Review
FlexLink Administrators Manual
Production logistics
YOUTILIZE ADMINISTRATORS MANUAL
software
Providing production efficiency
Providing production
Version History
Version Modifications Revised By
0.1 Initial Creation Eugene Campbell
0.2 Update to the Drive Motor Servicing Screenshot
for build 7.7.7.0
1.0 - -
1.1 Updated System Requirements Robert Henriksson
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Aegis
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Contents
Version History..............................................................................................................................................2
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Contents.........................................................................................................................
Introduction ......................................................................................................................
What is Youtilize...............................................................................................................
This document ....................................................................................................................
Basic System Overview ...........................................................................................................
System Requirements .............................................................................................................
Hardware .........................................................................................................................
Option A (Consolidated)......................................................................... Error! Bo
Option B (Distributed)............................................................................ Error! Bo
Software Dependences.............................................................................................................
Microsoft .NET Framework V3.5 SP1 or later ..................................................................................... 11
Microsoft C++ Redistributable 2008 SP1 ...........................................................................................
Matrikon OPC Server .............................................................................................................
Sentinel Protection Drivers .......................................................................................................
System Installation...............................................................................................................
Operating System Patches/Updates ................................................................................................
Microsoft .NET Framework V3.5 SP1 or later ........................................................................................
...............................3
............................7
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okmark not defined.
okmark not defined.
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.12
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.13
Microsoft C++ Redistributable 2008 SP1 ............................................................................................
Sentinel Protection Drivers ........................................................................................................
Matrikon OPC Server .............................................................................................................
Software Acquisition.............................................................................................................
Installation Procedure............................................................................................................
Matrikon Support..................................................................................................................
SQL Server (If Applicable)........................................................................................................
Installation ......................................................................................................................
Youtilize Solution ................................................................................................................
iMonitor Express Wizard Install Procedure .......................................................................................
iMonitor Express - Add or Modify an Existing line..............................................................................38
iMonitor Express Viewer Install Procedure .......................................................................................
.................23
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....15
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.31
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System Uninstall..........................................................................................................................................41
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iMonitor Express Uninstall........................................................................................................
Additional Uninstall Steps......................................................................................................
Delete the iMonitor Express Database ..............................................................................................
Clear the HKEY_LOCAL_MACHINE and HKEY_CURRENT_USER Registry Keys...................................49
System Configuration..............................................................................................................
FlexLink Configuration Tool .......................................................................................................
Standalone Tool ..................................................................................................................
FlexLink xLink Adapter – Fusion Server Manager ...............................................................................54
Overview .........................................................................................................................
Matrikon OPC Server .............................................................................................................
Youtilize Solution ................................................................................................................
iMonitor Express ................................................................................................................
iMonitor Express Viewer...........................................................................................................
Dashboard Designer................................................................................................................
Dashboard Workspace..............................................................................................................
Toolbox ...........................................................................................................................
Design Grid......................................................................................................................
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.42
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Properties........................................................................................................................
Gadgets ...........................................................................................................................
Working with Gauges.............................................................................................................
Types of Gauges..................................................................................................................
Youtilize Supported Gauges......................................................................................................
Viewing Dashboards ..............................................................................................................
Dashboard Designer..............................................................................................................
iMonitor Viewer..................................................................................................................
Gauge Calculations...............................................................................................................
Time to Next Service Indicator...................................................................................................
Time since Last Service Indicator ...............................................................................................
Equipment Measurement History Gauge ..............................................................................................
Equipment Measurement History Chart.............................................................................................
Utilization History and Pie Chart................................................................................................
State History Chart and Label ...................................................................................................
Pass Yield Gauge, Pass Yield Numeric Indicator .......
Status Code Quantity Numeric Indicator (Pass/Pail Count)....................................................................88
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Units Per Hour Gauge and Indicator.......................................................................................................88
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Average Cycle Time Gauge and Indicator ...........................................................................................
Completed Units Gauge and Label...................................................................................................
Cycle Count Numeric Indicator .....................................................................................................
OEE Availability (Overall Equipment Effectiveness) Gauge and Indicator..............................................89
OEE Performance (Overall Eq
OEE Quality (Overall Equipment Effectiveness) Gauge and
OEE (Overall Equipment Effectiveness) Gauge and Indicator.................................................................91
OEE Overview......................................................................................................................
iMonitor Express Viewer.........................................................................................................
Launching the Application ........................................................................................................
Opening Dashboards..............................................................................................................
Slide Shows ......................................................................................................................
Closing Dashboards................................................................................................................
Troubleshooting...................................................................................................................
SQL Server........................................................................................................................
Unable to Connect to the Database................................................................................................
Sample SQL Statements ............................................................................................................
uipment Effectiveness) Gauge and Indicator...........................................90
Indicator....................................................91
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........101
....88
....98
Matrikon OPC Server .............................................................................................................
Verifying PLC Information via Matriko
Licensing........................................................................................................................
Check Sentinel Protection Server Services ............................................ Error! Bo
Verify Connection to Aegis License Server............................................. Error! Bo
Add License Server to Systems Internet Options – Trusted Sites.....................................................106
Diagnostic Logging ..............................................................................................................
