AMS Manuals & Guides: AMS Machinery Manager v5.7 Manuals & Guides

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AMS Machinery Manager

Version 5.7 Software Installation Guide

User Guide

MHM-97402, Rev 24

April 2017

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.

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

Contents

ii MHM-97402, Rev 24

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: wwcs.custserv@AP.EmersonProcess.com

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

MHM-97402, Rev 24 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 ap-sms@emerson.com

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

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

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

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

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

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

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

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

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

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.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

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

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

Standalone installation

14 MHM-97402, Rev 24

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

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

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

+ 47 hidden pages

AMS Manuals & Guides: AMS Machinery Manager v5.7 Manuals & Guides

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

• Customized installation media

• Where to get help

Getting started

1.3 Installation Types

1.3.1 Standalone installation

1.3.2 Network installations

1.4 Operating Requirements

1.4.1 Servers

1.4.2 Workstations

• Install AMS Machinery Manager

Standalone installation

2.2 Launch AMS Machinery Manager

2.3 Update or repair the installation

• Network installation overview

Network installation

3.2 Install the Network Server