Operation and Maintenance Manual

Transcription

1 Metrix Instrument Company 8824 Fallbrook Dr. Houston, TX 77064, USA Tel: After Hours Technical Assistance: Fax: Document Page 1 of 86

2 Table of Contents 1 System Description System Components Setpoint MPS OSI PI System Components Setpoint-PI Adapter Setpoint CMS Client Application For more Information Planning Your System Small Systems Using an Existing PI Server Large Systems Other Installation Deployments Time Synchronization Licensing Setpoint CMS Hardware Licensing Setpoint CMS Software Licensing OSI PI System Licensing CMS PI System Tags PI System Access (PSA) Licenses Installation Installing the PI System Installing the Setpoint-PI Adapter Installing the Setpoint CMS Client Application Security Opening the Firewall Port on the Server Configuration Configuring the SAM Network Settings Document Page 2 of 86

3 7.2 Configure the Machine Asset Hierarchy Configuring Waveform Collection Parameters Configure PI to connect to the Setpoint MPS Rack Configuring PI AF System Explorer Adding an AF Server to System Explorer Changing Configuration using PI System Explorer Adding Users to the PI AF Database Changing Attributes in the PI AF Database Configuring the Alarm List System Operation Starting/Stopping Data Collection Accessing Services is Windows Server Accessing Services in Windows Server Selecting the Database Setting Preferences Navigation Selecting a Machine from the Home Screen Searching for Machines or Points Navigating Using Bread Crumbs Selecting the time range Moving to the Current Time General Plot Controls Viewing Plots Scaling Plots Paging plots Changing the Number of Plots Shown Zooming in on a Plot Viewing Channel Information Document Page 3 of 86

4 8.5.7 Using Cursors Viewing Live Data Playback Function Plot Specific Controls Orbit, Timebase, Orbit/Timebase Spectrum Bode Shaft Centerline Bookmarks Viewing Alarms Viewing Alarms on the Trend and Bode Plots Viewing the Alarm List Troubleshooting Plot Messages Data Collection Problems Additional Functions Appendix PI Installation Questions PI ProcessBook Integration Launching Setpoint CMS Client from PI Process Book Launching the Setpoint CMS Alarm List from PI Process Book Trademarks and Copyrights Document Page 4 of 86

5 1 System Description 1.1 System Components The Setpoint CMS System Consists of these components: Setpoint MPS Rack with esam, UMMcm and TMMcm Modules Setpoint MPS Setup and Maintenance Software Applications Setpoint CMS Client Application Setpoint-PI Adapter PI AF Server, PI AF SQL Database, and PI AF Client (with SP1 or higher) PI Server PI Process Book (Optional) Figure 1 shows the system components. Computers may be combined as discussed in Section 2 depending on the number of assets and dynamic points. Setpoint Client App PI Interfaces PI Server Setpoint Client App DCS AF Server Figure 1: System Components Document Page 5 of 86

6 1.1.1 Setpoint MPS The Setpoint MPS (Machinery Protection System) is an API 670 machine protection system that also incorporates high speed data acquisition for fast trending and collection of dynamic waveform data. Metrix designed the Setpoint MPS system so that the high bandwidth condition monitoring data is separated from the critical protection data. Referring to Figure 2, note these design concepts: 1. A separate alarm logic bus prevents condition monitoring data from affecting inter-module alarm voting. 2. A separate condition monitoring network separates high bandwidth condition monitoring information from other protection system access data. 3. A proprietary network separates the protection system processor from the display and condition monitoring system processor. This protocol does not allow changes to critical machine protection parameters from the display or condition monitoring system. 4. A separate Ethernet port connects the condition monitoring data server to the Setpoint rack so that the high bandwidth condition monitoring data is separated from the critical protection data network. System Access Module (SAM) DAQ Ethernet Port Display and Condition Monitoring Data Module Proprietary Internal Protocol PI Server System Access Module Processor DCS Ethernet Port (Modbus TCP) Protection Network Controller Condition Monitoring Network UMM or TMM UMM or TMM UMM or TMM Alarm Logic Bus Figure 2: Setpoint Separation of Protection and Management Document Page 6 of 86

7 1.1.2 OSI PI System Components Setpoint CMS is based on the OSI PI System platform. Metrix has developed methods with OSI for storing waveform data into the PI Server database and for presenting standard machinery diagnostic plots for viewing and analyzing dynamic waveforms and transient data. This section contains a brief overview of the OSI PI System components. For more detail, refer to the OSI website PI Asset Framework Server PI Asset Framework (PI AF) lets you define a consistent representation of your assets and provide a structure for your information. Metrix uses PI AF Server to assign Setpoint MPS measurement points to your plant processes and machine trains PI Server PI Server is the real-time data collection, archiving and distribution engine that powers the PI System. Metrix and OSI have developed interfaces for storing dynamic waveforms and transient machine condition data on the PI Server along with the standard process data PI ProcessBook PI ProcessBook is the graphical user display interface for the PI System. Use PI ProcessBook to build machine train diagrams or process mimic diagrams and launch the Setpoint CMS Client Application directly from ProcessBook Setpoint-PI Adapter The Setpoint-PI Adapter is a software service that interfaces between the Setpoint MPS rack and the PI servers. The computer running the Setpoint-PI Adapter must also have the OSI PI AF Client application installed Setpoint CMS Client Application The Setpoint CMS Client Application is a display package that presents the machinery data stored in the PI System database in standard machinery diagnostic plots. This section describes the screens and plots available from the Setpoint CMS Client Application. The computer running the Setpoint CMS Client Application must also have the OSI PI AF Client application installed The Home Screen Figure 3 shows the home screen that displays top level machines and bookmarked datasets. Click on a machine or bookmark icon to navigate to the analysis screen for that machine or bookmarked dataset. Document Page 7 of 86

8 Figure 3: The Home Screen The Analysis Screen The Analysis Screen (Figure 4) provides navigation to the machine points and data display in the various plot formats described in this section. Figure 4: The Analysis Screen Document Page 8 of 86

9 Plots Orbit/Orbit + Timebase This screen allows visualization of orbit and orbit + timebase waveforms Timebase This screen allows visualization of timebase waveforms. Single or multiple channels can be displayed simultaneously, whether from the same bearing or multiple bearings Spectrum This screen allows you to view the vibration amplitude as a function of frequency. Document Page 9 of 86

10 Bode This screen allows you to view the 1X forward vector amplitude and phase as a function of shaft rotational speed Shaft Centerline The Shaft Centerline plot shows the movement of the shaft position over time. Document Page 10 of 86

11 Types of Data The Setpoint Universal Monitoring Modules (UMM) collect and send several different types of data that are stored in the PI System database. The software uses the various data types when creating the plot types as shown in Table 1. Table 1: Data Types Data Type Description Plot Using Static Processed and filtered values Trend, Shaft Centerline Vector Data Synchronously Sampled Waveforms Asynchronously Sampled Waveforms Speed Status Amplitude and Phase vector measurement at a specified multiple of running speed. Requires a Phase Trigger assignment. Data samples are collected in evenly spaced phase increments according to the current running speed. Requires a Phase Trigger assignment. Data samples are collected at a set sample rate. Information on the relationship between the speed pulses and the synchronous waveform. Alarm and OK status for each channel and measurement. Bode Orbit, Timebase, Spectrum in Orders Asynchronous Spectrum, Asynchronous Timebase Orbit, Timebase, Spectrum in Orders Alarm List Setpoint MPS continuously sends static data at a 80 ms rate to the PI Server. The PI System provides change detection that saves more samples while the machine conditions are changing rapidly and less samples when the machine is running at steady state. This provides superior data versus a fixed pre-event buffer that may or may not have frozen data while the machine condition was changing. Document Page 11 of 86

