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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ME, Windows NT, Windows 2000, Windows Server-, Windows XP, Windows 7, and Vista are either registered
trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
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United States and/or other countries.
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ControlNet is a registered trademark of ControlNet International.
DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA)
All other trademarks are the property of their respective holders and are hereby acknowledged.
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, 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.
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 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.
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 Oracle database server versions supported by
Emonitor are versions 10g,10gR2, or 11g. 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.
The client machine must have the Oracle 11g client installed.
Do not configure the Oracle client to use ODBC to connect to the database.
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 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.
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/
4
, select your region and country under Get
1 • INTRODUCTION
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
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 guides you through the database installation process.
Oracle server version compatibility
Emonitor runs on the following server versions:
Oracle 10g and 10gR2
Oracle 11g
Read the Oracle documentation for information about installing the server. As always, if
you are updating, back up everything to insure that you have a backup copy.
The screen captures and steps in this chapter are for Oracle version version 10g.
This guides you through the database installation process.
Oracle client version compatibility
Emonitor runs on the Oracle 11g client.
Tablespace Sizing information
The sizes in these examples are just suggestions. You may have to adjust the sizing,
depending on how many machines data is collected on, the types of data collected, and
how often data is collected.
The demonstration data, which is imported once the structure is created, uses these
tablespace sizing guidelines. The table descriptions appear in Table descriptions on
page 8.
entekd 500M (for walk-around data collection only; for systems that also collect data from
online data sources, use one Gigabyte or more)
enteki 150M
econfigd 40M
econfigi 10M
These are too small, however, for any other usage.
These tables expand the most as items are added to them. The amount and type of
expansion are described below.
MULTI_VALUE_DATA
This table experiences exponential growth. This table holds data with multiple
components, such as spectrum and time waveform data. The amount of growth
depends on how often data is collected and the type of data collected.
SINGLE_VALUE_DATA
This table also experiences ongoing growth. This table holds magnitude measurement
data, as well as numeric, calculated, and enumerated measurement data (known
collectively as process measurements.) The amount of growth depends on how often
single-value measurements are collected.
LOCATION
This table also experiences ongoing growth, because it is related to the number of
locations created in Emonitor.
MEASUREMENT_DEF
This table also experiences ongoing growth. The growth is related to the number of
measurement definitions created in Emonitor.
HIERARCHY_LIST
This table also experiences ongoing growth. The growth is related to the number items
in the Hierarchy Tree in Emonitor (plants, equipment trains, machines, and possibly
components).
ALARM
This table expands as alarms are added to the measurement definitions. One
measurement definition can have multiple alarms associated with it. However, once
users have set up most of the alarms, this table will not expand as quickly.
CATEGORY
This table expands as categories are added to the software. The demo data contains
three pre-defined categories that users can use. However, users will likely want to
tailor those categories to fit their needs, so the table may expand in the beginning.
Once the users set up the categories, these tables will not expand.
Creating tablespaces and users
The default names for the entek tablespaces are entekd and enteki. You can rename them
but remember to modify the entekora.sql script as needed to reflect the new tablespace
naming. The same applies to the econfig tablespaces (econfigd and econfigi).
8
2 • INSTALLINGTHEDATABASECOMPONENTS
These scripts are located in the Emonitor program directory
C:\Program Files\Rockwell Software\Emonitor.
The guideline for index file sizing is about 25% of the data file. This is quite generous and
can be changed if needed.
1. Using SQL*Plus, connect to Oracle as an administrator.
2. Create the tablespaces to hold the tables using these commands.
3. Create Entek and Econfig users using the commands below.
We recommend using a different password for the ECONFIG database user than the
password used for the vibration database or databases. You may be required to reinstall
Emonitor if you accidently connect to the ECONFIG database using File > Change Database
in Emonitor if the ECONFIG database uses the same password as an Emonitor vibration
database.
• • • • •
create user entek
identified by euser
default tablespace entekd
quota unlimited on entekd
quota unlimited on enteki;
create user econfig
identified by econfig
default tablespace econfigd
quota unlimited on econfigd
quota unlimited on econfigi;
4. Grant the users proper rights by using these commands.
grant connect, resource, create view to entek;
grant connect, resource to econfig;
You are creating two schema, the entek schema and the econfig schema. Both are needed
for the software to run properly. The entek schema holds the collected vibration data and
other items to run the software. The econfig schema holds the database configuration
information and does not grow much. All data is housed in entekd.
