Quick Start Guide

MHM-97498, Rev 2
November 2014

AMS Suite: Machinery Health™ Manager

Version 5.61
Quick Start Guide November 2014

2 MHM-97498, Rev 2
Quick Start Guide November 2014

Copyright
© 2015 by Emerson Process Management. All rights reserved.

No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval

system, or translated into any language in any form by any means without the written permission
of Emerson.

Disclaimer
This manual is provided for informational purposes. EMERSON PROCESS MANAGEMENT MAKES
NO WARRANTY OF ANY KIND WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED
TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
PURPOSE. Emerson Process Management shall not be liable for errors, omissions, or
inconsistencies that may be contained herein or for incidental or consequential damages in
connection with the furnishing, performance, or use of this material. Information in this
document is subject to change without notice and does not represent a commitment on the part
of Emerson Process Management. The information in this manual is not all-inclusive and cannot
cover all unique situations.

Trademarks and Servicemarks

See http://www2.emersonprocess.com/siteadmincenter/PM Central Web Documents/marks.pdf

All other marks are property of their respective owners.

Patents
The product(s) described in this manual are covered under existing and pending patents.

Contents
Getting started ............................................. 4 Launch AMS Machinery Manager ................ 12
Your computer hardware ..............................6 What's next? ............................................... 13
Install and register AMS Machinery Network installation overview .....................14
Manager ..................................................... 10

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1 Getting started
Thank you for choosing AMS Machinery Manager. This guide provides the
basics to get you started with a Standalone system. A Network system
installation overview is provided on page 14. Refer to the Installation
Manual on the Manuals DVD for important instructions before installing the
Network system. Let's get started!

Your AMS Machinery Manager package includes:

□ Quick Start Guide
□ Software Installation DVD
□ Manuals DVD

Customized installation media

Based on your order, the Software Installation DVD contains the following:

• Standalone (Single User) or Network installation

• AMS Machinery Manager technologies
• Number of licensed users

To add a technology or more licensed users, contact your Emerson Process

Management Sales Representative.

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Where to get help

AMS Machinery Manager Help

Launch AMS Machinery Manager and select Help from the main menu.

AMS Machinery Manager Manuals DVD

Your AMS Machinery Manager package includes a disc with user manuals in
PDF format.

Software Registration

Phone: Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world)
Email: [email protected]
Web: http://www.mhm.assetweb.com/reg

Product Support

Emerson provides a variety of ways to reach your Product Support team to

get the answers you need when you need them:

Phone Toll free 800.833.8314 (U.S. and Canada)

+65.6770.8711 (Europe and Middle East)
+63.2.702.1111 (Asia Pacific)
Email [email protected]
Web http://www.assetweb.com/mhm and select Product Support

For additional contact information for specific countries, visit http://

www.SureService.com and select Technical Support and Customer Service.

For Machinery Health experts in your area, visit http://

www.assetweb.com/mhm and select Contacts For Your Area.

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Quick Start Guide November 2014

2 Your computer hardware

Your computer should meet hardware and operating system requirements
for optimal installation and performance.

Important
If you intend to install Machine History Viewer or CSI Data Provider, you must install Internet
Information Services before installing AMS Machinery Manager. The AMS Machinery Manager
installation makes important changes to the IIS setup that you would otherwise have to configure
manually with the assistance of Product Support. See the Installation Manual on the Manuals DVD
for more details.

Servers

Minimum requirements
Supported Operating Windows Server 2012 R2 Standard Edition(1), Windows Server 2012 R2
Systems Datacenter(1), Windows Server 2008 SP2 Standard Edition(1), Windows Server
2008 R2(1), or Windows Server 2003 R2 SP2
Processor/ Portable 1.83 GHz Dual Core or better, 2 GB of RAM or more
Memory Systems
Online Server-class 2.33 GHz Dual Core or better, 2 GB of RAM or more
Systems
Network Ethernet (TCP/IP protocol)
Browser Internet Explorer 7 or later
Screen Resolution XGA (1024 x 768) or better

