GETTING STARTED NI InsightCM Server Version 1.0 This document contains step-by-step instructions for the setup tasks you must complete to connect an NI Condition Monitoring System to NI InsightCM Server and start acquiring data. After you complete this document, you can use additional features to add several devices, configure alarms, and so on to customize how the device and server operate. System Overview and Terms Figure 1. System Overview 1 2 3 4 1 NI InsightCM Systems Manager The browser-based tool for configuring and monitoring the system of NI InsightCM Server and devices. Hosted by the server machine and accessible from computers on the same network. 2 Server machine The computer with NI InsightCM Server installed. 3 Network connection The connection between the server machine and devices. 4 Device The CompactRIO-based NI Condition Monitoring System that acquires sensor data and transfers that data to NI InsightCM Server. Before You Begin Ensure the following tasks are complete on the server machine: 1. NI InsightCM Server software is installed and configured 2. Required ports are open to communication Refer to the NI InsightCM Server Readme, located on the NI InsightCM Server installation USB drive, for more information and instructions for completing these tasks. You can complete portions of this document without a device that is powered on and connected to the network. However, the process is easier if the device is connected to power and the network. Refer to the printed NI CMS-9024 and CMS-9068 Quick Start document, shipped with NI Condition Monitoring Systems, for information about connecting devices to the network, power, and sensors.
Logging In to Systems Manager Complete the following steps to access the software you will use to set up your system: 1. In a web browser, navigate to the URL appropriate for the computer you are using: On the server machine, http://localhost:81. On any other computer or device on the same network as the server machine, http://serveripaddress:81 or http://serverdnshostname:81. 2. Enter the default username (admin). Systems Manager does not require a password until you configure SSL. Tip For more information about any page in Systems Manager, click the Help link at the top right of each page. Defining the Layout of Equipment to Be Monitored Complete the following steps to define the names and locations of equipment that NI Condition Monitoring Systems will monitor. NI InsightCM Server presents this layout to users of the Data Explorer software so they can browse and find data using an intuitive structure that reflects the physical site. 1. On the left side of the page, click the Equipment Layout button. 2. Click the Enterprise node, and then click the Edit button to enter the name of the company or organization to which the physical site belongs. This name will appear in the title bar of the Data Explorer software when it connects to NI InsightCM Server. Figure 2. Equipment-Layout Tree 3. With the enterprise node selected, click the Add Site button and enter the name of the physical site that contains equipment to be monitored. 2 ni.com Getting Started with NI InsightCM Server
4. Select the new site node, and then click the Add Area button. Repeat this process to further define the equipment that NI InsightCM Server will monitor. Organize assets so they conform to the following format. Figure 3. Example Equipment-Layout Tree Tip A site can contain multiple areas, an area can contain multiple lines, and so on. For example, the previous screenshot shows a line with multiple equipment nodes. 5. Be sure to add component nodes under each equipment node. Components are the lowest level physical items that devices monitor. Examples of components include bearings, motors, and shafts. Examples of equipment include turbines, compressors, and generators. Later in this document you will map components to device channels. In the next section, you find the IP address of a device you want to connect to NI InsightCM Server. Finding or Setting a Device IP Address Adding a device to NI InsightCM Server is easier if you know its IP address. Proceed with this document according to which of the following situations you are in: If you do not know the IP address of a device and the device is physically accessible, complete the steps in this section. If you do not know the device IP address but the device is not currently in an accessible location, proceed to the Adding the Device to NI InsightCM Server section. You will need to access the physical device later to connect the device to NI InsightCM Server. If you already know the device IP address, proceed to the Adding the Device to NI InsightCM Server section. Getting Started with NI InsightCM Server National Instruments 3
