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AMS Suite: Intelligent Device Manager
Installation Guide
Installation Guide
AW7030M01V130EN
August 2015
Disclaimer
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. We reserve the right to modify or improve the designs or specifications of such products at any time without notice. This document is not to be redistributed without permission from Emerson Process Management.
Copyright and trademark information
©
Emerson Process Management. 2015. All rights reserved.
The Emerson logo is a trademark and service mark of Emerson Electric Co.
AMS, PlantWeb™, SNAP-ON™, Asset Portal™, DeltaV™, RS3™, PROVOX™, Ovation™, FIELDVUE™, and ValveLink™ are marks of one of the Emerson group of companies.
FOUNDATION™, HART® and WirelessHART® are marks of the FieldComm Group of Austin, Texas, USA.
Intel® and Intel® Core™ are registered trademarks, or trademarks of Intel Corporation in the U.S. and/or other countries.
Microsoft® and Windows® are registered trademarks of the Microsoft Corporation in the United States and/or other countries.
All other marks are property of their respective owners.
Document history
Part number Date Description
10P5824A001 Dec 2008 Update, software version 10.0
Apr 2009 Update, software version 10.1
10P5824A501 Nov 2009 Update, software version 10.5
Apr 2010 Update, software version 11.0
10P5824B101 Aug 2010 Update, software version 11.1
Jan 2011 Update, software version 11.1.1
Sep 2011 Update, software version 11.5
10P5824C001 Nov 2012 Update, software version 12.0
Nov 2013 Update, software version 12.5
10P5824D001 April 2015 Update, software version 13.0
10P5824D002 August 2015 Update, software version 13.0 Service Pack 1
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Contents
Contents
Chapter 1 Introduction .....................................................................................................................1
About this guide ........................................................................................................................................ 1
Before you begin ........................................................................................................................................1
Installation overviews ................................................................................................................................ 2
For Windows 8.1 users ............................................................................................................................... 3
Database operations ..................................................................................................................................3
Uninstall AMS Device Manager ...................................................................................................................5
Reference documents ................................................................................................................................5
Chapter 2 System requirements ....................................................................................................... 9
Hardware requirements .............................................................................................................................9
Network requirements .............................................................................................................................12
Software requirements ............................................................................................................................ 13
Windows security requirements ...............................................................................................................18
Requirements for system interfaces .........................................................................................................19
Chapter 3 Install AMS Device Manager ........................................................................................... 35
Upgrade an AMS Device Manager system ................................................................................................ 36
Install a full version of SQL Server 2012 .................................................................................................... 40
Install Server Plus Station software ...........................................................................................................42
Install Client SC Station software ..............................................................................................................43
License AMS Device Manager ...................................................................................................................44
Configure a Distributed System ............................................................................................................... 45
Modify a Distributed System .................................................................................................................... 47
Installing AMS Device Manager on domain controllers ............................................................................. 51
Install SNAP-ON applications ....................................................................................................................53
Install AMS Device Manager Web Services on a station .............................................................................53
Mobile workstation .................................................................................................................................. 54
Licensing AMS Device Manager 13.0 on DeltaV stations ...........................................................................54
Installing AMS Device Manager 13.0 on DeltaV stations ...........................................................................54
Licensing AMS Device Manager 13.0 on Ovation stations .........................................................................56
Installing AMS Device Manager 13.0 on Ovation stations ......................................................................... 56
Miscellaneous applications ...................................................................................................................... 57
Chapter 4 Prepare to use AMS Device Manager ...............................................................................61
Change Windows Firewall settings ...........................................................................................................61
Usernames and passwords .......................................................................................................................61
Configure system interfaces .....................................................................................................................69
Add devices to an AMS Device Manager installation .................................................................................74
Chapter 5 Troubleshoot installation errors ..................................................................................... 75
Error messages ........................................................................................................................................ 75
Index ................................................................................................................................................. 79
i
Contents
ii
1 Introduction
About this guide
This AMS Suite: Intelligent Device Manager Installation Guide contains the following information:
Chapter 1, Introduction – Provides an overview of AMS Device Manager installation
and directs you to the appropriate procedures for installing AMS Device Manager for your setup and circumstances.
Chapter 2, System requirements – Lists the system requirements for AMS Device
Manager, including hardware, software, and security requirements. This chapter also defines additional requirements for system interface networks.
