AMS Suite: Machinery Health™ Manager
Version 5.61 Software Installation Guide
User Guide
MHM-97402, Rev 23
November 2014
Copyright
©
2014 by Emerson Process Management. All rights reserved.
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 PROCESS MANAGEMENT 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 Process Management 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
Process Management. 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
ME'scopeVES is a trademark of Vibrant Technology, Inc.
All other marks are property of their respective owners.
Patents
The product(s) described in this manual are covered under existing and pending patents.
Contents
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 ............................................................................................................. 6
Chapter 2 Standalone installation ................................................................................................ 11
2.1 Install AMS Machinery Manager ................................................................................................. 11
2.2 Launch AMS Machinery Manager ............................................................................................... 14
2.3 Update or repair the installation ................................................................................................ 14
Chapter 3 Network installation .................................................................................................... 17
3.1 Network installation overview ....................................................................................................17
3.2 Install the Network Server ..........................................................................................................18
3.3 Install the AMS Machinery Manager Client ................................................................................. 21
3.4 Launch AMS Machinery Manager Client ..................................................................................... 22
3.5 Install a Secondary Database Server ...........................................................................................23
3.6 Install an Online Server .............................................................................................................. 24
3.7 Install Data Import Server and Data Import Client ...................................................................... 25
3.8 Install Collaboration Tool ........................................................................................................... 27
3.9 Update or install new features on the Network Server ................................................................28
Chapter 4 Additional installations ................................................................................................ 31
4.1 Install Machine History Viewer ................................................................................................... 31
4.2 Install AMS Standalone Data Transfer .........................................................................................35
4.3 Install AMS Machinery Manager ODBC Driver .............................................................................35
4.4 Install AMS Machinery Manager CSI Data Provider ..................................................................... 36
4.5 Install CSI USB drivers .................................................................................................................42
Chapter 5 AMS Machinery Manager services ................................................................................ 45
5.1 Primary server features and services .......................................................................................... 45
5.2 Secondary server features and services ...................................................................................... 45
5.3 Client installation features ......................................................................................................... 46
Chapter 6 Configure network computer communication ..............................................................47
6.1 Configure firewall settings ......................................................................................................... 47
6.2 Service accounts ........................................................................................................................52
Appendices and reference
Appendix A File locations ................................................................................................................ 55
Appendix B Register AMS Machinery Manager ................................................................................ 59
B.1 Register AMS Machinery Manager - Standalone system ............................................................. 59
B.2 Register AMS Machinery Manager - Network system ................................................................. 60
Appendix C Update CSI Machinery Health Monitor firmware ...........................................................63
C.1 Install the firmware on the FTP server ........................................................................................ 63
C.2 Reboot the CSI Machinery Health Monitor ................................................................................. 64
C.3 Check the firmware version in AMS Machinery Manager ............................................................ 64
MHM-97402, Rev 23 i
Contents
ii MHM-97402, Rev 23
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 Process Management
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: wwcs.custserv@AP.EmersonProcess.com
Web: http://www.mhm.assetweb.com/reg
MHM-97402, Rev 23 1
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 mhm.custserv@emerson.com
Web http://www.assetweb.com/mhm and select Product Support
For additional contact information for specific countries, visit http://www.SureService.com
and select Technical Support and Customer Service.
For Machinery Health experts in your area, visit http://www.assetweb.com/mhm and
select Contacts For Your Area.
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 23
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 23 3
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.
Local area network system exampleFigure 1-2:
This example does not attempt to show all supported hardware or configuration options.
4 MHM-97402, Rev 23
Getting started
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)
, or the Internet.
Wide area network system exampleFigure 1-3:
This example does not attempt to show all supported hardware or configuration options.
(1) Use AMS Standalone Data Transfer
MHM-97402, Rev 23 5
Getting started
1.4 Operating Requirements
Emerson Process Management recommends the following resources for AMS Suite:
Machinery Health™ Manager 5.61:
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
Portable
Systems
Online
Systems
Windows Server 2012 R2 Standard Edition
Windows Server 2008 R2, or Windows Server 2003 R2 SP2
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
(1)
, Windows Server 2008 SP2 Standard Edition,
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
Additional recommendations
Media DVD drive required for installation
Virtualization System • Remote Desktop Services (Windows Server 2012, Windows Server 2008)
Windows 8.1 Professional
Ultimate, or Windows 7 Enterprise
• Terminal Server (Windows Server 2003)
• Citrix XenApp 6.5 (Windows Server 2008)
• Citrix XenApp 5.0 (Windows Server 2003)
• VMware ESXi 5.5 (Windows Server 2012)
• VMSphere 5.5 (Windows Server 2012)
• Hyper-V (Microsoft System Center 2012 R2 Virtual Machine Manager)
(1)
, Windows 8 Pro, Windows 7 Professional SP1, Windows 7
6 MHM-97402, Rev 23
Getting started
Antivirus • AVG® Network Security 2014
• Symantec™ Endpoint Protection 12.1 RU4
• McAfee™ All Access 2014 —Refer to Knowledge Base Article (KBA) NK-1400-0342 for
antivirus configuration.
• Trend Micro™ Premium Security — Refer to KBA AK-1400-0080 for antivirus
configuration.
• Norton 360 Version 2014 — Refer to KBA AK-1400-0079 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.
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 communications with analyzers prior to the CSI 2130 Machinery Health Analyzer, a
USB • A USB 2.0 port is required for communications with the CSI 2140 Machinery Health
Additional recommendations
Media DVD drive required for installation
Windows 8.1 Professional
Ultimate, or Windows 7 Enterprise
PC must have an RS232 serial port, or use a serial-to-USB cable.
