AMS Machinery Manager v5.7 Quick Start Guide

AMS Machinery Manager

Version 5.7

Quick Start Guide

MHM-97498, Rev 3

April 2017

A man in casual attire working on a computer in an industrial setting. He is seated at a desk, interacting with a monitor that displays technical data and graphs. The background shows a large-scale industrial plant with extensive piping and infrastructure under a clear sky. The Emerson logo is visible at the bottom of the image.

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 12. 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 Sales Representative.

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: Toll free 888.367.3774, option 2 (U.S. and Canada)
+63.2.702.1111 (Rest of world)

Email: wwcs.custserv@AP.EmersonProcess.com

Web: http://www.emersonprocess.com/machineryhealthreg

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: Toll free 800.833.8314 (U.S. and Canada)
+65.6770.8711 (Europe and Middle East)
+63.2.702.1111 (Asia Pacific)

Email: ap-sms@emerson.com

Web: http://www.emerson.com/en-us/contact-us and select CSI TECHNOLOGIES from the Automation 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, visit http://www.emersonprocess.com/technicalsupport.

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

System TypeSupported Operating SystemsProcessor/MemoryNetworkBrowserScreen Resolution
Portable SystemsWindows Server 2016(1), Windows Server 2012 R2 Standard Edition(1), and Windows Server 2012 R2 Datacenter(1)1.83 GHz Dual Core or better, 2 GB of RAM or moreEthernet (TCP/IP protocol)Internet Explorer 7 or laterXGA (1024 x 768) or better
Online SystemsServer-class OS (implied)Server-class 2.33 GHz Dual Core or better, 2 GB of RAM or more

Requirements for laptops used with CSI 2600 systems

Supported Operating SystemsProcessor/MemoryHard drive capacityRS232NetworkBrowserScreen Resolution
Windows 10 Professional(1), Windows 7 Professional SP1, Windows 7 Ultimate, and Windows 7 Enterprise1.5 GHz or better, 2 GB of RAM or more250 GB or greaterOne available RS232 interfaceEthernet (TCP/IP protocol)Internet Explorer 7 or laterXGA (1024 x 768) or better

Additional recommendations

  • Media: DVD drive required for installation
  • Virtualization System:
    • Citrix XenApp 7.9 (Windows Server 2016)
    • Remote Desktop Services (Windows Server 2016 and Windows Server 2012)
    • VMware vSphere 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)

Antivirus

  • McAfee™ Endpoint Security 10.1
  • Norton Security Version 22.7 – Refer to Knowledge Base Article (KBA) NK-1600-0412 for antivirus configuration.
  • Symantec™ Endpoint Protection 12.1.6 – Refer to KBA NK-1600-0411 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 SystemsProcessor/MemoryNetworkBrowserScreen Resolution
Windows 10 Professional(1), Windows 7 Professional SP1, Windows 7 Ultimate, and Windows 7 Enterprise1.5 GHz or better, 2 GB of RAM or moreEthernet (TCP/IP protocol)Internet Explorer 7 or laterXGA (1024 x 768) or better

Communication requirements

RS232: For communication with the Spectro 5200 Trivector™ Analyzer, a PC must have an RS232 serial port, or use a serial-to-USB cable.

USB: A 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 recommendations

  • Media: DVD drive required for installation
  • Antivirus:
    • McAfee™ Endpoint Security 10.1
    • Norton Security Version 22.7 – Refer to Knowledge Base Article (KBA) NK-1600-0412 for antivirus configuration.
    • Symantec™ Endpoint Protection 12.1.6 – Refer to KBA NK-1600-0411 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.

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, 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.

  1. 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.
  2. 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.
  3. Click Install to start the installation.
  4. If you are using Windows Firewall, grant access to programs published by Emerson Process Management when prompted.
  5. When the Serial dialog appears, click Register Product to register the software now, or click Close to skip registration.

Note

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

  1. In the Serial dialog, click Register Product. The Register Product dialog appears. You need the Serial No. and Request No. during registration.
  2. Contact Product Support to register.
  3. Enter the Response code given to you by a Product Support representative.
  4. Click OK.
  5. In the Serial dialog, verify the Status is "Registered."
  6. Click Close. Your software is registered.

9. 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.

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

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.

Network Installation Overview

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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