Chapter 3, Install AMS Device Manager – Describes the procedures for installing AMS
Device Manager. This chapter also details AMS Device Manager installation on a DeltaV or Ovation network.
Chapter 4, Before using AMS Device Manager – Describes configuration steps
needed before using AMS Device Manager.
Chapter 5, Troubleshoot installation errors – Provides troubleshooting steps you can
take if you have problems installing AMS Device Manager.
Introduction
Before you begin
To install and use AMS Device Manager software effectively, you should be familiar with the basic functions and operation of:
Microsoft Windows
Your local area network (LAN) configuration and security
Your communication devices and field devices
Network components installed on your system
You should also be aware of:
AMS Device Manager system requirements (see page 9)
Database backup procedures (see page 3)
Database restore procedures (see page 4)
NOTICE
Do not use the Windows compress feature on the PC drive where AMS Device Manager is installed. AMS Device Manager will be unable to open your database information. Reinstallation of AMS Device Manager will be required.
1
Introduction
Installation overviews
The following overviews direct you to specific information and procedures required for your type of installation.
Install a standalone AMS Device Manager system
A standalone AMS Device Manager system is a Server Plus Station that maintains the AMS Device Manager database, with no associated Client SC Stations.
1. Read Before you begin on page 1.
2. Confirm that your system meets AMS Device Manager requirements on page 9.
3. Do one of the following:
For a new installation, follow the Server Plus Station installation steps on
page 42.
For upgrading from AMS Device Manager 11.0 or later, see page 36.
Install a distributed AMS Device Manager system
A distributed AMS Device Manager system is a client/server deployment of AMS Device Manager Stations. It allows multiple AMS Device Manager Stations access to a common database and all connected devices in the distributed system.
1. Read Before you begin on page 1.
2. Confirm that your system meets AMS Device Manager requirements on page 9.
3. Do one of the following:
For a new installation, follow the Server Plus Station and Client SC Station
installation steps on page 35.
For upgrading from AMS Device Manager 11.0 or later, see page 36.
Install AMS Device Manager on a DeltaV system
1. Read Before you begin on page 1.
2. Confirm that your system meets minimum requirements for a co-deployment (refer to the documentation provided with your DeltaV system).
3. Follow the installation steps on page 54.
Install AMS Device Manager on an Ovation system
1. Read Before you begin on page 1.
2. Confirm that your system meets minimum requirements for a co-deployment (refer to the documentation provided with your Ovation system).
3. Follow the installation steps on page 56.
2
Introduction
For Windows 8.1 users
If you are installing AMS Device Manager on a Windows 8.1 PC, substitute the Windows 8.1 process for the procedures in this guide.
For example, when an installation guide step reads:
1. Stop AMS Device Manager Servers (Start > All Programs > AMS Device Manager > Terminate Servers).
Substitute it with a Windows 8.1 operation such as:
1. Stop AMS Device Manager Servers (on the Start screen, enter TER and click the Terminate Servers tile).
Windows 8.1 touchscreen functionality is also supported in AMS Device Manager 13.0. Refer to your Windows 8.1 documentation for additional information.
Database operations
The following database procedures are essential to successfully install or upgrade to AMS Device Manager 13.0:
Back up a database on page 3 – Do this procedure before upgrading to AMS
Device Manager 13.0.
Restore a database on page 4 – Do this procedure after upgrading AMS Device
Manager from version 10.x or earlier.
Change the SQL Server system administrator ('sa') account password on page 4 – Do
this procedure after installing AMS Device Manager 13.0 and SQL Server 2012.
Install a full version of SQL Server 2012 on page 40 – Do this procedure if your
database size (see page 17) requires a full installation of SQL Server 2012.
Back up a database
Note
If performing a database backup on a Windows 7/Windows 2008 Server or Windows 8.1/Windows 2012 Server PC with User Account Control enabled, log in with a Windows administrator user to avoid multiple error messages.
1. Select Start > All Programs > AMS Device Manager > Database Utilities > Database Backup.
2. In the Backup Database dialog, type or select the name of the backup file. Save the backup file in a secure location on your local drive outside the AMS folder.
3. Click Save.
4. Run Database Verify Repair to check the database for duplicate, missing, and corrupt records (select Start > All Programs > AMS Device Manager > Database Utilities > Database Verify Repair).
