Emerson Plantweb User Manual

System Guide

MHM-97911, Rev 10

April 2020

Plantweb™ Optics v1.5

Plantweb™ Optics System Guide

Copyright

© 2019 by Emerson. 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 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.

Patents

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

Where to get help

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)
	+1.512.832.3774 (Latin America)
	+63.2 702.1111 (Asia Pacific, Europe, and Middle East)
Email	[e-mail]
Web	http://www.emerson.com/en-us/contact-us

To search for documentation, visit http://www.emerson.com.

To view toll free numbers for specific countries, visit http://www.emerson.com/technicalsupport.

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System Guide	Contents
MHM-97911, Rev 10	April 2020

Contents

Chapter 1	Introduction..................................................................................................................		9
Chapter 2	Quick start...................................................................................................................		11
	2.1	Preparing for installation................................................................................................................	11
	2.2	Installing Plantweb Optics..............................................................................................................	11
	2.3	Installing optional services..............................................................................................................	12
	2.4	Installing Push Model ASIs..............................................................................................................	12
	2.5	Completing post-installation steps.................................................................................................	14

Chapter 3	Planning your system...................................................................................................		17
	3.1	Guidelines for planning your system...............................................................................................	17
	3.2	System components.......................................................................................................................	18
	3.3	Deployment scenarios....................................................................................................................	19
	3.3.1 Scenario 1: Two-server setup deployed on four levels..................................................................		19
	3.3.2 Scenario 2: Two-server setup deployed on three levels................................................................		22
	3.3.3 Scenario 3: One-server setup deployed on three levels................................................................		24
	3.3.4 Scenario 4: One-server setup deployed on two levels..................................................................		28
	3.4	Database deployment....................................................................................................................	29
	3.5	Internet Information Services (IIS)..................................................................................................	31
	3.6	System requirements.....................................................................................................................	31
	3.7	System scalability...........................................................................................................................	37

Chapter 4	Plantweb Optics security..............................................................................................	39
	4.1 Firewall considerations...................................................................................................................	39
	4.1.1 Ports............................................................................................................................................	39
	4.2 SSL/TLS certificates.........................................................................................................................	42
	4.2.1 System components with certificates..........................................................................................	44
	4.2.2 Certificate installation checklist...................................................................................................	45
	4.2.3 Install the Plantweb Optics certificate on clients and servers........................................................	47
	4.2.4 Export the public key certificate for an ASI station.......................................................................	51
	4.2.5 Install an ASI Station certificate on clients and servers.................................................................	55
	4.3 Additional security considerations..................................................................................................	57

Chapter 5	Pre-installation configurations.....................................................................................		59
	5.1	Configure AMS Machinery Manager before importing databases ...................................................	59
	5.2	Configure Plantweb Insight before joining to Plantweb Optics........................................................	60
Chapter 6	Server installation procedures......................................................................................		63
	6.1	Install the Plantweb Optics Historian..............................................................................................	63
	6.2	Install Plantweb Optics Web Services..............................................................................................	64
	6.3	Acquire licenses..............................................................................................................................	67
	6.4	Register licenses.............................................................................................................................	68

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6.4.1 Manually register an Optics Mobile license when using Azure Mobile Services	............................. 69
6.5 View license summary....................................................................................................................	69
6.6 Install the Connector Service..........................................................................................................	69
6.7 Install the Proxy..............................................................................................................................	71
6.8 Configure the Proxy........................................................................................................................	73
6.9 Install the Emerson Wireless Gateway ASI.......................................................................................	74
6.9.1 Register Emerson Wireless Gateway ASI on Plantweb Optics Server.............................................	74
6.9.2 Install the Emerson Wireless Gateway ASI....................................................................................	76
6.9.3 Enable secure communication with an Emerson Wireless Gateway.............................................	77
6.10 Install the AMS Asset Monitor ASI.................................................................................................	79
6.10.1 AMS Asset Monitor ASI deployment scenarios...........................................................................	80
6.10.2 Register the AMS Asset Monitor ASI with Plantweb Optics.........................................................	81
6.10.3 Install the AMS Asset Monitor Data Collector.............................................................................	82
6.10.4 Add an asset source to the AMS Asset Monitor Data Collector...................................................	83
6.11 Install the AMS Device Manager ASI..............................................................................................	84
6.11.1 AMS Device Manager ASI deployment scenarios........................................................................	85
6.11.2 Register the AMS Device Manager ASI with Plantweb Optics.....................................................	87
6.11.3 Install the AMS Device Manager Data Collector.........................................................................	88
6.11.4 Add an asset source to the AMS Device Manager Data Collector................................................	89
6.11.5 Opt-In to Device Parameters.....................................................................................................	90
6.12 Install the DeltaV Control Loop ASI...............................................................................................	93
6.12.1 DeltaV Control Loop ASI deployment scenarios.........................................................................	95
6.12.2 Register the DeltaV Control Loop ASI with Plantweb Optics.......................................................	97
6.12.3 Install the DeltaV Control Loop Data Collector...........................................................................	97
6.12.4 Add an asset source to the DeltaV Control Loop Data Collector...............................................	100
6.12.5 Change the ControlLoopSvc Windows user password..............................................................	101
6.13 Install the KNet ASI.....................................................................................................................	102
6.13.1 KNet ASI deployment scenarios...............................................................................................	103
6.13.2 Register the KNet ASI with Plantweb Optics.............................................................................	104
6.13.3 Install the KNet Data Collector.................................................................................................	105
6.13.4 Add an asset source to the KNet Data Collector.......................................................................	106
6.14 Install the Plantweb Insight ASI...................................................................................................	107
6.14.1 Register AMS Plantweb Insight ASI on Plantweb Optics Server.................................................	108
6.14.2 Install the Plantweb Insight ASI................................................................................................	108
6.15 Install the AMS Machinery Manager ASI......................................................................................	109
6.15.1 Install AMS Machinery Manager ASI components on separate PCs...........................................	110
6.15.2 Install AMS Machinery Manager ASI components on a single PC .............................................	110
6.15.3 Install AMS Machinery Manager ASI web application service....................................................	110
6.15.4 Install AMS Machinery Manager ASI IO service.........................................................................	111
6.15.5 Register AMS Machinery Manager ASI on Plantweb Optics Server............................................	113
6.16 Install CMMS Interface................................................................................................................	114

