Emonitor ® INSTALLATION MANUAL INSTALLING EMONITOR SOFTWARE WITH AN MS SQL MULTI-USER DATABASE PUBLICATION EMONTR-IN004G-EN-E–December, 2013 Supersedes Publication EMONTR-IN004F-EN-E
Contact Rockwell Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support/ Copyright Notice © 2013 Rockwell Automation Technologies, Inc. All rights reserved. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited. Please refer to the license agreement for details.
Contents 1 • Introduction 1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Emonitor system requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Database system requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Planning for the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE 4 • Upgrading from a previous version Backing up your Emonitor configuration files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Backing up your Emonitor database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing Emonitor version 3.70 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Running the Emonitor upgrade program . . . . . . . . . . . .
1 Introduction This chapter introduces you to the Emonitor® software, and gives an overview of the installation process. Overview This installation guide offers information on the entire installation process, including software installation, database server and client installation, and database connection information. This installation guide is intended for first-time installations or upgrades from earlier versions of Emonitor software. It also contains reference information for later use.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE Planning for the installation Be sure to perform the following tasks before installing Emonitor for the first time. FIND THE SERIAL CERTIFICATE. NUMBER AND PRODUCT KEY ON THE ACTIVATION Emonitor requires that you activate your software using license files. As part of the Emonitor installation process, you must install the FactoryTalk Activation software.
BE SURE YOU HAVE THE CORRECT VERSION OF THE DATABASE SOFTWARE INSTALLED. BE On the database server computer: Before installing Emonitor, make sure the database server version is compatible. You might need to consult with your database administrator to verify which version of the database server you are using. The Microsoft SQL Server database versions supported by Emonitor are versions 2008, and 2012. If you need to install a new version, ask your database administrator for assistance.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE Additional steps are required to upgrade from the 16-bit to 32-bit software. See Statement of Technical Support on page 4 for contact information. What to read next To learn about new features and improvements in Emonitor, read the Emonitor Product Release Notes. These are located on the Emonitor Install DVD (insert the DVD and then click Documentation). To get started quickly, read the Emonitor Getting Results Guide.
The product version number The type of hardware you are using The exact wording of any messages that appeared on your screen A description of what happened and what you were doing when the problem occurred A description of how you tried to solve the problem For information about all Rockwell Automation products or for technical support, select one of the following: http://www.rockwellautomation.com/rockwellsoftware/ http://www.rockwellautomation.com/support/ http://rockwellautomation.
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2 Installing the database components This chapter goes through the database installation process. Installing Microsoft SQL Server If you have a database server already installed and you have checked the version number to make sure it is compatible with Emonitor, you can skip this section. The minimum Microsoft SQL Server database version supported by Emonitor is version 2008. As always, if you are updating, back up your database directories to insure that you have a backup copy.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE 3. Right-click the Databases directory and select New Database. 4. Name the new database Entek. 5. Click Add to create an ENTEKD database file. a. Double-click in the Initial Size column to set the file size to 500 MB. b. Double-click in the File Group column to create a new file group called ENTEKD. 6. In the row under the ENTEKD name, create an ENTEKI file group to hold the data information. a.
8. Click the Options page, and set the Compatibility level. For MS SQL 2008, select SQL Server 2000 (80). For the MS SQL 2012 database, select SQL Server 2005 (90). 9. Repeat these steps for the Econfig database, using initial sizes of: 40 MB for the Data file (EconfigD) 10 MB for the Index file (EconfigI) 5 MB for the Log file (Econfig_Log) 10. Open the Security folder in the left-hand side of the window. Right-click Logins and choose New Login. a.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE b. Click the User Mapping page. Click the check box in the Entek row under Map. Under Database role membership for: Entek, select db_owner as shown below. The dialog box should look like the following.
c. Click OK. Repeat this step to create an EConfig user with a database role of db_owner on the EConfig database. 11. Next, see Running the database creation script below. Running the database creation script You must run a database creation script to create the Entek and EConfig databases. If the Entek databases already exist, you can connect to them, and you do not need to follow these steps.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE For more information on installing the SQL Server client software, refer to the Microsoft SQL Server documentation.
