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
1Introduction
1.1Using 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.
1.2Product 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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2Installation
2.1Safety 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.
2.2System 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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2.2.3Application
Browsers (recent versions supported)
• Chrome™ browser
• Microsoft Internet Explorer
®
2.2.4Other 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
2.3Installation 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.
2.4Launching 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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3Configuration
3.1Overview
This section contains information on customizing system settings and configuring
Plantweb Insight.
3.2Safety 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.
3.3Customize 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 rolePrivileges
AdminRead and write
UserRead
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.
3.4Application 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.
3.5Application 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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3.5.1Global 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).
3.5.2Adding 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 tagDescriptionData typeValuesExample
XXXX_sourceData sourceStringHART-IPHART-IP
XXXX_tagDevice tagStringString3051S
XXXX_valueDevice parameterString• PV
• SV
• TV
• QV
PV
For OPC UA data points:
Entry tag
XXXX_sourceData sourceStringOPC UAOPC UA
XXXX_tagDevice tagStringString3051S.PV
DescriptionData typeValuesExample
For Manual data entry:
Entry tag
DescriptionData typeValuesExample
XXXX_sourceData sourceStringManualManual
XXXX_tagParameter valueFloatAny value100.00
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.
3.5.3Editing 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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4Version Upgrades
Backup all files before installing a new version.
4.1Virtual 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.
4.2Application 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.
4.3Platform 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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5Modbus TCP Mapping
The following default Modbus® TCP ports are defined in Plantweb™ Insight:
Table 5-1: Modbus TCP Ports
ApplicationModbus TCP port
Steam trap502
Pump503
Heat exchanger505
Air cooled heat exchanger506
Pressure relief valve507
Cooling tower508
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
10ST-001.OOS
40ST-001.STATE
41ST-001.EMISSIONS
43ST-001.COST
The function in the first column refers to the generic Modbus TCP function codes.
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Function codeFunctionDescription
01Read CoilObtain status of one or more discrete
outputs
02Read Discrete InputObtain status of one or more discrete
inputs
03Read Holding RegistersObtain value of one or more output
data registers
04Read Input RegistersObtain value of one or more input
data registers
05Write Single CoilForce a single discrete output
06Write Single Holding RegisterForce a single data register to a