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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
users.
This document is current as of the time of release of the product; however, the accompanying software may have
changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this
document or the software at anytime without prior notice. It is your responsibility to obtain the most current information
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® 7 Professional, Enterprise, or Ultimate operating system.
Database system requirements
Gupta SQLBase is the new name for the Centura database software.
The requirements for the computer running the Gupta SQLBase single-user database are
the same as those for Emonitor (listed above).
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.
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
ERTIFICATE
C
Emonitor requires that you activate your software using license files. As part of the
Emonitor installation process, you must install the FactoryTalk Activation software. If
you are using a single-user version of Emonitor on a single computer you can install the
FactoryTalk Activation Server software on the same computer as Emonitor.
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 170 megabytes (MB) of disk space. There
2
1 • INTRODUCTION
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.
BE
SURE YOU HAVE THE CORRECT VERSION OF THE DATABASE SOFTWARE
INSTALLED
On the computer hosting the Emonitor software:
.
Before installing Emonitor, make sure the database 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.
BE
SURE YOU HAVE WINDOWS
7 P
ROFESSIONAL INSTALLED
.
Before installing Emonitor, you need to have the Windows 7 Professional, Enterprise, or
Ultimate operating system installed on your computer. Emonitor version 3.70 is supported
on the 32-bit versions of Microsoft Windows 7 Professional, Enterprise and Ultimate.
Emonitor version 3.70 is not supported on the Windows NT, Windows Vista, Windows
2000 Pro, Windows 2000 Server, Windows XP, Windows Server 2008 or 64-bit versions
of Windows 7 operating systems.
• • • • •
Upgrading from a previous version
Emonitor version 3.70 runs only on the Windows 7 operating system. This means that you
cannot directly upgrade Emonitor running on an earlier version of Windows (Emonitor
3.50 was not supported on Windows 7). Instead, you must follow these steps:
1. Install Emonitor version 3.70 on a computer running Windows 7,
2. Move your Emonitor database and Emonitor configuration files to the computer
where you installed Emonitor version 3.70.
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.
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).
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 and the Emonitor Enterprise Online Condition Monitor Getting Results Guide (on the Emonitor Install DVD and in the
Emonitor program directory). 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
Technical Support
If you cannot connect to the Internet or cannot find answers to your questions in this help
file or on the Technical Support Web site, call Technical Support.
Phone: 440-646-3434 in North America
Technical Support hours of operation: 8:00 AM - 5:00 PM
If you are not located in North America and want to contact Rockwell Automation
Technical Support by telephone, access the web address
http://www.rockwellautomation.com/support/
Support Now, and then click Get Support for information about contacting your local
support organization.
When you call you should be at your computer and be prepared to give the following
information:
The product version number
The type of hardware you are using
4
, select your region and country under Get
1 • INTRODUCTION
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
For information about all Rockwell Automation products or for technical support, select
one of the following:
This chapter guides you through the installation process for Emonitor. If you are
upgrading from an existing version, refer to Chapter 3, 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.
Installing the software
If you already have RSLinx Classic version 3.60 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.
8
Installing SQLBase
With the Gupta SQLBase single-user version of Emonitor, all of the database software
(server and client) resides on the same machine. The Gupta SQLBase software must be
installed before you can install Emonitor.
Gupta SQLBase is the new name for the Centura database 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 3, Upgrading from a previous version.
Getting information from Gupta's website
You can obtain helpful information from Gupta's website at
http://www.guptaworldwide.com/.
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.
• • • • •
2 • INSTALLING EMONITOR
1. From the Autorun screen, click SQLBase.
1. The Gupta SQLBase installation program starts. Click Next to continue.
2. Accept the license agreement, and then click Next.
3. Enter the Product Media Code:
132C8A2B-C296EAD6-3D4F990E-B7D930F7
and then click Next.
4. Select the directory for the Gupta SQLBase database software, and then click Next.
5. Select the installation type (All SQLBase components, or Custom), and then click
Next.
6. Enter the name of the database server if you want to change it (the default server name
is Server1), and then click Next. The installation program then copies the database
files to your computer.
7. Select No when prompted to restart your computer, and then click Finish. Rebooting
your computer at this time is not required.
10
8. After the computer restarts, start the Emonitor Installation program again, and
continue with the installation process as described below.
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 XML Gateway prerequisites
When installing Emonitor version 3.70 on the Windows 7 Professional, Enterprise, or
Ulitmate operating system, you do not need to install any additional software for the
CMMS XML Gateway, and can skip this step.
9.
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 7.
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.
• • • • •
2 • INSTALLING EMONITOR
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.
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.
11
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