Rosemount Manual: Emerson™ Plantweb™ Insight Manuals & Guides

Emerson Plantweb™ Insight
Reference Manual
00809-0100-4541, Rev GA
June 2020
2
Reference Manual Contents
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Contents

1.1 Using this manual........................................................................................................................ 7
1.2 Product recycling/disposal...........................................................................................................7
2.1 Safety messages.......................................................................................................................... 9
2.2 System requirements...................................................................................................................9
2.3 Installation procedure................................................................................................................10
2.4 Launching the application..........................................................................................................12
3.1 Overview................................................................................................................................... 15
3.2 Safety messages........................................................................................................................ 15
3.3 Customize system settings........................................................................................................ 15
3.4 Application installation.............................................................................................................. 19
3.5 Application configuration.......................................................................................................... 19
4.1 Virtual machine upgrades..........................................................................................................25
4.2 Application upgrades.................................................................................................................25
4.3 Platform upgrades.....................................................................................................................25
5.1 Setting up Modbus TCP from data system..................................................................................29
6.1 Service support..........................................................................................................................33
6.2 Plantweb Insight: Unable to load Plantweb Insight Virtual Machine........................................... 34
6.3 Plantweb Insight: Virtual machine displaysv--IP Address Unknown--..........................................35
6.4 Plantweb Insight: OVF file error..................................................................................................36
6.5 Plantweb Insight: Web interface cannot be accesed...................................................................36
6.6 Plantweb Insight: Web interface login continues to spin after inputting email and password.....36
6.7 Plantweb Insight: Cannot connect to WirelessHART Gateway.....................................................37
6.8 Plantweb Insight: Click on application logo and nothings happens.............................................37
6.9 Steam trap application: Asset status displays "NoData/Error" after configuration....................... 38
6.10 Steam trap application: Asset status display "No Config".......................................................... 39
6.11 Steam trap application: Asset status in question......................................................................39
6.12 Pressure Relief Device Application: Numerous “No_Data/Error” events................................... 41
A.1 Overview................................................................................................................................... 43
A.2 Global settings.......................................................................................................................... 43
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A.3 Adding assets............................................................................................................................ 44
A.4 Calculated fields........................................................................................................................ 45
A.5 Modbus® TCP mapping..............................................................................................................47
B.1 Overview................................................................................................................................... 49
B.2 Global settings...........................................................................................................................49
B.3 Configuring assets..................................................................................................................... 49
B.4 Calculated fields........................................................................................................................ 52
B.5 Modbus TCP mapping................................................................................................................54
C.1 Overview................................................................................................................................... 55
C.2 Global settings...........................................................................................................................55
C.3 Configuring assets.....................................................................................................................55
C.4 Calculated fields........................................................................................................................ 58
C.5 Modbus TCP mapping............................................................................................................... 60
D.1 Overview...................................................................................................................................61
D.2 Adding devices..........................................................................................................................61
D.3 Calculated fields........................................................................................................................61
E.1 Overview....................................................................................................................................63
E.2 Global settings...........................................................................................................................63
E.3 Configuring assets..................................................................................................................... 63
E.4 Calculated fields.........................................................................................................................66
E.5 Modbus TCP mapping................................................................................................................68
F.1 Overview....................................................................................................................................69
F.2 Global settings...........................................................................................................................69
F.3 Adding assets.............................................................................................................................70
F.4 Baseline..................................................................................................................................... 70
F.5 Calculated fields.........................................................................................................................72
F.6 Modbus TCP mapping................................................................................................................74
G.1 Overview...................................................................................................................................75
G.2 Global settings.......................................................................................................................... 75
G.3 Adding assets............................................................................................................................76
G.4 Configuring assets.....................................................................................................................77
G.5 Calculated fields........................................................................................................................78
G.6 Modbus TCP mapping............................................................................................................... 79
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H.1 Overview...................................................................................................................................81
H.2 Global settings.......................................................................................................................... 81
I.1 Overview.................................................................................................................................... 85
I.2 Global settings............................................................................................................................85
I.3 Adding power modules...............................................................................................................85
J.1 Overview.................................................................................................................................... 87
J.2 Global settings............................................................................................................................87
J.3 Adding devices........................................................................................................................... 90
J.4 Dashboard user interaction.........................................................................................................94
J.5 Device summary user interaction................................................................................................95
J.6 Event log user interaction........................................................................................................... 98
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Introduction

