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reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited.
Please refer to the license agreement for details.
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for DeviceNet, RSView, RSView Administration Console, and XM are trademarks of Rockwell Automation, Inc.
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This product is warranted in accordance with the product license. The product’s performance may be affected by system
configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell
Automation is not responsible for these intervening factors. The instructions in this document do not cover all the
details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every
possible contingency during installation, operation, or maintenance. This product’s implementation may vary among
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This document is current as of the time of release of the product; however, the accompanying software may have
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available from Rockwell when installing or using this product.
This chapter introduces you to the Emonitor® software, and gives an overview of the
installation process.
Overview
This installation guide offers information on the entire installation process, including
software installation, database server and client installation, database maintenance, and
database connection information.
This installation guide is intended for first-time installations or upgrades from earlier
versions of Emonitor software. It also contains reference information for later use.
Your satisfaction with the products we provide is our highest priority. Thank you for
letting us help you with your machinery information needs.
Emonitor system requirements
an Intel Pentium™ 4, Pentium 4-compatible, or greater microprocessor
1 GB of RAM (more is better)
a DVD drive
200 MB of space available on the hard drive, or more depending on the size of your
database
VGA or SVGA graphics card
17 inch or larger computer monitor (screen)
Microsoft
In addition, you must have Administrator rights on the computer where you are installing
Emonitor or any Emonitor components.
®
Windows® XP Pro service pack 3 operating system.
Database system requirements
Gupta SQLBase is the new name for the Centura database software.
Refer to the database software manufacturer’s documentation for the requirements for the
computer running the database server software. Note that Emonitor system performance
may be reduced by running the Emonitor OPC Server with a large database. In this case,
upgrading the database server computer may resolve the problem.
Be sure to perform the following tasks before installing Emonitor for the first time.
F
IND THE SERIAL NUMBER AND PRODUCT KEY ON THE ACTIVATION
C
ERTIFICATE
Emonitor requires that you activate your software using license files. As part of the
Emonitor installation process, you must install the FactoryTalk Activation software.
The FactoryTalk Activation Manager replaces the old parallel port security keys and the
CD Activation Key. The FactoryTalk Activation Manager is installed with Emonitor, and
requires the Serial number and Product Key to activate your software. The Activation
Certificate is included with your Emonitor Install DVD.
For more information on FactoryTalk Activation, refer to the FactoryTalk Activation
documentation.
1. Insert the Emonitor Install DVD into your computer.
2. After the Autorun screen appears, click Documentation. The list of available
documentation appears in your default HTML browser.
3. Click FactoryTalk Activation.
You must have Adobe Reader installed on your computer to read the documentation
(documents are in PDF format). To install Adobe Reader, click Extras on the Emonitor Install
screen, and then click Adobe Reader.
.
M
AKE SURE A COMPUTER CAN ACCESS THE INTERNET
.
FactoryTalk Activation requires an activation file, also called a license file. Unless you
are using a hardware dongle (usually a USB key), you must use the FactoryTalk
Activation Manager to request one or more license files from the Rockwell software
licensing website. If the computer running Emonitor does not have Internet access, you
must contact Rockwell Automation Technical Support to get the activation file by phone.
Refer to the FactoryTalk Activation document for more information.
C
HECK YOUR AVAILABLE DISK SPACE
.
Disk space requirements vary depending on which components you need to install. For a
guideline, the Emonitor software requires about 150 megabytes (MB) of disk space. There
are additional disk space requirements depending on your database setup. Be sure to
check with your database administrator about these requirements and about backing up
your database.
2
1 • INTRODUCTION
BE
SURE YOU HAVE THE CORRECT VERSION OF THE DATABASE SOFTWARE
INSTALLED
On the database server computer:
.
Before installing Emonitor, make sure the database server version is compatible. You
might need to consult with your database administrator to verify which version of the
database server you are using. The Gupta SQLBase database version supported by
Emonitor is SQLBase version 9.0.1. If you need to install a new version, ask your
database administrator for assistance.
On the Emonitor client computers:
All Emonitor client computers must have the correct database client installed.
Before you can open the database using Emonitor, you must create a database
alias to find the database on the network.
BE
SURE YOU HAVE WINDOWS
XP PRO SP3
INSTALLED
.
Before installing Emonitor, you need to have the Windows XP Professional (Service Pack
3 or later) operating system installed on your computer. Emonitor can not be installed on
Windows 98, Windows NT, Windows 2000, or Windows XP Home.
Emonitor has not been tested on the Microsoft Vista or Windows 7 operating system.
• • • • •
Upgrading
If you are upgrading from an earlier version of Emonitor, refer to the chapter titled
Upgrading from a previous version. A new feature of the upgrade process is that the
installation program asks if you want to back up your Emonitor configuration files. This
includes all the data collector INI files, as well as any configuration files for any of the
Emonitor programs (such as the Emonitor Scheduler and the Emonitor Online
components). This allows you to protect your configuration files during an upgrade, and
then bring them back into the new version.
If you are upgrading from a version of Emonitor prior to 3.20 (including Emonitor for
Windows (EFW), Odyssey, or IQ 2000), please contact Customer Support for assistance.
Additional steps are required to upgrade from the 16-bit to 32-bit software. See Statement of Technical Support on page 4 for contact information.
What to read next
To learn about new features and improvements in Emonitor, read the Emonitor Product
Release Notes. These are located on the Emonitor Install DVD (insert the DVD and then
To get started quickly, read the Emonitor Getting Results Guide. The Emonitor Getting
Results Guide introduces you to the software, and shows you how to use the online help
included with the software. This Guide is also located on the Emonitor Install DVD.
Refer to the online help for detailed instructions on using all the functions of the software.
The online help system also includes explanations for all the commands and controls. Just
press F1 to access the online help at any time in Emonitor.
If you are using data collectors with a walk-around system, you may receive an additional
Data Collector User’s Guide for each of those interfaces. If you are using an online
system, read the Emonitor Online Getting Results Guide (on the Emonitor Install DVD).