3 Installing Emonitor This chapter guides you through the installation process for Emonitor. If you are upgrading from an existing version, refer to Chapter 4, Upgrading from a previous version. When you upgrade from an earlier version of the Emonitor software (version 2.3 and earlier), the Process data type is replaced with the new Numeric data type for existing measurement definitions. Installing FactoryTalk Activation Manager Emonitor requires that you activate your software using license files.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE 2. After the Autorun screen appears, click Documentation. The list of available documentation appears in your default HTML browser. 3. Click FactoryTalk Activation. 4. After reviewing the FactoryTalk Activation documentation, return to the Autorun screen. 5. From the Autorun screen, click FactoryTalk Activation to install the FactoryTalk Activation Manager from the DVD drive. 6.
Installing Emonitor This installation is intended for first-time installations. If you are upgrading from a previous version of Emonitor, see the chapter Upgrading from a previous version. The installation program installs all Emonitor components by default. You can, however, customize your selections during the installation. The CD Activation Key that was used to define the available features in Emonitor 3.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE 9. The installation program installs the Windows Firewall Configuration Utility. The Firewall Configuration program then runs to automatically modify the Windows Firewall settings to allow the following Emonitor components to operate: Emonitor OPC Server and OPC Enumerator, SQL Server, DCOM, Enlive, and the Emonitor Online programs (Enwatch/6600 Setup, Online Data Console, Create Loadfile, Load and Unload).
11. The installation is nearly complete. Select Yes, I want to restart my computer now and click OK to restart your computer. The Emonitor installation is now complete. Before starting Emonitor for the first time, you must import the Emonitor data. See the next section, Importing the data on page 17. Running the database creation scripts If you are upgrading Emonitor version 3.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE For DBServer, enter the connect string for the database. This is the “Server alias” from the Microsoft SQL Server Client Network Utility. 3. From the File menu, choose Import Database. Select the dbu file you just created and choose Open. The import process may take some time, so please wait. You must import both the entek.dbu and the econfig.dbu files.
5. Click Next. The Tool installs all the EDS files in the Emonitor program directory. Some EDS files may show minor errors that do not have any functional impact, such as “The help string has exceeded the maximum length.” Click Next. 6. Continue to click Next to complete the EDS Wizard, and finally click Finish. Installing online components This section only applies to Emonitor Online systems.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE Installing an Unload Station Choose the computer to be used as an Unload Station, and start the Emonitor installation program at that computer. Go through the installation process as directed in Installing Emonitor on page 15. Make sure you install RSLinx Classic version 3.60 or later if you want to import data from XM or XM DYN modules or the Logix family of controllers.
After you have enabled the Scheduler service, it starts when you start Windows. Scheduled events are executed only when the Scheduler service is running. You can use the Scheduler on any computer in an Emonitor Online system (both Viewing station and Unload station computers). The Emonitor Scheduler is installed as part of the Emonitor software.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE 3. On the Response dialog, select Scheduled time/date/frequency. For the Storage Limit Updater, click Next and then skip to step 7. For the Online Import Event, select File change notification and click Settings. 4. Click Add File. Select the UD directory under your Emonitor program directory. In the File name box, enter *.ulf. This tells Scheduler to look for unload files in the unload directory. Click Open. 5.
The profile is now added to Scheduler. The executable file and command line information for the various database import and update programs is also included in the online help for the Scheduler program. You can display the Scheduler help by pressing F1, or from the Start menu (Start > Programs > Rockwell Software > Emonitor > Help > Scheduler). You can find more information on using the Scheduler in an Emonitor Online system in the help for the Online Data Management Console.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE If users at the remote site are logged into a Windows domain controller, Emonitor Web uses the user name and domain name to identify the Emonitor Web user. The FactoryTalk Activation license must include the license for the Emonitor Web Client. Emonitor Web has been tested (and is supported) on the following combinations of software and operating systems: IIS version Host operating system 7.
(FTP root)/fred/upload (FTP root)/fred/download For more information on setting up Emonitor Web users, refer to the Emonitor online help. 6. To start the Emonitor Web Client from a different computer, start Internet Explorer. Enter the correct IP address or URL, followed by the name of the Virtual Directory. For example, if the URL for the web server is www.webserver.com/server, and the Virtual Directory is /emonitor, use www.webserver.