Configuration of the Diagnostic Logging................................................ Error! Bo
xLink Server................................................................................................ Error! Bo
FlexLink xLink Adapter is Not Processing Data from Matrikon OPC Server.Erro
Dashboards ......................................................................................................................
Dashboards are not displaying any data...........................................................................................
iMonitor Viewer Express............................................................................ Error! Bo
When launching iMonitor Express Viewer I get a dialog to enter the Real-Time Service Server
ame...................................................................................................... Error! Bookmark not defined.
N
Appendix A........................................................................................................................
Working with Microsoft User Access Control (UAC).............................................................................109
n OPC Server.........................................................................101
r! Bookmark not defined.
...............101
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108
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Database Cleanup .................................................................................................................................109
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Database Maintenance Plan .........................................................................................................
TC/IP Ports Necessary for System Funcionality ....................................................................................
Appendix B ........................................................................................................................
Time to Next Service Specification: ........................................................... Error! Bo
Calculating Time to Next Service ........................................................... Error! Bo
Data Collection....................................................................................... Error! Bo
SQL Schema modifications..................................................................... Error! Bo
Dashboard Update.................................................................................................................
Database Requrements.............................................................................................................
Appendix C ........................................................................................................................
Upgrade Installation............................................................................................................
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109
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Introduction
What is Youtilize
Youtilize is a software product designed to accompany a conveyor system at many levels. At the
Service Monitoring level, Youtilize can deliver benefits relating to the maintenance of the conveyor
system, providing timely information indicating the time to next service for the chain and the guide
rails. In addition information on the state of each motor is provided, current consumption, etc.
Information is gathered and displayed in real time. At the next level, Production Monitoring,
additional product related information is provided. The OEE of the production line, or of individual
machines on the line may be displayed, and queried to make user defined reports, in an intuitive
manner. At the top level, the Factory Controls level can provide full control of the line equipment,
and in addition enables connectivity to upper level MES or ERP systems.
This document
The following document is intended for Service Engineers responsible for installation/configuration
of the FlexLink Youtilize solution. This manual will cover the installation and configuration of the
Matrikon OPC Server solution as well as Youtilize system components, designing of Dashboards
including details of gauges applicable to Youtilize and their calculations, system hardware
requirements/supported operating systems, and system troubleshooting. Various aspects of the
installation and configuration have been automated to minimize the overall installation and
configuration time. One downside to installation/configuration automation is details related to the
various components and how they work together may not be obvious. Throughout this document
you will find information that will explain these details so Service Engineers will have the knowledge
to better support end users.
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Basic System Overview
Below is a basic diagram illustrating the relationships between a FlexLink conveyor’s PLC, Matrikon
OPC Server, and the Youtilize solution.
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iMonitor Designer iMontor Viewer
Figure 1
Youtilize Solution
Flexlink Conveyor with PLC controller
System Requirements
Hardware
As with any software system, specific hardware requirements may vary depending on the scale and
complexity of the situation. In the case of Youtilize, both the size and production rate of the line
play a critical role in determining the hardware requirements.
For many production lines, the Standard Youtilize Hardware Requirements defined here may be used
to select the appropriate hardware. The standard hardware is intended to be used on production
lines which conform to the limits described below. For lines whose scale or production-rate exceeds
these limits, a Youtilize product expert must be consulted to determine the specific hardware
requirements for that particular production line.
Determining If Standard Hardware Can Be Used on Your Line
The Standard Youtilize Hardware Requirements may be used on any line which conforms to the
following criteria:
• The system is NOT a Youtilize Factory Control system.
• The number of dashboard viewing stations does not exceed ten (10) stations.
• The number of motors to be monitored on the line does not exceed fifty (50).
• The Motor sample rate does not exceed one hundred twenty (120) samples per hour per
motor.
• The number of Unit Tracking Transactions per minute does not exceed four hundred
(400) transactions per minute. Unit Tracking Transactions is calculated according to the
methodology defined below.
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Calculating Tracking Transactions per minute
Each time the location of a unit moving down the production line is tracked by the Youtilize system,
a tracking transaction is recorded in the Youtilize database. Tracking transactions are typically
generated by the workstations specified in your line definition. However, X45, X46, and other
functions may also be optionally configured to generate tracking transactions, so these must be
accounted for as well in your calculations.
The calculation itself is very straightforward. The goal is to determine how many transactions per
minute will be recorded across the entire line. This is done by multiplying the total number (N) of
workstations and/or tracking functions with the line production rate in units per minute.