1 Introduction

1.1 Using this manual

This document is intended for system administrators and will provide details on how to set up Plantweb Insight. For more details and configuration information on specific applications, refer to the appropriate appendix sections.
It is recommended administrators complete all steps in the order described. An overview of these steps is described below:
1.1.1
1.1.2
1.1.3

Install and launch

Procedure
1. Ensure system meets minimum requirements.
2. Install the Plantweb Insight virtual machine.
3. Launch Plantweb Insight web interface from a supported web browser.
Refer to Installation for more information.

Customize system settings

Procedure
1. Set up users for access.
2. Connect to Emerson Wireless Gateways and other data systems.
3. Backup and restore your system to avoid loss of settings.
Refer to Configuration for more information.

Application configuration

Procedure
1. Configure application specific global settings.
2. Add, edit, or delete assets via asset management.
Refer to Configuration for more information.

1.2 Product recycling/disposal

Recycling of equipment and packaging should be taken into consideration and disposed of in accordance with local and national legislation/regulations.
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2 Installation

2.1 Safety messages

Procedures and instructions in this section may require special precautions to ensure the safety of the personnel performing the operation. Information that raises potential safety issues is indicated by a warning symbol ( ). Refer to the following safety messages before performing an operation preceded by this symbol.

2.2 System requirements

Plantweb Insight is delivered as a fully developed virtual machine (e.g. .ova file). Users will receive a complete virtual machine image to install in user provided virtualization software or hypervisors.
The Plantweb Insight virtual machine contains a web server that can be accessed by any web client with network access. All configuration and visualization will be completed from the web browser user interface.
2.2.1
2.2.2
Plantweb Insight can be installed on a network server or PC/laptop. Both installations have the same requirements and installation steps. Network connection settings can be made subject to organization policies. Any pertinent Gateways must be accessible on the network.
Before you begin, verify your system meets the minimum requirements.

Host operating system

Virtualization software/hypervisor
VMware Workstation Pro™ 10 or higher (requirements can be found here)
VMware vSphere® 5.5 or higher (requirements can be found here)
OR
Contact Rosemount™ support if utilizing a different virtualization software (Microsoft
Hyper-V®)
®

Guest operating system

Processors = 4
Memory = 16 GB RAM minimum
Hard drive = 100 GB of free space
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2.2.3 Application

Browsers (recent versions supported)
Chrome™ browser
Microsoft Internet Explorer
®

2.2.4 Other requirements

A DVD drive is required for installations
A DHCP server is required to assign a valid IP address (static IP address can be
configured once connected to the Plantweb Insight web interface)
2.2.5
2.2.6

Gateway compatibility

Plantweb Insight is compatible with Emerson Wireless 1410/1420 Gateways on firmware version 4.7.68 or higher. Plantweb Insight may experience calculation response issues on certain applications when Gateway firmware is not up to date. These may effect the Pump, Heat Exchanger, Air Cooled Heat Exchanger, and Pressure Relief Device applications.

Device compatibility

Emerson devices must be in Emerson Optimized burst configuration. If devices are not set to this, change using a device configuration tool.
Devices without this capability must be in either of the two configuration modes to be compatible with Plantweb Insight:
command 9 and command 48
command 3 and command 48

2.3 Installation procedure

Two DVDs will be supplied for installations.
Procedure
1. Exit/close all programs, including any running in the background.
2. Insert Disk 1 into the DVD drive.
3. Open the .ova file. This file will prompt VMware Workstation/vSphere to open with
an Import Virtual Machine pop-up.
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Note
This file name may change based on version and type.
4. Name and store the new virtual machine, then select Import.
5. If the following message appears select,Retry.
6. Wait for the virtual machine to load.
7. Select Power on this virtual machine once the loading process is complete.
8. Find the IP address in the command window.
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Note
This IP address will vary depending on installation. What is shown here will not be your IP address.
A DHCP server will be required to assign an IP address. If no DHCP server is available, contact Rosemount support (contact information on last page).
Note
The virtual machine login and password are not necessary and will not be provided.
Note
A message about features may pop up during the installation process; select OK.
Reference Manual
CAUTION
End users should not change any settings besides the ones outlined above. Alterations could impact the performance and functionality of Plantweb Insight.