You may receive additional manuals for the hardware you use for data collection. These
manuals are delivered as PDF files on the CD that comes with the data collector or other
hardware. You can also reference the data collector online help files installed with
Emonitor from the Help menu in Emonitor.
Statement of Technical Support
Phone Support Programs
C
ONTACTING ROCKWELL AUTOMATION TECHNICAL SUPPORT
If you cannot find the answer to your question using any of the resources suggested above,
contact Rockwell Automation Technical Support by one of the following methods:
T
ELEPHONE SUPPORT
1-440-646-3434
Support staff are available Monday through Friday from 8 AM to 7 PM Eastern Standard
Time (North America only), except during holidays.
W
HEN YOU CALL
When you call, please be at your computer and be prepared to give the following
information:
The product serial number - you can find this number in the Help About dialog box.
The product version number
The type of hardware you are using
The exact wording of any messages that appeared on your screen
A description of what happened, and what you were doing when the problem occurred
A description of how you tried to solve the problem
4
1 • INTRODUCTION
You might also be required to provide information about any product updates that are
installed on your computer.
THE R
OCKWELL AUTOMATION SUPPORT WEB SITE
The Rockwell Automation support web site includes comprehensive searchable databases
of support information for all Rockwell Automation products. It also includes online
support, software utilities and downloads, case studies, and literature.
The support web site is located at:
http://www.rockwellautomation.com/support/
The Rockwell Automation Knowledgebase is a searchable database of technical notes and
frequently asked questions updated daily by our support specialists. The Knowledgebase
is available from the Rockwell Automation support page.
This chapter guides you through the database server installation process.
Installing the Gupta SQLBase database server
If you already have the Gupta SQLBase database server version 9.0.1 or later installed and
you have checked the version number to make sure it is compatible with Emonitor, you
can skip this section. Gupta SQLBase is the new name for the Centura database software.
If you do not already have a Gupta SQLBase database server, you must install it. See the
Gupta SQLBase documentation for hardware and software requirements for the database
server. After installing the database server software, you can install the Gupta SQLBase
database client on the computer running Emonitor. See Installing the SQLBase client on
page 10.
The SQLBase multi-user software is not included with your Emonitor Installation DVD. If you do
not have the Gupta SQLBase software 9.0.1 or later installed, you must contact Gupta Software
to purchase the version 9.0.1 multi-user software.
Getting information from Gupta’s website
You can obtain helpful information from Gupta's website at
http://www.guptaworldwide.com/.
Installing the Gupta SQLBase database server
Install the SQLBase database server software by following the SQLBase software
installation instructions that came with your SQLBase multi-user software.
Creating the Emonitor database structure
The Emonitor Install DVD contains the database files for use with Emonitor.
1. Create a directory in your SQLBase folder with the name for your database. Create a
different directory for each of your databases. The default Emonitor database
directories are \Program Files\Gupta\SQLbase901\Econfig and \Program
Files\Gupta\SQLbase901\Entek.
2. Copy entek.dbs from the product directory (\extras\emonitor) on the Emonitor DVD
into the new directory. The product directories are located in the Extras folder on the
DVD.
3. Rename the entek.dbs file to the name of the directory (if you did not name the
directory Entek). For example, name it plantdata.dbs, and put it in a directory named
Plantdata.
4. Change the attributes of the .dbs file by right-clicking on the file in Explorer, then
click Properties.
Clear the Read-only checkbox on the General tab.
Click Advanced. Clear the File is ready for archiving box.
5. Create an Econfig directory in your SQLBase directory.
6. Copy econfig.dbs from the product directory (\extras\emonitor) on the Emonitor DVD
into the Econfig directory. The product directories are located in the Extras folder on
the DVD. Do not rename the econfig.dbs file.
7. Change the attributes of the econfig.dbs file by right-clicking on the file in Explorer,
then click Properties.
a. Clear the Read-only checkbox on the General tab.
b. Click Advanced. Clear the File is ready for archiving box.
c. Click OK.
Setting up the server
1. From the Start menu, click Programs > Gupta > SQLBase 9.0.1 > Connectivity
Administrator.
2. Click the Server tab.
3. Select your server and expand it.
4. Select Databases and click Add.
5. Enter the name of your database (default is Entek) and click OK.
6. Repeat steps 4 and 5 for your Econfig database.
7. Click OK to exit the Connectivity Administrator.
Changing the default server behavior
By default, the SQLBase server automatically starts when Windows starts, and runs as a
Windows service. It also displays the SQLBase server program. You can change this
behavior in the SQLBase Management Console. See Running the Gupta SQLBase Server as a program on page 31.
8
u
3
Installing Emonitor
This chapter guides you through the installation process for Emonitor. If you are
upgrading from an existing version, refer to Chapter 4, Upgrading from a previous version.
When you upgrade from an earlier version of the Emonitor software (version 2.3 and earlier), the
Process data type is replaced with the new Numeric data type for existing measurement
definitions.
Installing FactoryTalk Activation Manager
Emonitor requires that you activate your software using license files. As part of the
Emonitor installation process, you must install the FactoryTalk Activation Manager. For
more information on FactoryTalk Activation, refer to the FactoryTalk Activation
documentation. To display the documentation, follow these steps:
1. Insert the Emonitor Installation DVD into the DVD drive of your computer. It should
auto-start and display the Autorun screen. If the Autorun screen does not appear, start
the Windows Explorer and navigate to your DVD drive. Double-click autorun.exe on
the Emonitor DVD to run the installation program.
If you are running the DVD from another computer, you must map the DVD to a drive on your
local computer.
2. After the Autorun screen appears, click Documentation. The list of available
documentation appears in your default HTML browser.
3. Click FactoryTalk Activation.
4. After reviewing the FactoryTalk Activation documentation, return to the Autorun
screen.
5. From the Autorun screen, click FactoryTalk Activation to install the FactoryTalk
Activation Manager from the DVD drive.
6. When finished, click Back to return to the main Autorun screen.
Installing RSLinx Classic
You must install RSLinx® Classic if you want to import measurements from certain
online instruments:
Use XM/DYN Online Data to import data from XM and XM DYN modules into the
Emonitor database
Use Logix Online Data to import data from the Logix family of controllers into the
Emonitor database.
