SKF Microlog Inspector Setup Guide Microlog Inspector setup overview The new Microlog Inspector application uses a different, much easier communication method than previous MARLIN versions. With the new Microlog Inspector, various communication parameters are set up the first time you use the device - from that point on, the user simply presses the hand-held device s Synchronize icon (from the main screen) to facilitate upload/download communications. @ptitude software does not need to be running for communications to occur! @ptitude software refers to SKF @ptitude Analyst and SKF @ptitude Inspector applications. This automation uses communication parameters set up in an @ptitude software utility program named SKF @ptitude Microlog Service, in this guide referred to as the Service utility. This Service utility is set up once and then runs continuously in the background. It is this Service utility, along with profiles set up in @ptitude software and communication settings set up on the hand-held device that facilitate easy, on-going communication between your hand-held device and the @ptitude software database. In short, initial communications setup is performed, then, without the need to run @ptitude software, the user simply presses the device s Synchronize icon and communications occur. Therefore, before you can use the Microlog Inspector application for the first time, you must perform the following steps: Each of these steps is described in detail later in this document. 1. On the @ptitude software host computer, set up the Service utility using the SKF @ptitude Analyst Configuration Tool. This is typically done as part of the @ptitude software installation. 2. Install the Microlog Inspector application on the hand-held device. 3. On the hand-held device, set up communications between Microlog Inspector and your @ptitude software, and initiate communications. 4. In the @ptitude software, create a profile and assign it to the hand-held device. A profile identifies all of the operator and ROUTE data collection information to be downloaded to the Microlog Inspector when synchronization occurs. 5. Synchronize your hand-held device with @ptitude software to download the assigned profile to the device. 1
Step 1 - Set up the Service utility using the @ptitude Analyst Configuration Tool This is typically performed as part of the @ptitude software installation. If you are able to confirm that the Service utility is set up and running on your system, you may skip this step and proceed to step 2. The following section is extracted from the SKF @ptitude Analyst Installation Manual. Reference this manual for a complete, detailed description of Database and Configuration Tool options. After completing installation of your @ptitude software application(s), your next step is to configure your database to work with @ptitude software. From the Windows Start / SKF @ptitude Monitoring Suite / Admin Tools menu, select the SKF @ptitude Analyst Configuration Tool option. The SKF @ptitude Analyst Configuration Tool dialog displays. The window s left pane displays two main configuration options; Database configuration options provide options for specifying a database type, changing to a different database, adding users for existing databases, updating the database, and running an SQL script. SKF @ptitude Analyst Configuration Tool options allow you to configure various supporting @ptitude software applications. 2
Figure 1. The SKF @ptitude Microlog Service Configuration Dialog. Highlight the SKF @ptitude Microlog Service option. A dialog displays the Service utility s setup fields. This dialog allows you to add one or more Microlog Services to the @ptitude software system (each Microlog Service appears on a row in the dialog s table). A Microlog Service is necessary to enable communication between hand-held devices and an @ptitude software database storing Microlog Inspector data. For communication speed purposes, it is preferable to add the Microlog Service to the computer storing the @ptitude software database. You may add multiple Microlog Services on the same computer, and also on multiple computers on an @ptitude software network, depending on your needs. To add a new Microlog Service: On the computer on which you wish to add the new Microlog Service, select the Configuration Tool s SKF @ptitude Microlog Service option. The Microlog Service Configuration dialog appears. Select the dialog s Add button, then use fields in the dialog s Properties area to configure the new Microlog Service. If no database connections yet exist, the Manage Connections dialog automatically appears, allowing you to add a database connection. 3
Name Enter a unique name to identify the Microlog Service (alphanumeric and underscore characters only). Port Enter the computer s TCP Port used for the communication with the hand-held devices. Each Microlog Service must have a unique Port number. Make sure your firewall software does not block this port. Hostname Read only, displays the computer s host name. Connection title Database connections identify specific @ptitude software databases. Select an existing database connection to be used by the Microlog Service from the drop down list. Email List If the service loses connection to the database, and you wish to automatically receive an email notification about the loss of connection, enable the Send emails when service loses database connection check box. Click the Email list button to enter email addresses to which the Microlog Service will send notifications. Figure 2. The Email List Dialog. Each email address must be separated by either a comma or semicolon. Before the email recipients can receive these notifications, you must first configure the SMTP settings. When finished, press the Save button to save the new Microlog Service configuration, the new Microlog Service appears in the table and the new Microlog Service initiates, or press the Undo button to cancel the changes. Step 2 - Install the Microlog Inspector application on the handheld device. Warning: Upload all data stored in the hand-held unit that has not previously been uploaded to @ptitude Monitoring Suite. Failure to do so may result in lost data. Microlog Inspector version 1.0 is only compatible with @ptitude Monitoring Suite version 6.0 or later. 4
