MHM-97402, Rev 24 April 2017 User Guide AMS
User GuideMHM-97402, Rev 24April 2017AMS Machinery ManagerVersion 5.7 Software Installation Guide
Copyright 2017 by Emerson. All rights reserved.No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into anylanguage in any form by any means without the written permission of Emerson.DisclaimerThis manual is provided for informational purposes. EMERSON MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THISMATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULARPURPOSE. Emerson shall not be liable for errors, omissions, or inconsistencies that may be contained herein or for incidental orconsequential damages in connection with the furnishing, performance, or use of this material. Information in this document issubject to change without notice and does not represent a commitment on the part of Emerson. The information in this manual isnot all-inclusive and cannot cover all unique situations.Trademarks and ServicemarksSee http://www2.emersonprocess.com/siteadmincenter/PM Central Web Documents/marks.pdfAll other marks are property of their respective owners.PatentsThe product(s) described in this manual are covered under existing and pending patents.
ContentsContentsChapter 1Getting started .11.11.21.31.4Chapter 2Standalone installation . 92.12.22.3Chapter 3Install Machine History Viewer . 29Install AMS Standalone Data Transfer .33Install AMS Machinery Manager ODBC Driver .33Install AMS Machinery Manager CSI Data Provider . 34Install CSI USB drivers .40AMS Machinery Manager services . 415.15.25.3Chapter 6Network installation overview .15Install the Network Server .16Install the AMS Machinery Manager Client . 19Launch AMS Machinery Manager Client . 20Install a Secondary Database Server . 21Install an Online Server . 22Install Data Import Server and Data Import Client . 23Install Collaboration Tool . 25Update or install new features on the Network Server .26Additional installations . 294.14.24.34.44.5Chapter 5Install AMS Machinery Manager . 9Launch AMS Machinery Manager . 12Update or repair the installation . 12Network installation . 153.13.23.33.43.53.63.73.83.9Chapter 4Customized installation media .1Where to get help . 1Installation Types .2Operating Requirements . 7Primary server features and services . 41Secondary server features and services . 41Client installation features . 42Configure network computer communication .436.16.2Configure firewall settings . 43Service accounts . 48Appendices and referenceAppendix AFile locations . 51Appendix BRegister AMS Machinery Manager .55B.1B.2Appendix CRegister AMS Machinery Manager - Standalone system . 55Register AMS Machinery Manager - Network system . 56Update CSI Machinery Health Monitor firmware .59C.1C.2C.3MHM-97402, Rev 24Install the firmware on the FTP server . 59Reboot the CSI Machinery Health Monitor . 60Check the firmware version in AMS Machinery Manager . 60i
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Getting started1Getting startedTopics covered in this chapter: Customized installation mediaWhere to get helpInstallation TypesOperating RequirementsThank you for choosing AMS Machinery Manager. Let's get started!Your AMS Machinery Manager package includes: 1.1Quick Start GuideSoftware Installation DVDManuals DVDCustomized installation mediaBased on your order, the Software Installation DVD contains the following: Standalone (Single User) or Network installation AMS Machinery Manager technologies Number of licensed usersTo add a technology or more licensed users, contact your Emerson Sales Representative.1.2Where to get helpAMS Machinery Manager HelpLaunch AMS Machinery Manager and select Help from the main menu.AMS Machinery Manager Manuals DVDYour AMS Machinery Manager package includes a disc with user manuals in PDF format.Software RegistrationPhone:Toll free 888.367.3774, option 2 (U.S. and Canada) 63.2.702.1111 (Rest of world)MHM-97402, Rev p://www.emersonprocess.com/machineryhealthreg1
Getting startedProduct SupportEmerson provides a variety of ways to reach your Product Support team to get the answersyou need when you need them:Phone Toll free 800.833.8314 (U.S. and Canada) 65.6770.8711 (Europe and Middle East) 63.2.702.1111 (Asia on.com/en-us/contact-us and select CSI TECHNOLOGIES from theAutomation Solutions drop-down menu.To search for documentation, visit http://www.emerson.com and select Documents &Drawings.To view toll free numbers for specific countries, t.1.3Installation TypesThere are two main types of AMS Machinery Manager installations:1.3.1 Standalone (or Single-user standalone) Network (or Single-user network and Multiple-user network).Standalone installationA Standalone system allows you to use periodic technology with one computer and CSIMachinery Health Analyzers. A standalone installation indicates you have a single copy ofAMS Machinery Manager with a single serial number on one computer.You can install these components:2 AMS Machinery Manager AMS Standalone Data Transfer (on a different computer) AMS Machinery Manager ODBC DriverMHM-97402, Rev 24