You must install RSLinx Classic before you install Emonitor. RSLinx Classic installs the
FactoryTalk Services Platform, which includes the latest Windows Firewall Configuration
Utility. This utility configures the Windows firewall to work with Rockwell Automation products.
10
Installing the software
If you already have RSLinx Classic version 2.58 or later installed, you do not have to
perform these steps.
1. From the Autorun screen, click RSLinx Classic.
2. Follow the steps as directed by the RSLinx Classic installation wizard.
3. Click RSLinx Classic and follow the directions that appear on the screen.
4. When the installation is complete, return to the Autorun screen and continue the
installation process.
Installing the SQLBase client
With the Gupta SQLBase multi-user version of Emonitor, the database client software
resides on the same machine as Emonitor. The Gupta SQLBase client software must be
installed before the Emonitor software is installed. Refer to Chapter 2, Installing the
3 • INSTALLING EMONITOR
database server for information on installing the database server (typically on a separate
computer).
The SQLBase multi-user software is not included with your Emonitor Installation DVD. If you do
not have the Gupta SQLBase software 9.0.1 or later installed, you must contact Gupta Software
to purchase the version 9.0.1 multi-user software.
As always, if you are upgrading, back up your database directories to ensure that you have
a backup copy (see Backing up your data on page 32). Then go to Chapter 4, Upgrading from a previous version on page 21.
Getting information from Gupta's website
You can obtain helpful information from Gupta's website at
http://www.guptaworldwide.com/.
The Gupta SQLBase server runs as a Windows service, and automatically starts when you
start Windows. You can change this so the Gupta SQLBase server only starts when an
Emonitor program or service starts. For more information, see Running the Gupta SQLBase Server as a program on page 31.
• • • • •
Installing the software
If you already have the Gupta SQLBase software 9.0.1 or later installed, you do not have
to perform these steps.
1. Install the SQLBase multi-user client software according to the SQLBase installation
instructions.
2. When the installation is complete, open the Connectivity Administrator. Click the
Windows Start menu button, and then select Programs > Gupta > SQLBase 9.0.1 > Connectivity Administrator.
3. Expand SQLBase and TCP/IP to display the server.
12
4. Select the server, and then click Properties.
5. Enter the IP address of the database server computer in Host Name, and then click
OK.
6. Click OK to exit the Connectivity Administrator.
7. Click Finish to exit the installation program. If you are directed to reboot the
computer, please do so before continuing with the installation.
Installing the XML Gateway prerequisites
If you are using the Emonitor CMMS XML gateway with your Emonitor system, you
must install the necessary software.
You must install the required software for the XML Gateway before running the Emonitor
installation.
To install the XML Gateway prerequisites, follow these steps. These programs must be
installed on each client computer where Emonitor will communicate with your CMMS or
EAM system through the XML gateway.
1. From the Autorun screen, click XML Gateway Prerequisites.
• • • • •
3 • INSTALLING EMONITOR
2. Click Install Windows Installer v3.1. This is required to install the MSXML 6.0
software.
3. If the installation program reports that the software is already installed on your
computer, you do not need to reinstall it. Otherwise, follow the instructions on your
screen.
4. If necessary, click Back and then click Install MSXML 6.0.
5. Follow the instructions on your screen.
6. Click Back to return to the main Autorun screen, and continue with the installation as
described below.
Installing Emonitor
This installation is intended for first-time installations. If you are upgrading from a
previous version of Emonitor, see the chapter Upgrading from a previous version.
The installation program installs all Emonitor components by default. You can, however,
customize your selections during the installation.
The CD Activation Key that was used to define the available features in Emonitor 3.00 and
earlier versions has been replaced by FactoryTalk Activation described in Installing FactoryTalk Activation Manager on page 9.
Portable systems use walk-around data collectors for collecting data, and all Emonitor
components can be installed on one computer. Online systems use networked systems that
monitor and collect data, and Emonitor can be installed on different computers to increase
efficiency. You may also use a combination of portable and online systems, and use
different computers for each part.
This section walks you through the installation step-by-step with specific information
available when needed. This section goes through a typical installation for a portable
system.
Exit any running applications before starting the Emonitor installation program.
The Emonitor installation program requires that you reboot your computer after installing the
software.
1. From the main Autorun screen click Emonitor. Follow the instructions on the screen.
2. Select your database type at the Database Selection dialog, and then click Next.
3. Some database types ask you to confirm or select your database version. Click Next to
continue.
4. Select the XML Gateway if you want to install the Emonitor CMMS XML Gateway,
and then click Next. Most Emonitor installations do not use the XML Gateway option.
14
5. The next dialog shows the system requirements. If your system passes, click Next. See
Emonitor system requirements on page 1 for more information.
6. Choose the directory where you want to install Emonitor. Click Browse to change the
destination directory.
7. Select the program folder on the Start menu for Emonitor, then click Next.
8. Click Next to accept the configuration. The installation program begins copying files
to your computer.
9. The installation program installs the Windows Firewall Configuration Utility. The
Firewall Configuration program then runs to automatically modify the Windows
Firewall settings to allow the following Emonitor components to operate: Emonitor
OPC Server and OPC Enumerator, SQL Server, DCOM, Enlive, and the Emonitor
Online programs (Enwatch/6600 Setup, Online Data Console, Create Loadfile, Load
and Unload). Then the DCOM Security configuration program runs to complete the
modifications.
The message “The Windows Firewall configuration interface is unavailable” may appear if
the Windows Firewall is disabled. If you are using some other software or hardware firewall,
you may need to manually configure it to allow the Emonitor programs to communicate.
10. The installation is nearly complete. Select Yes, I want to restart my computer now
and click OK to restart your computer. The Emonitor installation is now complete.
Installing the EDS files
If you are want to import data from XM or XM DYN modules into Emonitor, you must
install the lattest EDS files for the XM and XM DYN modules. EDS files are simple text
files that are used by network Configuration Tools such as the Emonitor Online
Configuration Utility to describe products so that you can easily commission them on a
network. EDS files describe a product device type, revision, and configurable parameters.