3
Introduction
Notes
For a very large database, the Verify/Repair operation can take a long time.
5. Do one of the following:
If Database Verify Repair does not return any errors, repeat steps 1 to 3.
If Database Verify Repair returns any errors, run Database Verify Repair until
there are no more errors and repeat steps 1 to 3.
Restore a database
Notes
If you are restoring a database that was created on a different PC and you want to retain the
Device Monitor List and Alert Monitor alerts, before you restore the database on the new station, ensure that the names of the PC and system interfaces configured on the new station are the same as the original station.
If performing a database restore on a Windows 7/Windows 2008 Server or Windows 8.1/
Windows 2012 Server PC with User Account Control enabled, log in with a Windows administrator user to avoid multiple error messages.
Ensure your Windows user has System > Database Utilities > Restore Database permission in AMS
Device Manager User Manager. See AMS Device Manager Books Online for more information.
1. Close AMS Device Manager and any related applications (for example, Alert Monitor, Server Plus Connect), if open.
2. Stop all database connections.
3. Stop AMS Device Manager Servers (Start > All Programs > AMS Device Manager > Terminate Servers).
4. If the database backup file is located on a network drive, copy it to a local drive.
5. Select Start > All Programs > AMS Device Manager > Database Utilities > Database Restore.
6. Select the database backup file you want to restore and click Open.
Change the SQL Server system administrator ('sa') account password
Notes
Install all AMS Device Manager stations first before changing the SQL Server 'sa' account
password.
You can also change the SQL Server 'sa' account password using SQL Server Management
Studio (refer to your SQL Server documentation).
1. Click Start > Run from the Windows taskbar.
2. In the text box, type CMD and press Enter to open the command prompt.
3. At the command prompt, type:
4
Introduction
C:\AMS\bin\AMSDbLogin -sa <oldpassword> <newpassword>
Where:
C is the drive letter where AMS Device Manager is installed
<oldpassword> is the default (42Emerson42Eme) or other current SQL password
<newpassword> is the password you want to use
4. Press ENTER.
You should see the message "The SA password in SQL has been changed from oldpassword to newpassword."
5. Close the command prompt.
Note
Your local Windows security policies may prevent you from changing the SQL Server ‘sa’ account password again until a predetermined length of time has elapsed.
Uninstall AMS Device Manager
You must uninstall AMS Device Manager if you are upgrading from any versions lower than
11.0. You do not need to uninstall the current AMS Device Manager software if you are
upgrading from version 11.0 or higher.
Note
If you have SNAP-ON applications or an AMS Suite Calibration Connector application installed, uninstall them before uninstalling AMS Device Manager. If your applications use an external database, you must back up that database before you uninstall the application (if you want to keep the data).
1. Back up the database (see page 3).
2. Save your license.dat file in a location outside the AMS folder.
3. Stop AMS Device Manager Servers (Start > All Programs > AMS Device Manager > Terminate Servers).
4. Open the Windows Control Panel and use Programs and Features to remove AMS Device Manager.
Reference documents
After AMS Device Manager is installed, the following user information tools are available to you by selecting Start > All Programs > AMS Device Manager > Help:
AMS Device Manager Books Online
AMS Suite: Intelligent Device Manager Installation Guide
Work Processes Guide
5
Introduction
Release Notes
These files are copied to your PC during AMS Device Manager installation.
AMS Device Manager Books Online
AMS Device Manager Books Online provides detailed reference and procedural information for using AMS Device Manager. AMS Device Manager Books Online explains the features and functions of AMS Device Manager. You should become familiar with AMS Device Manager Books Online and refer to it regularly as you use AMS Device Manager.
You can access AMS Device Manager Books Online in two ways:
Click the Help menu on the AMS Device Manager toolbar and select AMS Device
Manager Books Online.
Click Start > All Programs > AMS Device Manager > Help > Books Online.
Use the Contents, Index, or Search tab in the left pane to locate specific topics. You can save shortcuts to frequently used topics and access them on the Favorites tab.
What’s This? Help
You can get help for device parameters on most AMS Device Manager supported devices
by clicking dismiss by simply clicking anywhere on the screen. This help is provided by the device manufacturer and can also be viewed by clicking in a field and pressing the F1 key.
and then clicking on a field. The help is displayed in a window that you can
Electronic documentation
Two user documents are placed on your station when AMS Device Manager is installed. These documents are available as Portable Document Format (PDF) files, and include the AMS Suite: Intelligent Device Manager Installation Guide and the Work Processes Guide.