Getting startedFigure 1-1: Standalone system exampleThis example does not attempt to show all supported hardware options.1.3.2Network installationsA network system allows you to use online technology and periodic technology. AMSMachinery Manager communicates with a CSI Machinery Health Monitor using a networkconnection. A network system is deployed on a local area network (LAN) or a wide areanetwork (WAN).You can install these components: AMS Machinery Manager Online Server Secondary Database Server Data Import Server AMS Machinery Manager Data Import Client AMS Standalone Data Transfer (on a different computer) AMS Machinery Manager ODBC Driver Machine History Viewer Collaboration Tool CSI Data ProviderMHM-97402, Rev 243
Getting startedSingle-user and multiple-user LANA Single-user network indicates you have a Network Server and a Client installed on onecomputer and have one serial number. Single-user network allows the Client to beinstalled on other computers in the network. However, only one user can log in at a time.This installation is used for single user customers with an online system.A Multiple-user network indicates you have a Network Server and a Client installed on aserver-class computer, and the Client installed on other computers in the network.Multiple users can log in at the same time.4MHM-97402, Rev 24
Getting startedFigure 1-2: Local area network system exampleThis example does not attempt to show all supported hardware or configuration options.NoteThe CSI 2125-IS Analyzer can only be connected to the network through serial or serial-to-USB connection.Multiple-user WANThe WAN system is designed to allow remote AMS Machinery Manager users to load,dump, and view data over wide area networks, such as private networks, virtual privatenetworks(1), or the Internet.(1) Use AMS Standalone Data TransferMHM-97402, Rev 245
Getting startedFigure 1-3: Wide area network system exampleThis example does not attempt to show all supported hardware or configuration options.NoteThe CSI 2125-IS Analyzer can only be connected to the network through serial or serial-to-USB connection.6MHM-97402, Rev 24
Getting started1.4Operating Requirements1.4.1ServersMinimum requirementsSupported OperatingSystemsWindows Server 2016(1), Windows Server 2012 R2 Standard Edition(1), and WindowsServer 2012 R2 Datacenter(1)Processor/MemoryPortableSystems1.83 GHz Dual Core or better, 2 GB of RAM or moreOnlineSystemsServer-class 2.33 GHz Dual Core or better, 2 GB of RAM or moreNetworkEthernet (TCP/IP protocol)BrowserInternet Explorer 7 or laterScreen ResolutionXGA (1024 x 768) or betterRequirements for laptops used with CSI 2600 systemsSupported OperatingSystemsWindows 10 Professional(1), Windows 7 Professional SP1, Windows 7 Ultimate, andWindows 7 EnterpriseProcessor/Memory1.5 GHz or better, 2 GB of RAM or moreHard drive capacity250 GB or greaterRS232One available RS232 interfaceNetworkEthernet (TCP/IP protocol)BrowserInternet Explorer 7 or laterScreen ResolutionXGA (1024 x 768) or betterAdditional recommendationsMediaDVD drive required for installationVirtualization System Antivirus McAfee Endpoint Security 10.1 Norton Security Version 22.7 — Refer to Knowledge Base Article (KBA) NK-1600-0412for antivirus configuration. Symantec Endpoint Protection 12.1.6 — Refer to KBA NK-1600-0411 for antivirusconfiguration.Citrix XenApp 7.9 (Windows Server 2016)Remote Desktop Services (Windows Server 2016 and Windows Server 2012)VMSphere 5.5 (Windows Server 2016 and Windows Server 2012)VMware ESXi 5.5 (Windows Server 2012)Hyper-V (Microsoft System Center 2012 R2 Virtual Machine Manager)(1) Requires Microsoft .NET Framework 3.5 SP1, available from the Microsoft web site. Because AMS Machinery Manager does not requirean Internet connection for installation, Emerson recommends installing .NET Framework 3.5 SP1 before AMS Machinery Manager.MHM-97402, Rev 247
Getting startedImportantIf you intend to install Machine History Viewer or CSI Data Provider, you must install InternetInformation Services before installing AMS Machinery Manager. The AMS Machinery Managerinstallation makes important changes to the IIS setup that you would otherwise have to configuremanually with the assistance of Product Support.1.4.2WorkstationsMinimum requirementsSupported OperatingSystemsWindows 10 Professional(1), Windows 7 Professional SP1, Windows 7 Ultimate, andWindows 7 EnterpriseProcessor/Memory1.5 GHz or better, 2 GB of RAM or moreNetworkEthernet (TCP/IP protocol)BrowserInternet Explorer 7 or laterScreen ResolutionXGA (1024 x 768) or betterCommunication requirementsRS232For communication with the Spectro 5200 Trivector Analyzer, a PC must have an RS232serial port, or use a serial-to-USB cable.USBA USB 2.0 port is required for communications with a CSI 2140 Machinery Health Analyzer.A USB 2.0 port is required for communications with a WDA Image Capture Kit.Additional recommendationsMediaDVD drive required for installationAntivirus McAfee Endpoint Security 10.1 Norton Security Version 22.7 — Refer to Knowledge Base Article (KBA) NK-1600-0412for antivirus configuration. Symantec Endpoint Protection 12.1.6 — Refer to KBA NK-1600-0411 for antivirusconfiguration.(1) Requires Microsoft .NET Framework 3.5 SP1, available from the Microsoft web site. Because AMS Machinery Manager does not requirean Internet connection for installation, Emerson recommends installing .NET Framework 3.5 SP1 before AMS Machinery Manager.8MHM-97402, Rev 24