Requirements for laptops used with CSI 2600 systems

Supported Operating Windows 8.1 Professional(1), Windows 8 Pro(1), Windows 7 Professional SP1,
Systems Windows 7 Ultimate, or Windows 7 Enterprise
Processor/Memory 1.5 GHz or better, 2 GB of RAM or more
Hard drive capacity 250 GB or greater
RS232 One available RS232 interface
Network Ethernet (TCP/IP protocol)
Browser Internet Explorer 7 or later
Screen Resolution XGA (1024 x 768) or better

Additional recommendations
Media DVD drive required for installation
Virtualization System • Remote Desktop Services (Windows Server 2012, Windows Server 2008)
• Terminal Server (Windows Server 2003)
• Citrix XenApp 6.5 (Windows Server 2008)
• Citrix XenApp 5.0 (Windows Server 2003)
• VMware ESXi 5.5 (Windows Server 2012)
• VMSphere 5.5 (Windows Server 2012)
• Hyper-V (Microsoft System Center 2012 R2 Virtual Machine Manager)

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Antivirus • AVG® Network Security 2014

• Symantec™ Endpoint Protection 12.1 RU4
• McAfee™ All Access 2014 —Refer to Knowledge Base Article (KBA)
NK-1400-0342 for antivirus configuration.
• Trend Micro™ Premium Security — Refer to KBA AK-1400-0080 for antivirus
configuration.
• Norton 360 Version 2014 — Refer to KBA AK-1400-0079 for antivirus
configuration.

(1) Requires Microsoft .NET Framework 3.5 SP1, available from the Microsoft web site. Because AMS
Machinery Manager does not require an Internet connection for installation, Emerson recommends
installing .NET Framework 3.5 SP1 before AMS Machinery Manager.

Workstations

Minimum requirements
Supported Operating Windows 8.1 Professional(1), Windows 8 Pro(1), Windows 7 Professional SP1,
Systems Windows 7 Ultimate, or Windows 7 Enterprise
Processor/Memory 1.5 GHz or better, 2 GB of RAM or more
Network Ethernet (TCP/IP protocol)
Browser Internet Explorer 7 or later
Screen Resolution XGA (1024 x 768) or better

Communication requirements
RS232 • For communications with analyzers prior to the CSI 2130 Machinery Health
Analyzer, a PC must have an RS232 serial port, or use a serial-to-USB cable.
• For communication with the Spectro 5200 Trivector™ Analyzer, a PC must have
an RS232 serial port, or use a serial-to-USB cable.
USB • A USB 2.0 port is required for communications with the CSI 2140 Machinery
Health Analyzer and CSI 2130 Machinery Health Analyzer.
• A USB 2.0 port is required for communication with the WDA Image Capture Kit.

Additional recommendations
Media DVD drive required for installation
Antivirus • AVG® Network Security 2014
• Symantec™ Endpoint Protection 12.1 RU4
• McAfee™ All Access 2014 —Refer to Knowledge Base Article (KBA)
NK-1400-0342 for antivirus configuration.
• Trend Micro™ Premium Security — Refer to KBA AK-1400-0080 for antivirus
configuration.
• Norton 360 Version 2014 — Refer to KBA AK-1400-0079 for antivirus
configuration.

(1) Requires Microsoft .NET Framework 3.5 SP1, available from the Microsoft web site. Because AMS
Machinery Manager does not require an Internet connection for installation, Emerson recommends
installing .NET Framework 3.5 SP1 before AMS Machinery Manager.

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Localization considerations
You may license AMS Machinery Manager software in English or a localized
(translated) version. You must specify a language at the time you purchase
your software licenses. Only the language you license will be on your
software installation DVD. Follow these guidelines when preparing to install a
localized version of AMS Machinery Manager.

Note
You may need to change your computer name before installing AMS Machinery Manager. A valid
computer name can have numbers 0-9, uppercase and lowercase letters A-Z, and the hyphen (-).
Special characters (< > ; : " * + = \ | ? ,), accented characters, and other multibyte characters in a
computer name can cause problems and interfere with a successful installation of AMS Machinery
Manager software. Computer names cannot have only numbers, nor can they contain spaces.