You must install RSLinx Classic 2.58 before you can install EDS files.
2. In the EDS Hardware Installation Tool, click Add.
3. Select Register a directory of EDS files.
4. Click Browse, and navigate to the Emonitor program directory and click OK. The
default directory is C:\Program Files\Rockwell Software\Emonitor.
• • • • •
3 • INSTALLING EMONITOR
5. Click Next. The Tool installs all the EDS files in the Emonitor program directory.
Some EDS files may show minor errors that do not have any functional impact, such
as “The help string has exceeded the maximum length.” Click Next.
6. Continue to click Next to complete the EDS Wizard, and finally click Finish.
Installing online components
This section only applies to Emonitor Online systems. If you do not have Emonitor Online, you
can skip this section and go to Setting up Scheduler to automate tasks on page 17.
You can run all the components of the online system on a single computer or you can use
several computers for an online system. If you are using a multi-user database, you can
designate certain computers as Unload Stations and Viewing Stations, as illustrated in this
diagram. For Emonitor with a single-user database, the Viewing Station, Database Server,
and Unload Station are all on the same computer. This section covers setting up a
multiple-computer Emonitor online system with an Unload Station and a Viewing Station.
For more information on the Emonitor Online system, please refer to the Emonitor Online
Getting Results Guide and the help for the Online Data Management Console (Click Start
> Programs > Rockwell Software > Emonitor > Help > Online Data Management
Console).
16
Previous versions of Emonitor required that you install different components on different
computers within an Emonitor Online system. This version of Emonitor simplifies the
install process by installing all components to all computers in the Emonitor Online
system.
Installing an Unload Station
Choose the computer to be used as an Unload Station, and start the Emonitor installation
program at that computer. Go through the installation process as directed in Installing Emonitor on page 13. Make sure you install RSLinx Classic version 2.58 or later if you
want to import data from XM or XM DYN modules or the Logix family of controllers.
Installing a Viewing Station
Choose the computer to be used as a Viewing Station, and start the Emonitor installation
program at that computer. Go through the installation process as directed in Installing Emonitor on page 13.
3 • INSTALLING EMONITOR
Setting up Scheduler to automate tasks
You can use the Scheduler program to automate many data-related tasks. A task
automated in Scheduler is called an event. A Scheduler profile defines not only the event,
but also when and how often the event should occur. The Scheduler has two parts:
The Scheduler program that allows you to create and edit profiles.
The Scheduler service that runs in the background and launches (executes) the
scheduled profiles. The Scheduler service must be running in order to execute
scheduled profiles.
The Emonitor Scheduler service is disabled by default. In order to launch (run) scheduled
tasks, including importing data, you must enable the Scheduler service.
2. Select Services (local) in the left side of the Services window.
3. Select SchedulrSvc in the right side of the Services window.
4. The SchedulrSvc Startup Type should be Automatic. If it is Manual or Disabled,
right-click on SchedulrSvc and select Properties. In the Properties dialog box, set
Startup Type to Automatic, and then click OK.
• • • • •
5. The SchedulrSvc Sta tus should be Started. If it is Stopped, right-click on
SchedulrSvc and select Start.
We strongly recommend that you leave the Startup Type for the SchedulrSvc as “Automatic”
in the Services console. This starts the Scheduler service automatically when Windows
starts.
After you have enabled the Scheduler service, it starts when you start Windows.
Scheduled events are executed only when the Scheduler service is running. You can use
the Scheduler on any computer in an Emonitor Online system (both Viewing station and
Unload station computers).
The Emonitor Scheduler is installed as part of the Emonitor software. Since Scheduler profiles
are stored in the central Emonitor database, all scheduler profiles are launched on all computers
in an Emonitor Online system that are running the Scheduler service. This may not be a problem
if you are using Scheduler only for data import tasks on one or two computers. If you are using
Scheduler for additional kinds of tasks, such as Emonitor database maintenance, running the
same scheduled task from multiple computers can place a significant load on the Database
Server computer. Refer to the Scheduler help for more information (Start > Programs > Rockwell Software > Emonitor > Help > Scheduler).
These steps show you how to set up two different online profiles. The first is the Online
Import Event, which looks for unload files (containing data from the data collection
instruments) in the unload directory and sends the information to the Emonitor database.
The second is the Storage Limit Updater, which allows you to limit data storage to
specific parameters and specify a time during low database usage, saving disk space and
time (a database maintenance task). Follow these steps to set up online profiles using
Scheduler.
For more information on setting up different kinds of Scheduler profiles, refer to the Scheduler
online help.
2. On the Profile dialog, enter the Profile Name, such as Storage Limit Updater or
Online Import Event. You can enter notes about the profile as well. Select Enable profile for scheduling. Click Next to continue.
3. On the Response dialog, select Scheduled time/date/frequency.
For the Storage Limit Updater, click Next and then skip to step 7.
For the Online Import Event, select File change notification and click Settings.
4. Click Add File. Select the UD directory under your Emonitor program directory. In
the File name box, enter *.ulf. This tells Scheduler to look for unload files in the
unload directory. Click Open.
5. The unload files appear in the Monitored Files list. Click OK to continue.
6. Click Next on the Response dialog.
7. On the Events dialog, click Add Event.
3 • INSTALLING EMONITOR
8. Enter the Executable file and the Command line using the following guidelines, then
click OK. This example used the default Emonitor installation directory. If you
installed Emonitor in a different directory, use the path to your Emonitor program
directory.
For Online Import Event:
• • • • •
Executable file:
C:\Program Files\Rockwell Software\
Emonitor\didaemon.exe
Command line: C:\Program Files\Rockwell Software\
Emonitor\odonline.edi
For Storage Limit Updater:
Executable file:
C:\Program Files\Rockwell Software\
Emonitor\stglimit.exe
Command line (must be one of the following):
/all - Remove all measurement data, system event log data and alarm event log
data outside the storage limits.