12 1.2 For more Information Download datasheets and other information from Metrix at Setpoint MPS Operation and Maintenance Manual Document # Get more information on the PI System at PI Server 2012 Configuring Security Document Page 12 of 86

13 2 Planning Your System There are several different implementations for the Metrix Setpoint CMS system. Each will be discussed in this section: Implementing a small system (< 300 Points) Implementing a large system (> 300 Points) Time Synchronization You can implement your Metrix Setpoint CMS System as part of an existing PI System or as a separate system. 2.1 Small Systems You can install all OSI PI System software components and the Setpoint CMS software on a single stand-alone computer. Refer to the PI Asset Framework Installation Guide for installation information. The Setpoint CMS dynamic data collection creates data much faster than for standard process points so the number of dynamic data points is much lower than the number of standard process points that OSI specifies. Metrix recommends a computer with a minimum of: Windows Server 2008 or Windows Server 2012 Use SQL Server Express edition or higher 16 GB RAM 1 TB storage minimum Minimum 4 processor cores (8 recommended) Limit the total dynamic point count to 300 points or less. 2.2 Using an Existing PI Server If you are already using OSI s PI System in your plant, you can use the existing PI Server provided that: You have PI Server version 2010 or later. PI Asset Framework 2012 SP1 or later. See Section 11.1 for a list of questions concerning using existing PI Servers. Contact Metrix Service to discuss these questions. Document Page 13 of 86

14 Note: Limit the maximum number of dynamic points to 30 for a PI 2010 server. A PI 2012 server or later can support 300 points. 2.3 Large Systems For systems with more than 10,000 assets, and moderate-to-high workloads and point counts, OSIsoft recommends that you: Install Microsoft SQL Server on a separate computer from PI Server. Install PI AF server on either the PI Server or SQL Server computer. Use Microsoft SQL Server Standard or Enterprise edition instead of Express edition. For best performance and improved security, OSIsoft recommends that you install SQL Server on a different computer from PI Server. OSIsoft also recommends at least two physi cal drives on the PI Server computer. 2.4 Other Installation Deployments The PI Asset Framework Installation Guide discusses other installation deployments including high availability designs. When running the CMS Client application on a separate computer from the servers, the computer should have at least 4 GB RAM and a 3 rd Generation Intel processor or equivalent. 2.5 Time Synchronization If you are collecting machine data from several sources, you will need to time synchronize your Setpoint MPS in order to keep the timestamps aligned between the Setpoint CMS data and process data collected from other instruments. The Setpoint MPS supports setting the system time via Modbus. When using Modbus to set the time, you will need to program your Modbus client to periodically write the current time to SAM time Modbus registers. Refer to the Setpoint MPS Operation and Maintenance Manual for information on programming the SAM time Modbus registers. Document Page 14 of 86

15 3 Licensing 3.1 Setpoint CMS Hardware Licensing All Setpoint CMS licenses are purchased through the condition monitoring ready hardware. There are only two requirements: Rack must have an esam. You must purchase UMMcm or TMMcm modules. Note: Metrix Service can upgrade existing monitoring modules to condition monitoring ready modules in the field. Contact Metrix Service for more information. 3.2 Setpoint CMS Software Licensing The Setpoint CMS software is provided at no charge and is not licensed. However, Metrix requests that you register your CMS software so we can notify you of available updates. 3.3 OSI PI System Licensing In order to license the Setpoint CMS system with the PI Server, you will need these licenses: CMS tag licenses PI System Access (PSA) license for the Setpoint-PI Adapter PI System Access (PSA) license for additional users CMS PI System Tags OSI licenses data by tag. Setpoint monitors consume varying numbers of tags depending upon the configuration. Metrix has negotiated a per module licensing agreement with OSI that provides tags for all static and dynamic data produced by Metrix MPS monitor modules. Note: PI tags purchased under the Metrix module licensing agreement can only be used for data originating from Metrix Setpoint MPS modules. Document Page 15 of 86

16 Note: Channels assigned with an Asset Path (See Section 7.2) are automatically assigned tags. If you do not wish to include data from a Setpoint MPS channel in PI, do not set the Asset Path. If you already have tag licenses from OSI, Table 2 shows the number of tags required for Setpoint CMS. To calculate the total number of tags, use the Setpoint Setup application and count the total number of measurements as seen on the Measurement View and the total number of waveforms as seen in the Waveform Configuration View (See Section ). Then multiply these by the values shown in Table 2. Table 2: PI System Tags Required Use Tags Required Notes Adapter Service 1 One required per Adapter Service computer Rack 1 For each rack Measurement and Status 2 Per measurement Waveform and Status 2 Per Synchronous or Asynchronous waveform Waveform Interesting Index 1 Per channel Document Page 16 of 86

17 Table 3: Tags Required by Channel Type Channel Type Universal Monitoring Module Data Returned PI Tag Consumption Waveform 1 Non-WF Max Min Typical Sync Async Static 2 Measurements Available Accel - Std Accel - Env Accel - Aero Axial Pos'n CE - Single CE - Dual * DE CIDE * RDE * Discrete Dyn. Pres Ecc Impact Phase Trig Process Var Radial Vib'n Shaft Abs * RV - Hydro Rev. Rot'n * Rod Drop Valve Pos'n Vel - Std Vel - Aero Vel- Hydro Vel - Recip Zero Speed * Temperature Monitoring Module Temperature Process Var Rack 3 System 4 Document Page 17 of 86

18 Notes: 1. Waveform Data Tag Consumption 2 tags for each sync waveform per channel 2 tags for each async waveform per channel 1 tag for interestingness index per channel (waveform-capable channels only) 2. Static Data Tag Consumption 2 tags for each measurement (1 for value, 1 for status) 3. Rack Tag Consumption 1 tag per rack System Tag 4. Consumption SETPOINT-to-PI adapter 1 tag per adapter * Denotes configuration selection that uses two sensors and consumes two UMM channels. Measurement count is combined total for channel pair. If sync and/or async waveforms are indicated as available, they are available from each channel individually. Example: A system with one adapter service connected to 3 racks. Each rack is collecting 96 measurements and 32 waveforms from 16 channels. Total Tags = (1 tag x 1 Service) + (1 tag x 3 Racks) + (2 tags x 96measurements x 3 racks) + (2 tags x 32 waveforms x 3 racks) + (1 tag x 16 channels x 3 racks) = 820 tags PI System Access (PSA) Licenses OSI Licenses all devices reading from or writing to the PI System database. You will need a PSA license for the Setpoint-PI Adapter to publish data to the PI server and PSA licenses for any additional users that need access to the CMS data. Document Page 18 of 86