Windows 7 Professional, Windows 7 Enterprise, Windows Server 2008,

and Windows Server 2012

Recommendations for Windows without Multilingual User Interface (MUI)

support, for example: Microsoft Windows 7 Professional, Windows 7
Enterprise, Windows Server 2008, and Windows Server 2012.
• Installing localized AMS Machinery Manager is supported on a Windows
system of the same language with default regional settings. For example,
install AMS Machinery Manager (German) on Windows (German).
• Installing localized AMS Machinery Manager on an English Windows
system is not recommended. If you install localized AMS Machinery
Manager on Windows (English), text may not display properly.
• When you upgrade AMS Machinery Manager, the language must match
the currently installed AMS Machinery Manager language. For example,
update AMS Machinery Manager v5.51 (German) to AMS Machinery
Manager v5.6 (German). To change the AMS Machinery Manager
language you need a full installation instead of an upgrade.
• Avoid changing Windows regional settings. Changes may cause
unexpected behavior in AMS Machinery Manager.
• Installing English AMS Machinery Manager on a non-English Windows
system is supported for Windows (Japanese) only.

AMS Machinery Windows language

Manager language edition Windows regional settings Supported
Localized version Native language Default (Native language) Yes (preferred)
English English Default Yes
Localized version English Default Not recommended
English Native language Default (Native language) Japanese only

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AMS Machinery Windows language

Manager language edition Windows regional settings Supported
English English Changed to non-default, non- No
English

Windows 8.1, Windows 8, and Windows 7 Ultimate

Recommendations for Windows with Multilingual User Interface (MUI)

support, for example: Microsoft Windows 8.1, Windows 8, and Windows 7
Ultimate.

• Installing localized AMS Machinery Manager on a Windows system where

the matching language pack and regional settings have already been
installed. For example, install AMS Machinery Manager (German) on
Windows after installing the German language pack.
• When you upgrade AMS Machinery Manager, the language must match
the currently installed AMS Machinery Manager language. For example,
update AMS Machinery Manager v5.51 (German) to AMS Machinery
Manager v5.6 (German). To change the AMS Machinery Manager
language you need a full installation instead of an upgrade.
• One language of AMS Machinery Manager is available per installation. If
you change your regional settings or language pack after installing AMS
Machinery Manager, strings may not display properly. Use the regional
settings and language pack that match the language you licensed for
AMS Machinery Manager.

AMS Machinery Windows language

Manager language edition Windows regional settings Supported
Localized version MUI with language settings match language pack Yes (preferred)
pack
Localized version MUI with language English No (translated strings
pack may not display
correctly)

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Quick Start Guide November 2014

3 Install and register AMS Machinery Manager

1. Log on to the computer as a user with administrator rights.

2. Insert the AMS Machinery Manager Software Installation DVD and open it
in Windows Explorer.
3. Run RBMsetup.exe.

Important
On Windows 7 and Windows Server 2008, right-click RBMsetup.exe and select Run as
administrator. Click Cancel if the installation launches automatically when you insert the DVD.
You must run the installation manually.

4. At the ATTENTION!! dialog, click Yes if you are installing the software for
the first time. If you are upgrading your software, this is a reminder to
stop the installation and back up your database first. Click No to stop the
installation.
5. The setup program verifies that your system meets the minimum
requirements. If they are met, the Options page dialog appears. If they
are not met, a message displays more information. Update the computer
to meet the requirements or contact Product Support.
6. Click Install to start the installation.
7. If you are using Windows Firewall, grant access to programs published by
Emerson Process Management when prompted.
8. When the Serial dialog appears, click Register Product to register the
software now, or click Close to skip registration.

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

a. In the Serial dialog, click Register Product.

The Register Product dialog appears. You need the Serial No. and
Request No. during registration.

b. Contact Product Support to register.

Phone: Toll free 888.367.3774, option 2 (U.S. and Canada)

+63.2.702.1111 (Rest of world)
Email: [email protected]
Web: http://www.mhm.assetweb.com/reg

c. Enter the Response code given to you by a Product Support

representative.
d. Click OK.

