AMS Machinery Manager v5.61 Quick Start Guide

Quick Start Guide

MHM-97498, Rev 2

November 2014

AMS Suite: Machinery Health ™ Manager

Version 5.61

Quick Start Guide November 2014

2 MHM-97498, Rev 2

Quick Start Guide November 2014

Copyright

© 2015 by Emerson Process Management. All rights reserved.

No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means without the written permission of Emerson.

Disclaimer

This manual is provided for informational purposes. EMERSON PROCESS MANAGEMENT MAKES

NO WARRANTY OF ANY KIND WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED

TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR

PURPOSE. Emerson Process Management shall not be liable for errors, omissions, or inconsistencies that may be contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material. Information in this document is subject to change without notice and does not represent a commitment on the part of Emerson Process Management. The information in this manual is not all-inclusive and cannot cover all unique situations.

Trademarks and Servicemarks

See http://www2.emersonprocess.com/siteadmincenter/PM Central Web Documents/marks.pdf

All other marks are property of their respective owners.

Patents

The product(s) described in this manual are covered under existing and pending patents.

Contents

Getting started ............................................. 4

Your computer hardware ..............................6

Install and register AMS Machinery

Manager ..................................................... 10

Launch AMS Machinery Manager ................ 12

What's next? ............................................... 13

Network installation overview .....................14

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Quick Start Guide November 2014

1 Getting started

Thank you for choosing AMS Machinery Manager. This guide provides the basics to get you started with a Standalone system. A Network system installation overview is provided on

page 14 . Refer to the Installation

Manual on the Manuals DVD for important instructions before installing the

Network system. Let's get started!

Your AMS Machinery Manager package includes:

□

Quick Start Guide

□

Software Installation DVD

□

Manuals DVD

Customized installation media

Based on your order, the Software Installation DVD contains the following:

• Standalone (Single User) or Network installation

• AMS Machinery Manager technologies

• Number of licensed users

To add a technology or more licensed users, contact your Emerson Process

Management Sales Representative.

MHM-97498, Rev 2

November 2014 Quick Start Guide

Where to get help

AMS Machinery Manager Help

Launch AMS Machinery Manager and select Help from the main menu.

AMS Machinery Manager Manuals DVD

Your AMS Machinery Manager package includes a disc with user manuals in

PDF format.

Software Registration

Phone:

Email:

Web:

Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world) [email protected]

http://www.mhm.assetweb.com/reg

Product Support

Emerson provides a variety of ways to reach your Product Support team to get the answers you need when you need them:

Phone

Email

Web

Toll free 800.833.8314 (U.S. and Canada)

+65.6770.8711 (Europe and Middle East)

+63.2.702.1111 (Asia Pacific) [email protected]

http://www.assetweb.com/mhm and select Product Support

For additional contact information for specific countries, visit http:// www.SureService.com

and select Technical Support and Customer Service .

For Machinery Health experts in your area, visit http:// www.assetweb.com/mhm and select Contacts For Your Area .

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Quick Start Guide November 2014

2 Your computer hardware

Your computer should meet hardware and operating system requirements for optimal installation and performance.

Important

If you intend to install Machine History Viewer or CSI Data Provider, you must install Internet

Information Services before installing AMS Machinery Manager. The AMS Machinery Manager installation makes important changes to the IIS setup that you would otherwise have to configure manually with the assistance of Product Support. See the Installation Manual on the Manuals DVD for more details.

Servers

Minimum requirements

Supported Operating

Systems

Windows Server 2012 R2 Standard Edition

(1)

Datacenter (1)

2008 R2 (1) , or Windows Server 2003 R2 SP2

, Windows Server 2012 R2

, Windows Server 2008 SP2 Standard Edition

(1) , Windows Server

1.83 GHz Dual Core or better, 2 GB of RAM or more Processor/

Memory

Portable

Systems

Online

Systems

Network

Browser

Screen Resolution

Server-class 2.33 GHz Dual Core or better, 2 GB of RAM or more

Ethernet (TCP/IP protocol)