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	6.17	Install the Plantweb Optics OPC UA Server..................................................................................	116
	6.18	Configure Active Directory for Plantweb Optics..........................................................................	117
	6.19	Configure Plantweb Optics OIDC settings...................................................................................	118
	6.20	Install certificates.......................................................................................................................	119
	6.20.1 Install certificates on Windows Server 2008 R2........................................................................		123
	6.20.2 Export a security certificate.....................................................................................................		124
	6.20.3 Import a security certificate.....................................................................................................		125
	6.21	Connect to OPC server................................................................................................................	125
	6.22	Configure how emails are sent to Plantweb Optics.....................................................................	125
Chapter 7	Client installation procedures.....................................................................................		129
	7.1 Install the AMS Device Manager Launcher....................................................................................		129
	7.2 Install the AMS Machinery Manager Launcher...............................................................................		130
Chapter 8	Mobile installation procedures...................................................................................		133
	8.1 Install the Plantweb Optics Mobile App ........................................................................................		133
Chapter 9	Uninstall Plantweb Optics..........................................................................................		135
Chapter 10	Upgrade from a previous version................................................................................		137
	10.1	Plantweb Optics upgrade path...................................................................................................	137
	10.2	Upgrade Plantweb Optics...........................................................................................................	138
	10.3	Upgrade AMS Machinery Manager ASI Web Service....................................................................	139
	10.4	Upgrade AMS Machinery Manager ASI IO Service........................................................................	140
	10.5	Execute Machinery Manager ASI Registration on Plantweb Optics Server...................................	140
	10.6	Upgrade Emerson Wireless Gateway ASI....................................................................................	141
	10.7	Upgrade AMS Device Manager ASI..............................................................................................	141
	10.8	Upgrade Plantweb Insight ASI.....................................................................................................	143
	10.9	Upgrade Plantweb Optics OPC UA server....................................................................................	143
	10.10 Upgrade AMS Device Manager Launcher..................................................................................		144
Chapter 11	User Manager.............................................................................................................		145
	11.1	Add a new user...........................................................................................................................	145
	11.2	Delete a user..............................................................................................................................	146
	11.3	Change a user name...................................................................................................................	146
	11.4	Disable a user account................................................................................................................	146
	11.5	Lock a user account....................................................................................................................	147
	11.6	Force a user to log out................................................................................................................	147
	11.7	Edit user login information.........................................................................................................	147
	11.8	Reset a user password................................................................................................................	148
	11.9	Refresh the users list...................................................................................................................	148
	11.10 Export the users list to a .csv file...............................................................................................		149
	11.11 Assign permissions and locations to a user...............................................................................		149
	11.12 Create a user template.............................................................................................................		150
	11.13 Apply a user template...............................................................................................................		150

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	11.14		Delete a user template.............................................................................................................	151
	11.15		Display mobile tokens for a user...............................................................................................	151
	11.16		Issue a mobile token.................................................................................................................	152
	11.17		Disable a mobile token.............................................................................................................	152
	11.18		Export the mobile tokens list for all users..................................................................................	152
	11.19		Register licenses.......................................................................................................................	153
	11.20		Request a license proposal.......................................................................................................	153
	11.21		View Guardian information.......................................................................................................	154
	11.22		Change user settings................................................................................................................	154
	11.23		Change password settings........................................................................................................	155
	11.24		Change lockout settings...........................................................................................................	155
	11.25		Change OIDC settings..............................................................................................................	156
	11.26		Change language settings........................................................................................................	157
Chapter 12	Asset Explorer............................................................................................................			159
	12.1	Join an Emerson Wireless Gateway to Plantweb Optics...............................................................		159
	12.2	Add locations to your site...........................................................................................................		161
	12.3	Add assets to your site................................................................................................................		161
	12.4	Add asset source locations.........................................................................................................		162
	12.5	Bind an asset source location to a device on the network............................................................		162
	12.6	Unbind an asset source location from a device on the network...................................................		163
	12.7	Join an AMS Machinery Manager system to Plantweb Optics......................................................		164
	12.8	Import AMS Machinery Manager databases to Plantweb Optics.................................................		164
	12.9	Join a Plantweb Insight system to Plantweb Optics.....................................................................		166
	12.10		Rebuild the Plantweb Insight hierarchy ....................................................................................	166
Chapter 13	Launch Plantweb Optics utilities.................................................................................			169
Chapter 14	Asset View.................................................................................................................			171
	14.1	Plantweb Optics Mobile App.......................................................................................................		172
	14.1.1 Claim a mobile token for Plantweb Optics Mobile App on your device.....................................			172
	14.1.2 Set up on-premises mobile service..........................................................................................			173
	14.1.3 Switch Plantweb Optics mobile device relay between Microsoft Azure and on-premises
	connection....................................................................................................................................			174
Chapter 15	Event Viewer utility....................................................................................................			175
	15.1	View events................................................................................................................................		176
	15.2	Archive events............................................................................................................................		176
Chapter 16	Plantweb Optics OPC UA server .................................................................................			177
	16.1	Manage certificates....................................................................................................................		177
	16.2	Connect an OPC UA client...........................................................................................................		177
	16.3	Security settings on an OPC UA Server........................................................................................		178
	16.4	Hierarchy filtering.......................................................................................................................		179
	16.5	OPC tag information and data tree structure .............................................................................		180

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Chapter 17	CMMS Interface..........................................................................................................		183
	17.1	Configure CMMS Interface settings............................................................................................	183
	17.2	Map assets to CMMS Interface individually.................................................................................	184
	17.3	Map assets to CMMS Interface in bulk.........................................................................................	185
	17.4	Create CMMS Interface work notifications manually...................................................................	185
	17.5	Create CMMS Interface work notifications automatically............................................................	186
	17.6	View CMMS Interface work notifications.....................................................................................	187
	17.7	Manage undelivered work notifications......................................................................................	188

