Rockwell Automation Emonitor with a Gupta Single-User Database User Manual

Emonitor
®
INSTALLATION MANUAL
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SINGLE USER DATABASE
PUBLICATION EMONTR-IN001G-EN-E–December, 2013
Supersedes Publication EMONTR-IN001F-EN-E
Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support/
Copyright Notice
Trademark Notices
Other Trademarks
Warran ty
© 2013 Rockwell Automation Technologies, Inc. All rights reserved.
This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited. Please refer to the license agreement for details.
Allen-Bradley, ControlLogix, Datapac, Emonitor, Enwatch, eProcedure, FactoryTalk, Logix5000, Logix5550, MicroLogix, MotorMonitor, PlantLink, PLC-2, PLC-3, PLC-5, Rockwell, Rockwell Automation, Rockwell Software, RSLinx, RSLogix, RSMACC, RSNetWorx, RSView, Studio 5000, and XM are trademarks of Rockwell Automation, Inc.
Any Rockwell Automation software or hardware not mentioned here is also a trademark, registered or otherwise, 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 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.
Emonitor version 3.70
ii Modified: October , 2013 : am

Contents

1 Introduction 1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Emonitor system requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Database system requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Planning for the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Upgrading from a previous version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
What to read next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Statement of Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Technical Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2 Installing Emonitor 7
Installing FactoryTalk Activation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Installing RSLinx Classic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Installing the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Installing SQLBase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Getting information from Gupta's website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installing the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installing the XML Gateway prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installing Emonitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installing the EDS files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Installing online components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Setting up Scheduler to automate tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
3 Upgrading from a previous version 17
Backing up your Emonitor configuration files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Backing up your Emonitor database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Installing Emonitor version 3.70 on Windows 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Installing the EDS files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Restoring your Emonitor database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Running the Emonitor upgrade program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Restructuring the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Restoring your Emonitor configuration files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Changing paths in odonline.edi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
iii
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE SINGLE-USER DATABASE
• • • • •
4 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
5 Troubleshooting 39
Troubleshooting database connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
What version ODBC driver should I use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Why am I getting a configuration file error? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Why can’t I connect to the database? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Do I have to install certain online components to certain computers? . . . . . . . . . 40
Why can’t I run the Emonitor installation program on Windows 2000,
XP, or 7? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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® 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).
1
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE SINGLE-USER DATABASE
• • • • •
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.
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INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE SINGLE-USER DATABASE
• • • • •

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).
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:
http://www.rockwellautomation.com/rockwellsoftware/
http://www.rockwellautomation.com/support/
http://rockwellautomation.custhelp.com/
• • • • •
5
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE SINGLE-USER DATABASE
• • • • •
6
ts
2

Installing Emonitor

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.
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INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE SINGLE-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.

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.
9
INSTALLING EMONITOR SOFTWARE WITH A GUPTA SQLBASE SINGLE-USER DATABASE
• • • • •
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.
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