Internet Explorer 7 or later

XGA (1024 x 768) or better

Requirements for laptops used with CSI 2600 systems

Supported Operating

Systems

Windows 8.1 Professional (1) , Windows 8 Pro (1) , Windows 7 Professional SP1,

Windows 7 Ultimate, or Windows 7 Enterprise

Processor/Memory

Hard drive capacity

1.5 GHz or better, 2 GB of RAM or more

250 GB or greater

RS232

Network

Browser

Screen Resolution

One available RS232 interface

Ethernet (TCP/IP protocol)

Internet Explorer 7 or later

XGA (1024 x 768) or better

Additional recommendations

Media DVD drive required for installation

Virtualization System • Remote Desktop Services (Windows Server 2012, Windows Server 2008)

• Terminal Server (Windows Server 2003)

• Citrix XenApp 6.5 (Windows Server 2008)

• Citrix XenApp 5.0 (Windows Server 2003)

• VMware ESXi 5.5 (Windows Server 2012)

• VMSphere 5.5 (Windows Server 2012)

• Hyper-V (Microsoft System Center 2012 R2 Virtual Machine Manager)

MHM-97498, Rev 2

November 2014 Quick Start Guide

Antivirus •

•

AVG ® Network Security 2014

Symantec

• McAfee ™

™ Endpoint Protection 12.1 RU4

All Access 2014 —Refer to Knowledge Base Article (KBA)

NK-1400-0342 for antivirus configuration.

• Trend Micro ™ configuration.

Premium Security — Refer to KBA AK-1400-0080 for antivirus

• Norton 360 Version 2014 — Refer to KBA AK-1400-0079 for antivirus configuration.

(1) Requires Microsoft .NET Framework 3.5 SP1, available from the Microsoft web site. Because AMS

Machinery Manager does not require an Internet connection for installation, Emerson recommends installing .NET Framework 3.5 SP1 before AMS Machinery Manager.

Workstations

Minimum requirements

Supported Operating

Systems

Windows 8.1 Professional

(1)

, Windows 8 Pro

(1)

Windows 7 Ultimate, or Windows 7 Enterprise

, Windows 7 Professional SP1,

Processor/Memory

Network

Browser

Screen Resolution

1.5 GHz or better, 2 GB of RAM or more

Ethernet (TCP/IP protocol)

Internet Explorer 7 or later

XGA (1024 x 768) or better

Communication requirements

RS232 • For communications with analyzers prior to the CSI 2130 Machinery Health

Analyzer, a PC must have an RS232 serial port, or use a serial-to-USB cable.

• For communication with the Spectro 5200 Trivector ™ an RS232 serial port, or use a serial-to-USB cable.

Analyzer, a PC must have

USB • A USB 2.0 port is required for communications with the CSI 2140 Machinery

Health Analyzer and CSI 2130 Machinery Health Analyzer.

• A USB 2.0 port is required for communication with the WDA Image Capture Kit.

Additional recommendations

Media

Antivirus

DVD drive required for installation

•

•

AVG ® Network Security 2014

Symantec

• McAfee ™

™ Endpoint Protection 12.1 RU4

All Access 2014 —Refer to Knowledge Base Article (KBA)

NK-1400-0342 for antivirus configuration.

• Trend Micro ™ configuration.

Premium Security — Refer to KBA AK-1400-0080 for antivirus

• Norton 360 Version 2014 — Refer to KBA AK-1400-0079 for antivirus configuration.

(1) Requires Microsoft .NET Framework 3.5 SP1, available from the Microsoft web site. Because AMS

Machinery Manager does not require an Internet connection for installation, Emerson recommends installing .NET Framework 3.5 SP1 before AMS Machinery Manager.

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Quick Start Guide November 2014

Localization considerations

You may license AMS Machinery Manager software in English or a localized

(translated) version. You must specify a language at the time you purchase your software licenses. Only the language you license will be on your software installation DVD. Follow these guidelines when preparing to install a localized version of AMS Machinery Manager.

Note

You may need to change your computer name before installing AMS Machinery Manager. A valid computer name can have numbers 0-9, uppercase and lowercase letters A-Z, and the hyphen (-).

Special characters (< > ; : " * + = \ | ? ,), accented characters, and other multibyte characters in a computer name can cause problems and interfere with a successful installation of AMS Machinery

Manager software. Computer names cannot have only numbers, nor can they contain spaces.