Chapter 18	Plantweb Optics Historian..........................................................................................		189
	18.1	Plantweb Optics Historian user interface....................................................................................	189
	18.2	Use Latest Values for quick trend charts......................................................................................	192
	18.3	View asset health using Health Details charts.............................................................................	192
	18.4	Enable history collection for multiple assets...............................................................................	192
	18.5	Disable history collection for an asset.........................................................................................	193
	18.6	Back up trend data.....................................................................................................................	194

Chapter 19	Databases..................................................................................................................		197
	19.1 Back up and restore....................................................................................................................		197
	19.2 Automatic backup for Tier-1 installations...................................................................................		198
Chapter 20	Troubleshooting........................................................................................................		199
Appendix A	Requirements for separate server (Tier-2) installations...............................................		205
	A.1	Separate server (Tier-2) installation .............................................................................................	205
	A.2	Set up a separate SQL server for a Tier-2 installation.....................................................................	205
	A.3	Set up the Plantweb Optics server before a Tier-2 installation.......................................................	208
	A.4	Tier-2 post-installation setup .......................................................................................................	208
	A.5	Set up the ASI server before installing the ASI on a Tier-2 system..................................................	211
Appendix B	Internet Information Services (IIS) Reference..............................................................		213
Appendix C	Windows services......................................................................................................		215
Appendix D	Device compatibility..................................................................................................		217
Appendix E	Component and system compatibility........................................................................		219
Appendix F	Security compliance...................................................................................................		221
Index	..................................................................................................................................		223

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System Guide	Introduction
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1 Introduction

Plantweb™ Optics

Plantweb Optics is the Emerson software application for managing asset health across the enterprise. Plantweb Optics combines the data from multiple applications into assetcentric information, then delivers persona-based alerts and Key Performance Indicators (KPIs) for improving the reliability of your rotating equipment, instruments, and valves.

The Plantweb Optics asset performance platform improves reliability and availability by enhancing the visibility to the health of your assets. Experts in your facility are always connected to assets they care about most. Through open protocols, operational data is centralized and contextualized from disparate data sources. The data is delivered to your experts with personalized content and dashboards. Plantweb Optics provides the information you need in a collaborative environment to enhance your workflow and drive corrective actions.

Plantweb Optics supports receiving data from a number of asset sources including AMS Device Manager, AMS Machinery Manager, Emerson WirelessHART gateways, and Plantweb Insight. In addition, Plantweb Optics interfaces with enterprise CMMS systems and data can be read from the system via the OPC UA server.

Configuration and interaction with Plantweb Optics happen through these utilities, which can be launched from a web browser:

•Asset Explorer—access and manage assets in your plant.

•Asset View—send, receive, and view messages in Plantweb Optics.

You can access the same messages from a mobile device by installing the Plantweb™ Optics Mobile App.

•User Manager—control and monitor access to various areas of Plantweb Optics.

•Event Viewer—view system generated events.

About this manual

The Plantweb Optics System Guide is intended for system administrators to help plan, install, and set up the software. Emerson recommends that system administrators reference this document when setting up the Plantweb Optics system.

NOTICE

Installing AMS Machine Works? AMS Machine Works installation information has been removed from the Plantweb Optics System Guide. Please contact Emerson Product Support for details.

Other relevant documents

•Plantweb Optics Online Help—provides instructions and reference information for using Plantweb Optics after installation. This is built into the software and accessed by clicking in the user toolbar.

•Release Notes—contains what is new and notes pertaining to the release.

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•Knowledge Base Articles—documents released to address known issues, frequently asked questions, history traces, system requirements, how-to information, and application-specific content.

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System Guide	Quick start
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2 Quick start

For an optimum system, follow this recommended installation order for a new system.

Note

Some components must be installed, and some are optional depending on the user's needs and licensing.

Prerequisites

Emerson recommends that all applications that will be connected to the system should be configured and running before starting your installation.

2.1Preparing for installation

Procedure

1.Design and plan your system. See Planning your system.

2.Ensure all of the system requirements are met for the Plantweb Optics server, Plantweb Optics Asset Source Interface server, and any other required components. See System requirements.

3.Ensure all security requirements have been met. See Plantweb Optics security.

4.Acquire your Plantweb Optics licenses prior to installation. See Acquire licenses.

2.2Installing Plantweb Optics

Note

These steps are required for every Plantweb Optics installation.

Procedure

1.Complete pre-installation steps required before obtaining data from other systems. See Pre-installation configurations.

2.Install Plantweb Optics Historian. Run the Plantweb Optics installer (A48OPTICSSYSTEM0.Plantweb_Optics.1.5.X.X) on the Plantweb Optics Server. See Install the Plantweb Optics Historian.

3.Install Plantweb Optics Web Services by running the Plantweb Optics Installer (A48OPTICS-SYSTEM0.Plantweb_Optics.1.5.X.X) on the Plantweb Optics Server. See Install Plantweb Optics Web Services.

4.Register your Plantweb Optics License from the Plantweb Optics User Manager utility. See Register licenses.

5.View License Summary from the User Manager. See View license summary.

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2.3Installing optional services

Each of the services below are available within Plantweb Optics. Only licensed services should be installed. Licensed components are displayed in the Plantweb Optics User Manager utility under the Licenses tab.

Procedure

1.Register and install all licensed push model ASIs. See Installing Push Model ASIs to quickly get started. Push model ASIs include:

•AMS Asset Monitor ASI

•AMS Device Manager ASI

•DeltaV Control Loop ASI

•KNet ASI

2.Install the Emerson Wireless Gateway ASI on the ASI server and proceed using the default settings. See Emerson Wireless Gateway ASI.

3.Install the Plantweb Insight ASI on the ASI server and proceed using the default settings. See Plantweb Insight ASI.

4.Install the AMS Machinery Manager ASI Web Service on the ASI server. See Install AMS Machinery Manager ASI web application service.

