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User GuideMHM-97402, Rev 23November 2014AMS Suite: Machinery Health ManagerVersion 5.61 Software Installation Guide

Copyright 2014 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 anylanguage in any form by any means without the written permission of Emerson.DisclaimerThis manual is provided for informational purposes. EMERSON PROCESS MANAGEMENT MAKES NO WARRANTY OF ANY KIND WITHREGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESSFOR A PARTICULAR PURPOSE. Emerson Process Management shall not be liable for errors, omissions, or inconsistencies that may becontained 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 EmersonProcess Management. The information in this manual is not all-inclusive and cannot cover all unique situations.Trademarks and ServicemarksSee http://www2.emersonprocess.com/siteadmincenter/PM Central Web Documents/marks.pdfME'scopeVES is a trademark of Vibrant Technology, Inc.All 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 . 112.12.22.3Chapter 3Install Machine History Viewer . 31Install AMS Standalone Data Transfer .35Install AMS Machinery Manager ODBC Driver .35Install AMS Machinery Manager CSI Data Provider . 36Install CSI USB drivers .42AMS Machinery Manager services . 455.15.25.3Chapter 6Network installation overview .17Install the Network Server .18Install the AMS Machinery Manager Client . 21Launch AMS Machinery Manager Client . 22Install a Secondary Database Server . 23Install an Online Server . 24Install Data Import Server and Data Import Client . 25Install Collaboration Tool . 27Update or install new features on the Network Server .28Additional installations . 314.14.24.34.44.5Chapter 5Install AMS Machinery Manager . 11Launch AMS Machinery Manager . 14Update or repair the installation . 14Network installation . 173.13.23.33.43.53.63.73.83.9Chapter 4Customized installation media .1Where to get help . 1Installation Types .2Operating Requirements . 6Primary server features and services . 45Secondary server features and services . 45Client installation features . 46Configure network computer communication .476.16.2Configure firewall settings . 47Service accounts . 52Appendices and referenceAppendix AFile locations . 55Appendix BRegister AMS Machinery Manager .59B.1B.2Appendix CRegister AMS Machinery Manager - Standalone system . 59Register AMS Machinery Manager - Network system . 60Update CSI Machinery Health Monitor firmware .63C.1C.2C.3MHM-97402, Rev 23Install the firmware on the FTP server . 63Reboot the CSI Machinery Health Monitor . 64Check the firmware version in AMS Machinery Manager . 64i

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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 Process ManagementSales 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.mhm.assetweb.com/reg1

Getting startedProduct SupportEmerson provides a variety of ways to reach your Product Support team to get the answersyou need when you need them:PhoneToll free 800.833.8314 (U.S. and Canada) 65.6770.8711 (Europe and Middle East) 63.2.702.1111 (Asia .assetweb.com/mhm and select Product SupportFor additional contact information for specific countries, visit http://www.SureService.comand select Technical Support and Customer Service.For Machinery Health experts in your area, visit http://www.assetweb.com/mhm andselect Contacts For Your Area.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 23

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 233

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.Figure 1-2: Local area network system exampleThis example does not attempt to show all supported hardware or configuration options.4MHM-97402, Rev 23

Getting startedMultiple-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.Figure 1-3: Wide area network system exampleThis example does not attempt to show all supported hardware or configuration options.(1) Use AMS Standalone Data TransferMHM-97402, Rev 235

Getting started1.4Operating RequirementsEmerson Process Management recommends the following resources for AMS Suite:Machinery Health Manager 5.61:1.4.1ServersMinimum requirementsSupported OperatingSystemsWindows Server 2012 R2 Standard Edition(1), Windows Server 2008 SP2 Standard Edition,Windows Server 2008 R2, or Windows Server 2003 R2 SP2Processor/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 8.1 Professional(1), Windows 8 Pro, Windows 7 Professional SP1, Windows 7Ultimate, or Windows 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 6Remote 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-97402, Rev 23