Complete the following steps to find or set the IP address for a device: 1. Insert a USB drive into the USB port on the controller front panel. The USER1 LED lights solid, which indicates that the device is reading or writing connection information. Tip You can use the blank USB drive included in the NI InsightCM Server kit, if available. 2. Remove the USB drive when the USER1 LED starts blinking steadily. 3. Insert the USB drive into a USB port on a computer. 4. Browse to the folder named InsightCM at the root level of the drive and open the text file whose filename matches the device hostname, which is in the format of NI-cRIO-ModelNumber-SerialNumber.txt. 5. In the[ethernet Adapter 0] section, the following line displays the IP address: IP Address = "x.x.x.x" where x.x.x.x is the IP address. 6. If you do not want to use the current IP address, enter the desired value. Otherwise, record the IP address so you can enter it in Systems Manager in the next section. 7. (Optional) To assign a static IP address, configure the following line in the [Ethernet Adapter 0] section as shown: IP Address Request Mode = "Static" 8. If you changed any values in the file, enter True in the following line of the [Ethernet Adapter 0]section: ChangeSettings = True 9. Save and close the file. 10. If you made changes to the file, insert the USB drive back into the USB port on the controller front panel. The device reads and applies the new IP address. You can remove the USB drive when the USER1 LED returns to blinking steadily. In the next section, you add the device to NI InsightCM Server. Adding the Device to NI InsightCM Server Complete the following steps to add a configuration for a device to NI InsightCM Server: 1. Return to Systems Manager. 2. On the left side of the page, click the Devices navigation button. 3. Click the Add button. 4 ni.com Getting Started with NI InsightCM Server
4. In the New Device dialog box that displays, complete the set of steps appropriate for your device: If you know the IP address of the device: a. Select Select a device by IP address. b. Enter the IP address in the textbox, and then click Connect. Systems Manager finds the device and displays the hardware name below the IP address textbox, as Figure 4 shows. c. Proceed to step 5. Figure 4. New Device Dialog Box If you do not know the IP address of the device: a. Select Create a new device. b. Use the Device Type pull-down menu to select the item that describes the CompactRIO model and modules it contains. Tip In the names of Device Type menu items, the final two numbers indicate the slot assignments of dynamic and static modules within the device chassis. Click Help to find more information about device types and supported arrangements for modules in devices. c. Click Next. Getting Started with NI InsightCM Server National Instruments 5
d. Ensure the modules in the device and their slot assignments match the configuration on screen. e. Proceed to step 5. To connect the device to NI InsightCM Server, you must export the connection information file for the device when prompted later in step 7. 5. Click Next until the dialog box prompts you to enter a Device Name and a Hardware Name. The pages you skip, which are related to firmware and templates, are useful when you add devices later, after you complete the initial server setup. 6. Enter the two types of names for the device: Device Name The name that appears throughout the Systems Manager. Assign an easily identifiable name, such as one that indicates the physical device location or the equipment it monitors. Hardware Name The hostname of the device, which is in the format of NI-cRIO-ModelNumber-SerialNumber. If you entered the IP address during step 3, NI InsightCM Server automatically populates this name. Otherwise, you can find the model and serial numbers printed on a label on the back of the device. 7. Click Finish. Systems Manager displays one of the following prompts: Do you want to send credentials to the device web server? Click Yes to transfer credentials across the network to the device. This prompt displays if you enter an IP address during step 3. Do you want to export the device connection information file? Click Yes and save this file in a location where you can access it in the future. Later in this document, you will manually transfer credentials to the device via USB drive. This prompt displays when you do not enter an IP address during step 3. Note Device credentials consist of a temporary password that NI InsightCM Server expects the device to possess. Devices cannot come online and connect to NI InsightCM Server until they receive this temporary password. 8. Systems Manager automatically loads the Device Configuration page for the new device. Notice the warning glyph next to the device name, which indicates the device will not come online until you finish configuring it later in this document. In the next section, you configure the channels on the device in preparation for connecting the device to the server. 6 ni.com Getting Started with NI InsightCM Server
Configuring Channels Before you connect the device to NI InsightCM Server, ensure the device configuration contains only channels from which you want to acquire data and name the channels appropriately. Completing these tasks ensures that data the device acquires is useful and understandable. 1. Click the Channels tab on the Device Configuration page. The table of channels at the left side of the tab contains all the channels available on modules that NI InsightCM Server detected in the device. 2. Select any channels that are not connected to sensors, and then click the Remove button. Tip To select multiple channels to remove, <Ctrl> or <Shift>-click the channels. 3. Select one of the remaining channels. 4. On the Settings tab to the right of the channel table, click the Edit button beside the Channel Name field. 5. Enter an easily identifiable name, such as one that indicates the equipment or sensor the channel monitors. Channel names can contain only letters, numbers, dashes, underscores and spaces. 6. Repeat steps 3 to 5 for each remaining channel that you want to monitor. 