The database creation scrips are installed with the Emonitor software (described in Chapter 3 Installing Emonitor). You must install Emonitor first, and then run the database creation scripts.
If you are upgrading Emonitor on a network system with a pre-existing Emonitor database, do not
run the database creation scripts, The Emonitor databases already exist on your database
server.
TO
CREATE THE ENTEK DATABASE
1. Connect as the entek user using this command.
connect entek/euser@connectstring
Use the actual TNS name reference in place of connectstring.
2. If needed, modify the script file entekora.sql so the correct tablespace names are used.
If you use the defaults shown in this document, you do not need to modify the files.
Run the table creation script located in the Emonitor program directory. This script
also creates the constraints for the tables. Be sure to turn the spool file on.
1. Connect as the econfig user using this command.
connect econfig/euser@connectstring
Use the actual TNS name reference in place of connectstring.
2. If needed, modify the script file cfgora.sql so the correct tablespace names are used. If
you use the defaults shown in this document, you do not need to modify the files. Run
the table creation script located in the Emonitor program directory. This script also
creates the constraints for the tables. Be sure to turn the spool file on.
1. After running the table creation scripts, you must run Efwdbu32.exe to import the data
into the tables. This data is required for the software to run. Efwdbu32.exe is located
in the program directory after you install Emonitor. The default for Emonitor is
C:\Program Files\Rockwell Software\Emonitor
2. From the Options menu, choose Import. Choose the following settings for each field.
Leave the Database field blank.
For Username, enter the Entek username.
For Password, enter the password for the Entek username.
For DBServer, enter the connect string for the database.
• • • • •
3. From the File menu, choose Import Database. Select the entek.dbu file created with
the script and choose Open. The import process takes some time, please be patient.
4. After the Entek data has been imported, change the options for the econfig database.
From the Options menu, choose Import. Change the Username to Econfig and enter
the Econfig password.
5. Repeat the import process for the econfig.dbu file created with the cfgora.sql script.
From the File menu, choose Import Database. Select the econfig.dbu file created
with the script and choose Open.
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.
14
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.
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.
5.
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 13.
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.
• • • • •
3 • 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.
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. For Oracle or MS SQL Server databases, enter the name of the database
alias/tnsname reference for the Entek database in the Connect field, and the username
and password in the following fields. You may want to write down this string so you
remember it later. Click Next to continue.
16
Repeat this procedure at the next screen for the EConfig database.
IMPORTANT: If you do not enter the correct information, the next time you start Emonitor, the
program displays a database connection error message. Click Retry and enter the correct
information (your connect string, username, and password). Due to enhanced security in
Emonitor versions 3.40 and later, the password is encrypted and can no longer be edited in
the Registry.
11. 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.
Running the database creation scripts
If you are upgrading Emonitor version 3.70 on a network system with a pre-existing Emonitor
database, do not run the database creation scripts, The Emonitor databases already exist on
your database server.
You must run a database creation script to create the Entek and EConfig databases. If the
Entek databases already exist, you can connect to them, and you do not need to follow
these steps. The scripts to create the databases are installed with Emonitor, so they can
only be run after you install Emonitor.
See Running the creation scripts on page 10.
Installing the EDS files
If you are want to use Emonitor Online with, or import data from, XM or XM DYN
modules into Emonitor, you must install the latest 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.
• • • • •
3 • INSTALLING EMONITOR
You must install RSLinx Classic 3.60 or later 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.
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.
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 19.
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.
18
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).
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 15. Make sure you install RSLinx Classic version 3.60 or later if you
want to import data from XM or XM DYN modules or the Logix family of controllers.
3 • INSTALLING EMONITOR
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 15.
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.
To start the Scheduler service
• • • • •
You must have Administrator privileges to start 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 Status 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 • INSTALLING EMONITOR
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.
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”.
Installing the Emonitor Web software
Any level of Emonitor can now be enhanced with the Emonitor Web software. This
allows you to view data from your Emonitor database over an intranet or over the Internet,
using Microsoft Internet Explorer. The Emonitor Web software uses concurrent user
licensing. This limits the number of people who can view the Emonitor data at one time,
without restricting them to specific computers with FactoryTalk Activation.
The Emonitor Web software allows you to view data for any point in your Emonitor
database by “drilling down” to the location, and then double-clicking the data type to view
trend and spectrum plots from within Internet Explorer. Typical Emonitor cursor functions
are available in these plots. You can also view reports with Emonitor Web, as well as load
and unload a data collector from a remote location, and then transfer the data back to the
Emonitor database.