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4 Upgrading from a previous version This chapter guides you through the process of upgrading from an earlier version of the Emonitor software. Emonitor version 3.70 has been tested on, and is supported on, Windows 7 Professional, Enterprise, and Ultimate (32-bit versions only). Emonitor version 3.70 is not supported, and may not install or run as expected, on any other Windows operating system. If you are urading from Emonitor version 3.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE Utility, and Emonitor OPC Client, and Emonitor OPC Server. If you are upgrading from Emonitor version 3.5 or earlier, and want to use these configuration files with Emonitor version 3.70, you must copy them from your current Emonitor installation to the computer running Emonitor version 3.70. If you are upgrading from Emonitor 3.60 on the same computer, you do not need to manually back up your configuration files.
Backing up your Emonitor database Unload any data collectors and back up your Emonitor database before proceeding. Installing Emonitor version 3.70 If you are upgrading from Emonitor 3.50 or earlier, install Emonitor version 3.70 on the computer running the Windows 7 operating system. See Chapter 3, Installing Emonitor for instructions. If you are upgrading from Emonitor 3.60 on Windows 7, see “Running the Emonitor upgrade program” on page 29.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE d. When finished, click Back to return to the main Autorun screen, and then click FactoryTalk Activation to install or upgrade the FactoryTalk Activation software. You can skip this step if the latest software is already installed. 5. When finished, click Back to return to the main Autorun screen, and then click RSLinx Classic to upgrade RSLinx® Classic.
Remove all installed components. This option removes the Emonitor software from your computer. You will not be able to run Emonitor after you remove the software; however, the Emonitor database, other data files, and configuration files remain on your computer. Click Upgrade all components installed by the previous setup. If you see a message about a read-only file having been detected, click Yes to continue. 9.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE 17. The upgrade is nearly complete. Select Yes, I want to restart my computer now and click OK to restart your computer. The Emonitor software upgrade is now complete. Installing the EDS files If you are want to use Emonitor Online with, or import data from, XM or XM DYN modules into Emonitor, you must install the latest EDS files for the XM and XM DYN modules.
you installed Emonitor). If you fail to rename the restructure files, the database restructure process will fail. 2. Start your Emonitor software from the Start menu on any client computer (Start > Programs > Rockwell Software > Emonitor > Emonitor). Click Yes to update your database. After you enter the Admin user name and password, the restructure program automatically starts. The default Admin username and password are “admin” and “password”. 3. Click Restructure to begin the update process. 4.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE 6. When the process is finished, click Close. You can now run the new version of Emonitor. The amount of time needed for this process depends on your processor speed and the amount of RAM available. Restoring your Emonitor configuration files After you have restored the Emonitor database files, restore the Emonitor configuration files. Note that the default directories for Emonitor version 3.
OnlineDataConsole.xml (Windows 7) C:\Users\Public\Documents\Rockwell Software\Emonitor\OnlineDataConsole.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE 3. Edit C:\Program Files\Rockwell Software\Emonitor\odoonline.edi as follows: [Source] DataFileConfigFile=C:\Program Files\Rockwell Software\Emonitor\odonline.ini DataFileDir=C:\Users\Public\Documents\Rockwell Software\Emonitor\ud DataFiles=C:\Users\Public\Documents\Rockwell Software\Emonitor\ud\*.
Index A disk space requirements 2 documentation, Emonitor 4 activation see FactoryTalk Activation activation key see CD Activation Key Adobe Reader, installing 2 E B backing up configuration files 27 C CD Activation Key 2 CFGMSQ.
• • • • • INSTALLING EMONITOR SOFTWARE WITH AN MS SQL SERVER MULTI-USER DATABASE installing (continued) Emonitor 13, 15 Emonitor Web 23 FactoryTalk Activation 13 online components 19 planning for install 2 RSLinx 14, 30 Unload Station 20 Viewing Station 20 XML Gateway prerequisites 14 Internet Information Server 23 L login name 9 M measurement definitions 27 O online help 4 Online Import Event 21 command line 22 executable file 22 Scheduler profile 22 online system
W walk-around systems 15 Windows Firewall Configuration Utility Windows Firewall exceptions 16 X XML gateway 14 16 39 • • • • • INDEX
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