Rockwell Automation Emonitor with an MS SQL Networked Database User Manual

Emonitor

INSTALLATION MANUAL

INSTALLING EMONITOR SOFTWARE WITH AN MS SQL MULTI-USER DATABASE

PUBLICATION EMONTR-IN004G-EN-E–December, 2013

Supersedes Publication EMONTR-IN004F-EN-E

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Warran ty

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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 20, 2013 8:08 pm

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 the database components 7

Installing Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Installing database components for SQL Server 2008 and 2012 . . . . . . . . . . . . . . . . . . 7

Creating the databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Running the database creation script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Installing the network client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

3 • Installing Emonitor 13

Installing FactoryTalk Activation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Installing RSLinx Classic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Installing the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Installing the XML Gateway prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Installing Emonitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Running the database creation scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Importing the data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Installing the EDS files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Installing online components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Installing an Unload Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Installing a Viewing Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Setting up Scheduler to automate tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Installing the Emonitor Web software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Setting up an Emonitor Web website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE

• • • • •

4 • Upgrading from a previous version 27

Backing up your Emonitor configuration files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Backing up your Emonitor database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Installing Emonitor version 3.70 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Running the Emonitor upgrade program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Installing the EDS files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Restructuring the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Restoring your Emonitor configuration files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Changing paths in odonline.edi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Index 37

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, 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

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.

INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE

• • • • •

Planning for the installation

Be sure to perform the following tasks before installing Emonitor for the first time.

IND THE SERIAL NUMBER AND PRODUCT KEY ON THE ACTIVATION

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.

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.

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 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.

1 • INTRODUCTION

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 Microsoft SQL Server database versions supported by Emonitor are versions 2008, and 2012. 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 TNS Names reference to the Oracle server to find the database on the network.

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 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.

INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE

• • • • •

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).

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:

, select your region and country under Get

1 • INTRODUCTION

 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

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/

• • • • •

INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE

• • • • •

Installing the database components

This chapter goes through the database installation process.

Installing Microsoft SQL Server

If you have a database server already installed and you have checked the version number to make sure it is compatible with Emonitor, you can skip this section. The minimum Microsoft SQL Server database version supported by Emonitor is version 2008. As always, if you are updating, back up your database directories to insure that you have a backup copy.

Refer to the Microsoft documentation for instructions on installing the database server, including the choice of Microsoft operating systems. The server installation procedures may require a database administrator to complete the configuration.

Installing database components for SQL Server 2008 and 2012

Creating the databases

You must create the databases that hold the data for Emonitor. This section shows you how to create the databases and the users, or logins, for those databases.

The Group names in the following steps (ENTEKI, ENTEKD) are recommended but not required; you can substitute different Group names in the steps.

1. Start Microsoft SQL Server Management Studio by choosing it from the Start menu.

2. Open the Databases directory by expanding the hierarchy on the left-hand side.

INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE

• • • • •

3. Right-click the Databases directory and select New Database.

4. Name the new database Entek.

5. Click Add to create an ENTEKD database file.

a. Double-click in the Initial Size column to set the file size to 500 MB.

b. Double-click in the File Group column to create a new file group called

ENTEKD.

6. In the row under the ENTEKD name, create an ENTEKI file group to hold the data information.

a. Double-click in the Initial Size column to set the file size to 50 MB.

b. Double-click in the File Group column to change the name to ENTEKI.

If your database administrator chooses not to use file groups, you must edit the database creation scripts to remove any reference to 'on enteki' and 'on entekd'

7. Double-click in the Initial Size column for Entek_log to set the file size to 25 MB.

2 • INSTALLING THE DATABASE COMPONENTS

8. Click the Options page, and set the Compatibility level. For MS SQL 2008, select SQL Server 2000 (80). For the MS SQL 2012 database, select SQL Server 2005 (90).

9. Repeat these steps for the Econfig database, using initial sizes of:

 40 MB for the Data file (EconfigD)

 10 MB for the Index file (EconfigI)

 5 MB for the Log file (Econfig_Log)

10. Open the Security folder in the left-hand side of the window. Right-click Logins and choose New Login.

a. In the General page, enter entek as the Login name and choose SQL Server

authentication. Enter a Password. Select Entek as the Default database. Clear the Enforce password policy check box.

• • • • •

INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE

• • • • •

b. Click the User Mapping page. Click the check box in the Entek row under Map.

Under Database role membership for: Entek, select db_owner as shown below. The dialog box should look like the following.

+ 30 hidden pages

Rockwell Automation Emonitor with an MS SQL Networked Database User Manual

Contents

Introduction

Overview

Emonitor system requirements

Database system requirements

Planning for the installation

Upgrading from a previous version

What to read next

Statement of Technical Support

Technical Support

Installing the database components

Installing Microsoft SQL Server

Installing database components for SQL Server 2008 and 2012

Creating the databases