“/list:list name” - Remove measurement data which are saved to a list
with “list name” and are outside the storage limits. Note: “list name” is case
sensitive, and must be enclosed in quotes if the list name contains a space.
/alarm - Remove alarm event log data outside the storage limits.
/system - Remove system event log data outside the storage limits.
9. Click Next to continue.
10. On the Frequency dialog, set the Date and Time you want to launch the profile. Click
Finish.
The profile is now added to Scheduler. The executable file and command line information
for the various database import and update programs is also included in the online help for
the Scheduler program. You can display the Scheduler help by pressing F1, or from the
Start menu (Start > Programs > Rockwell Software > Emonitor > Help > Scheduler).
You can find more information on using the Scheduler in an Emonitor Online system in
the help for the Online Data Management Console. Click Start > Programs > Rockwell Software > Emonitor > Help > Online Data Management Console in the section on
“Setting up the Emonitor Online System”.
This chapter guides you through the process of upgrading from an earlier version of the
Emonitor software.
If you have a version of Emonitor earlier than version 3.20 (some earlier versions were called
Emonitor for Windows - EFW - or Odyssey), please contact Customer Support for assistance.
You must perform several additional steps to upgrade to the current Gupta SQLBase database
software (see Statement of Technical Support on page 4).
When you upgrade from a previous version of the Emonitor software that uses the Process data
type, the Process data type is replaced with the new Numeric data type for existing
measurement definitions.
You must have Administrator rights on the computer to be able to upgrade Emonitor.
Do not remove your existing version of the SQLBase database software before installing the new
Gupta SQLBase 9.0.1 software.
Your Scheduler, Emonitor Online Hardware Setup, XM Emonitor Gateway, Enterprise
Online Configuration Utility, Emonitor OPC Client, and Emonitor OPC Server
configuration files from previous versions of Emonitor should work with the new version
of Emonitor. You will need to create new data sources in the Online Data Management
Console after you upgrade. For more information, refer to the Online Data Management
Console help after you complete the upgrade (click Start > Programs > Rockwell Software > Emonitor > Help > Online Data Management Console).
Updating the SQLBase software
The Gupta SQLBase software must be updated before the Emonitor software is updated.
The SQLBase multi-user software is not included with your Emonitor Installation DVD. If you do
not have the Gupta SQLBase software 9.0.1 or later installed, you must contact Gupta Software
to purchase the version 9.0.1 multi-user software (http://www.guptaworldwide.com/).
As always, if you are updating, back up your database directories to ensure that you have
a backup copy (see Backing up your data on page 32).
Update the SQLBase server and client software by following the SQLBase software
update instructions.
Use the installation program on the Emonitor DVD to upgrade your Emonitor software.
Make sure you follow these steps before upgrading.
1. Unload all data collectors before upgrading. You will not be able to unload them after the
upgrade.
2. Back up your databases before upgrading to the latest version (see Backing up your data on
page 32).
3. If you are upgrading from Emonitor 3.2, shut down the SQLBase server (locally for single-user
systems and at the server for multi-user systems). After shutting down the server, delete any
LOG files in the database directories (\Centura\Entek and \Centura\Econfig for the single-user
version).
Exit any running applications before starting the Emonitor upgrade program.
The Emonitor upgrade program requires that you reboot your computer after upgrading the
software.
1. Insert the Emonitor Installation DVD into the DVD drive of your computer.
22
If you are running the DVD from another computer, you must map the DVD to a drive on your
local computer.
Emonitor requires that you activate your software using license files. As part of the
Emonitor upgrade process, you must install or upgrade the FactoryTalk Activation
software. For more information on FactoryTalk Activation, refer to the FactoryTalk
Activation documentation. To display the file, follow these steps:
a. Insert the Emonitor Install DVD into your computer.
b. After the Autorun screen appears, click Documentation. The list of available
documentation appears in your default HTML browser.
c. Click FactoryTalk Activation.
d. When finished, click Back to return to the main Autorun screen, and then click
FactoryTalk Activation to upgrade the FactoryTalk Activation software.
5. When finished, click Back to return to the main Autorun screen, and then click
RSLinx Classic to upgrade RSLinx Classic. If you want to use XM/DYN Online Data
to import data from XM modules, or Logix Online Data to import data from the Logix
family of controllers, RSLinx Classic version 2.58 or later must be installed on the
4 • UPGRADINGFROMAPREVIOUSVERSION
same computer. Follow the instructions on the screen to install or upgrade RSLinx
Classic.
The XM/DYN Online Data and Logix Online Data software require the RSLinx Classic
software. It is recommended that you upgrade RSLinx before you upgrade Emonitor.
6. When finished, return to the main Autorun screen. If you are using the XML Gateway
with your Emonitor system, click XML Gateway Prerequisites. Follow the
instructions on the screen.
7. When finished, click Back to return to the main Autorun screen, and then click
Emonitor. Follow the instructions on the screen.
8. The installation program detects that installed Emonitor components are not up to
date.
• • • • •
Upgrade all components installed by the previous setup. This option installs
the upgraded version with the same configuration as your existing installation.
Remove all installed components. This option removes the Emonitor software
from your computer. You will not be able to run Emonitor after you remove the
software; however, the Emonitor database, other data files, and configuration files
remain on your computer.
Click Upgrade all components installed by the previous setup. If you see a
message about a read-only file having been detected, click Ye s to continue.
9. Enter or select the folder where the installation program stores the Emonitor
configuration files. This includes all the data collector INI files, as well as any
configuration files for any of the Emonitor programs (such as the Emonitor Scheduler
and the Emonitor Online components). This allows you to protect your configuration
files during an upgrade, and then bring them back into the new version.
10. After backing up your configuration files, the installation program removes the old
version of Emonitor, and then requires that you restart your computer. Select Yes, I want to restart my computer now and click OK to restart your computer. After you
restart the computer, the installation program continues.
11. Select the XML Gateway if you want to install or upgrade the Emonitor CMMS XML
Gateway, and click Next.
12. The next dialog shows the system requirements. If your system passes, click Next.
13. Choose the directory where you want to install Emonitor. Click Browse to change the
installation directory.