19 4 Installation 4.1 Installing the PI System Refer to the OSI PI System installation manuals when installing the OSI PI System components. The recommended installation order is: 1. PI AF Server PI Server 3. PI AF Client 2012 with SP1 or higher 4. Reboot the Server 4.2 Installing the Setpoint-PI Adapter Click on the Install.Collector.Service.msi file to install the Setpoint-PI Adapter and configuration application. Accept the license agreement and follow the instructions shown on the screen. Note: The computer running the Setpoint-PI Adapter must also have the PI AF Client with SP1 (or higher) application installed. Application Alert: Server OS upgrades can cause the server to restart resulting in loss of data. Turn automatic updates off to prevent data loss. During the install process you will be prompted to enter Log On Credentials for the Setpoint-PI Adapter Service as shown in Figure 5. If the PI Adapter Service is installed on the same computer as the PI Server and PI AF Server, you can select Run service as a Local System. If not, fill in an Administrator Account and password or other user with PI AF server write access logon information. Click the Test Credentials button to verify the Account and Password are valid. Document Page 19 of 86

20 Figure 5: Setting the Adapter Service Log On Credentials 4.3 Installing the Setpoint CMS Client Application Click on the Install.CMS.msi file to install the CMS application. Accept the license agreement and follow the instructions shown on the screen. Note: The computer running the Setpoint CMS Client Application must also have the PI AF Client with SP1 (or higher) application installed. Document Page 20 of 86

21 5 Security The OSI PI System has security methods to protect against unauthorized writing, reading, or changing data in the databases. You can set access permissions by user following the OSI procedures. If you have an existing OSI PI System, your system administrator will need to set up the permissions. Metrix Service can also provide assistance in setting up security access. To set user permissions for simple systems or for quick implementation, follow the instructions in this section. Open the PI System Management Tools by clicking on the icon as shown in Figure 6. Figure 6: Opening the PI System Management Tools from Windows Server 2012 Note: For Windows Server 2008 open PI System Management Tools from the Start button. Document Page 21 of 86

22 Expand Security in the tree and select Mappings & Trusts. Assign users to the PI System database as shown in Figure Connect to the Server. 2. Expand tree and select Mappings & Trusts. 3. Click New User to open the Add New Mapping dialog. Figure 7: Adding Users Referring to Figure 8, fill in the Windows Account for the new user. The Windows SID will fill in automatically. The Description is not required and can be left blank. The PI Identity sets the access level for the PI Server. Consult with your PI Administrator for the appropriate PI identity for the new user. Note: The server computer must be connected to the same network domain as the users you are adding. Figure 8: Add New Mapping Dialog Document Page 22 of 86

23 Note: Though you can map individual users to PI identities, it is not a recommended practice. OSI recommends using Domain Groups to manage access. Refer to the OSI document PI Server 2012 Configuring Security for best practices when creating and mapping Domain Groups. Document Page 23 of 86

24 6 Opening the Firewall Port on the Server If you are running a firewall on your Server, you will need to open the ports used by the Setpoint CMS Setpoint-PI Adapter Service. These ports are required: Table 4: Communication Ports Port Description 8001 Communication between the Setpoint MPS rack and the Setpoint-PI Adapter 5450 PI AF Client to PI Server 5457 PI AF Client to PI AF Server 137, 138, 139, 88 AF Server to Domain Controller Note: The PI System Ports shown are defaults. Verify that you have opened the ports your PI System is configured to use. Change the Firewall Ports from: Control Panel -> System and Security -> Windows Firewall as shown in Figure 9. Document Page 24 of 86

25 Choose Advanced settings. Figure 9: Windows Firewall Settings 1. Click Inbound Rules. 2. Select New Rule. Figure 10: Windows Firewall Advanced Security Document Page 25 of 86

26 Check Port. Figure 11: Setting the Rule Type Check TCP. Enter the port number to open. Figure 12: Specify the Port Document Page 26 of 86

27 Check Allow the connection. Figure 13: Allow the Connection Check all three. Figure 14: Setting the Rule Application Document Page 27 of 86

28 Figure 15: Setting the Port Rule Name You will need to repeat the steps in Figure 10 through Figure 15 creating Inbound and Outbound rules for each of the ports shown in Table 4. Document Page 28 of 86

29 7 Configuration You will need to configure your Setpoint system for proper operation. Configuration includes: Configuring the SAM DAQ network settings Configuring the machine asset hierarchy Configuring the waveform collection parameters Configuring the Setpoint-PI Adapter to connect to the Setpoint MPS rack and PI AF Server. Configuring PI AF System Explorer 7.1 Configuring the SAM Network Settings Use the Setpoint Setup software to configure the Setpoint MPS rack. Refer to the Setpoint MPS Operation and Maintenance Manual. This section describes how to configure the SAM network settings for communication with PI. The SAM uses the DAQ Ethernet port to communicate condition monitoring data to PI. You must set the Setpoint Ethernet network communication parameters to be compatible with your data acquisition computer and network. Highlight the SAM row and then click the properties tab. Check DAC Enabled and set the DAC IP information. Figure 16: Opening the SAM Properties Document Page 29 of 86

30 Set the parameters below. Other parameters shown are for the SAM Modbus communication and are discussed in the Setpoint MPS Operations and Maintenance Manual. Rack Name Assign a name to the Setpoint MPS rack. The Setpoint-PI Adapter uses this name when creating unique tags in the PI database. DAC Enabled Check this box to turn on the DAC Ethernet port for connection to CMS. DAC IP Address The Internet Protocol (IP) address is used by the Ethernet switching equipment to route packets. Each device on a network subnet must have a unique IP address. Consult your network administrator for a static IP address. The default IP address is Setpoint only uses static IP addresses. DHCP (dynamic address assignment) is not supported. DAC Subnet Mask The subnet mask is used to identify the IP address bits that define a subnet. Consult your network administrator for a valid subnet mask. The default subnet mask is DAC Default Gateway The default gateway is the address used when a client resides on a different subnet. Typically the default gateway is the address of a router used to route packets between the subnets. Consult your network administrator for a valid default gateway IP address. 7.2 Configure the Machine Asset Hierarchy The PI Asset Framework imports your plant and machine hierarchy from the Se tpoint MPS rack. Use the Setpoint Setup software to configure the hierarchy by opening the Asset Framework View from the Channels View as shown in Figure 17. Document Page 30 of 86

31 1. Select the Channels View. 2. Select Asset Framework from the drop list. Figure 17: Opening the Asset Framework View Configure the parameters described below from the Asset Framework View (Figure 18). Figure 18: The Asset Framework View Document Page 31 of 86

32 Asset Path The asset path provides a method for creating an asset hierarchy in PI AF. You can view the hierarchy using PI System Explorer as shown in Figure 19. The backslash (\) separates the asset levels. The asterisk (*) following a level determines where the Asset Path will be truncated at when displayed on the home screen. Example: An asset path set to Alky*\Compressor 65CC201\ would create two levels: + Alky + CompressorCC201 Alky would appear on the icon on the home screen. You can also define the Asset Path using wild cards. Table 5: Asset Path Wildcard Characters Wildcard Description %RACK% %A1% Rack Name Asset 1 Name %A2% Asset 2 Name %SLOT#% Slot Number %CH#% Channel Number Document Page 32 of 86