You need Adobe Reader to view these files. If you do not have a compatible version of Adobe Reader on your PC already, you can download Adobe Reader from www.adobe.com.
To access an electronic document after Adobe Reader is installed, click Start > All Programs > AMS Device Manager > Help > <document> from the Windows taskbar.
Release Notes
The Release Notes provide the most up-to-date information about the current release of AMS Device Manager, including supported devices, compatibility issues, and known discrepancies and workarounds.
The Release Notes are provided in text (.TXT) format. You can access the Release Notes in two ways:
Click Start > All Programs > AMS Device Manager > Help > Release Notes
6
Introduction
Double-click the RELNOTES.TXT file located in the AMS folder after installation or on
the AMS Device Manager DVD1
We recommend that you read the Release Notes before using AMS Device Manager.
Device manuals
Many device manufacturers provide manuals for their devices in PDF format. Run the AMS_PDF_Installer utility to copy relevant manuals to your hard drive. The utility is located in the Device Documentation Installer folder on the AMS Device Manager DVD 2.
After installing device manuals, you access them in AMS Device Manager by right-clicking a device and selecting Help from the context menu. If a device manual is available, it opens in Adobe Reader. If no manual exists for the selected device, AMS Device Manager Books Online opens. To see a list of device manuals installed on your station, select Help > Device from the AMS Device Manager toolbar. Double-click a device to open the associated manual.
7
Introduction
8
2 System requirements
Each PC in your system must meet minimum software and hardware requirements to ensure successful installation and operation of AMS Device Manager. System interface networks and SNAP-ON applications may have additional requirements.
Hardware requirements
System requirements
9
System requirements
PC processing speed, memory, and disk space
Station Type
Server Plus Station
Client SC Station
Minimum Requirements:AMS Device Manager only
Intel® Core™ 2 Quad processor, 2 GHz or greater
3 GB or more of memory
2 GB or more of free hard disk space
1
2, 3, 4, 5
Intel® Core™ 2 Quad processor, 2.4 GHz or greater
2 GB or more of memory
2 GB or more of free hard disk space
1
2, 3, 4, 5
Minimum Requirements: AMS Device Manager with AMS Suite APM6 or AMS Asset Portal
7
Intel® Core™ 2 Quad processor, 3 GHz or greater
3 GB or more of memory
4 GB or more of free hard disk space
1
2, 3, 4, 5
N/A
Notes
1
Set virtual memory to 2-3 times the size of the physical memory.
2
The recommended free hard disk space is the amount needed for AMS Device Manager installation, not the amount needed for daily operation (there are no recommended minimum amounts for daily operation). If you receive a message during installation that you do not have enough hard disk space, free up as much space as possible and then retry the installation.
3
Additional hard disk space is required for migrating the database if you are upgrading from an earlier version of AMS Device Manager. The amount of space required depends on the size of the existing database.
4
Additional space may be required on the Server Plus Station for the database, depending on the size of your database.
5
Additional hard disk space is required for SNAP-ON applications.
6
The AMS Suite APM Client Framework can be installed on an AMS Device Manager 13.0 station that meets the requirements above. Other components of AMS Suite APM must be installed on additional non-AMS Device Manager PCs.
7
If you use AMS Asset Portal version 3.2, for optimal performance, it should be installed on a non-AMS Device Manager PC. If you choose to co-deploy with AMS Device Manager, the PC must meet the requirements above.
10
Serial interfaces
An RS-232 serial interface is required for a serial HART multiplexer network or
documenting calibrator.
A serial port with a dedicated interrupt is required for a serial HART modem.
The use of serial ports on VMWare and Hyper-V virtual PCs is NOT supported.
USB interfaces
A USB port and USB HART modem drivers are required to use a USB HART modem.
See the Release Notes for a list of supported modems.
A USB port and USB Fieldbus Interface drivers are required to use the USB Fieldbus
Interface.
System requirements
A USB port is required to connect a 375 or 475 Field Communicator using a USB
Infrared Data Association (IrDA) adapter. In some cases, IrDA drivers may be necessary. See the Release Notes for a list of supported adapters.