2.4 Launching the application

The Plantweb Insight web interface can be launched from any of the supported web browsers shown in the system requirements.
Procedure
1. Open a supported web browser.
2. Beginning with “https://”, enter the IP address found in Step 8 of Installation
procedure.
3. Login with the following credentials:
Email: admin@emerson.com
Password: Default.1234
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Note
Both the email and password are case sensitive.
4. Change your password as prompted (default settings are listed below and can be
changed in System Settings).
Minimum length: 12
Minimum lowercase: 1
Minimum uppercase: 1
Minimum numbers: 1
5. Login with the updated credentials.
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3 Configuration

3.1 Overview

This section contains information on customizing system settings and configuring Plantweb Insight.

3.2 Safety messages

Procedures and instructions in this section may require special precautions to ensure the safety of the personnel performing the operation. Information that raises potential safety issues is indicated by a warning symbol ( ). Refer to the following safety messages before performing an operation preceded by this symbol.

3.3 Customize system settings

3.3.1
System settings should be configured during the setup of Plantweb Insight.

Users

User accounts
Add users
Procedure
1. Navigate to System Settings Users User Accounts then select the Add User
Account button.
2. Enter the user’s email, role, and password then select Save.
Table 3-1: Roles and Privileges
User role Privileges
Admin Read and write
User Read
Edit users
Procedure
1. Navigate to System Settings Users.
2. Select the button next to the user to be edited.
Note
If the user is disabled, you can enable the user in the modal window.
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3. Update the information and select Save.
Note
Users can be deleted by selecting the Delete this account box.
Password options
Password requirements and settings can be made in the Password Option page. These settings include password limitations and requirements (e.g. uppercase letters, lowercase letters, numbers, characters), session idle timeouts, and account locking details.
Change password
Login password can be changed in the Change Password page.
3.3.2

Data source configuration

Gateway connections
Add Gateway
Procedure
1. Navigate to System Settings Data Sources Gateway Connections.
2. Select the Add Gateway button.
3. Enter the IP Address, Port, and Description and select Save.
Note
HART-IP™ Port 5094. Ensure both HART-IP TCP and HART-IP UDP are enabled in the Gateway.
Edit Gateway
Procedure
1. Navigate to System Settings Data Sources Gateway Connections.
2. Select the button next to the user to be edited.
3. Update the information and select Save.
Delete Gateway
Procedure
1. Select the check box/boxes next to the Gateway/s to be deleted.
2. Select red Delete Selected button.
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OPC UA Server Connection
Add OPC UA Server
Procedure
1. Navigate to System Settings Data Sources OPC UA Server Connections.
2. Select Add OPC UA Server button.
3. Enter the IP Address, Port, Tag, and Description and select Save.
Note
The OPC UA® Port in Plantweb Insight is designated as 4880 (the OPC UA Server must be set up for this port). Plantweb Insight uses a opc.tcp:// connection to the OPC UA Server. Tag and Description are used for explanatory reasons only.
The IP address field will only accept IP addresses and will not accept full URLs (it assumes the opc.tcp://).The OPC UA Server must be configured to security configuration “none” and “allow anonymous login”.
Edit OPC UA Server
3.3.3
Procedure
1. Navigate to System Settings Data Sources OPC UA Server Connections.
2. Select the button next to the Server to be edited.
3. Update the information and select Save.
Delete OPC UA Server
Procedure
1. Select the check box/boxes next to the Server/s to be deleted.
2. Select red Delete Selected button.

Network configuration (optional)

CAUTION
Use caution when making changes to IP network settings. If they are lost of improperly configured, it may be difficult to log into the application. Contact the network administrator for information on the proper IP network setting to apply.
Plantweb Insight contains two network interfaces. Only network interface 1 allows web client access. Network interface 1 will be associated to network adapter 1 of the virtual machine. Network interface 2 will be associated to network adapter 2 of the virtual machine. Network interface 2 is non-routable.
The second network adapter needs to be configured in VMware Workstation/vSphere to activate the functionality of the second network.
To change IP Network Settings:
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Procedure
1. Navigate to System Settings Platform Settings Ethernet Communication.
2. To change network interface 1, select Static IP Address.
3. Enter the following:
Hostname
IP Address
Netmask
Gateway
4. To enable network interface 2, select the enable check box.
5. Select Static IP Address.
6. Enter the following:
IP Address
Netmask
3.3.4
7. Select Save.

