Rockwell Automation Emonitor with a Gupta Multi-User Database User Manual
Emonitor
®
INSTALLATION MANUAL
INSTALLING EMONITOR SOFTWARE WITH A GUPTA MULTI-USER DATABASE
PUBLICATION EMONTR-IN002E-EN-E–September, 2011
Supersedes Publication EMONTR-IN002D-EN-E
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Online Support — http://www.rockwellautomation.com/support/
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details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every
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Emonitor version 3.50
ii Modified: September 8, 2011 9:50 am
Contents
1 • Introduction 1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Emonitor system requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Database system requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Planning for the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Upgrading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
What to read next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Statement of Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Phone Support Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2 • Installing the database server 7
Installing the Gupta SQLBase database server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Getting information from Gupta’s website. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Installing the Gupta SQLBase database server. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating the Emonitor database structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Setting up the server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Changing the default server behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3 • Installing Emonitor 9
Installing FactoryTalk Activation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installing RSLinx Classic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installing the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installing the SQLBase client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Getting information from Gupta's website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installing the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installing the XML Gateway prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installing Emonitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installing the EDS files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Installing online components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Installing an Unload Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Installing a Viewing Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Setting up Scheduler to automate tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
iii
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE MULTI-USER DATABASE
• • • • •
4 • Upgrading from a previous version 21
Updating the SQLBase software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Running the Emonitor upgrade program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Installing the EDS files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Restructuring the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
5 • Database maintenance 29
Using SQLTalk Interactive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Checking the integrity of your database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Speeding up database access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Running the Gupta SQLBase Server as a program . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Backing up your data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
How often should I back up my data? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
What files and directories do I need to back up? . . . . . . . . . . . . . . . . . . . . . . . . . 32
What is the correct backup procedure for SQLBase databases? . . . . . . . . . . . . . 32
Using the correct storage media for your data . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Adding a new database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Add the SQLBase server to the SQLConsole display . . . . . . . . . . . . . . . . . . . . . 34
Add the new database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
6 • Troubleshooting 39
Troubleshooting database connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
What version ODBC driver should I use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
What is this error message about a DLL conflict when I start the program? . . . 39
Why am I getting a configuration file error? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Why can’t I connect to the database? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Why can’t it find the ERROR.SQL file? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
My other SQLBase programs cannot find the SQL.INI file. . . . . . . . . . . . . . . . . 40
Do I add DBNTSRV to the Windows Firewall exceptions? . . . . . . . . . . . . . . . . 40
Troubleshooting during the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Do I have to install certain online components to certain computers? . . . . . . . . . 41
Why can’t I run the Emonitor installation program on Windows 2000 or XP? . . 41
What happens if the computer gets turned off in the middle of an installation? . 41
Troubleshooting FactoryTalk Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Index 43
iv
1
Introduction
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.
1
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE MULTI-USER DATABASE
• • • • •
Planning for the installation
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
click Documentation).
3
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE MULTI-USER DATABASE
• • • • •
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.
• • • • •
5
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE MULTI-USER DATABASE
• • • • •
6
2
Installing the database server
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.
7
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE MULTI-USER DATABASE
• • • • •
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.
9
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE MULTI-USER DATABASE
• • • • •
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.
11
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