The Register Product dialog closes.

e. In the Serial dialog, verify the Status is "Registered."

f. Click Close.

Your software is registered.

9. On the Finish page, click Finish to complete the installation.

If the computer requires a reboot, Restart Now is selected on the Finish

page. Allow the system to reboot before attempting to run the software.

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4 Launch AMS Machinery Manager

Now that you have installed and registered AMS Machinery Manager, you are
ready to launch AMS Machinery Manager.
1. Go to Start > Programs (All Programs) > AMS Machinery Manager.
2. Select AMS Machinery Manager.
3. Log in when prompted.

a. Initially, Administrator is the default user. Leave the password blank

and click OK.
b. If you use a different user, enter the username and password and click
OK.

See the Administration topics in AMS Machinery Manager Help to set the
Administrator password and create a new user.

Congratulations! You are now running AMS Machinery Manager.

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5 What's next?
New installations

If you are new to AMS Machinery Manager, here is what you can do next:
• Create a new username and password in RBM Network Administration.

Log in to AMS Machinery Manager as Administrator and go to Tools > Setup/

Communication > RBM Network Administration.
• Add the Example.rbm database and start exploring AMS Machinery
Manager features.

Select File > Add/Remove Database. Click Example.rbm and click Add.
• View periodic vibration data in the example database.

In Vibration Analysis, expand the Example.rbm database in Navigator -

Vibration Analysis. Click points in the database to view example vibration
data.
• Create an example route.

In Navigator - Vibration Analysis, right-click an area in the example

database and select Create Route.
• Load a route to a CSI Machinery Health Analyzer in the Data Transfer tab.
• Run reports on areas and equipment in the example database in the
Reporting tab.
• Create your own database using RBMwizard.

In the Tools tab, select Setup/Communication and launch RBMwizard.

Select Help from the menu for more information.

Upgrade installations

• AMS Machinery Manager prompts you to reindex a database when you

open a database for the first time after an upgrade. Allow AMS Machinery
Manager to perform this one-time procedure so you can use your
database.
• In RBM Network Administration, select User > Update Permissions after a
version upgrade to make new capabilities available to existing users.

Select Help from the menu for more information.

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6 Network installation overview

Important
• If you intend to install Machine History Viewer or CSI Data Provider, you must install Internet
Information Services before installing AMS Machinery Manager. The AMS Machinery Manager
installation makes important changes to the IIS setup that you would otherwise have to
configure manually with the assistance of Product Support. See the Installation Manual on the
Manuals DVD for more details.
• If you are upgrading your software, back up your database before completing the software
update. Your databases require reindexing to work with the new software. If you need to
reinstall the previous version of software, be aware that any database you open with the new
software will be reindexed and will no longer work with any previous version.

Ensure each computer meets the minimum system operating requirements.

1. Install the Network Server on the server first.

2. Install the AMS Machinery Manager Client on a workstation.
3. Install secondary servers and clients on other computers on the network.

You can install Online Server, Secondary Database Server, Data Import
Server, Data Import Client, and AMS Machinery Manager Client on other
computers in the network.

• Configure service accounts and firewall settings for each computer, if

necessary.

See the Installation Manual on the Manuals DVD for more details.
• Network installations require further configuration for each CSI
Machinery Health Monitor.

For more information, open Help in AMS Machinery Manager and choose
Administration > Online Server.

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Part Number: MHM-97498, rev. 2
November 2014

Emerson Process Management ©2015, Emerson Process Management

Machinery Health Management The contents of this publication are presented for
835 Innovation Drive informational purposes only, and while every effort
Knoxville, TN 37932 USA has been made to ensure their accuracy, they are
T +1 865-675-2400 not to be construed as warranties or guarantees,
F +1 865-218-1401 express or implied, regarding the products or
www.EmersonProcess.com services described herein or their use or
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conditions, which are available on request. We
reserve the right to modify or improve the designs
or specifications of our products at any time without
notice.
All rights reserved. The Emerson logo is a trademark
and service mark of Emerson Electric Co. All other
marks are property of their respective owners.