• For communication with the Spectro 5200 Trivector™ Analyzer, a PC must have an
RS232 serial port, or use a serial-to-USB cable.
Analyzer and CSI 2130 Machinery Health Analyzer.
• A USB 2.0 port is required for communication with the WDA Image Capture Kit.
(1)
, Windows 8 Pro, Windows 7 Professional SP1, Windows 7
MHM-97402, Rev 23 7
Getting started
Antivirus • AVG® Network Security 2014
• Symantec™ Endpoint Protection 12.1 RU4
• McAfee™ All Access 2014 —Refer to Knowledge Base Article (KBA) NK-1400-0342 for
antivirus configuration.
• Trend Micro™ Premium Security — Refer to KBA AK-1400-0080 for antivirus
configuration.
• Norton 360 Version 2014 — Refer to KBA AK-1400-0079 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.
1.4.3 Localization considerations
You may license AMS Machinery Manager software in English or a localized (translated)
version. You must specify a language at the time you purchase your software licenses.
Only the language you license will be on your software installation DVD. Follow these
guidelines when preparing to install a localized version of AMS Machinery Manager.
Note
You may need to change your computer name before installing AMS Machinery Manager. A valid
computer name can have numbers 0-9, uppercase and lowercase letters A-Z, and the hyphen (-).
Special characters (< > ; : " * + = \ | ? ,), accented characters, and other multibyte characters in a
computer name can cause problems and interfere with a successful installation of AMS Machinery
Manager software. Computer names cannot have only numbers, nor can they contain spaces.
Windows 7 Professional, Windows 7 Enterprise, Windows Server 2008, and Windows
Server 2012
Recommendations for Windows without Multilingual User Interface (MUI) support, for
example: Microsoft Windows 7 Professional, Windows 7 Enterprise, Windows Server 2008,
and Windows Server 2012.
• Installing localized AMS Machinery Manager is supported on a Windows system of
the same language with default regional settings. For example, install AMS
Machinery Manager (German) on Windows (German).
• Installing localized AMS Machinery Manager on an English Windows system is not
recommended. If you install localized AMS Machinery Manager on Windows
(English), text may not display properly.
• When you upgrade AMS Machinery Manager, the language must match the
currently installed AMS Machinery Manager language. For example, update AMS
Machinery Manager v5.51 (German) to AMS Machinery Manager v5.6 (German). To
change the AMS Machinery Manager language you need a full installation instead of
an upgrade.
• Avoid changing Windows regional settings. Changes may cause unexpected
behavior in AMS Machinery Manager.
• Installing English AMS Machinery Manager on a non-English Windows system is
supported for Windows (Japanese) only.
8 MHM-97402, Rev 23
Getting started
AMS Machinery
Manager language
Localized version Native language Default (Native language) Yes (preferred)
English English Default Yes
Localized version English Default Not recommended
English Native language Default (Native language) Japanese only
English English Changed to non-default, non-English No
Windows language
edition Windows regional settings Supported
Windows 8.1, Windows 8, and Windows 7 Ultimate
Recommendations for Windows with Multilingual User Interface (MUI) support, for
example: Microsoft Windows 8.1, Windows 8, and Windows 7 Ultimate.
• Installing localized AMS Machinery Manager on a Windows system where the
matching language pack and regional settings have already been installed. For
example, install AMS Machinery Manager (German) on Windows after installing the
German language pack.
• When you upgrade AMS Machinery Manager, the language must match the
currently installed AMS Machinery Manager language. For example, update AMS
Machinery Manager v5.51 (German) to AMS Machinery Manager v5.6 (German). To
change the AMS Machinery Manager language you need a full installation instead of
an upgrade.
• One language of AMS Machinery Manager is available per installation. If you change
your regional settings or language pack after installing AMS Machinery Manager,
strings may not display properly. Use the regional settings and language pack that
match the language you licensed for AMS Machinery Manager.
AMS Machinery
Manager language
Localized version MUI with language pack settings match language pack Yes (preferred)
Localized version MUI with language pack English No (translated strings may
Windows language
edition Windows regional settings Supported
not display correctly)
MHM-97402, Rev 23 9
Getting started
10 MHM-97402, Rev 23
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
Log on to the computer as a user with administrator rights.
1.
2.
Insert the AMS Machinery Manager Software Installation DVD and open it in
Windows Explorer.
3. Run RBMsetup.exe.
Important
On Windows 7 and Windows Server 2008, 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
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.
Next.
MHM-97402, Rev 23 11
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.
12 MHM-97402, Rev 23
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: wwcs.custserv@AP.EmersonProcess.com
Web: http://www.mhm.assetweb.com/reg
Enter the Response code given to you by a Product Support representative.
c.
d. Click
OK.
The Register Product dialog closes.
e. In the Serial dialog, verify the Status is "Registered."
f. Click Close.
Your software is registered.
The installation automatically continues.
13. On the Finish page, 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 23 13
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
Go to
1.
2. Select AMS Machinery Manager.
3. Log in when prompted.
Start > Programs (All Programs) > AMS Machinery Manager.
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 and Windows Server 2008, 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.
14 MHM-97402, Rev 23
Standalone installation
The Installing Components screen displays 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 Process Management Product Support.
7. Continue through the installation steps and follow prompts.
8. On the Finish page, 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 23 15
Standalone installation
16 MHM-97402, Rev 23
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 23 17
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.
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.
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
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.
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 and Windows Server 2008, 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.
18 MHM-97402, Rev 23
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