22
Prerequisites
Microsoft Internet Information Server (MS IIS) version 7.5 or greater must be
installed and configured to run active server pages on the web server computer.
The FTP component in MS IIS must be installed if you want to load and unload data
from a remote site using Emonitor Web. The FTP directory should be on the same
computer as the Emonitor Web server.
The FactoryTalk Activation Manager software must be installed on the web server
computer (installed from the Emonitor DVD).
The Oracle database client or MS SQL Server client must be installed on the web
server computer, and configured to connect to the database server. The database server
can be located on the web server.
The computer running Internet Explorer must be able to access the web server
computer, either over an intranet, or over the Internet.
Users are able to connect to the database using the database alias, Windows computer
name, or IP address.
3 • INSTALLING EMONITOR
If users at the remote site are logged into a Windows domain controller, Emonitor Web
uses the user name and domain name to identify the Emonitor Web user.
The FactoryTalk Activation license must include the license for the Emonitor Web
Client.
Emonitor Web has been tested (and is supported) on the following combinations of
software and operating systems:
IIS versionHost operating system
7.5Windows 7 Professional
IE versionHost operating system
9.xWindows 7 Professional
Emonitor Web is not supported with Windows XP, Windows Vista, Windows Server 2008,
or any earlier version of Windows.
• • • • •
Setting up an Emonitor Web website
These instructions assume you have already installed Emonitor and the required database
software as described in this manual. You must have Administrator privileges to install the
software.
1. Insert the Emonitor DVD into the DVD drive of the web server computer (the
computer with Microsoft IIS).
2. After the Autorun screen appears, click FactoryTalk Activation to install the
FactoryTalk Activation client software on the web server computer. When finished,
return to the Autorun screen.
3. Click Emonitor Web to install the required files on the web server.
4. Set up a Web Application in the MS IIS, with the Virtual Directory pointing to the
directory where you installed the Emonitor Web files. The default Execute
Permissions (Scripts Only) are sufficient to operate the Emonitor Web Server.
5. Create an FTP load and unload directory for each Emonitor Web user created in
Emonitor. The Emonitor Web user must have read/write permission in both
directories.If the Emonitor Web user’s name is “fred”, the directories should be:
For more information on setting up Emonitor Web users, refer to the Emonitor online help.
6. To start the Emonitor Web Client from a different computer, start Internet Explorer.
Enter the correct IP address or URL, followed by the name of the Virtual Directory.
For example, if the URL for the web server is www.webserver.com/server, and the
Virtual Directory is /emonitor, use www.webserver.com/server/emonitor as the
Emonitor Web Client address in Internet Explorer.
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4
Upgrading from a previous version
This chapter guides you through the process of upgrading from an earlier version of the
Emonitor software.
Emonitor version 3.70 has been tested on, and is supported on, Windows 7 Professional,
Enterprise, and Ultimate (32-bit versions only). Emonitor version 3.70 is not supported, and may
not install or run as expected, on any other Windows operating system.
If you upgrading from Emonitor version 3.20 or earlier (including Emonitor for Windows - EFW or Odyssey or IQ2000), please contact Customer Support for assistance. You may need to
perform additional steps to upgrade (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.
Emonitor version 3.70 runs only on the Windows 7 operating system. This means that you
cannot upgrade your previous version of Emonitor (3.5 and earlier); instead, you must
install Emonitor version 3.70 on the computer running Windows 7. As part of this process,
you must move your Emonitor configuration files from the computer with the earlier
version of Emonitor to the computer where you will install Emonitor version 3.70.
If you are upgrading from Emonitor 3.60 on Windows 7, you do not have to move your
files from the computer running Emonitor 3.60. You can upgrade to Emonitor version
3.70 by running the Emonitor Installation program on that computer.
Your Scheduler, Enwatch/6600 Online Data, XM/DYN Online Data, Enterprise Online
Configuration Utility, and 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 move these configurations to the new computer. You will also need to
create new data sources in the Online Data Management Console after you install
Emonitor 3.7. 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).
Backing up your Emonitor configuration files
Emonitor uses configuration files that are stored outside of the Emonitor database. These
files contain the settings for a number of Emonitor programs, including the Scheduler,
Enwatch/6600 Online Data, XM Emonitor Gateway, Enterprise Online Configuration
Utility, and Emonitor OPC Client, and Emonitor OPC Server. If you are upgrading from
Emonitor version 3.5 or earlier, and want to use these configuration files with Emonitor
version 3.70, you must copy them from your current Emonitor installation to the computer
running Emonitor version 3.70. If you are upgrading from Emonitor 3.60 on the same
computer, you do not need to manually back up your configuration files.