5.Install the AMS Machinery Manager ASI IO Service on the AMS Machinery Manager server with default settings. During MMASI IO Services installation, when prompted for MM Admin Password, enter Emerson#1 or the password set by the Administrator. See Install AMS Machinery Manager ASI IO service.

6.Install the CMMS Interface on the CMMS Server. See Install CMMS Interface.

7.Install the Plantweb Optics OPC UA Server by running the Plantweb Optics installer on the Plantweb Optics Server and selecting Plantweb Optics OPC UA Server. Proceed using the default settings. See Install the Plantweb Optics OPC UA Server.

2.4Installing Push Model ASIs

Push model ASIs consist of a Data Collector, a Connector Service, and an optional Proxy to provide asset source data to Plantweb Optics.

Prerequisites

• Plantweb Optics is installed and licensed for the ASIs you want to install.

Procedure

Run registration scripts on Plantweb Optics

1.On the Plantweb Optics server, run the installer for the Data Collector you want to connect to Plantweb Optics and select the registration option in the installer.

2.In Plantweb Optics, verify the Data Collector folder is listed in the Network tab.

3.Export the Plantweb Optics self-signed security certificate bound to port 443 (configurable default) in IIS: Export a security certificate.

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Install the Connector Service

4.On the server where the Connector Service will be installed, import the Plantweb Optics self-signed certificate that was previously exported: Import a security certificate. After importing a certificate, close any open browsers to ensure that the certificate is applied to your browsing session.

5.Ensure that the connection to Plantweb Optics is secure by navigating to https:// <OpticsServerMachineName>/AssetExplorer in your web browser.

If the connection is secure, Asset Explorer will appear – proceed to the next step. If the connection is not secure, a warning will display in your browser – complete the certificate export-import process again.

6.Install the Connector Service.

7.Ensure the Connector Service is running by navigating to https:// <ConnectorServiceMachineName>/ConnectorService in your web browser on the Connector Service PC. A web page displaying Connector Service indicates the connector service is running.

8.Export the Connector Service self-signed certificate bound to port 443 (configurable default) in IIS: Export a security certificate.

(Optional) Install a Proxy and connect it to a Connector Service

9.On the server where the Proxy will be installed, import the Connector Service selfsigned certificate that was previously exported: Import a security certificate. After importing a certificate, close any open browsers to ensure that the certificate is applied to your browsing session.

10.Ensure that the connection to the Connector Service is secure by navigating to https://<ConnectorServiceMachineName>/ConnectorService in your web browser.

If the connection is secure, Connector Service will display in the top left corner of the web page – proceed to the next step. If the connection is not secure, a warning will display in your browser – complete the certificate export-import process again.

11.Install the Proxy.

12.Ensure the Proxy is running by navigating to https://<ProxyMachineName>/ Proxy in your web browser.

The Proxy UI will appear, indicating the Proxy is running.

13.Export the Proxy self-signed certificate bound to port 443 (configurable default) in IIS: Export a security certificate.

(Optional) Install a Proxy and connect it to another Proxy

14.On the server where the new Proxy will be installed, import the Proxy self-signed certificate that was previously exported: Import a security certificate. After importing a certificate, close any open browsers to ensure that the certificate is applied to your browsing session.

15.Ensure that the connection to the existing Proxy is secure by navigating to https://<ExistingProxyMachineName>/Proxy in your web browser.

If the connection is secure, the Proxy UI will appear – proceed to the next step. If the connection is not secure, a warning will display in your browser – complete the certificate export-import process again.

16.Install the Proxy.

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17.Ensure the new Proxy is running properly by navigating to https:// <NewProxyMachineName>/Proxy in your web browser.

The Proxy UI will appear, indicating the Proxy is running.

18.Export the Proxy self-signed certificate bound to port 443 (configurable default) in IIS: Export a security certificate.

19.Configure the new Proxy. You must change the routing table of this Proxy to route incoming requests to point to the next Proxy. In the Proxy user interface, modify the destination route to https://<ProxyDestinationIP>/Proxy/ ConnectorService/API as described in Configure the Proxy.

Install a Data Collector and connect it to a Connector Service

Note

Multiple Data Collectors can connect to a single Connector Service

20.On the server where the Data Collector will be installed, import the Connector Service self-signed certificate that was previously exported: Import a security certificate. After importing a certificate, close any open browsers to ensure that the certificate is applied to your browsing session.

21.Ensure that the connection to the Connector Service is secure by navigating to https://<ConnectorServiceMachineName>/ConnectorService in your web browser.

If the connection is secure, Connector Service will display in the top left corner of the web page – proceed to the next step. If the connection is not secure, a warning will display in your browser – complete the certificate export-import process again.

22.Run the Data Collector installer.

Install a Data Collector and connect it to a Proxy

23.On the server where the Data Collector will be installed, import the Proxy selfsigned certificate that was previously exported: Import a security certificate. After importing a certificate, close any open browsers to ensure that the certificate is applied to your browsing session.

24.Ensure that the connection to the Proxy is secure by navigating to https:// <ProxyMachineName>/Proxy in your web browser.

If the connection is secure, the Proxy UI will appear – proceed to the next step. If the connection is not secure, a warning will display in your browser – complete the certificate export-import process again.

25.Run the Data Collector installer. When prompted for the Connector Service IP address or PC name, enter the IP address or PC name of the Proxy.

2.5Completing post-installation steps

Next, complete some configuration and setup changes before wrapping up your Plantweb Optics installation.

Procedure

1.Make post-installation configuration changes. These may include:

a)Configure Active Directory for Plantweb Optics. See Configure Active Directory for Plantweb Optics.

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b)Configure Plantweb Optics OIDC settings. See Configure Plantweb Optics OIDC settings.

c)Configure the AMS Device Manager ASI. See Opt-In to Device Parameters.

2.Install certificates. See Install certificates.

3.Launch Asset Explorer and select Add Emerson Wireless Gateway Asset Source

(1420 Wireless Gateway). See Launch Plantweb Optics.

