Installation instructions for MERLIN Dashboard

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1 Installation instructions for MERLIN Dashboard Contents Installation Prerequisites:... 2 Procedure to manually backup and restore Views and Settings in AxOEE Manager... 3 For XP users go to:... 3 For Vista and Windows 7 users go to:... 4 Un-install Previous Version:... 5 Installation:... 6 Prerequisites Install... 8 Running the AxOEE Manager for the First Time: Initial Dashboard Settings: Auto Report SMTP Settings Tab: Timers Tab: Configuring the Update Server Server Setup for Updates Checking for Updates Trouble Shooting Installer or component fails during installation Installer encounters incompatible software... 25

2 Installation Prerequisites: Installation: Add everyone to permissions for the Memex Automation Inc folder under ProgramData folder The prerequisite applications and frameworks will be downloaded from their respective websites. Please make sure that the target system has internet access. If the system does not have internet access then the user will need to have their IT administrator provide the prerequisite applications and framework. These prerequisite applications will then need to be run manually before MERLIN is installed. Windows installer 3.1 Download from the web- Framework 2.NET Framework 4 Download from the web- Download from the web- SQLSysClrTypes Included in the AxOEE Installer. Web access not required SharedManagement Objects Included in the AxOEE Installer. Web access not required SAP Crystal Reports Runtime Engine for.net framework 4

3 Procedure to manually backup and restore Views and Settings in MERLIN Dashboard The instructions below detail the navigation and copying of the Custom Table Views, Custom Report Views and the SQL Connection files. This procedure should be used when a fresh installation is being performed for MERLIN, where the existing files have not been backed up. Launch windows explorer and go to your Manager settings where you will be able to copy the table view xml files and report xml files. STEP 1: First make sure that you can see hidden folders and files in windows explorer. To display hidden files and folders 1. Open Folder Options in Control Panel. Click Start, and then click Control Panel. Click Appearance and Themes, and then click Folder Options. 2. On the View tab, under Hidden files and folders, click Show hidden files and folders. For XP users go to: For Table Views: C:\Documents and Settings\All Users\Application Data\Memex Automation Inc\MERLIN\Data NOTE: older installs will have the following path- C:\Documents and Settings\All Users\Application Data\Memex Automation Inc\AxOEEManager\Data Tables (the xml files and map files located here make up the table views) Copy out the xml and associated map files and then paste these files into a temporary location For Custom Report Views: The report views created with an earlier version of AxOEE Manager are not compatible with the new report templates included in the latest MERLIN install. The user will need to recreate their respective report views from the new report templates. For SQL Connection File:

4 C:\Documents and Settings\All Users\Application Data\Memex Automation Inc\MERLIN\SQL (the connection.xml file located in this folder is used to connect your MERLIN Dashboard to your SQL Server) NOTE: older installations will have the following path- C:\Documents and Settings\All Users\Application Data\Memex Automation Inc\AxOEEManager\SQL (the connection.xml file located in this folder is used to connect your MERLIN dashboard to your SQL Server) Copy out the xml file and then paste the file into a temporary location For Vista and Windows 7 & 8 users go to: For Table Views: C:\ProgramData\Memex Automation Inc\MERLIN\Data Tables (the xml files and map files located here make up the table views) NOTE: older installations will have the following path- C:\ProgramData\Memex Automation Inc\AxOEEManager\Data Tables (the xml files and map files located here make up the table views) Copy out the connection.xml and associated map files and then paste these files into a temporary location For Custom Report Views: The report views created with an earlier version of AxOEE Manager are not compatible with the new report templates included in the latest AxOEE Manager install. The user will need to recreate their respective report views from the new report templates. For SQL Connection File: C:\ProgramData\Memex Automation Inc\AxOEEManager \SQL (the connection.xml file located in this folder is used to connect your AxOEE Manager to your SQL Server) Copy out the connection.xml file and then paste the file into a temporary location STEP 2: Uninstall previous version (see below) INSTALL the new version of the AxOEE Manager from the install file supplied. Then copy the previously saved xml files into the same directory folders from which they were originally copied. Launch the AxOEE Manager and log in.

5 Un-install Previous Version: If AxOEE Manager was previously installed please uninstall the previous version. Uninstall the AxOEE Manager either from the add- remove programs in control panel or from the uninstall AxOEE Manager menu item under Start> Programs> memex automation > AxOEE Manager > In certain installations of AxOEE Manager there was no Uninstaller under the program directory, therefore the only method of uninstalling the software is through the Add/Remove programs setting in the control panel. Once uninstalled you can now proceed to install the new package. NOTE: For new installation you will need to install the Crystal Reports runtime and the.net files (see Installation Prerequisites section above.)