For example, consider a line with 10 workstations and 3 tracking functions. The line operates at 600
units per hour, or 10 units per minute. The transaction rate would be calculated as follows:
(10 workstations + 3 tracking functions) * 10 units per minute = 130 Transactions per minute
Parallel Processing Workstations Treated as Single Workstation
One very important consideration is that parallel processing workstations may be treated as one
single workstation in your calculation. This is because the transaction rate of workstations in this
configuration is slower than the actual line rate. Only as a whole do they generate tracking
transactions as the line production rate. Consider the following example:
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In this example, the 3 workstations in parallel configuration have a total effective throughput equal
to the line production rate. Therefore, they may be treated as one (1) single workstation in your
load calculation. So, for this line, rather than using 5 total stations, you would use 3 instead (Station
1 + (Station 2-4 cluster) + Station 5 = 3 effective stations). Therefore, the transaction rate would be
as follows:
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3 Workstations * 15 units per minute = 45 Transactions per minute
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Standard Youtilize Hardware Requirements
rd
All Youtilize components and 3
party dependencies are installed on one PC, which is referred to as
the Youtilize server. This includes SQL Server Express 2008 R2, Matrikon OPC Server, iMonitor
Express, and xLink.
If Youtilize dashboard visibility is desired on the line, one or more additional PC’s may also be
deployed for purpose of displaying dashboards only. Though it is technically possible to display
Youtilize dashboards on the Youtilize server, this approach is generally not recommended. Problems
have occurred in the field with operators shutting down the Youtlize server PC when they have
direct access to it, resulting in data loss.
Youtilize Server (Minimum)
• Intel Core i3 or faster processor (minimum 2 cores)
• 4 GB RAM
• Dual (2x’s) 500GB hard disks in RAID 1 configuration (for fault tolerance) *
• 1 GB Ethernet NIC interface
• Windows 7, Windows 8, Windows Server 2008 R2, or Windows 2012 (x86 or x64 editions)
• Uninterruptable Power Supply (UPS) capable of running system for 5-10 minutes in case of power
loss, and able to signal shutdown to Youtilize server if power outage continues beyond battery life.
* Note: If fault tolerance is not critical, and the risk of data loss is acceptable, the RAID 1 requirement may be dropped
(single hard disk with no RAID is substituted).
Youtilize Dashboard Viewer (Minimum)
• Intel Core 2 Duo or faster processor
• 2 GB RAM
• 80 GB or larger Hard Drive
• 100/1Gb Ethernet Network Card
• 19” monitor 1024 x 768 resolution
• Windows 7 or Windows 8 (x86 or x64 editions)
• Standard Windows mouse and keyboard
Specific Model Recommendation
The Dell PC configured below is a compact and effective Youtilize server which meets all of the
Standard Hardware Requirements, and carries an approximate price tag of only $850 USD.
Dell OptiPlex 9010 Small Form Factor
Processors
Operating System(s)
Productivity Software
Memory 4GB, NON-ECC, 1600MHZ DDR3, 1DIMM
Removable Media St o r ag e
Device
Boot Hard Drives 500GB 2.5 3Gb/s SATA with 16MB DataBurst Cache™
Graphics Cards
3rd Gen Intel® Core™ i5-3470 (Quad Core, 3.20GHz, 6MB w/HD2500
Graphics)
Windows 7 Professional,w XP Mode,No Media, 64-bit, English
Microsoft® Office Trial, MUI
8X Slimline DVD-ROM
Intel Integrated Graphics,W/O
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System Recovery None
Warranty & Service
Accidental Damage Service None
Keyboard
Security Software
OptiPlex 9010 SFF
Energy Efficiency Options
MISC. Cables & Display
Accessories
Second Hard Drive Options
Hard Drive Mode
Systems Manageme n t Mo de
Wireless
Software Dependences
The Youtilize solution has dependences on several software solutions. Some of the dependences are
included with the iMonitor Express Installation package and others may require you to download
and install before the installation can proceed. Below are the software requirements, where they
can be found (if applicable), and where they are included in the iMonitor Express installation
package.
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3 Year Basic Hardware Service with 3 Year NBD Onsite Service after Remote
Diagnosis
Dell KB212-B USB 104 Quiet Key Keyboard,English
None
OptiPlex 9010 Small Form Factor w/ Standard PSU
No ESTAR Settings
None
500GB 2.5" SATA 3Gb/s with 16MB DataBurst Cache™
RAID 1 (Data Mirroring)
No Out-of-Band Systems Management
None
Microsoft .NET Framework V3.5 SP1 or later
crosoft .NET Framework V3.5 SP1 is a requirement for installing applications developed using
Mi
recent version of Microsoft Visual Studio where the installed application as developed using .NET.
• NOT Included in the iMonitor Express Installation package (Installshield is only capable of
checking that .NET Framework V3.5 is installed and cannot verify SP1. You can check
Windows Program and Features for a list a installed applications to verify where SP1 has
been installed).
• http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=17851
(software
download site). The above link is for Microsoft .NET Framework 4 which is recommended
when installing on Windows 7 SP1.
Depending on the version of Operating System being installed and the level of patching that has
taken place via Microsoft Updates it is possible that this installation is not required. Note that the
Microsoft .NET Framework Redistributables are cumulative. If you have Microsoft .NET Framework 4
Component installed, it is not necessary to install Microsoft .NET Framework V3.5 SP1. You can
verify the installation of Microsoft .NET Framework by going to ‘Programs and Features’ as follows:
Start Æ Control Panel Æ Programs and Features
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