4.Launch Asset Explorer and select Add AMS Machinery Manager ASI Asset Source to the Plantweb Optics server. See Launch Plantweb Optics.

5.Launch Asset Explorer and select Add Plantweb Insight Asset Source using IP Address or Machine Name. See Launch Plantweb Optics.

6.Run OPC Client (UaExpert) and select Connect to OPC Server. See Connect to OPC server.

Congratulations, you are now ready to start using Plantweb Optics.

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System Guide	Planning your system
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3 Planning your system

Plantweb Optics is comprised of different components, and each component has its own installation that may be deployed on separate computers. Deployment depends on your network requirements and setup.

Before you install any of the system components, plan your installation using the system requirements, recommended system deployment scenarios, and the guidelines provided in this chapter.

After designing and planning your system, return to Step 1 of the Preparing for installation topic and continue your installation.

3.1Guidelines for planning your system

Procedure

1.Determine the data that you want to bring into Plantweb Optics.

Data can be brought in by the installation of asset source interfaces (ASIs). See page 18.

2.Evaluate the systems and assets that you want to integrate into Plantweb Optics.

a)Check if these systems are compatible with Plantweb Optics. See page 217.

b)Check the number of assets, databases, and parameters in the system. See page 37.

3.Determine your network setup.

Your network setup affects the deployment of the Plantweb Optics components. See page 19.

4.Determine any network architecture restrictions in your network.

Your network architecture affects whether you can receive messages outside of your plant's network or not. See page 172 and page 39.

5.Determine your database requirements.

The Plantweb Optics database can either reside on the Plantweb Optics server (Tier-1) or on a separate server (Tier-2). See page 29.

6.Check the system requirements and system capacity recommendations. See page 31 and page 37.

7.Check IIS requirements. See page 31.

8.Plan to integrate security certificate installation with software installation. See page 42.

9.Ensure any systems you plan to interface with Plantweb Optics are ready.

a)Before interfacing with AMS Machinery Manager databases, see page 59 for important instructions for the system administrator.

10.Determine if you need to read data from Plantweb Optics using an OPC UA client. There are prerequisites in Asset Explorer before installation. See page 116.

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3.2System components

Plantweb Optics must be installed on a computer with a server-class operating system. Typically, an ASI installation consists of two parts, installation of the Web Application and the Service. The Web Applications are recommended to be deployed on a separate server referred to as the ASI server station.

Client stations access Plantweb Optics utilities from a web browser. They are optionally installed with AMS Machinery Manager Launcher and AMS Device Manager Launcher.

On a mobile device, the Plantweb Optics Mobile App can be installed to enable users to send and receive alerts from a mobile device.

Plantweb Optics is comprised of many components, described in the table below.

Tip

Follow the recommended installation and setup order on page 11.

Table 3-1: System components

Component	Description
Plantweb Optics Web Services	The main software application.
	Plantweb Optics is always installed on the Plantweb Optics
	server.

	Note
	Install Plantweb Optics Historian and then Plantweb Optics
	Web Services before installing and integrating all other
	system components. This is a prerequisite to all other
	component installations.
Connector Service	Facilitates communication between Plantweb Optics and
	Data Collectors.
Proxy	Provides secure communication between Data Collectors
	and the Connector Service across an arbitrary number of
	networks.
Data Collector	Gathers data, such as parameter values, asset health, and
	events, from a configured asset source to provide to
	Plantweb Optics.
	Data Collector ASIs:
	•	AMS Asset Monitor
	•	AMS Device Manager
	•	DeltaV Control Loop
	•	KNet
Computerized Maintenance	Allows you to work with other applications, such as IBM's
Management System (CMMS)	Maximo or SAP's Plant Maintenance Module, to keep track of
Interface	assets, schedule and track maintenance tasks, and keep
	records of the maintenance tasks.
Plantweb Optics Historian	Allows you to view the assets' historical data so that you can
	analyze trends in the data.

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Table 3-1: System components (continued)

Component	Description
Plantweb Optics OPC UA server	Allows you to read Plantweb Optics data from an OPC UA
	client.
Emerson Wireless Gateway ASI	Allows you to connect and display information from an
	Emerson Wireless Gateway and from devices on the
	gateway.
AMS Machinery Manager ASI	Allows you to bring AMS Machinery Manager alerts, data,
	KPIs, and hierarchy into Plantweb Optics.
	The AMS Machinery Manager ASI has two components: the
	Service and the Web Application (Web App).
Plantweb Insight ASI	Allows you to connect and display analytics from Plantweb
	Insight assets.
AMS Device Manager Launcher	Launches AMS Device Manager in context from the Asset
	Explorer utility when AMS Device Manager is installed on the
	computer.
	AMS Device Manager Launcher must only be installed on an
	AMS Device Manager client station.
AMS Machinery Manager Launcher	Launches AMS Machinery Manager in context from the Asset
	Explorer utility when AMS Machinery Manager is installed on
	the computer.
	AMS Machinery Manager Launcher must only be installed on
	a computer where an AMS Machinery Manager client is
	installed.
Plantweb Optics Mobile App	Allows you to display, send, and receive Plantweb Optics
	messages and notifications from your mobile device.
	Install this on your mobile device.

Important

Emerson recommends installing only the components you are licensed to use.

If you install nonessential components, it will unnecessarily use system resources.

3.3Deployment scenarios

When determining the type of deployment, equipment, and components for your system, Emerson recommends these guidelines for performance and scalability:

•Use recommended hardware.

•Use a separate ASI server.

•Install only the components you need.

•Use server-class operating systems.

3.3.1Scenario 1: Two-server setup deployed on four levels

Emerson recommends using a two-server setup for best system performance and high system capacity.

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In this deployment, the Plantweb Optics Server is located on Level 4 and the ASI server is located on Level 3. Note that components such as SQL Server 2017 Express, OPC UA Server, NLINK Server, and Plantweb Optics Historian are co-deployed with Plantweb Optics Server. However, these components can be deployed in a separate machine depending on the overall system asset count or load. The system diagram and certificate installation notes are shown below.