Getting started AVG Network Security 2014 Symantec Endpoint Protection 12.1 RU4 McAfee All Access 2014 —Refer to Knowledge Base Article (KBA) NK-1400-0342 forantivirus configuration. Trend Micro Premium Security — Refer to KBA AK-1400-0080 for antivirusconfiguration. Norton 360 Version 2014 — Refer to KBA AK-1400-0079 for antivirus configuration.Antivirus(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.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.1.4.2WorkstationsMinimum requirementsSupported OperatingSystemsWindows 8.1 Professional(1), Windows 8 Pro, Windows 7 Professional SP1, Windows 7Ultimate, or Windows 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 requirementsRS232 For communications with analyzers prior to the CSI 2130 Machinery Health Analyzer, aPC must have an RS232 serial port, or use a serial-to-USB cable. For communication with the Spectro 5200 Trivector Analyzer, a PC must have anRS232 serial port, or use a serial-to-USB cable.USB A USB 2.0 port is required for communications with the CSI 2140 Machinery HealthAnalyzer and CSI 2130 Machinery Health Analyzer. A USB 2.0 port is required for communication with the WDA Image Capture Kit.Additional recommendationsMediaMHM-97402, Rev 23DVD drive required for installation7

Getting started AVG Network Security 2014 Symantec Endpoint Protection 12.1 RU4 McAfee All Access 2014 —Refer to Knowledge Base Article (KBA) NK-1400-0342 forantivirus configuration. Trend Micro Premium Security — Refer to KBA AK-1400-0080 for antivirusconfiguration. Norton 360 Version 2014 — Refer to KBA AK-1400-0079 for antivirus configuration.Antivirus(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.1.4.3Localization considerationsYou 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 theseguidelines when preparing to install a localized version of AMS Machinery Manager.NoteYou may need to change your computer name before installing AMS Machinery Manager. A validcomputer name can have numbers 0-9, uppercase and lowercase letters A-Z, and the hyphen (-).Special characters ( ; : " * \ ? ,), accented characters, and other multibyte characters in acomputer name can cause problems and interfere with a successful installation of AMS MachineryManager software. Computer names cannot have only numbers, nor can they contain spaces.Windows 7 Professional, Windows 7 Enterprise, Windows Server 2008, and WindowsServer 2012Recommendations for Windows without Multilingual User Interface (MUI) support, forexample: Microsoft Windows 7 Professional, Windows 7 Enterprise, Windows Server 2008,and Windows Server 2012.8 Installing localized AMS Machinery Manager is supported on a Windows system ofthe same language with default regional settings. For example, install AMSMachinery Manager (German) on Windows (German). Installing localized AMS Machinery Manager on an English Windows system is notrecommended. 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 thecurrently installed AMS Machinery Manager language. For example, update AMSMachinery Manager v5.51 (German) to AMS Machinery Manager v5.6 (German). Tochange the AMS Machinery Manager language you need a full installation instead ofan upgrade. Avoid changing Windows regional settings. Changes may cause unexpectedbehavior in AMS Machinery Manager. Installing English AMS Machinery Manager on a non-English Windows system issupported for Windows (Japanese) only.MHM-97402, Rev 23

Getting startedAMS MachineryManager languageWindows languageeditionWindows regional settingsSupportedLocalized versionNative languageDefault (Native language)Yes (preferred)EnglishEnglishDefaultYesLocalized versionEnglishDefaultNot recommendedEnglishNative languageDefault (Native language)Japanese onlyEnglishEnglishChanged to non-default, non-EnglishNoWindows 8.1, Windows 8, and Windows 7 UltimateRecommendations for Windows with Multilingual User Interface (MUI) support, forexample: Microsoft Windows 8.1, Windows 8, and Windows 7 Ultimate. Installing localized AMS Machinery Manager on a Windows system where thematching language pack and regional settings have already been installed. Forexample, install AMS Machinery Manager (German) on Windows after installing theGerman language pack. When you upgrade AMS Machinery Manager, the language must match thecurrently installed AMS Machinery Manager language. For example, update AMSMachinery Manager v5.51 (German) to AMS Machinery Manager v5.6 (German). Tochange the AMS Machinery Manager language you need a full installation instead ofan upgrade. One language of AMS Machinery Manager is available per installation. If you changeyour regional settings or language pack after installing AMS Machinery Manager,strings may not display properly. Use the regional settings and language pack thatmatch the language you licensed for AMS Machinery Manager.AMS MachineryManager languageWindows languageeditionLocalized versionMUI with language pack settings match language packYes (preferred)Localized versionMUI with language pack EnglishNo (translated strings maynot display correctly)MHM-97402, Rev 23Windows regional settingsSupported9

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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 and Windows Server 2008, right-click RBMsetup.exe and select Run asadministrator. Click Cancel if the installation launches automatically when you insert the DVD.You must run the installation manually.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 automatic