Rockwell Automation Emonitor with an Oracle Multi-User Database User Manual

Emonitor
®
INSTALLATION MANUAL
INSTALLING EMONITOR SOFTWARE WITH AN ORACLE MULTI-USER DATABASE
PUBLICATION EMONTR-IN003G-EN-E–December, 2013
Supersedes Publication EMONTR-IN003F-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: February 11, 2014 9:11 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 the database components 7
Oracle server version compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Oracle client version compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Tablespace Sizing information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Table descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Creating tablespaces and users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Running the creation scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Importing the demo data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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
Installing the EDS files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Installing online components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Installing an Unload Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Installing a Viewing Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Setting up Scheduler to automate tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Installing the Emonitor Web software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Setting up an Emonitor Web website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
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• • • • •
4 Upgrading from a previous version 25
Backing up your Emonitor configuration files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Backing up your Emonitor database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Installing Emonitor version 3.70 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Running the Emonitor upgrade program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Installing the EDS files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Restructuring the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Restoring your Emonitor configuration files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Changing paths in odonline.edi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Index 35
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, 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.
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INSTALLING EMONITOR SOFTWARE WITH AN ORACLE MULTI-USER DATABASE
• • • • •

Planning for the installation

Be sure to perform the following tasks before installing Emonitor for the first time.
F
IND THE SERIAL NUMBER AND PRODUCT KEY ON THE ACTIVATION
C
ERTIFICATE
Emonitor requires that you activate your software using license files. As part of the Emonitor installation process, you must install the FactoryTalk Activation software.
The FactoryTalk Activation Manager replaces the old parallel port security keys and the CD Activation Key. The FactoryTalk Activation Manager is installed with Emonitor, and requires the Serial number and Product Key to activate your software. The Activation Certificate is included with your Emonitor Install DVD.
For more information on FactoryTalk Activation, refer to the FactoryTalk Activation documentation.
1. Insert the Emonitor Install DVD into your computer.
2. After the Autorun screen appears, click Documentation. The list of available
documentation appears in your default HTML browser.
3. Click FactoryTalk Activation.
You must have Adobe Reader installed on your computer to read the documentation (documents are in PDF format). To install Adobe Reader, click Extras on the Emonitor Install screen, and then click Adobe Reader.
.
M
AKE SURE A COMPUTER CAN ACCESS THE INTERNET
.
FactoryTalk Activation requires an activation file, also called a license file. Unless you are using a hardware dongle (usually a USB key), you must use the FactoryTalk Activation Manager to request one or more license files from the Rockwell software licensing website. If the computer running Emonitor does not have Internet access, you must contact Rockwell Automation Technical Support to get the activation file by phone. Refer to the FactoryTalk Activation document for more information.
C
HECK YOUR AVAILABLE DISK SPACE
.
Disk space requirements vary depending on which components you need to install. For a guideline, the Emonitor software requires about 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
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INSTALLING EMONITOR SOFTWARE WITH AN ORACLE MULTI-USER DATABASE
• • • • •
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:
http://www.rockwellautomation.com/rockwellsoftware/
http://www.rockwellautomation.com/support/
http://rockwellautomation.custhelp.com/
• • • • •
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INSTALLING EMONITOR SOFTWARE WITH AN ORACLE MULTI-USER DATABASE
• • • • •
6
2

Installing the database components

This guides you through the database installation process.

Oracle server version compatibility

Emonitor runs on the following server versions:
Oracle 10g and 10gR2Oracle 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.
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INSTALLING EMONITOR SOFTWARE WITH AN ORACLE MULTI-USER DATABASE
• • • • •

Table descriptions

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 INSTALLING THE DATABASE COMPONENTS
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.
create tablespace entekd datafile 'entekd.ora' size 600M; create tablespace enteki datafile 'enteki.ora' size 150M; create tablespace econfigd datafile 'econfigd.ora' size 50M; create tablespace econfigi datafile 'econfigi.ora' size 10M;
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.
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