33 An Asset Path set to %Rack%*\%A1%\%A2% would be set to RACK NAME\ASSET 1 NAME\ASSET2 NAME. Figure 19: PI System Explorer Hierarchy In this case the asset path was entered as: Minden\Unit 501\B4 Using wildcards, the %Rack%*\%A1%\%A2% will give the same hierarchy if the Rack Name is Minden, Asset 1 is Unit 501 and Asset 2 is B4. Dynamic Collection Rate (Minutes) Whenever the dynamic collection rate time expires, Setpoint CMS stores the waveform that has changed the most during the collection interval. Worst case, the maximum time between stored waveforms can be twice the Dynamic Collection Rate. Setting a short dynamic collection rate can cause the Setpoint CMS to collect very large amounts of data as shown in Table 6. Setpoint CMS will automatically collect and store more waveforms during transient conditions so the dynamic collection rate does not need to be set low to achieve good waveform collection when the machine state is changing. Document Page 33 of 86

34 Table 6: Dynamic Collection Rate Data Storage for 2048 Sample Waveforms Dynamic Collection Rate Data Stored for 1 Channel over 1 Year Data Stored for 300 Channels over 1 year. 1 minute 25.8 GB 7.7 TB 20 minutes 1.3 GB 390 GB 2 hours 216 MB 65 GB 1 day 18 MB 5.4 GB Note: Data collection during transient operation can be much higher than steady state. Size your hard drive space accordingly. Dynamic Collection % Change Threshold The Setpoint monitor will freeze a dynamic waveform sample when any of the measured variables change by the configured % of the danger setpoint. If there is no danger alarm set, the monitor uses the percentage of the configured full scale. Example: The configured radial vibration danger alarm is 4 mils pp The current vibration level is 1.5 mils pp. The Dynamic Collection % Change Threshold is 3% Document Page 34 of 86

35 If the data value changes by 0.12 mils pp (3% x 4 mils pp) then the UMM will collect a dynamic waveform. This will occur in either direction, if the amplitude increases to 1.62 mils pp or drops to 1.38 mils pp. The speed of an associated Phase Trigger is also included in the threshold. The UMM collects waveforms on changing speed or amplitude. The speed is scaled from 2000 rpm so a 3% threshold would collect a waveform every 60 rpm. For reference, a machine startup collecting sixty, 2048 point waveforms would require approximately 1.8 MB for each channel associated with a phase trigger and 0.9 MB for each channel not associated with a phase trigger. Document Page 35 of 86

36 7.3 Configuring Waveform Collection Parameters Setpoint CMS uses configuration information that is set in the Setpoint Setup application when the Setpoint MPS is configured Channel Pairs for Orbits Channel pairs are fixed as channels 1 and 2 or channels 3 and 4 on a UMM. The configured transducer orientations determine which channel is X and which is Y Dynamic Data supported by channel type These channel types support Fast trend data, Synchronous Waveforms and Asynchronous Waveforms. Radial Vibration Velocity Acceleration Shaft Absolute Velocity Shaft Absolute Radial Vibration Dynamic Pressure Hydro Displacement Hydro Velocity Recip Rod Drop Recip Impact Recip Crankcase Velocity These channel types support Fast Trend data and Asynchronous waveforms. Eccentricity Enveloped Acceleration (raw, nonenveloped waveforms) Phase Trigger Reverse Rotation (A and B channels) These channel types support Fast Trend data only. Zero Speed (A and B channels) Axial Position Temperature Process Variable Case Expansion Differential Expansion (Single, Ramp, or CIDE) Discrete Input Valve Position Note: If you created your rack configuration with Setpoint Setup software older than version 3.0, you will need to manually add in the waveforms. Refer to the Setpoint MPS Operations and Maintenance manual for information on adding measurements. Document Page 36 of 86

37 Setting sample rates Follow the instructions in this section for setting the waveform sample rates. You can change the sample rates from either the Setpoint Configuration Software or from the Setpoint CMS application (Version 1.5 or later).. Caution: The Setpoint Configuration Software resets the monitors after configuration which can interrupt machine protection. Use Setpoint CMS application to change sample rates independently of machine protection. (Version 1.5 or later) Enter the Waveform Configuration View from the Measurements View as shown in Figure Go to Measurements View. 2. Select Waveform from the drop list. Figure 20: Entering the Waveform Configuration View Configuring Synchronous Waveforms Synchronous Waveform data collection is configured in terms of the number of samples collected per shaft revolution, evenly spaced in phase. Higher sample rates give better Orbit and Timebase resolution but more coarse resolution for spectrums displayed in orders. More samples (or revolutions) take longer to collect and provide greater spectrum resolution. Document Page 37 of 86

38 Table 7: Synchronous Sampling Configuration Rate Maximum Speed 128X 12,500 rpm Number of Samples Revolutions Spectrum Range, Resolution Collection time at 3600 rpm X, 0.125X 133 ms X, X 267 ms 64X 32X 16X 25,000 rpm 50,000 rpm 100,000 rpm X, X 267 ms X, X 533 ms X, X 533 ms X, X 1.07 s X, X 1.07 s X, X 2.13 s The collection time is dependent on speed. The software shows the data collection time for a machine running at 60 Hz (3600 rpm). You can estimate the data collection time for your machine speed by multiplying the time shown by 3600 rpm and dividing by your machine speed in rpm Configuring Asynchronous Waveforms You can change the asynchronous sample rate and number of samples collected to optimize your spectrum display. Remember, as the number of lines increases, the amount of time it takes to collect the spectrum increases. If the machine speed is changing, this can cause smearing of the spectrum. Table 8: Asynchronous Sampling Configuration Sample Rate Span Number of Samples Spectrum Lines Resolution Time to Collect 256 sps 100 Hz Hz, 15 cpm 4 s Hz, 7.5 cpm 8 s 512 sps 200 Hz Hz, 30 cpm 2 s Document Page 38 of 86

39 Hz, 15 cpm 4 s 1280 sps 500 Hz Hz, 75 cpm 0.8 s Hz, 37.5 cpm 1.6 s 1000 Hz Hz, 150 cpm 400 ms 2560 sps Hz, 75 cpm 800 ms 2000 Hz Hz, 300 cpm 200 ms 5120 sps Hz, 150 cpm 400 ms sps 5000 Hz Hz, 750 cpm 80 ms Hz, 375 cpm 160 ms sps Hz Hz, 1500 cpm 40 ms Hz, 750 cpm 80 ms sps Hz Hz, 3000 cpm 20 ms Hz, 1500 cpm 80 ms 7.4 Configure PI to connect to the Setpoint MPS Rack You need to point the Setpoint-PI Adapter to the Setpoint rack it will be collecting data from and to the PI AF server containing information about machine asset hierarchy. Do this through the Setpoint-PI Adapter Setup program installed in Section 4.2. Choose the name of the PI AF Server. If this is the first time the software is opened, there will be a default rack listed at IP address Change this IP address to your rack IP address as set in Section 7.1. Otherwise, click Add to add a rack to the server. The Setpoint software will automatically upload configuration information from the rack and build the PI AF asset hierarchy. Click Save to keep your changes and to build the hierarchy. Note: The Setpoint-PI Adapter can resolve PI servers by name (DNS) or by IP Address. PI AF client must be installed on the service computer and the service started before configuring the Setpoint-PI Adapter. Document Page 39 of 86