Platform settings

Plantweb Insight has a system backup and restore feature that saves all user configured data. It is best practice that a system backup be performed periodically throughout the installation and configuration process.
Save system backup
Procedure
1. Navigate to System Settings Platform Settings Backup and Restore.
2. Create a Passphrase then select Save Backup button.
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Note
Passphrase is required for restoring your system to these settings.
Restore system
Procedure
1. Navigate to System Settings Platform Settings Backup and Restore.
2. Enter the system backup passphrase.
3. Browse for the backup file then select Install button.

3.4 Application installation

Procedure
1. Insert Disk 2 into the DVD drive.
2. In the web interface navigate to System Settings Platform Settings Manage
Applications.
3. Under the Install App section, select the Browse button.
4. Navigate to Disk 2.
5. Select the pertinent .app file then select Open.
6. Select Install.
7. An action prompt will appear - select Restart Server if this is the last app to install.
Otherwise, select Resume and repeat Step 3-Step 6 for subsequent apps.
8. Navigate to Home and the apps installed will appear.

3.5 Application configuration

There are a few configuration steps that are consistent across specific Plantweb Insight applications. These are briefly discussed below. More information about configuration can be found in the specific Appendix.
Note
All configuration mentioned below is specific to Plantweb Insight. Changes will not be communicated to the Gateway or devices.
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3.5.1 Global settings

Each application contains specific global settings that should be set before any asset configuration. Global settings apply to all assets. These settings could include units used for inputs (e.g. inlet pressure units), units used for calculations (e.g. currency), or key performance indicators to be tracked on the dashboard (e.g. overall health index).

3.5.2 Adding assets

There are two ways to add assets. The options are discussed below. Configuration of devices occurs during addition of assets.
Add an asset
Use this method to add a single asset.
Procedure
1. Navigate to the Asset Summary tab then select the Add an Asset button.
2. Complete all information on the New Asset modal window then select Save (field
descriptions can be found in the Appendix.
Add a measurement point
Wireless device from an Emerson Wireless Gateway
Depending on the application, wireless devices can either be added using a drop-down list or a search function.
Procedure
1. For applications (Steam Trap application) requiring specific devices, the devices can
be added by selecting the appropriate device via a drop-down list. The drop-down list will contain all devices with the pertinent device type.
2. For applications with generic measurements (pressure, temperature, flow, etc.) the
wireless devices can be added using the following:
a. Select Source: HART-IP
b. Begin to type the device tag. After a few characters, a dropdown list of
recognized devices will appear. Select the pertinent device.
c. Select the pertinent variable (ex: PV).
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OPC-UA tags
OPC-UA® tags can be set up for certain measurement points.
Procedure
1. Select Source: OPC-UA
2. Select the pertinent OPC-UA server.
3. Type in the complete path to the pertinent measurement point (ex: Objects/
Devices/OPC_Server1/3051S/PV).
Use forward slashes, "/", for path breaks
The entire path is case sensitive
Manual input
Manual inputs should be used sparingly for measurement points. They should only be considered for known consistent conditions (motor speed).
Procedure
1. Select Source: Manual
2. Type in the manual value.
3. Select the pertinent units.
Note
Depending on the application, it will likely take time for the calculations to begin processing. Certain applications require capturing a baseline. This process is described in the Appendix.
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Import asset config
Use this method to add/edit multiple assets at the same time.
Procedure
1. Navigate to Asset Summary tab then select Import Asset Config button.
2. Select Download asset configuration to download the csv file.
Note
If there are no assets configured, select the Empty File box.
3. Complete the csv file and save files.
Note
Data fields have strict requirements for entries; these can be found in Import Specs File.
Configuring device
For configuring the device, use the following guides.
For HART-IP™ from a WirelessHART® Gateway:
Entry tag Description Data type Values Example
XXXX_source Data source String HART-IP HART-IP
XXXX_tag Device tag String String 3051S
XXXX_value Device parameter String PV
SV
TV
QV
PV
For OPC UA data points:
Entry tag
XXXX_source Data source String OPC UA OPC UA
XXXX_tag Device tag String String 3051S.PV
Description Data type Values Example
For Manual data entry:
Entry tag
Description Data type Values Example
XXXX_source Data source String Manual Manual
XXXX_tag Parameter value Float Any value 100.00
Procedure
1. Browse and upload the csv file via the Import Asset Config modal window then select
Save.
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2. Check all assets were successfully downloaded.
3. If assets fail download, check all fields are filled out correctly and download again.

