files \\Servername\RBMnet\RBMSuite\SysData\Template

Oil Instrument Files \\Servername\RBMnet\RBMSuite\SysData\Instrmnt

Report Templates \\Servername\RBMnet\RBMSuite\SysData\Report

Databases \\Servername\RBMnet\RBMSuite\CustData

User Preferences \\Servername\RBMnet\RBMSuite\Sys\AMS_Preferences\AMS_

\\Servername\RBMnet\RBMSuite\Sys\Plugins

UserPreferences

Network Client file types and locationsTable A-3:

Category Type Location

Installation Directory

AMS Machinery Manager System Files

Drivers Drivers C:\RBMclient\Sys\Drivers

System Data Files System Data Files C:\RBMclient\Sys\SysData

Customer Data Files

User Data Files User Data Files \\Servername\RBMnet\RBMSuite\Users

Folder C:\RBMclient\

Executable C:\RBMclient\Sys

Dynamic Link Library C:\RBMclient\Sys\Plugins

Error Messages C:\RBMclient\Sys\HelpMsg

Help Files C:\RBMclient\Sys\HelpMsg

Template Files C:\RBMclient\Sys\SysData\Template

Oil Instrument Files C:\RBMclient\Sys\SysData\Instmnt

Report Templates C:\RBMclient\Sys\SysData\Report

Databases \\Servername\RBMnet\RBMSuite\CustData

52 MHM-97402, Rev 24

Page 57

Network Client file types and locations (continued)Table A-3:

Category Type Location

User Preferences C:\RBMclient\Sys\AMS_Preferences\AMS_UserPreferences

CMMS Data Files CMMS Shared Files \\Servername\RBMnet\CMMSData

File Descriptions

File category and type descriptionsTable A-4:

Category Type Description

System Files Executables (*.exe) AMS Machinery Manager applications.

System Data Files

User Data Files

CMMS Data Files

Customer Data Files

Dynamic Link Libraries (*.dll)

OCX files (*.ocx) Shared AMS Machinery Manager object libraries.

Compressed help files (*.chm)

CSI Component Files (*.wh)

Report Templates (*.rpt)

Program Configuration Files (*.def, *.ini)

CMMSLink Files (*.mdb) Define the interface to CMMS systems and facilitate the

AMS Machinery Manager 4.xx and 5.xx Databases (*.rbm)

Writable DbLookup Files These provide global reference information such as fault

NetAdmin Files These files are used for user access administration.

RBMwizard Answers Files/Equipment Configuration Files (*.dbz)

Oil Reference Files (*.ref)

Database Files (*.mdb) AMS Machinery Manager database files.

External Envelope Files (*.env)

Shared AMS Machinery Manager run-time libraries.

The help files and manuals.

Warehouse files store reusable components and equipment configurations.

Report templates for RBMview.

Configuration files that store user options and preferences for the applications.

exchange of information to and from CMMS systems.

AMS Machinery Manager databases.

codes and severity descriptions. If used in a Network Multiple-License installation, these files are located on the Enterprise data directory.

RBMwizard databases that store database setup and equipment configuration information.

Oil reference information.

Generated by Autostat and contain mainly statistical envelope alarms created by Autostat. Plotdata, Export, and Nspectr retrieve the alarms from the file during analysis.

File locations

MHM-97402, Rev 24 53

Page 58

File locations

File category and type descriptions (continued)Table A-4:

Category Type Description

Additional Files

User Component Files (*.wh)

Images (*.bmp, *.pcx, *.tga, *.ann, *.eif, *.jpg, *.tiff)

Diagrams (*.bmp) Images used for equipment diagrams.

Log Files (*.log) Log files store information about applications and

Database Archives (*.zip)

Online Database Template (*.cvb)

Online Transient Archive (*.bin)

Portable Transient Archive (*.wfv *.ttt)

csi.ini Configuration file for AMS Machinery Manager

csiports.ini Defines the TCP/IP port numbers on which the database

DBLookup.mdb Quick reference file that stores the fault framework,

enable.tbl Determines the number of users allowed and other

mhm.exe Launches the AMS Machinery Manager Client.

mhm.exe.config Main configuration file for AMS Machinery Manager

rbm.exe Main menu application for AMS Machinery Manager.

RBMadmin.exe AMS Machinery Manager Network Administration.

User-defined warehouse files that store reusable components and equipment configurations.

Images used for plot captures, IR thermography images, etc.

operations helpful for troubleshooting.

Databases archived using the AutoZip utility.

Template of a database for Online technology for use with Online Configuration.

Archive files for transient data collected with a CSI Machinery Health Monitor.These files are saved in a database's Archive folder.

Archive files for transient data collected with a CSI Machinery Health Analyzer. These files are saved in a database's TransWF folder.

applications in the Tools tab.

server and network administration server communicate.

component types, and other lists used by the applications.

factors that are license-dependent.

applications and settings.

54 MHM-97402, Rev 24

Page 59

Appendix B Register AMS Machinery Manager

Topics covered in this appendix:

• Register AMS Machinery Manager - Standalone system

• Register AMS Machinery Manager - Network system

You can register the software when prompted during installation. Or, you can cancel the registration process, continue the installation, and register later.

Note

You must also register the software during a software update or repair.

Register AMS Machinery Manager

B.1 Register AMS Machinery Manager - Standalone

system

Prerequisites

Log on as a Windows administrator user on the computer where you installed AMS Machinery Manager.

Close AMS Machinery Manager Client.

In Windows Services, stop AMS Machinery Manager services, CsiNetAdmin and CSIMtDbMgr Service.