A USB port is required to connect a 475 Field Communicator or Bluetooth modem
using a USB Bluetooth adapter. Only Microsoft Bluetooth components are supported (see the Release Notes for more information).
A USB port and drivers are required to connect Fluke 753 and Fluke 754
Documenting Process Calibrators.
11
System requirements
Network requirements
AMS Device Manager is designed to operate on an Ethernet network running TCP/IP.
Mobile AMS Device Manager stations are allowed to connect wirelessly using
wireless plant network technology. Some communications slowdown can be expected with wireless networking.
AMS Device Manager supports deployment within a single domain or workgroup or
across multiple domains or workgroups. For more information, refer to KBA NA-0800-0113. The Microsoft Windows Management Instrumentation and Workstation services must be running on the PC during installation.
AMS Device Manager does not support deployment between a network workgroup
and a network domain.
Named IP services (how PCs identify each other on a network) must be functioning
correctly for stations in an AMS Device Manager distributed system to communicate.
All stations must be connected to the network before beginning AMS Device
Manager installation. This ensures that all stations can access the AMS Device Manager database. All stations’ computer names should be recorded (see
page 47).
All stations’ PC clocks must be synchronized (many third-party tools are available for
this purpose). Clock synchronization is important because the date and time of an event recorded in the database is based on the clock in the PC that generated that event.
For information about working with network firewalls, see page 61.
Note
Consult with your IT department about security issues and any other network operation issues or special requirements for your network.
12
Software requirements
System requirements
13
System requirements
Operating systems
AMS Device Manager supports the following Windows operating systems:
Operating System Version
Windows 7 Professional Service Pack 1
Windows 7 Enterprise Service Pack 1
Windows Server 2008 Standard Service Pack 2
Windows Server 2008 Enterprise Service Pack 2
Windows Server 2008 R2 Standard Service Pack 1
Windows Server 2008 R2 Enterprise Service Pack 1
Windows 8.1 Professional
Windows 8.1 Enterprise
Windows Server 2012 Standard
Windows Server 2012 Datacenter
1
1
2
2
Notes
1
32-bit and 64-bit versions of the operating systems are supported.
2
Only 64-bit versions of the operating systems are supported.
3
Supported with DeltaV in their virtualized environment (64-bit versions only).
4
The Windows Server 2008 read-only domain controller is not supported.
Desktops, laptops, and tablets with touchscreens are supported on Windows 8.1 Professional only.
AMS Device Manager and associated SNAP-ON applications may not be 64-bit applications but will be able to run on
a 64-bit OS with full functionality.
Intermixing of operating system families is not supported. You can use combinations of Windows 7 and Server 2008
PCs; Windows 8.1 and Server 2012 PCs. No other combinations are supported.
A Server operating system (Windows Server 2008/2012) and server-class PC (for example, Dell PowerEdge) are
recommended if the database is expected to be greater than 10 GB due to the SQL Server version required (see
page 17); or if AMS Device Manager is installed on a DeltaV ProfessionalPLUS Station, Application Station, or
Maintenance Station and Batch Historian or VCAT will be used. Contact your hardware vendor for recommendations on server-class PCs and server operating systems.
The correct operating system service pack (SP) must be installed on your PC before installing AMS Device Manager.
If your PC does not have the correct SP installed, or you are unsure, contact your network administrator.
See Change Windows Firewall settings on page 61 for additional operating system configuration considerations.
AMS Device Manager is supported on a Hyper-V virtual PC only when co-deployed with DeltaV on the same
operating systems supported in non-virtualized environments.
AMS Device Manager is supported on a VMWare virtual PC.
AMS Device Manager also supports localized versions of the listed operating systems.
1
1,3
1,4
1,4
2,3
2,3
14
System requirements
Support for Remote Desktop Services
Remote Desktop Services (also known as Terminal Services) is a component of Microsoft Windows (both server and client versions) that allows you to access applications and data on a remote computer over a network, even from a client computer that is running an earlier version of Windows. To use AMS Device Manager 13.0 in a Remote Desktop Services environment you must:
Set up Remote Desktop Services before AMS Device Manager installation.
Limit the use of Remote Desktop Services to 5 concurrent sessions when AMS
Device Manager is installed on Windows server-class computers.
Ensure that Remote Desktop Services is NOT set to Relaxed Security.