Figure 3-1: Scenario 1: Two-server setup deployed on four levels

Table 3-2: Scenario 1: Two-server setup deployed on four levels

Station	Component		Certificate installation notes
Message	Microsoft Azure off		None.
Service	premises
Mobile Device	Asset View Mobile		None.
– Off Site	Application
			Note
			You can deploy mobile devices either on premises or off-site, but not both.
Plantweb	Plantweb Optics		Plantweb Optics server certificate with private key is automatically generated during
Optics Server	AMS Machine Works		software installation.
	NLINK Server		Plantweb Insight ASI certificate allows communication to Plantweb Insight ASI. Install
			from a file.
	Plantweb Optics Historian
			AMS Device Manager ASI certificate allows communication to AMS Device Manager ASI.
	OPC UA Server
			Install from a file.
	SQL 2017 Express
			AMS Machinery Manager ASI certificate allows communication to AMS Machinery
			Manager ASI. Install from a file.
			Emerson Wireless Gateway ASI certificate allows communication to Emerson Wireless
			Gateway ASI. Install from a file.
			AMS Machine Works certificate allows communication to AMS Machine Works. Install
			from a file.

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Table 3-2: Scenario 1: Two-server setup deployed on four levels (continued)

Station	Component		Certificate installation notes
CMMS	SAP		None.
	IBM Maximo PM
Clients	Plantweb Optics Asset		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	View Desktop		a web browser.
	AMS Machine Works
	Vibration Analyzer
	CMMS GUI
	OPC UA Client(s)
Mobile Device	Mobile Application: Asset		None.
– On Premises	View
			Note
			You can deploy mobile devices either on premises or off-site, but not both.
Plantweb	Connector Service		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
Optics ASI	AMS Machinery Manager		a web browser.
Server/
	ASI Web Application		AMS Machinery Manager ASI certificate with private key is generated during ASI
Connector
	Emerson Wireless		installation.
Service
	Gateway ASI		Emerson Wireless Gateway ASI certificate with private key is generated during ASI
	Plantweb Insight ASI Web		installation.
	App		Plantweb Insight ASI certificate allows communication to Plantweb Insight ASI. Install
			from a file.
Plantweb	Plantweb Insight		None.
Insight
AMS	AMS Machinery Manager		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
Machinery	Network Server		a web browser.
Manager	AMS Machinery Manager		AMS Machinery Manager ASI certificate allows communication to AMS Machinery
Server
	ASI Service(s)		Manager ASI. Install from a file.
AMS Machine	AMS Machine Works		None.
Works	Historian		AMS Machine Works certificate with private key is generated during ASI installation.
Historian
	AMS Machine Works		Install from a file.
Server
	Interface Services
	(Interface Router for ATG
	and OMHM)
	AMS Machine Works
	Wireless Interface
AMS Device	AMS Device Manager		Data Collector certificate with private key is generated during Data Collector installation.
Manager	AMS Device Manager		No action required.
Server
	Data Collector		Connector Service certificate allows communication to Connector Service. Install from a
			file.
6500 Data	Modbus Data Import		None.
Import Server	Server
(optional)	Online Servers/ATG
	Service
ATG Interface	AMS Machine Works ATG		AMS Machine Works certificate allows communication to AMS Machine Works. Install
	Interface		from a file.
			Note
			The ATG Interface server typically does not require the Plantweb Optics certificate since it
			does not communicate directly with any aspect of Plantweb Optics. However, if the ATG
			Machine Works Wireless Interface is on the same server, then it does require the
			Plantweb Optics certificate.

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Table 3-2: Scenario 1: Two-server setup deployed on four levels (continued)

Station	Component	Certificate installation notes
AMS Device	None.	None.
Manager
Client(s)
DeltaV Pro+ or	DeltaV Control Loop Data	Data Collector certificate with private key is generated during Data Collector installation.
Application	Collector	No action required.
Station	Control Performance	Proxy certificate allows communication to the Connector Service. Install from a file.
	Statistics Hotifx (Pro+
	only)
Proxy Server	Data Collector Proxy	Connector Service certificate allows communication to Connector Service. Install from a
		file.

3.3.2Scenario 2: Two-server setup deployed on three levels

In this deployment, the Plantweb Optics Server is on network Level 4 and the ASI server is located on network Level 3. Note that components such as SQL Server 2017 Express, OPC UA Server, NLINK Server, and Plantweb Optics Historian are co-deployed with Plantweb Optics Server. However, they can be deployed in a separate machine depending on the overall system asset count or load. The system diagram and certificate installation notes are shown below.

Figure 3-2: Scenario 2: Two-server setup deployed on three levels

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Table 3-3: Scenario 2: Two-server setup deployed on three levels
Station	Component		Certificate installation notes
Message	Microsoft Azure off		None.
Service	premises
Mobile Device	Asset View Mobile		None.
– Off Site	Application
			Note
			You can deploy mobile devices either on premises or off-site, but not both.
Plantweb	Plantweb Optics		Plantweb Optics server certificate with private key is automatically generated during
Optics Server	AMS Machine Works		software installation.
	NLINK Server		Plantweb Insight ASI certificate allows communication to Plantweb Insight ASI. Install
			from a file.
	Plantweb Optics Historian
			AMS Machinery Manager ASI certificate allows communication to AMS Machinery
	OPC UA Server
			Manager ASI. Install from a file.
	SQL 2017 Express
			Emerson Wireless Gateway ASI certificate allows communication to Emerson Wireless
			Gateway ASI. Install from a file.
			AMS Machine Works certificate allows communication to AMS Machine Works. Install
			from a file.
CMMS	SAP		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	IBM Maximo PM		a web browser.
Clients	Plantweb Optics Asset		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	View Desktop		a web browser.
	AMS Machine Works
	Vibration Analyzer
	CMMS GUI
	OPC UA Client(s)
Mobile Device	Mobile Application: Asset		None.
– On Premises	View
			Note
			You can deploy mobile devices either on premises or off-site, but not both.
Plantweb	AMS Machinery Manager		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
Optics ASI	ASI Web Application		a web browser.
Server/	Emerson Wireless		AMS Machinery Manager ASI certificate with private key is generated during ASI
Connector
	Gateway ASI		installation.
Service
	Plantweb Insight ASI Web		Emerson Wireless Gateway ASI certificate with private key is generated during ASI
	App		installation.
	Connector Service		Plantweb Insight ASI certificate allows communication to Plantweb Insight ASI. Install
			from a file.
Plantweb	Plantweb Insight		None.
Insight
AMS	AMS Machinery Manager		None.
Machinery	Network Server		AMS Machinery Manager ASI certificate allows communication to AMS Machinery
Manager	AMS Machinery Manager		Manager ASI. Install from a file.
Server
	ASI Service(s)
AMS Machine	AMS Machine Works		AMS Machine Works certificate with private key is generated during ASI installation.
Works	Historian		Install from a file.
Historian	AMS Machine Works
Server
	Interface Services
	(Interface Router for ATG
	and OMHM)
	AMS Machine Works
	Wireless Interface