Windows 7 Professional, Windows 7 Enterprise, Windows Server 2008, and Windows Server 2012

Recommendations for Windows without Multilingual User Interface (MUI) support, for example: Microsoft Windows 7 Professional, Windows 7

Enterprise, Windows Server 2008, and Windows Server 2012.

• Installing localized AMS Machinery Manager is supported on a Windows system of the same language with default regional settings. For example, install AMS Machinery Manager (German) on Windows (German).

• Installing localized AMS Machinery Manager on an English Windows system is not recommended. If you install localized AMS Machinery

Manager on Windows (English), text may not display properly.

• When you upgrade AMS Machinery Manager, the language must match the currently installed AMS Machinery Manager language. For example, update AMS Machinery Manager v5.51 (German) to AMS Machinery

Manager v5.6 (German). To change the AMS Machinery Manager language you need a full installation instead of an upgrade.

• Avoid changing Windows regional settings. Changes may cause unexpected behavior in AMS Machinery Manager.

• Installing English AMS Machinery Manager on a non-English Windows system is supported for Windows (Japanese) only.

AMS Machinery

Manager language

Localized version

English

Localized version

English

Windows language edition

Native language

English

English

Native language

Windows regional settings

Default (Native language)

Default

Default

Default (Native language)

Supported

Yes (preferred)

Yes

Not recommended

Japanese only

MHM-97498, Rev 2

November 2014

AMS Machinery

Manager language

English

Windows language edition

English

Windows regional settings

Changed to non-default, non-

English

Quick Start Guide

Supported

No

Windows 8.1, Windows 8, and Windows 7 Ultimate

Recommendations for Windows with Multilingual User Interface (MUI) support, for example: Microsoft Windows 8.1, Windows 8, and Windows 7

Ultimate.

• Installing localized AMS Machinery Manager on a Windows system where the matching language pack and regional settings have already been installed. For example, install AMS Machinery Manager (German) on

Windows after installing the German language pack.

• When you upgrade AMS Machinery Manager, the language must match the currently installed AMS Machinery Manager language. For example, update AMS Machinery Manager v5.51 (German) to AMS Machinery

Manager v5.6 (German). To change the AMS Machinery Manager language you need a full installation instead of an upgrade.

• One language of AMS Machinery Manager is available per installation. If you change your regional settings or language pack after installing AMS

Machinery Manager, strings may not display properly. Use the regional settings and language pack that match the language you licensed for

AMS Machinery Manager.

AMS Machinery

Manager language

Localized version

Localized version

Windows language edition

MUI with language pack

MUI with language pack

Windows regional settings settings match language pack

English

Supported

Yes (preferred)

No (translated strings may not display correctly)

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Quick Start Guide November 2014

3 Install and register AMS Machinery Manager

1. Log on to the computer as a user with administrator rights.

2. Insert the AMS Machinery Manager Software Installation DVD and open it in Windows Explorer.

3. Run RBMsetup.exe

.

Important

On Windows 7 and Windows Server 2008, right-click RBMsetup.exe

and select Run as administrator . Click Cancel if the installation launches automatically when you insert the DVD.

You must run the installation manually.

4. At the ATTENTION!! dialog, click Yes if you are installing the software for the first time. If you are upgrading your software, this is a reminder to stop the installation and back up your database first. Click No to stop the installation.

5. The setup program verifies that your system meets the minimum requirements. If they are met, the Options page dialog appears. If they are not met, a message displays more information. Update the computer to meet the requirements or contact Product Support.

6. Click Install to start the installation.

7. If you are using Windows Firewall, grant access to programs published by

Emerson Process Management when prompted.

8. When the Serial dialog appears, click Register Product to register the software now, or click Close to skip registration.

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November 2014 Quick Start Guide

Note

To register later, open Windows Explorer, go to C:\RBMsuite\sys and double-click Serial.exe

.

a. In the Serial dialog, click Register Product .

The Register Product dialog appears. You need the Serial No.

and

Request No.

during registration.

b. Contact Product Support to register.