7. When you finish renaming channels, proceed to the next section without saving the device configuration. You will save the configuration in the next section when you are ready to bring the device online. In the next section, you map the channels to the equipment they monitor. Mapping the Device to the Equipment Layout In the Defining the Layout of Equipment to Be Monitored section, you represented the physical equipment to be monitored by NI Condition Monitoring Systems. Now that you added a device and configured its channels, you can complete the following steps to identify, or map, the specific equipment the device channels monitor. Mapping channels to equipment allows the Data Explorer software to group data with the equipment that produced it. Mappings also allow users to find data in an intuitive structure. 1. Click the Equipment Layout tab on the Device Configuration page. Note You can switch between tabs on the Device Configuration page without discarding your changes. However, if you switch to a different page, such as the Dashboard page, before saving the device configuration, Systems Manager discards any changes you make. Getting Started with NI InsightCM Server National Instruments 7
2. In the Device Equipment section, click the Edit Device Location button. 3. A dialog box opens and displays the equipment-layout tree you defined. Click the node that contains the components that the device channels monitor. This can be a site, area, line, or equipment node, but it must have component nodes nested underneath it because you will map device channels to the components. Click Select. Figure 5. Selecting a Node to Map to the Device 4. Back on the Equipment Layout tab, select a channel in the Channel Equipment section, and then click the Edit button. Tip To map multiple channels to the same component, <Ctrl> or <Shift>-click the channels. 5. In the tree that displays again, select the component to which the channel is physically connected, and then click Select. You can select only component nodes. 8 ni.com Getting Started with NI InsightCM Server
The following screenshot shows a device with one channel mapped to a component of a piece of equipment. Figure 6. Mapping Channels to Components 6. Repeat steps 4 and 5 for each channel on the device. 7. When you finish mapping channels to components, click the Save button. The warning glyph no longer appears beside the device name. Saving a device configuration triggers NI InsightCM Server to send the configuration and software to the device. The status of the device determines your next steps: If you entered an IP address when you added the device, the device receives the update and automatically connects to NI InsightCM Server. Devices might require several minutes to come back online. Proceed to the Verifying Device Connectivity section. If you did not enter an IP address for the device when you added it, the device cannot receive the configuration. Proceed to the next section to tallow the device to connect to NI InsightCM Server and receive the configuration. Getting Started with NI InsightCM Server National Instruments 9
Transferring Credentials to an Offline Device Note Complete this section only if you did not enter an IP address for the device in the Adding the Device to NI InsightCM Server section. If you entered an IP address, skip to the next section, Verifying Device Connectivity. If you added the device configuration without entering the IP address, the device cannot yet connect to NI InsightCM Server because it does not possess the credentials the server expects. Device credentials consist of a temporary password. Complete the following steps to transfer credentials to the device: 1. Find the device connection file you exported in step 7 of the Adding the Device to NI InsightCM Server section. If you did not export a connection file, return to the Devices page in Systems Manager, select the device, and then select Connection»Export Connection File from the Action pull-down menu in the top-right corner of the page. 2. Copy the file to a USB drive, within a folder named InsightCM at the root level of the drive. The filename must be in the format of NI-cRIO-ModelNumber-SerialNumber.txt or the device cannot read it. Tip You can use the blank USB drive included in the NI InsightCM Server kit, if available. 3. Insert the USB drive into the USB port on the controller front panel. The USER1 LED lights solid, which indicates that the device is reading from the settings file. 4. Remove the USB drive when the USER1 LED returns to blinking steadily. When the device connects to NI InsightCM Server, the server software automatically inserts the IP address of the device into the device configuration. In other words, you do not need to manually enter the IP address. In the next section, you will verify the device connected to the server successfully. 10 ni.com Getting Started with NI InsightCM Server
Verifying Device Connectivity After you send the connection information to the device, it automatically connects to NI InsightCM Server. Complete the following steps to verify that the device connects successfully: 1. In Systems Manager, click the Dashboard navigation button, and then click the Devices tab. Figure 7. Dashboard Page, Devices Tab 2. In the table of devices, verify that the Status column for the device contains Online, which means the device finished updating and connected successfully. Tip The device might require several minutes to download configuration files and reboot before it connects to the server and comes online. During this time, the device status might change multiple times. Click the Refresh button to see the latest status. Getting Started with NI InsightCM Server National Instruments 11