Procedure

1. In Windows Explorer, go to C:\RBMsuite\sys and double-click Serial.exe.

2. In the Serial dialog, click Register Product.

The Register Product dialog appears. You need the Serial No. and Request No. during registration.

3. Contact Product Support to register.

Phone: Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world)

Email: [email protected]

Web: http://www.emersonprocess.com/machineryhealthreg

4. Enter the Response code given to you by a Product Support representative.

The code is only valid for your computer.

MHM-97402, Rev 24 55

Page 60

5. Click OK.

6. In the Serial dialog, verify the Status is "Registered."

7. Click Close.

Your software is registered.

Postrequisites

Launch AMS Machinery Manager.

B.2 Register AMS Machinery Manager - Network

system

Prerequisites

Log on as a Windows administrator user on the computer where you installed AMS Machinery Manager Network Server.

Close AMS Machinery Manager Client.

In Windows Services, stop AMS Machinery Manager services, CsiNetAdmin and CSIMtDbMgr Service.

Procedure

1. In Windows Explorer, go to C:\RBMnet\RBMsuite\sys and double click Serial.exe.

2. In the Serial dialog, click Register Product.

The Register Product dialog appears. You need the Serial No. and Request No. during registration.

3. Contact Product Support to register.

Phone: Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world)

Email: [email protected]

Web: http://www.emersonprocess.com/machineryhealthreg

4. Enter the Response code given to you by a Product Support representative.

The code is only valid for your computer.

5. Click OK.

6. In the Serial dialog, verify the Status is "Registered."

7. Click Close.

Your software is registered.

56 MHM-97402, Rev 24

Page 61

Postrequisites

Restart the services and launch AMS Machinery Manager.

MHM-97402, Rev 24 57

Page 62

58 MHM-97402, Rev 24

Page 63

Update CSI Machinery Health Monitor firmware

Appendix C Update CSI Machinery Health Monitor

firmware

Topics covered in this appendix:

• Install the firmware on the FTP server

• Reboot the CSI Machinery Health Monitor

• Check the firmware version in AMS Machinery Manager

Emerson Process Management periodically releases updates to firmware. When you update your AMS Machinery Manager software, it is a good practice to update the firmware if a new version is available. Refer to the Readme file (Readme.rtf) on the Software Installation DVD for information about the current firmware version. These instructions apply to the following CSI Machinery Health Monitor systems:

• CSI 6500 Machinery Health Monitor

• CSI 2600 Machinery Health Expert

• CSI 4500 Machinery Health Monitor

C.1 Install the firmware on the FTP server

Prerequisites

You need the AMS Machinery Manager Software Installation DVD.

Procedure

1. Log on to the computer that hosts the FTP Server for your CSI Machinery Health Monitor.

2. Insert the AMS Machinery Manager Software Installation DVD.

3. Open the DVD in Windows Explorer and browse to Install/Online Firmware.

4. Double-click setup.exe and continue through the installation.

Important

On Windows 7, right click setup.exe and select Run as administrator.

5. Accept the license agreement.

6. Select the type of installation.

• Select Typical to install the firmware and tools.

• Select Custom to choose to install either the firmware or the tools.

MHM-97402, Rev 24 59

Page 64

Update CSI Machinery Health Monitor firmware

7. Follow instructions presented by the installation program.

The online firmware is installed in C:\Inetpub\ftproot\bin\.

Postrequisites

Cycle the power on each CSI Machinery Health Monitor that uses this FTP server.

C.2 Reboot the CSI Machinery Health Monitor

Cycle power on the CSI Machinery Health Monitor and verify the system is in good status after it boots.

Procedure

1. Cycle the power on each CSI Machinery Health Monitor that needs to get the new firmware update from the FTP server.

2. Wait approximately 5 minutes for the system to complete the boot process.

3. Verify the system is powered on and in good status.

Refer to the Installation Manual for your specific hardware model for more information.

C.3 Check the firmware version in AMS Machinery

Manager

1. Log on to AMS Machinery Manager Client with the Administrator user account or a user that has permission to use online technology.

2. Go to Tools > Setup/Communications > Online Configuration.

The Online Config window appears.

3. Go to File > Online Server > Open.

The Select Online Server Host Computer dialog appears.

4. Choose a server name from the menu and click OK.

The Online Server opens and a tree structure appears in the left pane of the Online Config window.

5. In the tree structure, expand Units folder, and right-click the icon next to the CSI Machinery Health Monitor you want to check and select Properties.

The Unit Properties screen appears in the right pane and displays the State, Firmware Revision, DSP Revision, Total RAM, and Unit Type.

60 MHM-97402, Rev 24

Page 65

Update CSI Machinery Health Monitor firmware

Unit propertiesFigure C-1:

6. In the Unit Properties pane, verify State is Node(Unit)UP and Firmware Revision matches the version you installed.

Contact Product Support for help if the firmware version does NOT match.

MHM-97402, Rev 24 61

Page 66

Update CSI Machinery Health Monitor firmware

62 MHM-97402, Rev 24

Page 67

Update CSI Machinery Health Monitor firmware

MHM-97402, Rev 24 63

Page 68

MHM-97402

Rev 24

2017

Emerson

835 Innovation Drive Knoxville, TN 37932 USA T +1 865-675-2400 F +1 865-218-1401

www.Emerson.com

2017, Emerson. The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy, they are not to be construed as warranties or guarantees, express or implied, regarding the products or services described herein or their use or applicability. All sales are governed by our terms and conditions, which are available on request. We reserve the right to modify or improve the designs or specifications of our products at any time without notice. All rights reserved. The Emerson logo is a trademark and service mark of Emerson Electric Co. All other marks are property of their respective owners.