Notes
Do not attempt to install AMS Device Manager in a Remote Desktop Services session; this is
not a supported installation method and may produce undesirable results.
If multiple users are running AMS Device Manager in a Remote Desktop session, and one of
the users runs Terminate Servers, the AMS Device Manager application and AMS Device Manager Servers shut down for all users.
In a Remote Desktop Services environment, SNAP-ON applications may be limited to only one
session at any given time.
Contact Microsoft for Remote Desktop Services licensing information. Questions about AMS Device Manager licensing requirements should be directed to your Emerson Process Management Sales/Service Office.
Web browser
AMS Device Manager requires Microsoft Internet Explorer version 8.0 or later. If you do not have a supported version of Internet Explorer, contact your IT department for assistance.
AMS Device Manager Web Services
AMS Device Manager Web Services provide the ability to import AMS Device Manager data, in XML format, into business applications such as Microsoft Excel. In addition, Computerized Maintenance Management Systems (CMMS) and Enterprise Resource Planning (ERP) systems can use AMS Device Manager Web Services to retrieve data from AMS Device Manager.
Microsoft Internet Information Services (IIS) and AMS Device Manager 13.0 Server Plus Station software must be installed on your system before you can install AMS Device Manager Web Services. AMS Device Manager Web Services is not supported on Client SC Stations. If you do not have IIS installed, contact your IT department for assistance.
Notes
Some control systems do not allow IIS to be installed on the same PC. Check your control
system documentation to determine IIS compatibility.
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System requirements
If you want to install AMS Device Manager Web Services on a DeltaV station, it must be a
DeltaV Application or ProfessionalPLUS station.
You need local administrator permission to install AMS Device Manager Web Services.
AMS Device Manager Web Services and AMS Asset Portal 3.2
AMS Asset Portal acquires device data as it is connecting to AMS Device Manager Web Services. To use AMS Device Manager Web Services with AMS Asset Portal for devices, the following requirements must be met:
AMS Device Manager Server Plus Station software must be installed on the PC.
Microsoft Internet Information Services (IIS) must be installed on the PC before
installing AMS Device Manager Web Services. Use the Windows Add or Remove Programs and Add/Remove Windows Components functions to install IIS (see the Windows operating system documentation or Windows Help for more information).
The Data Provider Web Service is required to use AMS Asset Portal. The URL to find
the Web Service is: http://<PCname>/amsdevicemanagerws/ amsdataproviderservice.asmx
AMS Suite: Asset Performance Management
The AMS Suite APM Client Framework can be installed on an AMS Device Manager 13.0 station. Other components of AMS Suite APM must be installed on additional non-AMS Device Manager PCs.
Microsoft IIS must be installed and configured on the PC before installing AMS Suite APM. To enable the SQL reporting service in AMS Suite APM, the following IIS features must to be added to the IIS defaults (if you are unsure how to do this, contact your IT department):
ASP.NET
NET Extensibility
Request Filtering
ISAPI
ISAPI Extensions
IIS 6 Management Compatibility
For more information about AMS Suite APM, contact your Emerson Process Management Sales/Service Office.
.NET Framework
AMS Device Manager 13.0 requires and installs Microsoft .NET Framework 4.5.2, 4.0, and
3.5 Service Pack 1. Microsoft .NET Framework 3.5 SP1 is a cumulative update that includes
the following versions:
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2.0
2.0 SP2
System requirements
3.0
3.0 SP2
3.5
Database
AMS Device Manager 13.0 uses a named instance, Emerson2012, of SQL Server 2012 for its database. The default 'sa' account password for this named instance is 42Emerson42Eme. The size of your database determines which edition of SQL Server 2012 you must use:
If your database is less than 10 GB, you can use SQL Server 2012 Express. The AMS
Device Manager 13.0 setup installs this version automatically.
If your database is greater than 10 GB or will be at some future time, we
recommended that you install a full version of SQL Server 2012 Service Pack 1 before you install AMS Device Manager.
If the AMS Device Manager system will support more than 3000 AMS Tags, use the
User Configuration Reports tool, or have more than 10 AMS Device Manager stations (including AMS Suite APM), a full version of SQL Server 2012 Service Pack 1 is recommended regardless of database size.
A full version of SQL Server 2012 Service Pack 1 must be purchased separately (if you do not already have it). We recommended that the full version of SQL Server 2012 Service Pack 1 is installed on a server operating system. To install a full version of SQL Server 2012, see page 40.