The default directories for the configuration files are listed below. If you have stored
configuration files in different directories, make sure that you back up the files from those
directories as well.
If you are backing up configuration files for RSMACC EOL, make sure that the .DCF file names
do not conflict with the same file types from Emonitor Online. If necessary, rename the .DCF files
from RSMACC EOL.
DCF Files (Windows XP)
For Emonitor Online:
C:\Program Files\Rockwell Software\Emonitor\[PROFILE_NAME].DCF
For RSMACC EOL:
\Program Files\Rockwell Software\RSMACCEOL
EOL Files (Windows XP)
For Emonitor Online:
C:\Program Files\Rockwell Software\Emonitor\[PROFILE_NAME].EOL
For RSMACC EOL:
\Program Files\Rockwell Software\RSMACCEOL
New EDS files are installed when you install Emonitor 3.70 on the computer running
Windows 7; however, you must back up any custom EDS files.
INI, EDI and EAX Files (Windows XP)
C:\Program Files\Rockwell Software\Emonitor\
Backing up your Emonitor database
Unload any data collectors and back up your Emonitor database before proceeding.
Installing Emonitor version 3.70
If you are upgrading from Emonitor 3.50 or earlier, install Emonitor version 3.70 on the
computer running the Windows 7 operating system. See Chapter 3, Installing Emonitor
for instructions. If you are upgrading from Emonitor 3.60 on Windows 7, see “Running
the Emonitor upgrade program” on page 27.
Running the Emonitor upgrade program
If you are upgrading from Emonitor version 3.60 on Windows 7, you can 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.
• • • • •
4 • UPGRADINGFROMAPREVIOUSVERSION
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.
If you are running the DVD from another computer, you must map the DVD to a drive on your
local computer.
2. 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 Read Documentation. The list of
available documentation appears in your default HTML browser.
d. When finished, click Back to return to the main Autorun screen, and then click
FactoryTalk Activation to install or upgrade the FactoryTalk Activation
software. If you already have the latest version of the software, you can skip this
step.
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 3.60 or later must be installed on
the same computer. Follow the instructions on the screen to install or upgrade RSLinx
Classic.
The XM/DYN Online Data and Logix Online Dats software require the RSLinx Classic
software. It is recommended that you update RSLinx Classic before you updat Emonitor.
6. When finished, return to the main Autorun screen. Even if you are using the XML
Gateway with your Emonitor system, you do not need to click XML Gateway Prerequisites. The correct versions of the software are included in Microsoft
Windows 7.
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.
28
4 • UPGRADINGFROMAPREVIOUSVERSION
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. Click Next to add the Emonitor folder to your Start menu.
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.
Installing the EDS files
If you are want to use Emonitor Online with, or import data from, XM or XM DYN
modules into Emonitor, you must install the latest 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 3.60 or later 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.
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
4 • UPGRADINGFROMAPREVIOUSVERSION
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.
2. Unload any data collectors before upgrading.
3. Make sure no users are connected to the database.
1. If you are upgrading from Emonitor version 3.30 or earlier, you must rename the
rename the files in the \Restruct folder from *.msq to *.sql (on the computer where
you installed Emonitor). If you fail to rename the restructure files, the database
restructure process will fail.
2. Start your Emonitor software from the Start menu on any client computer (Start > Programs > Rockwell Software > Emonitor> Emonitor). Click Yes 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”.
3. Click Restructure to begin the update process.
4. Make sure you have backed up your database, then click OK to continue.
5. 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.
6. When the process is finished, click Close. You can now run the new version of
Emonitor.
32
The amount of time needed for this process depends on your processor speed and the
amount of RAM available.
Restoring your Emonitor configuration files
After you have restored the Emonitor database files, restore the Emonitor configuration
files.
Note that the default directories for Emonitor version 3.70 configuration files on Windows 7 are
different than they were on versions prior to 3.60.
If you are restoring configuration files from RSMACC EOL version 2.50, make sure that the .DCF
and .EOL file names do not conflict with the same file types from Emonitor Online. If necessary,
rename the .DCF and .EOL files from RSMACC EOL. We recommend using different .DCF and
.EOL files for Emonitor EOL version 3.70 and Emonitor Online version 3.70.
The default directories for the Emonitor 3.70 configuration files are listed below.