Standalone installation2Standalone installationTopics covered in this chapter: 2.1Install AMS Machinery ManagerLaunch AMS Machinery ManagerUpdate or repair the installationInstall AMS Machinery ManagerPrerequisitesVerify the client computer meets the operating requirements for a workstation.If you are upgrading your software, back up your database before completing the softwareupdate. Your databases require reindexing to work with the new software. If you need toreinstall the previous version of software, be aware that any database you open with thenew software will be reindexed and will no longer work with any previous version.Procedure1.Log on to the computer as a user with administrator rights.2.Insert the AMS Machinery Manager Software Installation DVD and open it inWindows Explorer.3.Run RBMsetup.exe.ImportantOn Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if theinstallation launches automatically when you insert the DVD. You must run the installationmanually.4.If a prompt to install Microsoft .NET Framework 4.0 appears, choose to install thissoftware and allow the system to reboot, (if required).The AMS Machinery Manager installation begins automatically after reboot.5.Accept the license agreement and click Next.6.At the ATTENTION!! dialog, click Yes if you are installing the software for the firsttime. If you are upgrading your software, this is a reminder to stop the installationand back up your database first. Click No to stop the installation.7.The setup program verifies that your system meets the minimum requirements. Ifthey are met, the Options page dialog appears. If they are not met, a messagedisplays more information. Update the computer to meet the requirements orcontact Product Support.8.(Optional) At the Select Features to Install pane, you can change defaults for yourinstallation.MHM-97402, Rev 249
Standalone installationNotes Use the default settings and directory names unless there is a particular reason to changethem. Using the defaults results in a trouble-free installation and streamlined interactionwith Emerson Product Support, should a problem ever arise. If you are updating the software, this screen also displays the message, “The following filehas been found in your Data Directory” followed by file names. You can check the box bythe file to overwrite the file. If you are updating your software, some fields may be disabled. If you want to update yoursoftware and move to a different computer, contact Emerson Product Support.9.Click Install to start the installation.The Installing Components screen displays and shows the status of the installation.NoteOnce the install is underway, there will be a point where the Cancel button is disabled. Do nottry to end the install if the Cancel button is disabled. If the install aborts after this point, youmay need to contact Emerson Product Support.1010.If you are using Windows Firewall, grant access to programs published by EmersonProcess Management when prompted.11.Continue through the installation steps and follow prompts.12.When the Serial dialog appears, click Register Product to register the software now, orclick Close to skip registration.MHM-97402, Rev 24
Standalone installationNoteTo register later, open Windows Explorer, go to C:\RBMsuite\sys and double-clickSerial.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:Toll free 888.367.3774, option 2 (U.S. and Canada) 63.2.702.1111 (Rest of . Enter the Response code given to you by a Product Support representative.d. Click OK.e. In the Serial dialog, verify the Status is "Registered."f. Click Close.Your software is registered.The installation automatically continues.13.Click Finish to complete the installation.If the computer requires a reboot, Restart Now is selected on the Finish page. Allowthe system to reboot before attempting to run the software.MHM-97402, Rev 2411
Standalone installation2.2Launch AMS Machinery ManagerNow that you have installed and registered AMS Machinery Manager, you are ready tolaunch AMS Machinery Manager.Procedure1.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 theAdministrator password and create a new user.2.3Update or repair the installationNoteYou must register the software when you update the software.PrerequisitesClose all AMS Machinery Manager programs.Stop AMS Machinery Manager services.Procedure1.Insert the AMS Machinery Manager Software Installation DVD and open it inWindows Explorer.2.Run RBMsetup.exe.ImportantOn Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if theinstallation launches automatically when you insert the DVD. You must run the installationmanually.123.At the startup screen choose Add/Update or Repair and click Next.4.At the Options pane, choose the features to install or leave the defaults selected foran update.5.In the list labeled The following files have been found in your Data Directory, check the boxby a file to replace the file on your computer with the file from the installation.6.Click Install to start the installation.MHM-97402, Rev 24
