Operation and Maintenance Manual - Metrix Vibration · There are several different implementations for the Metrix Setpoint CMS system. Each will be discussed in this section: Implementing

Operation and Maintenance Manual

SETPOINT™ Condition Monitoring System

Document 1176125 Page 1 of 86 Rev. C (Aug 2013)

Metrix Instrument Company

8824 Fallbrook Dr.

Houston, TX 77064, USA

Tel: 1-281-940-1802

After Hours Technical Assistance: 1-713-702-8805

Fax: 1-713-559-9421

E-mail: [email protected]

www.metrixsetpoint.com




Table of Contents

1 System Description................................................................................................................ 5

1.1 System Components ...................................................................................................... 5

1.1.1 Setpoint MPS ......................................................................................................... 6

1.1.2 OSI PI System Components ..................................................................................... 7

1.1.3 Setpoint-PI Adapter ................................................................................................ 7

1.1.4 Setpoint CMS Client Application .............................................................................. 7

1.2 For more Information................................................................................................... 12

2 Planning Your System .......................................................................................................... 13

2.1 Small Systems .............................................................................................................. 13

2.2 Using an Existing PI Server ............................................................................................ 13

2.3 Large Systems.............................................................................................................. 14

2.4 Other Installation Deployments .................................................................................... 14

2.5 Time Synchronization ................................................................................................... 14

3 Licensing ............................................................................................................................. 15

3.1 Setpoint CMS Hardware Licensing................................................................................. 15

3.2 Setpoint CMS Software Licensing .................................................................................. 15

3.3 OSI PI System Licensing ................................................................................................ 15

3.3.1 CMS PI System Tags .............................................................................................. 15

3.3.2 PI System Access (PSA) Licenses ............................................................................ 18

4 Installation.......................................................................................................................... 19

4.1 Installing the PI System ................................................................................................ 19

4.2 Installing the Setpoint-PI Adapter ................................................................................. 19

4.3 Installing the Setpoint CMS Client Application ............................................................... 20

5 Security .............................................................................................................................. 21

6 Opening the Firewall Port on the Server ............................................................................... 24

7 Configuration ...................................................................................................................... 29

7.1 Configuring the SAM Network Settings.......................................................................... 29




7.2 Configure the Machine Asset Hierarchy......................................................................... 30

7.3 Configuring Waveform Collection Parameters ............................................................... 36

7.4 Configure PI to connect to the Setpoint MPS Rack ......................................................... 39

7.5 Configuring PI AF System Explorer ................................................................................ 41

7.5.1 Adding an AF Server to System Explorer................................................................. 41

7.6 Changing Configuration using PI System Explorer........................................................... 43

7.7 Adding Users to the PI AF Database .............................................................................. 44

7.8 Changing Attributes in the PI AF Database..................................................................... 47

7.9 Configuring the Alarm List ............................................................................................ 47

8 System Operation................................................................................................................ 50

8.1 Starting/Stopping Data Collection ................................................................................. 50

8.1.1 Accessing Services is Windows Server 2012............................................................ 50

8.1.2 Accessing Services in Windows Server 2008 ........................................................... 51

8.2 Selecting the Database ................................................................................................. 53

8.3 Setting Preferences ...................................................................................................... 55

8.4 Navigation ................................................................................................................... 56

8.4.1 Selecting a Machine from the Home Screen ........................................................... 56

8.4.2 Searching for Machines or Points........................................................................... 57

8.4.3 Navigating Using Bread Crumbs ............................................................................. 58

8.4.4 Selecting the time range ....................................................................................... 59

8.4.5 Moving to the Current Time .................................................................................. 61

8.5 General Plot Controls ................................................................................................... 61

8.5.1 Viewing Plots........................................................................................................ 61

8.5.2 Scaling Plots ......................................................................................................... 62

8.5.3 Paging plots.......................................................................................................... 63

8.5.4 Changing the Number of Plots Shown .................................................................... 63

8.5.5 Zooming in on a Plot ............................................................................................. 64

8.5.6 Viewing Channel Information ................................................................................ 64




8.5.7 Using Cursors ....................................................................................................... 66

8.5.8 Viewing Live Data ................................................................................................. 68

8.5.9 Playback Function................................................................................................. 68

8.6 Plot Specific Controls ................................................................................................... 68

8.6.1 Orbit, Timebase, Orbit/Timebase........................................................................... 68

8.6.2 Spectrum ............................................................................................................. 69

8.6.3 Bode .................................................................................................................... 69