6 Installation: Merlin32_Installer.exe Place the installer package into a folder on the network accessible by the computer. 1. Double click on the installer package (Merlin32_Installer.exe) 2. The installer will start and check for prerequisite files required for running MERLIN. Click on Next The End-User Agreement screen will appear. To install the application click on the I Accept radio button and then click Next Select whether the currnet user or everyone will

7 have access to the MERLIN application, then click Next. Select Typical for most installations. If you want to modify components, then select Custom. If you have adequate disk space then select Complete, then click Next The next screen is the Prerequisites Screen. It will display the prerequisites needed to run the MERLIN and whether these prerequisites are already installed on the target computer. Click Next

8 The next screen presented is the Shortcuts screen. Select appropriate shortcuts desired and click Next. Then click the Install button to begin the installation of the prerequisites and application files. Prerequisites Install The installer will install the selected prerequisites on the target system.

9 If required, the installer will install the.net 4 framework. The user will be presented with the license screen. If acceptable checkbox the I have read and accept the license terms and click Install Note: the framework is being downloaded from the Microsoft website on the internet. When complete click the Finish button. The installer will then start the next prerequisite install. This will normally be the.net 2 framework. Click Next The user will be presented with the license screen. To accept click the radio button and then click Install. The installer will continue installing the.net framework 2 setup. Once complete the user can click on the Finish button. The MERLIN installer will start the next install component. The installer will now install the client side SQL components. The user clicks the Next button.

10 To continue the user accepts the license agreement and clicks the Next button. The registration screen will appear. The user can enter the user name and the company and click Next. When prompted the user can click Install Once installation finishes the user clicks Finish The next part of the install will start and the Microsoft SQL Server 2008 Management Objects Setup screen will appear. The user clicks Next The user accepts the license screen and clicks Next The registration screen will appear. The user can enter the user name and the company and click Next. When prompted the user can click Install Once installation finishes the user clicks Finish The SAP Crystal Reports Runtime setup will start. The user clicks Next and accepts the license screen and clicks Next When the SAP install completes the user can click the Finish button. IMPORTANT: SAP Crystal runtime has a known condition where it fails to install in certain environments. If the SAP install fails. Rerun the Memex installer and the SAP install will normally complete the 2 nd time. If the issue persists please contact the Memex tech support.

11 The last component of the AxOEE installer is the AxOEE Manager. Once the installation is complete the Manager Wizard will present the Finish screen. Click Finish to complete the installation process.

12 Running the MERLIN for the First Time: To run MERLIN for the first time double click on the MERLIN Icon or menu item in Memex Automation program folder. The initial login screen will appear: The first time that MERLIN is run it will not have a SQL connection to the server. Type in memex as the username and memex as the password to activate the administrative tools. 1. Admin Setup- allows for setup of SQL paths 2. Connection- allows for the selection of alternative SQL path connections 3. A - Administrative utility for the managing users, roles and access A SQL path must be setup- click Admin Setup button. You will be presented with the next setup screen:

13 Click on the Servers button You will be presented with a Locate SQL Servers screen: Click the refresh button. The screen should be populated with available SQL server instances on the enterprise. NOTE: If no listings appear, please contact your local administrator.

14 Select the appropriate server and then click OK 1: Search For / Enter a Database Server address. 2: Enter SQL Database User account & password 1 2 3: Test the settings/connection 4: Enter a File Name 5: Click On Save to store these settings locally Most SQL servers are not configured to use windows authentication. Unless your SQL administrator tell you to use your normal username and password login, DO NOT check the Use windows authentication checkbox or user your normal login credentials. When the Memex SQL server was installed a username and password was created. Ask your administrator for these credentials or have the administrator perform the SQL connection.

15 Type in the SQL user ID and password. NOTE: If you do not know your userid and password contact your local administrator. Then click the Test Connection button If the connection fails you will see a Test Connection popup appear indicating that the connection failed. Click OK and reenter your userid and password. Make sure that the CAPS LOCK is not on and that you are typing the information including any capitals, if any. When the Test Connection passes you will see the following popup: If your environment has multiple MERLIN servers you can select the Connection button under the administrative logon to select and name multiple SQL paths. NOTE: You will need SQL server login credentials for each SQL path you want to setup. SQL path and click Save Once you tested and saved the SQL Database settings, name the

16 Creating Users Once access to the SQL server has been established then an administrator can create users. The first step is to create a password for the admin account. Enter the memex/memex credentials to make visible the admin tools. Then click on the A button A security login box will appear. The default password is blank. Click on the OK button. You will be presented with the Ax.Security.App screen. This screen allows an administrator to add, modify and delete users, their roles and access privileges. It also allows for an admin to create/edit/delete user roles. The first step is to create an Admin password: Click on the Change password button. A change password pop-up will appear. Since there is no password set, leave the Old Password filed blank and enter a new password. Then click OK. You have created a password for the Admin account.