40 1. Select the PI AF Database 2. Set the rack IP address. 3. Click Save to connect to the rack. Figure 21: Configuring the Setpoint-PI Adapter Communication Port The communication port is the Ethernet communication port that CMS is using. The port must be opened through firewalls between the Setpoint rack and the Setpoint-PI Adapter. Status and Status Time The Status and Status Time indicates the state of the Setpoint-PI Adapter. Table 9 Setpoint-PI Adapter Status Status Description Startup Gathering Rack Configuration Creating AF hierarchy Collecting Rack Name The service is starting up. The service is uploading the Setpoint MPS rack configuration. The service is building the PI AF hierarchy from the Setpoint MPS rack configuration, allocating tags, and loading the hierarchy into the PI AF Server. The service is running and collecting data from the listed Setpoint MPS rack. Error Status and Error Status Time Contact Metrix Service if the Setpoint-PI Adapter shows errors. Document Page 40 of 86

41 7.5 Configuring PI AF System Explorer The Setpoint-PI Adapter will automatically create the PI AF hierarchy and configuration when connected to PI AF and the Setpoint rack. You will need to perform the steps in this section to view or change Setpoint configuration information and Events through PI System Explorer. Add an AF Server Connect to the database Adding an AF Server to System Explorer Follow the steps shown in Figure 22 to Figure 25 to add an AF server to System Explorer. Click the Database button to open the Select Database dialog. Figure 22: Opening the Database Selection Click the ellipsis button to open the AF Server dialog. Figure 23: Opening the AF Server Dialog Document Page 41 of 86

42 Click Add AF Server. Figure 24: Adding an AF Server Fill in the name of the AF Server and click Connect. PI will connect to the AF Server. Click OK. Figure 25: Filling in the AF Server Properties Document Page 42 of 86

43 7.6 Changing Configuration using PI System Explorer You can use the PI System Explorer to make changes to the configuration without affecting the Setpoint MPS rack. Use PI System Explorer to change: Transducer Orientation angle Transducer Orientation Direction Direction of Rotation Bearing Clearances Note: These changes only affect the information shown in the Setpoint CMS Client Application. Changes made in PI System Explorer are not sent down to the Setpoint MPS rack and will not change the front panel display or machine protection. Note: The sample rates cannot be changed except through the Setpoint Setup software. Changing these in PI System Explorer has no affect. Note: You must have read/write permissions on the AF Server to make changes to the attributes. Document Page 43 of 86

44 7.7 Adding Users to the PI AF Database Follow the steps in Figure 26 through Figure 28 to give permission to a Domain user to make changes in the AF configuration. 1. Click Database. 2. Right click the database you need permission for. 3. Select Security. 4. Select Elements. Figure 26: Accessing Element Permissions Document Page 44 of 86

45 Click Add to open up the Windows Security dialog to add the new user. Figure 27: Adding Database Permission Fill in the Windows Account name and password for the user requesting permission. Figure 28: Filling in the User Information for Domain Permission. Document Page 45 of 86

46 Add the user or group name and click the Check Names button to verify the name. If the name passes the check, click OK. Figure 29: Adding the User or Group Document Page 46 of 86

47 7.8 Changing Attributes in the PI AF Database Follow the steps in this section to change attributes such as bearing clearances and probe orientations that are stored in the PI AF Database. Open PI System Explorer and follow the step given in Figure Expand the machine hierarchy until you find the point you need to change. 2. Click the Attributes tab. 3. Click the attribute value to want to change and enter the new value. 4. Click Check In to save your changes. Figure 30: Editing PI AF Point Attributes 7.9 Configuring the Alarm List The Setpoint MPS alarm list is available from the PI AF System Explorer in addition to the Setpoint MPS front panel display and Setpoint Maintenance software. Follow the instructions in this section to view the Alarm List from the PI AF System Explorer 1. Open PI System Explorer 2. Select Event Frames Document Page 47 of 86

48 Click Event Frames and then right click the Event Frame Search 1. Select Properties. Figure 31: Alarm List in PI System Explorer 3. Set the Search Criteria. Right click on the Event Frame Search 1 and select Properties. The Event Frame Search Criteria window will open. Set the search criteria to Backward using Start Time with Search start = *+1d (current time + 1 day) to get a listing of alarm events with the most recent event first. Set Search to Backward using Start Time and set the Search start to *+1d. Figure 32: Alarm Event Search Properties Document Page 48 of 86

49 4. Rename the search. You can right click on the search and select rename. Type in Alarm Event Search. You can organize the columns shown by right clicking on the header in the alarm list and selecting Column Visibility as shown in Figure 33. Select Show Attribute Columns to see the additional information provided by Setpoint such as Severity, Slot Number, Channel Number, etc. Turn off unused columns as desired. Figure 33: Formatting the Alarm List Columns Right click the headers and select Column Visibility. Turn on Show Attribute Columns and turn off other columns as desired. Metrix recommends showing these columns and attributes: Name: Direction and severity combined into an event name. Start Time: The time the event occurred. Channel: The channel originating the event. Direction: The event direction, in or out. Event Type: The event type, alert or danger. Severity: The event severity. Exit events are provided for information. Slot: The slot number of the monitor originating the event. Source: The rack name originating the event Type: The type of channel originating the event. Document Page 49 of 86

50 8 System Operation This section describes the typical usage of the Setpoint CMS system. 8.1 Starting/Stopping Data Collection You may want to stop data collection while servicing your machine to prevent bad data from being placed in the database. To stop or restart data collection, follow the instructions in this section Accessing Services is Windows Server 2012 Go into the Windows Server Manager. Click Tools to get a drop list of options and select Services as shown in Figure Click Tools to get a drop list of options. 2. Select Services. Figure 34: Windows Server Manager in Windows Server 2012 Scroll down the list of services to Setpoint-PI Adapter. Right click this service and select Properties as shown in Figure 35. Document Page 50 of 86

51 1. Select Setpoint-PI Adapter. 2. Right click and select Properties. Figure 35: Accessing the Adapter Configuration in Windows Server Accessing Services in Windows Server 2008 In Windows Server 2008, you can open Server Manager by right clicking on Computer and selecting Manage as shown in Figure Right Click Computer. 2. Select Manage. Figure 36: Opening Server Manager in Windows Document Page 51 of 86

52 When Server Manager opens, expand Configuration and select Services as shown in Figure Expand Configuration 2. Select Services. 3. Select Setpoint-PI Adapter.. Figure 37: Accessing the Service Configuration in Windows Server 2008 You can stop or restart the service either by right clicking the Setpoint-PI Adapter or by using the links on the left. Document Page 52 of 86

53 To stop or restart, use the links on the left or right click and select the action from the drop list. Figure 38: Starting/Stopping the Setpoint-PI Adapter 8.2 Selecting the Database Follow the instructions in this section to connect your Setpoint CMS software to the PI AF Server that has your machine information. 1. Click the Database button on the Home Screen as shown in Figure 39. Figure 39: The Database Button Document Page 53 of 86

54 Figure 40: Selecting the AF Server 1. Click the arrow to get a drop list of the available PI AF Servers. 2. Click the Connect button to establish the connection with the PI AF Server. Note: If you are already connected to that server, the Connect button will be disabled. 3. Select your machine database from the list of databases shown. 4. Click OK. Document Page 54 of 86