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Table 3-3: Scenario 2: Two-server setup deployed on three levels (continued)

Station	Component		Certificate installation notes
AMS Device	AMS Device Manager		Data Collector certificate with private key is generated during Data Collector installation.
Manager	AMS Device Manager		No action required.
Server
	Data Collector		Connector Service certificate allows communication to Connector Service. Install from a
	DeltaV App Station		file.
AMS	Modbus Data Import		None.
Machinery	Server
Manager	Online Servers/ATG
Secondary	Service
Servers	Database Servers
(optional)
ATGInterface	AMS Machine Works ATG		AMS Machine Works certificate allows communication to AMS Machine Works. Install
	Interface		from a file.
			Note
			The ATG Interface server does not require the Plantweb Optics certificate since it does
			not communicate directly with any aspect of Plantweb Optics. However, there is one
			exception to this. If the ATG Machine Works Wireless Interface is on the same server, then
			it does require the Plantweb Optics certificate.
DeltaV Pro+ or	DeltaV Control Loop Data		Data Collector certificate with private key is generated during Data Collector installation.
Application	Collector		No action required.
Station	Control Performance		Connector Service certificate allows communication to the Connector Service. Install
	Statistics Hotifx (Pro+		from a file.
	only)

3.3.3Scenario 3: One-server setup deployed on three levels

In this deployment, Plantweb Optics and one or more ASIs are installed on one server on Level 3. When using only one server, ensure it has a server-class operating system and the recommended hardware specified in the system requirements. The system diagram and certificate installation notes are shown below.

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Figure 3-3: Scenario 3: One-server setup deployed on three levels

Table 3-4: Scenario 3: One-server setup deployed on three levels

Station	Component		Certificate installation notes
Message	Microsoft Azure off		None.
Service	premises
Mobile Device	Asset View Mobile		None.
– Off Site	Application
			Note
			You can deploy mobile devices either on premises or off-site, but not both.
CMMS	SAP		None.
	IBM Maximo PM
Clients	Plantweb Optics Asset		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	View Desktop		a web browser.
	AMS Machine Works
	CMMS GUI
	OPC UA Client(s)
Mobile Device	Mobile Application: Asset		None.
– On Premises	View
			Note
			You can deploy mobile devices either on premises or off-site, but not both.

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Table 3-4: Scenario 3: One-server setup deployed on three levels (continued)

Station	Component		Certificate installation notes
Plantweb	Plantweb Optics		Plantweb Optics server certificate with private key is automatically generated during
Optics Server	AMS Machine Works		software installation.
	AMS Machinery Manager		AMS Machinery Manager ASI certificate allows communication to AMS Machinery
			Manager ASI. Install from a file.
	ASI Web Application
	Emerson Wireless		Emerson Wireless Gateway ASI certificate allows communication to Emerson Wireless
			Gateway ASI. Install from a file.
	Gateway ASI
	Plantweb Insight ASI Web		Plantweb Insight ASI certificate allows communication to Plantweb Insight ASI. Install
			from a file.
	App
	NLINK Server
	Inmation Historian Server
	OPC UA Server
	SQL 2017 Express
	Connector Service
Plantweb	Plantweb Insight Server		None.
Insight
AMS	AMS Machinery Manager		AMS Machinery Manager ASI certificate allows communication to AMS Machinery
Machinery	Network Server		Manager ASI. Install from a file.
Manager	AMS Machinery Manager
Server
	ASI Service(s)
AMS Machine	AMS Machine Works		AMS Machine Works certificate with private key is generated during ASI installation.
Works	Historian		Install from a file.
Historian	AMS Machine Works
Server
	Interface Services (IOD
	Router for ATG and
	OMHM)
	AMS Machine Works
	Wireless Interface
Clients	Plantweb Optics Asset		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	View Desktop		a web browser.
	AMS Machine Works
	CMMS GUI
	OPC UA Client(s)
AMS Device	AMS Device Manager		Data Collector certificate with private key is generated during Data Collector installation.
Manager	Server		No action required.
Server	AMS Device Manager		Connector Service certificate allows communication to the Connector Service. Install
	Data Collector		from a file.
AMS	Modbus Data Import		None.
Machinery	Server
Manager	Online Servers/ATG
Secondary	Service
(optional)	Database Servers
ATG Interface	AMS Machine Works ATG		AMS Machine Works certificate allows communication to AMS Machine Works. Install
	Interface		from a file.
			Note
			The ATG Interface server does not require the Plantweb Optics certificate because it does
			not communicate directly with any aspect of Plantweb Optics. However, there is one
			exception to this. If the ATG Machine Works Wireless Interface is on the same server, then
			it does require the Plantweb Optics certificate.