Notes
Contact Microsoft for more information about appropriate licensing for a full installation of
SQL Server 2012.
The AMS Device Manager database must be located in the AMS\DB folder on a local partition
of the AMS Device Manager Server Plus Station. Any other location is not supported.
The AMS Device Manager installation program installs SQL Server on your PC as follows:
If SQL Server 2012 is not installed, the AMS Device Manager 13.0 installation
program will install SQL Server 2012 Express and create an Emerson2012 named instance with a default 'sa' account password of 42Emerson42Eme.
If an instance of SQL Server 2012 is installed, but not the Emerson2012 named
instance, the AMS Device Manager 13.0 installation program will create the Emerson2012 named instance with a default 'sa' account password of 42Emerson42Eme.
If the SQL Server 2012 Emerson2012 named instance is already installed, the AMS
Device Manager 13.0 installation program will continue with the next part of the installation program. Access to the SQL Server system administrator (‘sa’) account is required. If you do not have access, contact your network administrator for more information.
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System requirements
If you have previously installed a full version of SQL Server 2012 Service Pack 1, you
should create the SQL Server Emerson2012 named instance before installing AMS Device Manager 13.0 (refer to your SQL Server documentation). Otherwise, the AMS Device Manager installation will install SQL Server 2012 Express.
A Microsoft SQL Server 'sa' account password is required for AMS Device Manager 13.0 operation. Therefore, the AMS Device Manager setup creates a default password (42Emerson42Eme) for the Emerson2012 named instance. For security reasons, it is recommended that you change the default SQL Server password (see page 4).
Drawings and Notes
The following applications are supported for Drawings and Notes:
Microsoft Word 2007, 2010, and 2013
Microsoft Excel 2007, 2010, and 2013
WordPad
Note
All stations in a distributed system must use the same application and version for entering Drawings/ Notes.
Windows security requirements
AMS Device Manager installation
Installation of AMS Device Manager 13.0 has these security requirements:
You need Windows system administrator rights to install and configure AMS Device
Manager .
If you are installing AMS Device Manager on a PC that has the correct version of SQL
Server and the Emerson2012 named instance (see page 17), you need to know the SQL Server ‘sa’ account password, if a password other than the default (42Emerson42Eme) has been set.
Other network security requirements may also apply to the installation. Contact your network administrator for more information.
AMS Device Manager users
During installation, the AMSDeviceManager Windows user group is created and given access to the AMS folder, subfolders, and files. When an administrator adds specific Windows users in the AMS Device Manager User Manager utility (see page 63), these users are automatically added to the AMSDeviceManager Windows user group. However, they may not be able to use all AMS Device Manager features until permissions are assigned to them in User Manager.
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System requirements
The installation creates a share of the AMS folder. It also allows connected Client SC Stations to use the Drawings/Notes feature of AMS Device Manager. If your situation makes this security configuration undesirable, consult your operating system documentation or your system administrator.
AmsServiceUser
A Windows user account called AmsServiceUser is automatically created on each AMS Device Manager station and added to the Users Windows user group. The AmsServiceUser account is not created if it exists on the domain controller where AMS Device Manager stations belong to. The local or domain AmsServiceUser accounts is also added to the AMSDeviceManager Windows user group on all AMS Device Manager stations during installation.
Note
If you are installing an AMS Device Manager distributed system on domain controller PCs or a mix of domain controllers and non-domain controller PCs, do all the domain controller installations first (see page 51).
This user account runs the AMS Device Manager Servers. If your AMS Device Manager system is located on a network that requires periodic changing of passwords, the AmsServiceUser account password can be changed using the AMSPasswordUtility.exe utility from the AMS\Bin folder on each AMS Device Manager station. You should only run the utility after all AMS Device Manager stations have been installed. Do not use the Windows User Accounts or AMS User Manager to modify this user, or change this password as AMS Device Manager will no longer function.
Note
If the AMS Suite Calibration Connector application (see page 57) is installed when you change the password for the AmsServiceUser, you must also change the password for AmsCalibrationConnectorWS properties. This requires a change in the Windows Services console of your workstation. If you are unsure how to do this, contact your IT department.
Requirements for system interfaces
Requirements for system interfaces are in addition to the hardware and software requirements for AMS Device Manager.