55 8.3 Setting Preferences The preferences apply to all open plots. You can change preferences at any time to update all open plots. Use the Preferences view to configure how you prefer to view the data including: Default units for measurement types (e.g. Displacement, Velocity, Pressure) Set default plot scaling and manual plot scaling Plot specific preferences (See Section 8.6) Playback Duration Click the Preferences Icon to set default configuration values. Figure 41: The Preferences View Click the Preferences icon to toggle the Preferences View off. Use the Default Units and Scales section to set the units for each class of measurement and the manual full scale. When auto-scale is turned off, all plots will be scaled to the configured ranges. See section for information on setting the Waveform and Spectrum Settings. See section for information on setting the Time Range Settings. Document Page 55 of 86

56 8.4 Navigation Setpoint CMS provides several ways to navigate to the data for your machine points: Select a machine at the Home Screen Search for a point Use Bread Crumbs Use Bookmarks Selecting a Machine from the Home Screen Click on any of the machine icons to open the Analysis Screen for that machine. Click a machine icon to navigate to that machine. Figure 42: Navigating from the Home Screen Note: If the Home Screen is blank, verify that you have configured an asset path to show on the home screen. See Section 7.2. Document Page 56 of 86

57 8.4.2 Searching for Machines or Points If you know the name of your machine or the point you are looking for, you can quickly navigate to the point data using the search function. Type the name you are looking for in the search box and the software will list of points containing the search term. Selecting the point name will bring up the data for that point. Figure 43: Searching for Machines or Points Document Page 57 of 86

58 8.4.3 Navigating Using Bread Crumbs The software lists the path to the selected machine as a bread crumb trail. Clicking the drop down arrow at the right of each level shows the subcomponents enabling you to quickly navigate between machine cases. Click on the Bread Crumb trail to get a list of sub components. Figure 44: Navigating from the Bread Crumbs Document Page 58 of 86

59 8.4.4 Selecting the time range You can easily select the plot time range using time controls at the bottom of the screen. By default, the analysis view opens with the timeline overview shown and most recent 24 hours selected. There are several ways to change the time range: 1. The 1 Hour, 1 Day, and 1 Week time buttons resize the selected time to the chosen duration. 2. The + (Zoom In) and (Zoom Out) buttons decrease or increase the selected time range by half. 3. The timeline overview handles can increase or decrease a side of the selected data. Click on the handles and drag to change the window size. 4. The timeline overview slider can move the data window start and end time. Click on the slider and drag to change the window start and end times while holding the duration constant. Click the magnifying glass icon to bring up the timeline detail as shown in Figure 45. Clicking at a point on the timeline detail will cause all dynamic plots (e.g. Orbit, Timebase, Spectrum) to move to the dynamic sample collected closest to the selected time. You can also select a region in the timeline detail to specify the time range. Document Page 59 of 86

60 Click the magnifying glass icon to open the timeline detail. Click in timeline detail to set a dynamic cursor. Figure 45: The Timeline Detail Drag the mouse across the Timeline Detail to rubber-band zoom on a section of data. Zoom in on a specific time range by rubber band zooming in the Timeline Detail. Figure 46: Rubber-Band Zooming in the Timeline Detail Document Page 60 of 86

61 After selecting the time range, you can hide the timeline overview and timeline details by toggling the buttons to maximize the area available for showing plots Moving to the Current Time Click the clock icon to move to selected time range to end at the current time. 8.5 General Plot Controls Viewing Plots After navigating to a point, clicking one of the plot buttons will open that plot type for the selected point. Figure 47 shows Timebase and Spectrum plot types active. CMS displays the Timebase and Spectrum plots for the active points. Figure 47: Activating Plot Types Document Page 61 of 86

62 Inactivating a Plot Click on the plot button to turn the plot type off for all selected points Hiding Plots using Flags You can show specific plots and hide others using the flags. Choose the plots you want to view by clicking on the flag icon as shown in Figure 48. The flag will change from black to orange for selected plots. After selecting plots, click the flag button to hide all plots that were not flagged. Clicking the flag button again will show all plots. Click the flag icons to flag the plots you want to keep. Then click the flag button to hide all plots not flagged. Figure 48: Show Flagged Plots Scaling Plots You can scale plots automatically according to the data amplitude or manually to a set range Manually Scale All Plots Use the Preferences button (See Section 8.3) to set a manual scale across all plots. When auto scaling is off all plots will scale to the set manual scale preference. Document Page 62 of 86

63 Auto Scaling Individual Plots You can scale plots automatically according to the data using the Auto Scale button. Toggle the Auto Scale button off to return the plots to the configured manual scale Paging plots Once the number of selected plots exceeds what is shown on one page, arrows will appear at the right and left sides of the screen to allow you to page between the plots. Clicking on the arrow moves to the next set of plots. The dots at the top of the view indicate the number of plot pages and which page you are on. Dots indicate the number of pages and what page you are on. Click arrows to page between plots to the left or right Changing the Number of Plots Shown You can change the number and size of the plots shown using the plot layout buttons. You can configure the Setpoint CMS Client Application to display 1, 2, or 4 plots on a single screen. Document Page 63 of 86

64 8.5.5 Zooming in on a Plot You can zoom in on a plot section by holding down the mouse button and selecting a region to zoom in on as shown in Figure 49. Drag the cursor across the plot to select an area to zoom in on. Figure 49: Zooming in on a Plot Section You can also use the mouse scroll wheel to zoom in or out on a plot Viewing Channel Information To see more channel information you can hover over the channel information to bring up addition channel information such as transducer orientation and the data timestamp. Moving the cursor away from the plot header will cause the information box to disappear. Document Page 64 of 86

65 Hover the cursor over the channel information to see additional information. Figure 50: Hovering to See Additional Channel Information To continuously show the probe orientations and timestamps, click the Show Full Plot Header button in the preferences (See Section 8.3). Figure 51: Show Full Plot Header Button When Show Full Plot Header is active, the additional information appears as a second line in the plot header as shown in Figure 52. Document Page 65 of 86

66 When Show Full Plot Header is active, a second line of additional information displays. Figure 52: Full Plot Header Using Cursors Cursors provide you with a numerical readout of the value at a specific point on the plot. Click on plot to activate cursors. Use the right/left arrow keys to move the cursors to the right or left. You can create separate cursors on separate plots each showing the cursor time and the data values at that time. Document Page 66 of 86

67 Click on the plot to create a cursor. The value at the cursor is shown in the box. Figure 53: Cursors To hide the cursors, click the hide button on the cursor controls: Figure 54: The Hide Cursors Button Clicking the Set Cursors button next to the timestamp in either the cursor value display or the cursor controls will set all cursors to the time shown. The Set Cursors button is available on Trend and Bode plots. Figure 55: The Set Cursors Button For example, clicking the Set Cursors button in the cursor value display shown in Figure 56 will set all cursors on all plots to 8/1/2013 at 9:21:49 AM and open the dynamic data plots (e.g. Orbit, Spectrum) collected at that time. Document Page 67 of 86