Standalone installationThe Installing Components screen displays the status of the installation.NoteOnce the install is underway, there will be a point where the Cancel button is disabled. Do nottry to end the install if the Cancel button is disabled. If the install aborts after this point, youmay need to contact Emerson Product Support.7.Continue through the installation steps and follow prompts.8.Click Finish to complete the installation.If the computer requires a reboot, Restart Now is selected on the Finish page. Allowthe system to reboot before attempting to run the software.MHM-97402, Rev 2413
Standalone installation14MHM-97402, Rev 24
Network installation3Network installationTopics covered in this chapter:3.1 Network installation overviewInstall the Network ServerInstall the AMS Machinery Manager ClientLaunch AMS Machinery Manager Client Install a Secondary Database ServerInstall an Online ServerInstall Data Import Server and Data Import ClientInstall Collaboration ToolUpdate or install new features on the Network ServerNetwork installation overviewImportant If you intend to install Machine History Viewer or CSI Data Provider, you must install InternetInformation Services before installing AMS Machinery Manager. The AMS Machinery Managerinstallation makes important changes to the IIS setup that you would otherwise have toconfigure manually with the assistance of Product Support. If you are upgrading your software, back up your database before completing the softwareupdate. Your databases require reindexing to work with the new software. If you need toreinstall the previous version of software, be aware that any database you open with the newsoftware will be reindexed and will no longer work with any previous version.PrerequisitesEnsure each computer meets the minimum system operating requirements.Procedure1.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, DataImport Client, and AMS Machinery Manager Client on other computers in thenetwork.Postrequisites Configure service accounts and firewall settings for each computer, if necessary.Refer to Chapter 6 for more information.MHM-97402, Rev 2415
Network installation Network installations require further configuration for each CSI Machinery HealthMonitor.For more information, open Help in AMS Machinery Manager and chooseAdministration Online Server.3.2Install the Network ServerThe Network Server installation procedure installs and configures the programs andservices required for the primary server. You can choose to install additional features.The installation creates a shared folder from which you install the Client or other licensedcomponents on other machines on this network. By default, the folder is C:\RBMnet\ and isshared as \\Servername\RBMnet where Servername is the network computer name.PrerequisitesEnsure the computer meets the minimum system operating requirements.If you are upgrading your software, back up your database before completing the softwareupdate. Your databases require reindexing to work with the new software. If you need toreinstall the previous version of software, be aware that any database you open with thenew software will be reindexed and will no longer work with any previous version.To install AMS Machinery Manager on a drive other than C, create a shared folder namedRBMnet on the drive where you want to install the software, prior to starting theinstallation. After installation is complete, an administrator may need to modify the sharedfolder's security permissions to allow access from other computers.ImportantIf you intend to install Machine History Viewer or CSI Data Provider, you must install InternetInformation Services before installing AMS Machinery Manager. The AMS Machinery Managerinstallation makes important changes to the IIS setup that you would otherwise have to configuremanually with the assistance of Product Support.Procedure1.Log on to the computer as a user with administrator rights.2.Insert the AMS Machinery Manager Software Installation DVD and open it inWindows Explorer.3.Run RBMsetup.exe.ImportantOn Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if theinstallation launches automatically when you insert the DVD. You must run the installationmanually.4.16Accept the license agreement and click Next.MHM-97402, Rev 24