HART modems
HART modems let AMS Device Manager communicate with HART devices using a PC serial port, PC USB port, or Bluetooth connectivity. Serial and USB HART modems attach directly to a PC or laptop computer. Bluetooth HART modems require a self-contained power source (AAA batteries) as well as a Bluetooth-ready workstation PC. The PC can have Bluetooth capability built-in or use a Bluetooth adapter and Microsoft Bluetooth software components. HART modems are not supported with USB to RS-232 converters or with Ethernet converters.
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System requirements
You must configure AMS Device Manager to send and receive data to and from the PC serial communications port or USB port (USB HART modem software is required). If a Bluetooth HART modem is used, you must prepare the PC for its use. Contact your IT department for assistance. HART modems also allow multidropping up to 16 HART devices.
Notes
If your USB or Bluetooth HART modem manufacturer provided supporting driver software,
install it before configuring the modem for use with AMS Device Manager.
Bluetooth is not natively supported on Windows 2008 or 2012.
Field Communicators
The 475 and 375 Field Communicators are portable, handheld communicators from Emerson Process Management used in the field or in the shop to configure, test, and diagnose HART and FOUNDATION fieldbus devices. For information on using the 475 or 375, see the Field Communicator User's Manual.
The Field Communicator Interface is a licensable option that lets you use a Field Communicator and AMS Device Manager together to transfer HART and FOUNDATION fieldbus data. The 475 communicates with an AMS Device Manager station using a USB IrDA adapter (ordered separately) or the Microsoft Windows Bluetooth interface on a Bluetooth-enabled PC. The 375 communicates with an AMS Device Manager station using a USB IrDA adapter (ordered separately). You can communicate with only one Field Communicator at a time on a PC. Communication between AMS Device Manager and a connected Field Communicator is initiated by the AMS Device Manager software.
Documenting calibrators
With the optional Calibration Assistant SNAP-ON application, a documenting calibrator can be used to automate the collection of device calibration data.
When the documenting calibrator is connected to AMS Device Manager, test definitions can be checked out (downloaded) to the calibrator. The calibrator is then attached to the corresponding field device, tests are run, and data is collected. This data can then be checked in (uploaded) to AMS Device Manager for electronic record keeping and report generation.
See the Release Notes for a list of supported documenting calibrators and pertinent information about individual calibrators. See the AMS Device Manager Supported Device List to determine if a device supports calibration.
8000 BIM
The 8000 BIM System Interface displays HART field devices connected to an 8000 BIM system.
The physical connection between your AMS Device Manager PC and the 8000 BIM system requires one of the following:
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System requirements
A serial connection using an RS-485 converter (BIM)
An Ethernet connection using TCP/IP addressing (eBIM)
Supported analog input modules:
8101-HI-TX — 4-20mA, 8 channel, Div. 2/2
8201-HI-IS — 4-20mA, 8 channel, Div. 2/1
8301-HI-IS — 4-20mA, 8 channel, Div. 1/1
Supported analog output modules:
8102-HO-IP — 4-20mA, 8 channel, Div. 2/2
8202-HO-IS — 4-20mA, 8 channel, Div. 2/1
8302-HO-IS — 4-20mA, 8 channel, Div. 1/1
ABB
The ABB System Interface lets you use AMS Device Manager to view and configure HART devices connected to I/O modules supported by the ABB System 800xA control system.
AMS Device Manager Client SC Station or Server Plus Station software can be installed on an ABB Station if PC hardware and software requirements are met, or on a separate PC. The ABB Station must have the 800xA station software installed and configured for AMS Device Manager to communicate with HART instruments connected using the ABB Controller. The ABB System Interface requires:
That the ABB Network is licensed in AMS Device Manager.
That the ABB Station software version is 5.1 along with the “Performance Pack”
enhancement release from ABB.
That the ABB communications certificate be manually installed. See
ABBSystemInterface-Readme.pdf inside the SNAP-ONS And Tools\ABB HPT Certificate folder on the AMS Device Manager DVD 1 for installation instructions.
The AMS Device Manager user must be the same as the ABB user on the station that
runs the "ABB HART Pass Through Service".
Use of the AC 800M series controllers.
Use of supported multiplexers, including:
- Pepperl+Fuchs KFD2-HMM-16
- MTL4840
- Elcon Series 2700-G
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