68 Figure 56: Set Cursors Button on the Cursor Value Display Viewing Live Data Clicking the Running Man button causes all of the plots to update automatically as new data is loaded into the PI database. Click the square Stop button to stop live mode. Also, clicking on a plot to add a cursor also stops live mode Playback Function The playback function automatically pages through the plot and trend data over the selected time range. For example, you can quickly page through the many plots collected during a coast down to look for anomalies. In playback mode, the software takes the selected time range and divides it up into intervals according to the Playback Duration set in Preferences (See section 8.3). You can playback the selected data in 30 seconds, 1 minute, 3 minutes, 5 minutes, or 10 minutes. Click the square Stop button to stop playback mode. 8.6 Plot Specific Controls This section discusses configurable parameters specific to plot types Orbit, Timebase, Orbit/Timebase There currently are no configurable Orbit/Timebase parameters. Document Page 68 of 86

69 8.6.2 Spectrum Use the Preferences view to change Spectrum plot parameters. The spectrum setting preferences appear as shown in Figure 57. This section describes the various settings. Figure 57: Spectrum Settings Number of Spectral Lines: Allows you to adjust the number of spectral lines. If the number of spectral lines exceeds the maximum listed in Section for the sampling configuration, CMS will interpolate the data to provide a smoother plot. Note: Interpolation does not improve resolution beyond what is supported by the sample rate. When combined with windowing, the interpolation only provides a smoother data presentation. Without windowing, the interpolation can increase side lobes. Spectrum Window Type: Windowing can enhance the spectrum display for amplitude or frequency accuracy. The Window type applies to all open spectrum plots. Window choices are: No Window, Blackman, Flat Top, Hamming, and Hanning. The Hanning window is often a good choice for machinery vibration data. Show Order Of Running Speed: Select this option to generate the spectrum data from the synchronous sampled data and display in orders of running speed Bode There currently are no configurable parameters for the Bode Plot Shaft Centerline The Shaft Centerline plot requires configuration of the initial gap and the bearing clearances. Document Page 69 of 86

70 Setting the Bearing Clearances The bearing clearances may be different for each shaft centerline plot. To set bearing clearances, follow these instructions: Open PI System Explorer and follow the steps in Figure Expand the tree until you find the bearing on the asset you are looking for. 2. Select the attributes tab 3. Click on the Value as shown in Figure 58 and change to your new value. Figure 58: Setting the Bearing Clearance Document Page 70 of 86

71 8.7 Bookmarks You can bookmark a time range and set of plots for a machine asset for quick access in the future. Once you have selected the time range and plots you want to bookmark, click the bookmark icon as shown in Figure 59. Click the Bookmark icon to set a bookmark for the selected plots and time range. Figure 59: Setting a Bookmark Bookmarks appear on the Home Screen in a section below the machine assets as shown in Figure 60. The bookmark name defaults to the time range of the bookmarked data. You can click on the text and rename the bookmark with a more descriptive name if desired. Bookmarks appear below the machine assets. Click on the text to rename. Figure 60: Bookmarks on the Home Screen Once you have set a bookmark, clicking on the bookmark from the Home Screen will open the Analysis View with the points, plots, and timescale set when bookmarked. Document Page 71 of 86

72 8.8 Viewing Alarms You can view measurement alarm status using markers on the Trend and Bode plots or using the PI System Explorer event lists as described in this section Viewing Alarms on the Trend and Bode Plots The Trend and Bode plots place markers on the data that show a change in the measurement alarm status. This is a powerful tool that graphically shows which channels entered alarm first (First Out) and the following alarm sequencing. Figure 61 shows an example of changing alarms status on a Trend plot. Yellow: Entered Alert State. Red: Entered Danger State Yellow: Re-entered Alert State (Exited Danger State) Green: Entered Normal State (Exited Alert State) Figure 61: Trend Plot Status Change Markers Note: The markers are only shown if there are alarms configured for the measurements used by the plot. For example, the Bode plot displays 1X amplitude and phase and will only show alarm markers if there are 1X amplitude or phase alarms configured. Document Page 72 of 86

73 Note: If multiple alarms occur at the same time (e.g. a rapidly increasing vibration exceeds the alert and danger setpoints simultaneously) only the highest status is shown Viewing the Alarm List PI System Explorer will search the PI database for Alarm and System Events from the Setpoint system. To view this list, open PI System Explorer, click Event Frames, and then double click the Alarm Event Search as shown in Figure 62. See section 7.9 for information on configuring the search and display. 1. Click Event Frames. 2. Double-Click Alarm Event Search. Figure 62: Viewing the Alarm List Document Page 73 of 86

74 9 Troubleshooting 9.1 Plot Messages The Setpoint CMS Client Application will print a message across the plot if there are problems with the data. Table 10 gives a description of the problem and suggested corrective action. Table 10: Plot Messages Error Message Description Corrective Action No Data Invalid Data Data necessary for the plot type does not exist in the selected time range. The data is invalid. This may be caused by a range check error, a speed error, or the speed or amplitude were too large or small to calculate the value. Change the time range to include data. Verify that the synchronous sample rates were set according to Table 7. Check transducer wiring. Y must precede X by 90 in the clockwise direction The probe orientations are not configured to be 90 degrees apart or X is preceding Y. Fix the probe orientation configuration so that the probes are 90 degrees apart. 9.2 Data Collection Problems There are a variety of installation and configuration problems that can affect data collection. This section lists some of the most common problems and solutions. Contact Metrix Service for additional troubleshooting information. Table 11: Troubleshooting Problem Possible Causes Actions Adapter fails to connect to rack Adapter fails to connect to rack Ethernet Wiring Problem Incorrect Firmware Revisions Verify the link and activity lights at the rack and server. Verify that all firmware revisions are new enough to support CMS. All module and display firmware revisions must be 3.0 or higher. Document Page 74 of 86

75 Adapter fails to connect to rack. Adapter fails to build AF hierarchy No PI Tags allocated No PI Tags allocated Network IP Address Incorrect Not enough PI Tag licenses available Asset Path not filled in Channels are not on. Verify that the SAM IP Address is on the same subnet as the computer running the Setpoint-PI Adapter (See Sections 7.1 and 7.4.) Use Ping command to verify communication. Verify that you have enough PI Tag licenses (Refer to OSI documentation). Assign asset paths to the channels (see Section 7.2) Verify the channels are turned on. See Figure 64. No data collected No data collected No data collected Cannot connect to server from the CMS client software No Orbit, Timebase, or Spectrum data in selected time range No Orbit or Timebase Data Adapter service not running Time set on the SAM is incorrect, data is being stored in the past Module is not licensed. Server not connected to network Machine is not changing or Dynamic Collection Rate set too long. Phase Trigger not assigned Phase Trigger not Triggering Verify the Setpoint-PI Adapter is running (See Section 8.1) Verify that the SAM time is correctly set to the current time. Verify that the monitor module is CM enabled. (See Figure 63) Verify that the server computer is connected to the same network as the client computers and configured with a valid network IP address. See Section 7.2 for information on setting the Dynamic Collection Rate. Verify the phase trigger configuration. See Figure 64. No new data collected The client is connected to an old database. Verify the Adapter and the Client are using the same PI Database. See Sections 7.4 and 8.2. Document Page 75 of 86