You can choose a different directory in which to install Emonitor, but the previous installation
will no longer work. The installation program will not upgrade your previous installation or
install a new database.
14. Select the program folder on the Start menu for Emonitor, then click Next.
24
15. Click Next to accept the configuration. Setup begins copying files to your computer.
16. The installation program installs the Windows Firewall Configuration Utility. The
Firewall Configuration program then runs to automatically modify the Windows
Firewall settings to allow the following Emonitor components to operate: Emonitor
OPC server and OPC enumerator, SQL Server, DCOM, Enlive, and the Emonitor
Online programs (Enwatch/6600 Online Data, Online Data Console, Create Loadfile,
Load and Unload). Then the DCOM Security configuration program runs to complete
the modifications.
The message “The Windows Firewall configuration interface is unavailable” may appear if
the Windows Firewall is disabled. If you are using some other software or hardware firewall,
you may need to manually configure it to allow the Emonitor programs to communicate.
17. The upgrade is nearly complete. Select Yes, I want to restart my computer now and
click OK to restart your computer. The Emonitor software upgrade is now complete.
18. When upgrading from Centura 6 to Gupta SQLBase 9, the upgrade program copies the
default databases (Entek and Econfig are the default names) from their respective
Centura 6 working folders (\Centura\Entek and \Centura\Econfig) into corresponding
Gupta SQLBase 9 working folders (\Program Files\Gupta\SQLBase901\Entek and
\Program Files\Gupta\SQLBase901\Econfig). The Gupta SQLBase 9 database engine
then automatically converts them to work with SQLBase 9. You must manually copy
any other Centura 6 databases that you want to convert to SQLBase 9 from their
Centura 6 working folders to corresponding SQLBase 9 working folders. After you
copy the database files, you must then add the new databases to SQLBase 9. You can
find the steps for adding new databases in Adding a new database on page 34.
Installing the EDS files
If you are want to import data from XM or XM DYN modules into Emonitor, you must
install the lattest EDS files for the XM and XM DYN modules. EDS files are simple text
files that are used by network Configuration Tools such as the Emonitor Online
Configuration Utility to describe products so that you can easily commission them on a
network. EDS files describe a product device type, revision, and configurable parameters.
You must install RSLinx Classic 2.58 before you can install EDS files.
2. In the EDS Hardware Installation Tool, click Add.
• • • • •
4 • UPGRADINGFROMAPREVIOUSVERSION
3. Select Register a directory of EDS files.
4. Click Browse, and navigate to the Emonitor program directory and click OK. The
default directory is C:\Program Files\Rockwell Software\Emonitor.
5. Click Next. The Tool installs all the EDS files in the Emonitor program directory.
Some EDS files may show minor errors that do not have any functional impact, such
as “The help string has exceeded the maximum length.” Click Next.
6. Continue to click Next to complete the EDS Wizard, and finally click Finish.
Restructuring the database
After any upgrade, you must restructure the database. This adds the necessary data and
structure information to your current database, allowing you to run the new version of the
program. When you start Emonitor, the restructure program automatically starts if it is
needed. Follow these steps the first time you start Emonitor after performing an upgrade.
Make sure you follow these steps before restructuring your database.
1. Back up your databases before upgrading to the latest version (see Backing up your data on
page 32).
2. Make sure no users are connected to the database.
If you are upgrading from Emonitor version 3.40 to version 3.50, you do not need to
restructure your database before you can connect to the database from a client computer.
This allows you to continue to use Emonitor during the process of upgrading, and then
restructure the database after all the client computers are upgraded. Note that some new
features in Emonitor 3.50 may not be available until you restructure the database.
You must restructure the database after updating before you can use Emonitor Web.
If you are upgrading from Emonitor 3.30 (prior to the Emonitor version 3.30 Service
Release) or earlier, you must run the restructure program before any upgraded client can
connect to the database.
1. Start your Emonitor software from the Start menu on any client computer (Start > Programs > Rockwell Software > Emonitor > Emonitor). Click Ye s to update your
database.
After you enter the Admin user name and password, the restructure program
automatically starts. The default Admin username and password are “admin” and
“password”.
26
2. Click Restructure to begin the update process.
3. Make sure you have backed up your database, then click OK to continue.
4 • UPGRADINGFROMAPREVIOUSVERSION
4. Make sure that no users are still attached to the database, then click OK to continue.
Allow plenty of time to restructure your database. It may appear to stop or be locked up, and
stay at 99% for a long time. Do not try to restart your computer during restructure–just be
patient and let the program finish.
5. When the process is finished, click Close. You can now run the new version of
Emonitor.
• • • • •
The amount of time needed for this process depends on your processor speed and the
amount of RAM available.
This chapter describes specific procedures for maintaining your database. These steps will
help your database speed and efficiency. Note that the procedures in this document apply
to Emonitor installations using the single-user or network (multi-user) versions of the
Gupta SQLBase database software.
Using SQLTalk Interactive
SQLTalk is the Gupta SQLBase program that allows you to communicate directly with
your database. Some of the procedures in this document require that you use SQLTalk.
1. Make sure that all users are logged out of Emonitor, and that no one is accessing the
database with SQLTalk or another utility.
2. From the Start menu, click Programs > Gupta > SQLBase 9.0.1 > SQLTalk Interactive SQL.
3. From the Session menu, click Connect, or press F2. The Connect dialog appears.
4. Enter the database name, username, and password for your database. For the Entek
database, the default user name is entek, and the default password is euser. For the
EConfig database, the default username is also entek, and the default password is
also euser. The name and password are not case-sensitive. Passwords are encrypted.
5. Click Connect to connect to the database. Your database name should appear in the
Current Connections box.
6. Select the database in the Current Connections box and click Use, and then click
Close.
A database is a file, or set of files, stored on your computer. In rare instances, a database
can be damaged or corrupted. If this happens, you may not know about it until you
attempt to recall information from the damaged part of the database. In some cases, you
may not discover the damage for days, weeks, or months.
For this reason, it is important that you regularly check the integrity of your databases, for
both the Entek and the Econfig databases.