Network installation5.If a prompt to install Microsoft .NET Framework 4.0 appears, choose to install thissoftware and allow the system to reboot, (if required).The AMS Machinery Manager installation begins automatically after reboot.6.At the ATTENTION!! dialog, click Yes if you are installing the software for the firsttime. If you are upgrading your software, this is a reminder to stop the installationand back up your database first. Click No to stop the installation.7.The setup program verifies that your system meets the minimum requirements. Ifthey are met, the Options page dialog appears. If they are not met, a messagedisplays more information. Update the computer to meet the requirements orcontact Product Support.8.At the Options page dialog, make changes to the Select Features to Install list, ifdesired.Network Server and Client are checked as the preferred defaults. You can selectother features, if available. Refer to corresponding sections for more informationabout additional features. Database Server, Section 3.5 Online Server, Section 3.6 Data Import Server, Section 3.7 Data Import Client, Section 3.7Notes Use the default settings and directory names unless there is a particular reason to changethem. Using the defaults results in a trouble-free installation and streamlined interactionwith Emerson Product Support, should a problem ever arise. If you are updating the software, this screen also displays the message, “The following filehas been found in your Data Directory” followed by file names. You can check the box bythe file to overwrite the file.MHM-97402, Rev 2417
Network installation If you are updating your software, some fields may be disabled. If you want to update yoursoftware and move to a different computer, contact Emerson Product Support.Follow these steps if you need to change the default locations:a. If you need to change the installation directory, select Network Server in thefeatures list and open the Destination Location tab.Browse to the location. The Destination Folder is in Universal Naming Convention(UNC) format. A red error icon flashes if the path is invalid.b. If you need to change where your data is stored, select Network Server in thefeatures list and open the Data Location tab.Browse to the location. The path is in Universal Naming Convention (UNC)format. A red error icon flashes if the path is invalid.9.Click Install to start the installation.The Installing Components screen displays the status of the installation.NoteOnce the install is underway, there will be a point where the Cancel button is disabled. Do nottry to end the install if the Cancel button is disabled. If the install aborts after this point, youmay need to contact Emerson Product Support.10.If you are using Windows Firewall, grant access to programs published by EmersonProcess Management when prompted.11.When the Serial dialog appears, click Register Product to register the software now, orclick Close to skip registration.NoteTo register later, on the Network Server, go to C:\RBMnet\RBMsuite\sys and double-clickSerial.exe.a. In the Serial dialog, click Register Product.18MHM-97402, Rev 24
Network installationThe Register Product dialog appears. You need the Serial No. and Request No.during registration.b. Contact Product Support to register.Phone:Toll free 888.367.3774, option 2 (U.S. and Canada) 63.2.702.1111 (Rest of . Enter the Response code given to you by a Product Support representative.The code is only valid for your computer.d. Click OK.e. In the Serial dialog, verify the Status is "Registered."f. Click Close.Your software is registered.The installation automatically continues, installing the Client and any other selectedfeatures.12.Continue through the installation steps and follow prompts.13.Click Finish to complete the installation.If the computer requires a reboot, Restart Now is selected on the Finish page. Allowthe system to reboot before attempting to run the software.PostrequisitesInstall AMS Machinery Manager Client on a workstation.3.3Install the AMS Machinery Manager ClientRun the AMS Machinery Manager installation program (RBMsetup.exe) on a computer inthe AMS Machinery Manager network. Choose the Client option.Prerequisites Install the AMS Machinery Manager Network Server on the server first. Verify the client computer meets the operating requirements for a workstation. Verify the workgroup or domain settings match on the Network Server computerand Database Server computer.Procedure1.Log on to the computer as a user with administrator rights.2.Browse to the shared folder on the Network Server. For example, \\Servername\RBMnet, where Servername is the computer's name.MHM-97402, Rev 2419
Network installationImportantDo NOT use a mapped drive path.3.Run RBMsetup.exe.ImportantOn Windows 7, right-click RBMsetup.exe and select Run as administrator. Click Cancel if theinstallation launches automatically when you insert the DVD. You must run the installationmanually.4.At the Options page dialog, make changes to the Select Features to Install list, ifdesired.You can install certain additional features on other computers in the AMS MachineryManager network. The Network Server option is disabled here since only onenetwork s
To add a technology or more licensed users, contact your Emerson Sales Representative. 1.2 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 manu
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Machinery Health Manager 5.61: 1.4.1 Servers Minimum requirements Supported Operating Systems Windows Server 2012 R2 Standard Edition(1), Windows Server 2008 SP2 Standard Edition, Windows Server 2008 R2, or Windows Server 2003 R2 SP2 Processor/ Memory Portable Systems 1.83 GHz Dual Core or better, 2 GB of RAM or more Online SystemsFile Size: 919KBPage Count: 72
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