8.6.4 Shaft Centerline.................................................................................................... 69

8.7 Bookmarks .................................................................................................................. 71

8.8 Viewing Alarms ............................................................................................................ 72

8.8.1 Viewing Alarms on the Trend and Bode Plots ......................................................... 72

8.8.2 Viewing the Alarm List .......................................................................................... 73

9 Troubleshooting .................................................................................................................. 74

9.1 Plot Messages.............................................................................................................. 74

9.2 Data Collection Problems ............................................................................................. 74

10 Additional Functions ........................................................................................................ 77

11 Appendix......................................................................................................................... 78

11.1 PI Installation Questions............................................................................................... 78

11.2 PI ProcessBook Integration ........................................................................................... 79

11.2.1 Launching Setpoint CMS Client from PI Process Book.............................................. 79

11.2.2 Launching the Setpoint CMS Alarm List from PI Process Book.................................. 84

12 Trademarks and Copyrights .............................................................................................. 86




1 System Description

1.1 System Components The Setpoint CMS System Consists of these components:

Setpoint MPS Rack with eSAM, UMMcm and TMMcm Modules

Setpoint MPS Setup and Maintenance Software Applications

Setpoint CMS Client Application

Setpoint-PI Adapter

PI AF Server, PI AF SQL Database, and PI AF Client (with SP1 or higher)

PI Server

PI Process Book (Optional)

Figure 1 shows the system components. Computers may be combined as discussed in Section 2

depending on the number of assets and dynamic points.

Figure 1: System Components

PI Interfaces

DCS

PI Server

AF Server

Setpoint Client App

Setpoint Client App




1.1.1 Setpoint MPS The Setpoint MPS (Machinery Protection System) is an API 670 machine protection system that also

incorporates high speed data acquisition for fast trending and collection of dynamic waveform data.

Metrix designed the Setpoint MPS system so that the high bandwidth condition monitoring data is

separated from the critical protection data. Referring to Figure 2, note these design concepts:

1. A separate alarm logic bus prevents condition monitoring data from affecting inter-module

alarm voting.

2. A separate condition monitoring network separates high bandwidth condition monitoring

information from other protection system access data.

3. A proprietary network separates the protection system processor from the display and

condition monitoring system processor. This protocol does not allow changes to critical

machine protection parameters from the display or condition monitoring system.

4. A separate Ethernet port connects the condition monitoring data server to the Setpoint rack

so that the high bandwidth condition monitoring data is separated from the critical

protection data network.

Alarm Logic Bus

UMM or TMM UMM or TMM

System Access Module

Processor

UMM or TMM

Display and Condition

Monitoring Data Module

System Access Module

(SAM)

DAQ Ethernet Port

DCS Ethernet Port (Modbus TCP)

Protection Network

Condition Monitoring Network

Controller

PI Server

Proprietary

Internal Protocol

Figure 2: Setpoint Separation of Protection and Management




1.1.2 OSI PI System Components Setpoint CMS is based on the OSI PI System platform. Metrix has developed methods with OSI for

storing waveform data into the PI Server database and for presenting standard machinery diagnostic

plots for viewing and analyzing dynamic waveforms and transient data. This section contains a brief

overview of the OSI PI System components. For more detail, refer to the OSI website.

1.1.2.1 PI Asset Framework™ Server PI Asset Framework™ (PI AF) lets you define a consistent representation of your assets and provide a

structure for your information. Metrix uses PI AF Server to assign Setpoint MPS measurement points

to your plant processes and machine trains.

1.1.2.2 PI Server PI Server is the real-time data collection, archiving and distribution engine that powers the PI

System™. Metrix and OSI have developed interfaces for storing dynamic waveforms and transient

machine condition data on the PI Server along with the standard process data.

1.1.2.3 PI ProcessBook™ PI ProcessBook™ is the graphical user display interface for the PI System. Use PI ProcessBook to

build machine train diagrams or process mimic diagrams and launch the Setpoint CMS Client

Application directly from ProcessBook.

1.1.3 Setpoint-PI Adapter The Setpoint-PI Adapter is a software service that interfaces between the Setpoint MPS rack and the

PI servers. The computer running the Setpoint-PI Adapter must also have the OSI PI AF Client

application installed.

1.1.4 Setpoint CMS Client Application The Setpoint CMS Client Application is a display package that presents the machinery data stored in

the PI System database in standard machinery diagnostic plots. This section describes the screens

and plots available from the Setpoint CMS Client Application. The computer running the Setpoint

CMS Client Application must also have the OSI PI AF Client application installed.