1. If you are using a network version of Emonitor, make sure that all users are logged out
of Emonitor, and that no one is accessing the database with SQLTalk or another utility.
2. Start SQLTalk as described in Using SQLTalk Interactive on page 29.
3. In the Input Window (the top pane), type the following, including the semicolon:
check database;
4. Press Shift+F2 to execute the command, or click Execute Command from the
Session menu. If the check is successful, SQLTalk displays the message:
DATABASE CHECKED
If any other message appears, your database may be corrupt. Contact Customer
Support immediately for assistance. Run this command on both the Entek and the
Econfig databases.
30
Speeding up database access
You can also use SQLTalk Interactive to speed up database access by optimizing the
database. To do so, follow these steps.
1. If you are using a network version of Emonitor, make sure that all users are logged out
of Emonitor, and that no one is accessing the database with SQLTalk or another utility.
2. Start SQLTalk and connect to the Entek database. See Using SQLTalk Interactive on
page 29.
3. In the Input Window (the top pane), type the following, including the semicolon:
update statistics on database;
4. Press Shift+F2 to execute the command, or click Execute Command from the
Session menu. If the check is successful, SQLTalk displays a message similar to this
one depending on the number of rows in your database:
STATISTICS UPDATED ON 44,410 ROWS
5 • DATABASEMAINTENANCE
This command may take some time depending on the size of your database, so please
be patient. Run this command on both the Entek and the Econfig databases.
Running the Gupta SQLBase Server as a program
By default, the Gupta SQLBase Server runs as a Windows service. This means the Server
starts when you start Windows, and you cannot close the SQLBase Server program (the
Exit button is disabled). You can change the way the Server starts, so that it only starts
when it is needed by Emonitor.
1. If you are using a network version of Emonitor, make sure that all users are logged out
of Emonitor, and that no one is accessing the database with SQLTalk or another utility.
4. Right-click the database server name. The default name is Server1. Select Stop to
stop the database server.
5. Right-click Service Properties. Select Startup Type > Disabled. This means the
database server will only start when you start Emonitor.
You can also run the SQLBase Server as a service without displaying the Server
Console. Right-click Service Properties, and then select Server Console > Off.
6. Close the SQLBase Management Console. The next time you start Windows, the
SQLBase Server will not automatically start. It will only start when you start
Emonitor, or manually start the server by selecting Start > Program Files > Gupta > SQLBase 9.0.1 > SQLBase Database Engine.
You should back up as often as you can afford to lose data. If you can lose a week’s worth
of data, back up once a week. If you need to have all of your data from each day, back up
daily.
What files and directories do I need to back up?
The name of the directory that contains the SQLTalk database has changed from Centura to
Gupta. The new database directory for Gupta SQLBase 9.0.1 is \Program
Files\Gupta\SQLBase901.
The Gupta SQLBase database directories should be backed up. These database directories
contain the individual Gupta SQLBase database files (.dbs). Typically the database
directories are stored in subdirectories of the main Gupta SQLBase directory. Simply
copy the directories and files within the directories.
For example, to back up the Entek database, you would copy the Entek directory which
contains the entek.dbs file (copy both the .dbs file and any other files that are in the
directory).
You also need to back up the Econfig directory containing the Econfig database.
32
What is the correct backup procedure for SQLBase
databases?
1. Shut down Emonitor.
2. From the Start menu, point to Programs, then to Gupta, then to SQLBase 9.0.1, then
click SQLTalk Interactive SQL.
3. From the Session menu, click Connect, or press F2.
4. Enter the database name, username and password for your database. The default user
name is ENTEK, and the default password is EUSER.
5. Click Connect. Your database name should appear in the Current Connections box.
6. Click Close to close the Connect dialog.
7. In the Input Window (top pane), type the following, including the semicolon:
check database;
8. Press Shift+F2 to execute the command. If the check is successful, SQLTalk displays
the message:
5 • DATABASEMAINTENANCE
DATABASE CHECKED
If any other message appears, your database may be corrupt. Contact Customer
Support immediately for assistance. Repeat these steps for the Econfig database.
9. Type the following in the Input window (top pane), including the semicolon:
Update statistics on database;
10. Press Shift+F2 to execute the command. After SQLTalk executes the command, it
displays a message similar to this one depending on the number of rows in your
database:
STATISTICS UPDATED ON 13,443 ROWS
11. Repeat this command on the Econfig database. After the Update Statistics command is
finished, select File > Exit to exit SQLTalk.
12. Shut down the SQLBase engine (locally for single-user systems and at the server for
multi-user systems).
13. Back up the database subdirectories with your own backup software, or copy the
subdirectories to a network drive that is backed up. After backing up the database
directories, simply restart Emonitor (on single-user installations). For multi-user
installations, you must restart the database engine software before launching
Emonitor.
• • • • •
14. Remember to rotate the storage media (tapes or disks) in order to ensure that you have
at least one good previous backup set aside. This will help prevent the accidental
overwriting of the previous good backup with a bad one. A recommended back up
strategy would be to create separate tapes or disks that are used for annual, quarterly,
monthly and weekly backups.
Using the correct storage media for your data
To help prevent database corruption, do not run your database from removable storage
media such as Zip, JAZZ, Bernoulli, SyQuest, or SuperDISK drives. These removable
storage devices are excellent for backing up or copying databases, but are not suited to the
constant I/O requirements of the database engine.
You may want to add another database to your system. You can use one Econfig database
for your configuration data and have multiple other databases for storing data similar to
the Entek database.
Before you add a new database, you must restart your computer at least once since you installed
Emonitor, in order to restart the Gupta SQLBase server.
Add the SQLBase server to the SQLConsole display
You only have to follow this procedure once to add the server to the SQLConsole display.
If the server name appears in the SQLConsole display, you can skip these steps. The
default server name is SERVER1.
1. Start the Gupta SQLBase server if it is not running. Select Start > Programs > Gupta > SQLBase 9.0.1 > SQLBase Database Engine.
2. Start the SQLConsole by selecting it from Start > Programs > Gupta > SQLBase
9.0.1 > SQLConsole DBA Utility.