Important - before you start, verify you have the following: Microsoft Active Sync 4.5. The latest version of Active Sync is available for free at http://www.microsoft.com/. If your computer is running Microsoft Windows 7, work with your IT administrator to initialize and use the Windows Mobile Device Center instead of ActiveSync, and disregard all future ActiveSync references in this setup process. Hand-held device compatible with Microlog Inspector A communications cable (e.g., USB cable, docking station, etc.) If you do not already have Microsoft.NET version 3.5 SP1 installed on your computer, we strongly suggest you install it prior to installing the Microlog Inspector application. To check to see if you have the 3.5 SP1 version of the.net framework, use your computer s Control Panel / Add or Remove Programs utility and locate it in the list. If you don t have the. NET 3.5 SP1 version, you may download it from Microsoft s Download webpage using this link. http://msdn.microsoft.com/en-us/netframework/cc378097.aspx During the download, default through the installation prompts to complete the download. @ptitude software communications settings are specified during the communication setup phase of the installation. Contact your software administrator and acquire the @ptitude software host computer s Host Name or IP Address, and Port number so you may enter them during the communications setup phase of the installation. Installation overview In general, the following steps are required to install the Microlog Inspector application to your hand-held device. Note that this section simply overviews the required steps. Immediately following this overview section, a detailed installation section instructs you on specific actions required to install the application on your device. Here, in general, are the steps you will take to perform the installation: A. Copy the Microlog Inspector Installer program from the Microlog Inspector product CD to your computer. B. Connect the hand-held device to your computer and run ActiveSync. C. On your computer, run the Installer program and follow prompts to install the Microlog Inspector application on your device. You are now ready to start taking steps to install the Microlog Inspector application to your device. A Copy the Installer program to your computer Place the Microlog Inspector product CD in your computer s CD drive. An autorun program displays the product CD s menu. Select the Begin Firmware Installation option. The Microlog Inspector Setup Wizard initiates and prompts you to specify the folder in which to copy the Installer program (typically accept the default folder). 5
Follow the remaining prompts to copy the Microlog Inspector Installer to your computer. At the end of the installation, an installation complete dialog displays. The Microlog Inspector Installer program is now set up on your computer and you are ready to create an ActiveSync connection. B Connect your hand-held device to your computer and run ActiveSync On your computer, start Microsoft ActiveSync and verify that you are running version 4.5. To verify version number, use the ActiveSync menu option Help \ About Active Sync. Connect the hand-held device to your computer via the USB connector. ActiveSync should automatically sense the device and make its connection, Connected will display on the ActiveSync dialog. If a communication connection cannot be established between the hand-held device and ActiveSync, try unseating then reseating the device into the cradle. If the following dialog displays, choose Guest partnership, and press Next. C - Install the Microlog Inspector application on your device Run the Installer program you copied to your computer. From the Windows Start button, click Start>All Programs>SKF>Microlog Inspector>Microlog Inspector Installer. A welcome dialog displays. 6
Click Next to continue. You are prompted to connect the device. Verify that ActiveSync is displaying a Connected message and click Next. If the older MARLIN application is currently installed on the device, you are prompted to remove the older MARLIN application (this is strongly recommended in order to free memory on the device). 7
Select Un-install SKF MARLIN and click Next. If required, you will need to install Microsoft.NET Compact Framework version 3.5. To install.net Compact Framework 3.5, click Install. If prompted, click Yes to install into the default application install directory. 8
When the following prompt displays, check the device for further instructions If prompted on the device, choose Device, then click Install. The installation will continue. The device may need to restart during the installation, if so, press OK. The following screen displays until the device reconnects with ActiveSync: If required, you will need to install Microsoft SQL Compact Edition v3.5 on your device. 9