Performing an Acquisition Now that the device is online with all relevant channels mapped to equipment components, it can begin acquiring data. 1. On the Devices tab of the Dashboard page, double-click the device you added to display its Device Dashboard page. Notice the status indicator in the top-right corner that indicates the device status. Figure 8. Device Status Indicator for Online Devices If the status is not Online, refer to the Troubleshooting Devices That Do Not Come Online topic of the NI InsightCM Server Configuration and Monitoring Help. 2. Click the Action pull-down menu in the top-right corner and select Force Trigger to instruct the device to perform an acquisition from all its channels. 3. Wait several seconds for the acquisition to complete, and then click the Refresh button. The Features table should list the values of features, such as RMS, calculated from the acquisition with a recent timestamp. Note Before the data is available, devices must perform the acquisition, and then NI InsightCM Server must receive and store the data. The settings that determine the duration of force-triggered acquisition are located on the Acquisition tab of the Device Configuration page. For a complete list of ways you can configure a device to perform acquisitions, refer to the Methods for Initiating Device Acquisitions topic of the NI InsightCM Server Configuration and Monitoring Help. 12 ni.com Getting Started with NI InsightCM Server
Where to Go Next After completing these procedures, the state of the NI InsightCM Enterprise system is as described in the following table. Table 1. Where to Go Next Component Tasks Completed To Do Where to Go NI InsightCM Server Equipment layout is defined One device is connected and online Device can send data files to the server Assign Systems Manager permissions to users Define aging strategies that manage the amount of stored data Define alarm rules for monitoring the system The Alarm Panel page and the System Console page contain many options you might want to configure. Refer to the Initial Setup Checklist topic of the NI InsightCM System Configuration and Monitoring Help. NI Condition Monitoring System Device is connected to server and online Device channels are mapped to equipment layout Device can send data files to server Configure acquisition triggers Select features and spectral bands to calculate Define alarm rules The Device Configuration page, where you mapped channels to equipment, contains many more options for configuring devices. The Initial Setup Checklist topic of the NI InsightCM System Configuration and Monitoring Help. NI InsightCM Data Explorer software Install, if necessary Connect to NI InsightCM Server Load trends and channel data stored on the server Refer to the NI InsightCM Data Explorer Help, available by selecting Help»Contents in the Data Explorer software. Getting Started with NI InsightCM Server National Instruments 13
Overview of Initial NI InsightCM Enterprise Setup You can start setting up the components of an NI InsightCM Enterprise system independently from one another. However, certain steps require that the setup process for a separate component reach a certain point before you can complete them. The following diagram describes the dependencies between the initial setup processes for each component. Figure 9. Overview of Setup Process Client computers for vibration analysis Computers on network Server machine that runs NI InsightCM Server NI Condition Monitoring Systems Install NI InsightCM Server Install NI InsightCM Data Explorer Launch NI InsightCM Systems Manager Connect to network, sensors, and power Launch Data Explorer and connect to NI InsightCM Server Configure equipment layout Add and configure device Device connects to NI InsightCM Server Transfer credentials to device Load and analyze data Trigger acquisition You can proceed only if another step is complete. Refer to the NI Trademarks and Logo Guidelines at ni.com/trademarks for more information on National Instruments trademarks. Other product and company names mentioned herein are trademarks or trade names of their respective companies. For patents covering National Instruments products/technology, refer to the appropriate location: Help»Patents in your software, the patents.txt file on your media, or the National Instruments Patents Notice at ni.com/patents. You can find information about end-user license agreements (EULAs) and third-party legal notices in the readme file for your NI product. Refer to the Export Compliance Information at ni.com/legal/export-compliance for the National Instruments global trade compliance policy and how to obtain relevant HTS codes, ECCNs, and other import/export data. NI MAKES NO EXPRESS OR IMPLIED WARRANTIES AS TO THE ACCURACY OF THE INFORMATION CONTAINED HEREIN AND SHALL NOT BE LIABLE FOR ANY ERRORS. U.S. Government Customers: The data contained in this manual was developed at private expense and is subject to the applicable limited rights and restricted data rights as set forth in FAR 52.227-14, DFAR 252.227-7014, and DFAR 252.227-7015. 2014 National Instruments. All rights reserved. 374765A-01 Nov14