76 Verify the modules has a CM Enabled sticker near the bottom captive screw. Metrix places this sticker on licensed modules. Figure 63: CM Enabled Sticker Verify Channel On checkbox is checked. Verify the Channel is associated with a Phase Trigger. Figure 64: Verifying the Channels are on Document Page 76 of 86

77 10 Additional Functions OSI PI supports many additional functions such as: Notification Rules ERP CMMS Exporting OPC Contact OSI for more information. Document Page 77 of 86

78 11 Appendix 11.1 PI Installation Questions Below is a list of questions to determine if Setpoint CMS will operate on existing PI Servers: 1. How many physical CPU cores? At what frequency does the CPU click run? 2. How much RAM? 3. How much hard drive space is there? 4. Is a RAID configuration used? If so, which kind? 5. How many existing PI Tags? How fast are they updated? What is their Average Data Compression? How many months of storage is required for the existing tags? 6. How much bandwidth does the network have? (10 Mbps, 100 Mbps, 1000Mbps) 7. How many setpoint channels? 8. How many client applications will connect? How often will they query data? Over what time range will they query data? 9. What version of AF is installed? Is it on the same server as PI? Would they be willing to upgrade it if it is not current? (They need a current service agreement for this) 10. What version of PI Server? 11. What version of Sql Server is used? Is it on the PI Server? 12. What size PI Archive is being used? 13. Are redundant PI Servers required? 14. What other OSI products are running on the PI Servers? 15. How fast are the hard drives? Document Page 78 of 86

79 11.2 PI ProcessBook Integration Launching Setpoint CMS Client from PI Process Book You can easily add a button to your PI Process Book to launch the Setpoint CMS Client Application as shown in Figure 65. You can configure the button to launch the Setpoint CMS to open with data for the selected asset and specific plots. Figure 65 shows a simple ProcessBook page with a button configured to launch the Setpoint CMS application for Minden Unit 501 Bearing 4. Clicking this button will launch Setpoint CMS for Minden Unit 501 Bearing 4. Figure 65: Launching Setpoint CMS from PI Process Book Clicking the button opens the Setpoint CMS software as shown in Figure 66 with the context set to machine Minden Unit 501, Bearing 4. The Orbit/Timebase plot opens by default. Document Page 79 of 86

80 CMS software opens pointing at the configured machine or point. Figure 66: CMS Opened from ProcessBook with Context The section below provides a brief overview on how to create a button in ProcessBook. OSI has many videos on the Internet showing how to create views in ProcessBook. Please refer to these for more detail. Follow these steps to create a button that launches the CMS client from PI ProcessBook: Open the PI display you will be adding the button to. Document Page 80 of 86

81 1. Enter build mode by clicking the hammer icon. 2. From the Draw menu, select button. Figure 67: Adding a Button in ProcessBook Size the button on the display by dragging out the size. PI will open a dialog box to define the button as shown below. Type a name for the button in the Text field. Figure 68: Defining the Process Book Button For the Action, browse to the Metrix CMS application. If installed in the default folder, the path is as shown in Figure 68. Document Page 81 of 86

82 Set the Working folder to the folder where the CMS application is located. Save the process book. Clicking on the button will launch the CMS application. As shown in Figure 68 the CMS application will open at the home screen. You can direct it to open with the machine or point by adding the path following the call to CMS.exe as shown in Figure 69. Figure 69: Adding Machine Path to CMS Launch Where the syntax is: <AF server>\<database name>\<asset path> Note: ProcessBook requires the quotation marks around the call and path. Be sure to include the quotation marks as shown in the example. You can further control the views by turning on and off plots and defaulting to auto-scale. To do this, add a plot command following the path. Table 12 shows the supported plot commands. Document Page 82 of 86

83 Table 12: Plot Commandline Controls Command Description Action Plots.ShowOrbit Plots.ShowTrend Plots.ShowShaftCenterline Plots.ShowSpectrum Plots.ShowBode Plots.ShowTime Plots.DefaultAutoScale Orbit plot control for the set machine path. Trend plot control for the set machine path. Shaft Centerline plot control for the set machine path. Spectrum plot control for the set machine path. Bode plot control for the set machine path. Timebase plot control for the set machine path. Turns on or off the autoscale function. True: Opens Orbit Plot False: Closes Orbit Plot True: Opens Trend Plot False: Closes Trend Plot True: Opens Shaft Centerline Plot False: Closes Shaft Centerline Plot True: Opens Spectrum Plot False: Closes Spectrum Plot. True: Opens Bode Plot False: Closes Bode Plot. True: Opens Timebase Plot False: Closes Timebase Plot. True: Turns Autoscale on False: Turns Autoscale off Example "C:\Program Files\Metrix\CMS\Metrix.Client.CMS.exe" "\\METRIXPISERVER\Setpoint_Demo2\Minden\Unit 501\B4" Plots.ShowSpectrum=True Plots.ShowOrbit=False This example navigates to Bearing 4 on Minden Unit 501 in database Setpoint_Demo2 on AF Server METRIXPISERVER. The analysis screen will open with the default Orbit plot is turned off and the Spectrum plot is turned on. You can also set the time range from the ProcessBook command line. Document Page 83 of 86

84 Table 13: Time Command Line Controls Command Description "Time.StartRange=MM/DD/YYYY HH:MM:SS PM" "Time.EndRange=MM/DD/YYYY HH:MM:SS PM" "Time.DynamicTime=MM/DD/YYYY HH:MM:SS PM" Sets the beginning time to the listed date and time. Sets the end time to the listed date and time. Sets the dynamic time cursor to the listed date and time. Example: "C:\Program Files (x86)\metrix\cms\metrix.client.cms.exe""\\metrixpiserver\setpoint_demo2\minden\unit 501\B4" "Time.StartRange=05/23/ :18:16 PM" "Time.DynamicTime=05/25/2013 3:10:05 PM" "Time.EndRange=05/28/2012 2:19:42 PM" This example navigates to Bearing 4 on Minden Unit 501 in database Setpoint_Demo2 on AF Server METRIXPISERVER. The begin time is set to 12:18:16 PM on May , the end time is set to 2:19:42 PM on May and the dynamic cursor is set to 3:10:05 PM on May Launching the Setpoint CMS Alarm List from PI Process Book You can create a button in PI ProcessBook to navigate to the Setpoint CMS Alarm List. To create the button: 1. Enter build mode by clicking the hammer icon. 2. From the Draw menu, select button. 3. Size the button on the screen by dragging out the size. 4. PI will open a dialog box to define the button. Type in Alarm List for the button name. 5. For the Action, browse to the PI AFExplorer.exe application. If installed in the default folder using Windows 7, the path is C:\Program Files (x86)\pipc\af\afexplorer.exe. 6. Following the path to AFExplorer.exe, point AF Explorer to the database you are using by adding the command line "/Database=<your database name>" 7. After the database name, add /Navigator=EventFrames to cause AFExplorer to open directly to the event list search page. Document Page 84 of 86

85 8. The complete action will be similar to "C:\Program Files (x86)\pipc\af\afexplorer.exe" "/Database=Demonet DB" /Navigator=EventFrames which will cause PI AF Explorer to open the Event Frame search window for database Demonet DB. 9. Save the process book. Clicking on the button will open the Alarm List as described in section 7.9. Document Page 85 of 86