To install SQL Compact Edition v3.5, click Install If prompted, click Yes on the following prompt to install into the default application install directory When the following prompt displays, check the device for further instructions If prompted on the device, choose Device, then click Install. The installation will continue. You are prompted to begin installing the Microlog Inspector application. 10
Click Install to begin the installation. If required, you will be prompted to choose a location to install. It is recommended that you choose Flash File Store to conserve memory usage. Choose an installation location, and click Install. If prompted, click Yes on the following prompt to install into the default application install directory 11
When the following message shows, check the device for further instructions If prompted on the device, choose Device and then click Install. The installation will continue. For some Windows Mobile 2003 devices, the following message may display as files are copied to the device. Do not disconnect the device during this process. The device will reset automatically when installation is complete. Click Finish on screen below: 12
Congratulations, the Microlog Inspector application is successfully installed on your hand-held device. You are ready to proceed with step 4, setting up communications. 13
Step 3 - Setting up Microlog Inspector communications with your @ptitude software Now that you have installed the Microlog Inspector application on your device, you are ready to set up communications between the device and your @ptitude software. To start the Microlog Inspector program: From the hand-held device s Start menu, select Programs, then double-tap the Microlog Inspector icon. The Microlog Inspector title screen displays. After a few seconds the Microlog Inspector automatically displays its Communications Setup screen, which prompts you to synchronize the device with @ptitude software. 14
The Communication Setup Screen. The following Microlog Inspector communication setup section is extracted from the How to Use the SKF Microlog Inspector / WMCD Condition Detector user manual. Reference the user manual for a complete, detailed description of Microlog Inspector communications settings. To set up communication on your device: On the communications setup screen, press the Synchronize icon to proceed with setting up communications. The Server Configuration screen displays. 15
Figure 3. The Server Configuration Screen. Work with your System Administrator to obtain the required network information to enter in communication setup fields. Communication setup fields include: Host Name Enter the host computer s domain name where the Service utility is running. If you are synchronizing with a stand-alone PC or with a PC on a local area network, this is the correct identification method. IP Address Enter the server s IP address where Microlog Inspector Service is running. Only use this identification method if synchronizing with a fixed server that has a static IP address. Use IP Address check box When enabled, the Service utility uses the IP Address to establish communications. When disabled, the Service utility uses the Host Name. Important - when determining whether to use a host name or IP address, consider that host computers on a local network do not have a static IP address, their IP address may change from day to day. In this case, it is recommended to use the Host computer s domain Name. Servers, however, do have a static IP address, and in this case you should use the IP Address. Port Number Enter the port number used by the Service utility. Device Name Enter the identification label used to track your device. After entering your communication setup information, press the Test button to test communications. The connection status displays on the message bar. If the connection is successful, the OK button becomes available. If the connection fails, check your network information for accuracy and press the Test button again. Click OK to establish communications with your @ptitude software. A progress screen displays synchronization progress. 16
Figure 4. The Sync Progress Screen. When synchronization completes, an acknowledgement screen indicates that the device has established communications with the @ptitude software, but has yet to be registered. Figure 5. The Device Acknowledged Screen. Your next step is to use @ptitude software to create a profile and assign it to the hand-held device. 17
Step 4 Use @ptitude software to assign a profile to your hand-held device The following profile setup section is extracted from the SKF @ptitude Inspector user manual. Reference the user manual for a complete, detailed description of Microlog Inspector profile setup. In the @ptitude software, the Customize / Microlog Inspector Settings dialog allows you manage your handheld devices, and set up Microlog Inspector profiles and assign them to Microlog Inspector Devices. Figure 0-6. The Microlog Inspector Settings dialog s Profile Manager tab. 18