3.5.3 Editing assets

There are two ways to edit assets. The options are discussed below.
Edit singular asset
Procedure
1. Navigate to Asset Summary tab.
2. Select Asset to edit. The Details modal window will pop up with all fields to edit.
3. Select Save when complete.
Note
Assets can be deleted by selecting the Delete Asset button.
Import asset config
Procedure
1. Navigate to Asset Summary tab and select the Import Asset Config button.
2. Select Download asset configuration and download the csv file.
3. Edit the csv file and save files.
Note
Data fields have strict requirements for entries; these can be found in the appropriate manual supplement.
4. Browse and upload the csv file via the Import Asset Config modal window and select
Save.
5. Check all assets were successfully downloaded.
6. If assets fail download, check all fields are filled out correctly and download again.
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Reference Manual Version Upgrades
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4 Version Upgrades

Backup all files before installing a new version.

4.1 Virtual machine upgrades

Procedure
1. Ensure an up to date backup has been saved following the steps in the Save System
Backup procedure.
2. Install the new Plantweb Insight virtual machine following the steps in Installation
procedure.
3. Restore the backup file following the steps in the Restore System procedure.

4.2 Application upgrades

Procedure
1. Navigate to System Settings Platform Settings Manage Applications.
2. Install the new version following the steps in Application installation. You will
receive a prompt to replace the old version of the application.
3. If applicable, restore the system backup to retrieve configuration.

4.3 Platform upgrades

Procedure
1. Navigate to System Settings Platform Settings Manage Base Platform.
2. Browse and upload the pertinent upgrade file.
3. Select Update.
4. Select Restart Server.
5. If applicable, restore the system backup to retrieve configuration.
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Reference Manual Modbus TCP Mapping
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5 Modbus TCP Mapping

The following default Modbus® TCP ports are defined in Plantweb™ Insight:
Table 5-1: Modbus TCP Ports
Application Modbus TCP port
Steam trap 502
Pump 503
Heat exchanger 505
Air cooled heat exchanger 506
Pressure relief valve 507
Cooling tower 508
Registers and tags are prepopulated in specific Plantweb Insight applications and can be accessed using the Download Modbus Mapping csv file in each application’s Settings page. These registers and tags cannot be changed.
An example csv file will appear like the table shown below.
Function
1 0 ST-001.OOS
4 0 ST-001.STATE
4 1 ST-001.EMISSIONS
4 3 ST-001.COST
The function in the first column refers to the generic Modbus TCP function codes.
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Function code Function Description
01 Read Coil Obtain status of one or more discrete
outputs
02 Read Discrete Input Obtain status of one or more discrete
inputs
03 Read Holding Registers Obtain value of one or more output
data registers
04 Read Input Registers Obtain value of one or more input
data registers
05 Write Single Coil Force a single discrete output
06 Write Single Holding Register Force a single data register to a
specified value
15 Write Multiple Coils Force multiple discrete outputs
16 Write Multiple Holding Registers Force multiple data registers to a
specified value
The second column refers to the register number (ex: ST-001.STATE uses function code 4 – read input registers, starting at 30000):
Function Register #s (Data
addresses)
Coil 00000-09999 FC01 FC05 FC15
Discrete Input 10000-19999 FC02 N/A N/A
Input Register 30000-39999 FC04 N/A N/A
Holding Register 40000-49999 FC03 FC06 FC16
Read Write single Write multiple
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5.1 Setting up Modbus TCP from data system

Procedure
1. In the Modbus TCP enabled device, establish connection to Plantweb Insight. Select
Connection > Connect (F3)
Connection: Modbus TCP/IP
IP Address: IP address of Plantweb Insight
Server Port: TCP Port of the application being connected (ex: Steam Trap
application = 502)
2. Configure the read/write definitions properly. Select Setup > Read/Write
Definition...
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Function: 04 Read Input Registers (3x)
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