Phone:

Email:

Web:

Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world) [email protected]

http://www.mhm.assetweb.com/reg c. Enter the Response code given to you by a Product Support representative.

d. Click OK .

The Register Product dialog closes.

e. In the Serial dialog, verify the Status is " Registered ." f. Click Close .

Your software is registered.

9. On the Finish page, click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish page. Allow the system to reboot before attempting to run the software.

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Quick Start Guide November 2014

4 Launch AMS Machinery Manager

Now that you have installed and registered AMS Machinery Manager, you are ready to launch AMS Machinery Manager.

1. Go to Start > Programs (All Programs) > AMS Machinery Manager .

2. Select AMS Machinery Manager .

3. Log in when prompted.

a. Initially, Administrator is the default user. Leave the password blank and click OK .

b. If you use a different user, enter the username and password and click

OK .

See the Administration topics in AMS Machinery Manager Help to set the

Administrator password and create a new user.

Congratulations! You are now running AMS Machinery Manager.

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November 2014 Quick Start Guide

5 What's next?

New installations

If you are new to AMS Machinery Manager, here is what you can do next:

• Create a new username and password in RBM Network Administration.

Log in to AMS Machinery Manager as Administrator and go to Tools > Setup/

Communication > RBM Network Administration .

• Add the Example.rbm database and start exploring AMS Machinery

Manager features.

Select File > Add/Remove Database . Click Example.rbm and click Add .

• View periodic vibration data in the example database.

In Vibration Analysis, expand the Example.rbm database in Navigator -

Vibration Analysis. Click points in the database to view example vibration data.

• Create an example route.

In Navigator - Vibration Analysis, right-click an area in the example database and select Create Route .

• Load a route to a CSI Machinery Health Analyzer in the Data Transfer tab.

• Run reports on areas and equipment in the example database in the

Reporting tab.

• Create your own database using RBMwizard.

In the Tools tab, select Setup/Communication and launch RBMwizard .

Select Help from the menu for more information.

Upgrade installations

• AMS Machinery Manager prompts you to reindex a database when you open a database for the first time after an upgrade. Allow AMS Machinery

Manager to perform this one-time procedure so you can use your database.

• In RBM Network Administration, select User > Update Permissions after a version upgrade to make new capabilities available to existing users.

Select Help from the menu for more information.

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Quick Start Guide

6 Network installation overview

November 2014

Important

• If you intend to install Machine History Viewer or CSI Data Provider, you must install Internet

Information Services before installing AMS Machinery Manager. The AMS Machinery Manager installation makes important changes to the IIS setup that you would otherwise have to configure manually with the assistance of Product Support. See the Installation Manual on the

Manuals DVD for more details.

• If you are upgrading your software, back up your database before completing the software update. Your databases require reindexing to work with the new software. If you need to reinstall the previous version of software, be aware that any database you open with the new software will be reindexed and will no longer work with any previous version.

Ensure each computer meets the minimum system operating requirements.

1. Install the Network Server on the server first.

2. Install the AMS Machinery Manager Client on a workstation.

3. Install secondary servers and clients on other computers on the network.

You can install Online Server, Secondary Database Server, Data Import

Server, Data Import Client, and AMS Machinery Manager Client on other computers in the network.

• Configure service accounts and firewall settings for each computer, if necessary.

See the Installation Manual on the Manuals DVD for more details.

• Network installations require further configuration for each CSI

Machinery Health Monitor.

For more information, open Help in AMS Machinery Manager and choose

Administration > Online Server .

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Quick Start Guide

Part Number: MHM-97498, rev. 2

November 2014

Emerson Process Management

Machinery Health Management

835 Innovation Drive

Knoxville, TN 37932 USA

T +1 865-675-2400

F +1 865-218-1401 www.EmersonProcess.com

© 2015, Emerson Process Management

The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy, they are not to be construed as warranties or guarantees, express or implied, regarding the products or services described herein or their use or applicability. All sales are governed by our terms and conditions, which are available on request. We reserve the right to modify or improve the designs or specifications of our products at any time without notice.

All rights reserved. The Emerson logo is a trademark and service mark of Emerson Electric Co. All other marks are property of their respective owners.