Profile Manager Overview Before you can transfer data between the @ptitude software and the hand-held device, you must first create a profile and assign it to the hand-held device to which you wish to download data. A profile identifies all of the operator and ROUTE data collection information to be downloaded to the Microlog Inspector application. You may create as many profiles as you wish, but you may only assign one profile to a device at a time. You may also assign the same profile to several devices. The number of devices to which you can download profiles is limited by the number of available Microlog Inspector licenses purchased. Creating a New Profile To create a new profile: Select the Customize menu s Microlog Inspector Settings option. The Microlog Inspector Settings dialog s Profile Manager tab displays. Click the Add button located on the dialog s bottom right. The Profiles drop down list and Profile name text box display New Profile. Define the new profile information using the following fields: Profile name Assign the new profile a unique profile name for future identification purposes. Operator Set Select a predefined operator set from the drop down list to assign operators and their specified operator preferences to the profile. If necessary, click the View Sets button to create a new operator set or edit an existing operator set using the Operator Set dialog. Profile Owner Select the @ptitude software user that will be associated with data when it is uploaded from Microlog Inspector. Since @ptitude software doesn t need to be running to upload Microlog Inspector data, and hence, no @ptitude software login is required, this setting associates the uploaded data with the specified Profile Owner for @ptitude software statistical and reporting uses. Download previous Enter the number of previous measurement records (1 99) you wish to download to the device for field trending purposes (typically 10). Synchronize device with latest measurements This setting is used in conjunction with the Download previous setting above. If the profile s route data is being collected by multiple hand-held devices, enable this option to download measurement record data that was uploaded from all the devices assigned this profile. On the Microlog Inspector, this allows you to view and trend all the previous data taken with all devices assigned the profile. Depending on the size of the ROUTE, enabling Synchronize device with latest measurements may cause synchronization to take longer than normal. 19
ROUTE/Workspace selection Click a checkbox to select the ROUTEs / workspaces you wish to download with the profile. When you enable a ROUTE / workspace checkbox, the item moves to the top of the list. If several items are selected, the newest selection appears below previously selected items at the top of the list. Download order Specify the order in which the selected ROUTEs / workspaces download to, and appear on, the assigned device. Highlight a selected ROUTE or workspace and click the Up and Down buttons to move the item up or down in the list of selected items. Click Save to save the profile. The Profiles list updates to reflect the newly added profile. How to Assign a Profile to a Microlog Inspector Device The Profile Manager dialog s Available Devices list displays on the top right. This list displays all hand-held devices that have been set up to communicate with @ptitude software. In this list, devices displayed with an enabled checkbox are already assigned the current profile as selected in the Profiles drop down list, along with all devices not currently assigned a profile (indicated by their disabled checkbox). Directly below the Available devices list, the amount of available devices (licenses) versus total number of Microlog Inspector licenses purchased is displayed. To assign a profile to a device: From the Profiles list, select the profile you wish to assign to a device. The Available devices list updates to display all the devices already assigned the selected profile (checkbox enabled), and all unassigned devices (checkbox disabled). Enable the checkbox next to the unassigned device(s) to which you wish to assign the selected profile. Click Save. Now, when the device is docked and synchronization occurs, the assigned profile s data collection settings will download to the device. Device Manager The dialog s Device Manager tab allows you to manage all of the devices currently set up to communicate with your @ptitude software. You can edit a device s time zone, remove a device, or create a download file of a device s current profile. 20
Step 5 Synchronization After assigning a profile to your device, there a various ways to perform the final communication setup step - synchronization; If you did not exit the Microlog Inspector and the Device Acknowledgment screen is still displayed, press the Sync button to synchronize with @ptitude software. If you exited Microlog Inspector, then restarted Microlog Inspector, the Communication Setup screen redisplays and prompts you to synchronize with @ptitude software. Press the Synchronize icon to proceed. Synchronization initiates and a progress screen displays synchronization progress. When synchronization completes, the home screen displays and shows the name of the profile assigned to the device and the Sign In icon. You are now ready to sign in to Microlog Inspector to begin collecting data. Reference the Microlog Inspector User Manual for details on Microlog Inspector operations. To Uninstall Microlog Inspector (if needed) If you choose to uninstall Microlog Inspector, follow these steps: Connect the hand-held device to your PC using ActiveSync. From the ActiveSync Tools menu, select Add/Remove Programs. The Add/Remove Programs dialog displays. 21
Uncheck the checkbox adjacent to the SKF Microlog Inspector item and press OK. Microlog Inspector will uninstall. Document Part Number 32222700-EN (Revision A, 12-10) 22