17 User/Role/Rights maintenance Administrators can provide or restrict access to specific features within the MERLIN dashboard. The administrator can define roles and their respective access rights and apply these roles to a user. Along the top of the application are specific task buttons; Add/Delete a user, Add/Delete a role, Add/Delete a right. Along the bottom are tabs which allow the administrator to review and apply roles and rights to the specific user highlighted (selected) Assigning/Creating a Role Click on User Roles to review what currently exists. You will be presented with the existing roles and which roles have been applied to the currently selected user. The left column displays existing roles, the right column displays assigned roles to the current user. Admin role is a default role providing access to all features. The left arrow and right arrow button allows you to add or remove an assigned role to a specific user.

18 To Create a Role click on the Add Role button. You will be presneted Select the connection file name that you specified in step 4 (see previous page). You will be presented with the AxOEE Dashboard NOTE: Once the initial server connection is created, a default. xml file is created in the SQL folder in the following location: C:\ProgramData\Memex Automation Inc\AxOEEManager\SQL You can recreate a new connection by using the Admin / astrix login and clicking on Admin Setup. You will be prompted to create a new connection or overwrite and existing one. Initial Dashboard Settings: Once you are logged onto the AxOEE Dashboard, initial setup must be completed before the Dashboard can be used. Go to: And click Administration. Type in default username : Admin and default password: astrix and click on Settings You will be presented with the Administration Screen

19 The Administration screen provides access to user management, OEE overrides, Setting report paths for dashboard users, Auto Report SMTP settings and connection timer thresholds. Adding a User: Click the plus button on the record edit bar. A new record will appear and the editing I-bar will be displayed. Fill in the user information:

20 When complete click the End Edit check mark button. OEE Override Settings Tab: AxOEE Dashboard has the ability to peg values for any of the three metrics being calculated for each machine. This feature is valuable when a company is not yet collecting specific information metric yet requires a value against which the other metrics are calculated. For instance, a company may be focusing on utilization improvements and will not concentrate on quality or performance. In this case the company would peg the Quality and Performance metrics with a current estimate value. The default settings are -1 which allows for the dashboard to post real incoming data. The method allows for a pegged value to be assigned at a machine level or globally across all machines. To set pegged values for a particular machine: 1. Select the By Machine radio button 2. Select the machine by highlighting it in the list 3. Type in the value (it will be displayed as a percentage) into the metric fields. In this case Yield was set to 100 (%) 4. The Standard Rate was set to 95 (%) 5. The Save button is pressed to finalize the edit.

21 Set Report Paths: To set the report paths select the Set Report Paths Tab. Click on the Set To Default Paths button. This will populate the file paths with the appropriate information. Then click Save. Auto Report SMTP Settings Tab: The AxOEE Dashboard support automated report delivery. The initial SMTP client must be completed before the automated system can be set up. Fill in the SMTP information requested under the Auto Report SMTP Settings Tab. NOTE: If you do not have this information please contact your Administrator.

22 Timers Tab: The AxOEE Dashboard supports a Watchdog timer to monitor the network connections to the database and each network connection to each machine connected on the shop floor. The default timer setting is 3 seconds. To change the default setting, select the Timers Tab and type in the value (in seconds) for the Timer to check the connection status. Then click Save. Once the settings are complete, click the Close button. The popup window will close. Then click the Cancel button on the AxOEE Manager Login popup.

23 Configuring the Update Server The update feature allows for the AxOEE Manager clients to check the local AxOEE server for updates to the application. By configuring the feature the application will check for updates every time it starts and once every 24 hours as specified in the configuration screen. The Updates menu item can be accessed from the utilities top menu selection. The Updates utility checks the current client s version number with the Memex OEE Server to determine if there are any update available. The Updates meny item has three selections. The Server Setup must be completed before any updates will be received. Server Setup for Updates Click on the Updates item and select the Server Setup menu item. A setup dialog screen will appear.

24 The download folder usually can also be left as default, however in the event that another folder is used, a user can click on the folder icon and search for the correct folder. The Update Utility can also be set to check automatically. Just click the checkmark and enter in an appropriate time. Click OK. Checking for Updates The AxOEE Manager, when configured, will check for updates when it is launched, when it is scheduled and when the user clicks the Check for Updates menu item. Under any of these conditions the utility will connect to the server and check for a newer version. If a newer version is found a pop up window will appear indicating a newer version is available. If the user desires the update he will click on the OK button. Progress popups will appear in the lower right corner of the display to provide feeedback as to the progress of the update. Once the update has been downloaded the Manager will automatically close and the update will start. Follow the prompts until it finished\s. The manager will restart once the update is complete.

25 Trouble Shooting Installer or component fails during installation. If the installer finds conflicting applications previously installed it will display a message box indicating that the end user must un-install the conflicting application before the installation can continue. In such cases, click the OK button and then follow the instructions. In the event that an error message appears indicating that a specific component has not installed correctly, click the default Yes button and the installer will attempt to correct the problem. If the error persists, then select No and finish the install. Installer encounters incompatible software If the installer encounters a prerequisite application version which is incompatible with the required perquisite it will display an information pop up window informing the user to uninstall the incompatible version and restart the installation process.

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