3. The first time you run the SQLConsole, a message appears:
34
Select No to run in Enhanced mode.
4. Click Ye s at the next dialog to create a local SQLConsole database.
5. Click Ye s at the next dialog to use the default database name (SQLSCRVR), and leave
the password blank.
5 • DATABASEMAINTENANCE
6. The SQLConsole appears. Double click Tools, and then double-click Connection
Manager.
• • • • •
7. In the Connection Manager dialog, enter the SQLBase server name, and then click
OK. The default server name is Server1 (“server”, followed by the number 1).
9. The name of the SQLBase server appears in the tree below Tools.
36
Add the new database
If the SQLBase server name appears in the SQLConsole display, you can add a new
database to the server.
1. Create a directory in the \Program Files\Gupta\SQLBase901 folder with the name for
your database. You have to have a separate directory for each database.
2. Copy entek.dbs from the product directory (\extras\emonitor) on the Emonitor DVD
into the new directory. The product directories are located in the Extras folder on the
DVD.
3. Right-click on the entek.dbs file on your computer and click Properties. Change the
Attributes by clearing the Read-only checkbox. Click OK.
5 • DATABASEMAINTENANCE
4. Rename the entek.dbs file to the name of the directory. In this picture, the new
database and directory are named Newtest.
• • • • •
5. Start the SQLConsole if it is not running (select Start > Programs > Gupta >
SQLBase 9.0.1 > SQLConsole DBA Utility).
6. Right-click the server name in the SQLConsole display, and then select Manage
Database > Install.
7. Enter the name of the new database that you created steps 1-4, and then click Install.
The new database appears in the tree under the database server name.
This chapter offers troubleshooting information for Emonitor installations.
Troubleshooting database connections
What version ODBC driver should I use?
Use Gupta SQLBase ODBC driver version 9.00.01 or later. The previous version does not
work with this version of Emonitor.
What is this error message about a DLL conflict when I start
the program?
ODBC, the database driver, gives an error message when certain files are newer than
others. If you get an error message about a DLL conflict, you can click OK and run
Emonitor anyway without any problem. However, you probably want to fix it.
To reinstall ODBC components, you must re-install them from the operating system
service pack (XP SP2, for example) or an MDAC (MS Data Access Components) update,
depending upon what was used initially to install the components. Go to
http://msdn.microsoft.com/data/ref/mdac/ for additional information.
Why am I getting a configuration file error?
There could be several reasons for this type of error. Here is a list of potential fixes.
Make sure that you have only one copy of SQL.INI on your computer.
Make sure that the SQL.INI file has not been renamed or deleted.
If you log in to your computer, make sure that you used the correct login name and
password.
Why can’t I connect to the database?
If you cannot connect to databases after installing, ensure that your databases have been
added to the server configuration and that they are enabled. See Adding a new database on
page 34 for more information. See Setting up the server on page 8 for more information
(for a Multi-User installation).
If you still can't connect to the database, check the SQL.INI file to make sure the line that
says DBDIR=C:\Program Files\SQLBase901 actually points to the installed location of
the SQLBase database.
Why can’t it find the ERROR.SQL file?
40
If you get an error like this, check your path by typing PATH at an MS-DOS prompt. If
your path does not contain the SQLBase program directory, Emonitor cannot find the
needed database files. Also, check to make sure error.sql is in the SQLBase directory and
has not been renamed.
My other SQLBase programs cannot find the SQL.INI file.
The Emonitor installation program renames any SQL.INI, MESSAGE.SQL, or
ERROR.SQL file that it finds in your path. If other SQLBase programs are affected by
this, you must rename these other files before attempting to run the other program that
uses SQLBase.
Do I add DBNTSRV to the Windows Firewall exceptions?
If you do not reboot after installing the SQLBase and Emonitor software, a message
appears when you start Emonitor, asking if you want to add DBNTSRV to the Windows
Firewall exceptions. In order for Emonitor to communicate with the database, you must
allow DBNTSRV to be added to the exceptions list.
Troubleshooting during the installation
Client-server applications like Emonitor can be complicated. This section is provided to
give you a guide if things don't go quite right the first time.
Do I have to install certain online components to certain
computers?
No. The current Emonitor installation program installs all Emonitor components to each
computer if you are using a multi-user version of Emonitor. The single-user version of
Emonitor with SQLBase has all components on the same computer.
Why can’t I run the Emonitor installation program on Windows
2000 or XP?
The current version of Emonitor cannot be installed or run on any version of Windows
2000 or Windows XP Home.
In order to install the program on a computer running Windows XP Professional (Service
Pack 3 or later), you have to have Administrator rights. You might have to ask your
computer staff to give you administrator rights in order to install Emonitor.
• • • • •
6 • TROUBLESHOOTING
What happens if the computer gets turned off in the middle of
an installation?
If your computer crashes or gets turned off in the middle of the installation, the uninstall
procedure will not work. Use these steps to complete the installation.
1. Remove the Emonitor DVD and reboot your computer.
2. After the computer reboots, insert the Emonitor DVD back in the DVD drive.
3. Begin the installation process again. When you see a dialog similar to the following,
select Add or reinstall components.
4. Follow the installation process as described in Chapter 3, Installing Emonitor.
Troubleshooting FactoryTalk Activation
42
If you experience any problems with the FactoryTalk Activation, refer to the FactoryTalk
Activation online help file, installed when you installed FactoryTalk Activation. Click the
Windows Start button, then select Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Manager, and then click Help in the FactoryTalk
Activation Manager window.
configuration files, backing up
corrupted database file
30
D
damaged database file 30
data collectors
data collectors, unloading
database
adding new
backing up
checking
creating structure
damaged
directory
Econfig
Entek
files
restructure
speeding up access
troubleshooting
unable to connect
versions
14
22
36
32
30
7
30
32
8, 32, 34
7, 32, 34
32
25
30
39
40
3
24
database client software, installing
database server
installing
installing on NT
setting up
database software, upgrading
DBNTSRV message
disk space requirements
DLL conflict errors
documentation, Emonitor