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Table 3-4: Scenario 3: One-server setup deployed on three levels (continued)

Station	Component	Certificate installation notes
DeltaV Pro+ or	DeltaV Control Loop Data	Data Collector certificate with private key is generated during Data Collector installation.
Application	Collector	No action required.
Station	Control Performance	Connector Service certificate allows communication to the Connector Service. Install
	Statistics Hotifx (Pro+	from a file.
	only)

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3.3.4Scenario 4: One-server setup deployed on two levels

In this deployment, the Plantweb Optics server is installed on network Level 3 and one or more ASIs are installed on network Level 2. When using only one server, ensure it has a server-class operating system and the recommended hardware specified in the system requirements. The system diagram and certificate installation notes are shown below.

Figure 3-4: Scenario 4: One-server setup deployed on two levels

Table 3-5: Scenario 4: One-server setup deployed on two levels

Station	Component		Certificate installation notes
Message	Microsoft Azure off		None.
Service	premises
Mobile Device	Asset View Mobile		None.
– Off Site	Application
			Note
			You can deploy mobile devices either on premises or off-site, but not both.
CMMS	SAP		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	IBM Maximo PM		a web browser.
Clients	Plantweb Optics Asset		Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	View Desktop		a web browser.
	CMMS GUI
	OPC UA Client(s)
Mobile Device	Mobile Application: Asset		None.
– On Premises	View
			Note
			You can deploy mobile devices either on premises or off-site, but not both.

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Table 3-5: Scenario 4: One-server setup deployed on two levels (continued)

	Station	Component	Certificate installation notes
	Plantweb	Plantweb Optics	Plantweb Optics server certificate with private key is automatically generated during
	Optics Server	AMS Machine Works	software installation.
		AMS Machinery Manager	AMS Device Manager ASI certificate allows communication to AMS Device Manager ASI.
			Install from a file.
		ASI Web Application
		Emerson Wireless	AMS Machinery Manager ASI certificate allows communication to AMS Machinery
			Manager ASI. Install from a file.
		Gateway ASI
		Plantweb Insight ASI Web	Emerson Wireless Gateway ASI certificate allows communication to Emerson Wireless
			Gateway ASI. Install from a file.
		App
		NLINK Server	Plantweb Insight ASI certificate allows communication to Plantweb Insight ASI. Install
			from a file.
		Inmation Historian Server
		OPC UA Server
		SQL 2017 Express
		Connector Service
	Plantweb	Plantweb Insight	Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	Insight		a web browser.
			Plantweb Insight ASI certificate allows communication to Plantweb Insight ASI. Install
			from a file.
	AMS Device	AMS Device Manager	Data Collector certificate with private key is generated during Data Collector installation.
	Manager	Server	No action required.
	Server	AMS Device Manager	Connector Service certificate allows communication to the Connector Service. Install
		Data Collector	from a file.
	AMS	AMS Machinery Manager	Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	Machinery	Network Server	a web browser.
	Manager	AMS Machinery Manager	AMS Machinery Manager ASI certificate allows communication to AMS Machinery
	Server
		ASI Service(s)	Manager ASI. Install from a file.
	AMS Machine	AMS Machine Works	Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
	Works	Historian	a web browser.
	Historian	AMS Machine Works	AMS Machine Works certificate with private key is generated during ASI installation.
	Server
		Interface Services	Install from a file.
		AMS Machine Works
		Wireless Interface
		AMS ATG-interface
	Clients	Plantweb Optics Asset	Plantweb Optics server certificate allows communication to Plantweb Optics. Install from
		View Desktop	a web browser.
		AMS Machine Works
		CMMS GUI
		OPC UA Client(s)
	DeltaV Pro+ or	DeltaV Control Loop Data	Data Collector certificate with private key is generated during Data Collector installation.
	Application	Collector	No action required.
	Station	Control Performance	Connector Service certificate allows communication to the Connector Service. Install
		Statistics Hotifx	from a file.

3.4 Database deployment

During installation, the system databases are configured and the user performing the installation is set up as the SQL database administrator.

By default, the user installing the software is set up as the SQL administrator for the EmersonCSI instance. As a best practice, immediately after installation, work with your IT

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department to add a second SQL administrator for the EmersonCSI instance. If there is only one administrator, and their Windows account becomes deactivated, it will not be possible to perform maintenance or make changes to the database instance.

The two database installation choices are described in the sections below.

Tier-1 installation

In a Tier 1 installation, the databases are deployed on the same server as the software and Microsoft SQL Server 2017 Express is automatically during installation. Tier-1 is the default configuration and represents the typical network server system. Automatic backup processing is available for this installation. See page 198 for more information.

•Check Windows Programs and Features to verify that Microsoft SQL Server is not currently installed. During default installation, Microsoft SQL Server 2017 Express is automatically installed and configured for Plantweb Optics.

Note

There is a 10 GB database limit on Microsoft SQL Server 2017 Express. Consider this limitation when deciding your database setup.

•The EmersonCSI named instance is automatically created with the Plantweb Optics installation when there is no existing Microsoft SQL Server installation.

•If Microsoft SQL Server is currently installed, create the EmersonCSI named instance before beginning the Plantweb Optics installation. The user installing Plantweb Optics should be a system administrator for the EmersonCSI named instance.

•The EmersonCSI named instance needs to be set up for mixed authentication— Windows and SQL accounts.

•If you are manually installing SQL Server 2017 Express, make sure the account running the SQL Server setup has rights to back up files and directories, rights to manage auditing and security log, and rights to debug programs. See Troubleshooting.

Tier-2 installation

In a Tier 2 installation, the databases are deployed on a separate server where Microsoft SQL Server 2017 is already installed. A Tier-2 installation requires specific server configuration and database management by a database administrator. Automatic backup processing is not available for this installation; the database, including backups, should be managed by a database administrator. See page 205 for more information.

•The database must be Microsoft SQL Server 2017.

•Create the EmersonCSI named instance before beginning the Plantweb Optics installation. The user installing Plantweb Optics should be a system administrator for the EmersonCSI named instance.

•The EmersonCSI named instance needs to be set up for mixed authentication— Windows and SQL accounts.

•Enable TCP/IP protocol for EmersonCSI SQL Server Network Configuration.

•Ensure the SQL Browser service is running and set it to auto-start.

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