1.1.4.1 The Home Screen Figure 3 shows the home screen that displays top level machines and bookmarked datasets. Click on

a machine or bookmark icon to navigate to the analysis screen for that machine or bookmarked

dataset.




Figure 3: The Home Screen

1.1.4.2 The Analysis Screen The Analysis Screen (Figure 4) provides navigation to the machine points and data display in the

various plot formats described in this section.

Figure 4: The Analysis Screen




1.1.4.3 Plots

1.1.4.3.1 Orbit/Orbit + Timebase

This screen allows visualization of orbit and orbit + timebase waveforms.

.

1.1.4.3.2 Timebase This screen allows visualization of timebase waveforms. Single or multiple channels can be displayed

simultaneously, whether from the same bearing or multiple bearings.

1.1.4.3.3 Spectrum This screen allows you to view the vibration amplitude as a function of frequency.




1.1.4.3.4 Bode This screen allows you to view the 1X forward vector amplitude and phase as a function of shaft

rotational speed.

1.1.4.3.5 Shaft Centerline

The Shaft Centerline plot shows the movement of the shaft position over time.




1.1.4.4 Types of Data The Setpoint Universal Monitoring Modules (UMM) collect and send several different types of data

that are stored in the PI System database. The software uses the various data types when creating

the plot types as shown in Table 1.

Table 1: Data Types

Data Type Description Plot Using

Static Processed and filtered values Trend, Shaft Centerline

Vector Data Amplitude and Phase vector measurement at a specified multiple of running speed. Requires a Phase Trigger assignment.

Bode

Synchronously Sampled Waveforms

Data samples are collected in evenly spaced phase increments according to the current running speed. Requires a Phase Trigger assignment.

Orbit, Timebase, Spectrum in Orders

Asynchronously Sampled Waveforms

Data samples are collected at a set sample rate.

Asynchronous Spectrum, Asynchronous Timebase

Speed Information on the relationship between the speed pulses and the synchronous waveform.

Orbit, Timebase, Spectrum in Orders

Status Alarm and OK status for each channel and measurement. Alarm List

Setpoint MPS continuously sends static data at a 80 ms rate to the PI Server. The PI System provides

change detection that saves more samples while the machine conditions are changing rapidly and

less samples when the machine is running at steady state. This provides superior data versus a fixed

pre-event buffer that may or may not have frozen data while the machine condition was changing.




1.2 For more Information Download datasheets and other information from Metrix at www.metrixsetpoint.com.

Setpoint MPS Operation and Maintenance Manual Document #1079330

Get more information on the PI System at www.osisoft.com.

PI Server 2012 Configuring Security

http://www.metrixsetpoint.com/

http://www.osisoft.com/




2 Planning Your System There are several different implementations for the Metrix Setpoint CMS system. Each will be

discussed in this section:

Implementing a small system (< 300 Points)

Implementing a large system (> 300 Points)

Time Synchronization

You can implement your Metrix Setpoint CMS System as part of an existing PI System or as a

separate system.

2.1 Small Systems You can install all OSI PI System software components and the Setpoint CMS software on a single

stand-alone computer. Refer to the PI Asset Framework Installation Guide for installation

information. The Setpoint CMS dynamic data collection creates data much faster than for standard

process points so the number of dynamic data points is much lower than the number of standard

process points that OSI specifies. Metrix recommends a computer with a minimum of:

Windows Server 2008 or Windows Server 2012

Use SQL Server Express edition or higher

16 GB RAM

1 TB storage minimum

Minimum 4 processor cores (8 recommended)

Limit the total dynamic point count to 300 points or less.

2.2 Using an Existing PI Server If you are already using OSI’s PI System in your plant, you can use the existing PI Server provided

that:

You have PI Server version 2010 or later.

PI Asset Framework 2012 SP1 or later.

See Section 11.1 for a list of questions concerning using existing PI Servers. Contact Metrix Service

to discuss these questions.




2.3 Large Systems For systems with more than 10,000 assets, and moderate-to-high workloads and point counts,

OSIsoft recommends that you:

Install Microsoft SQL Server on a separate computer from PI Server.

Install PI AF server on either the PI Server or SQL Server computer.

Use Microsoft SQL Server Standard or Enterprise edition instead of Express edition.

For best performance and improved security, OSIsoft recommends that you install SQL Server on a

different computer from PI Server. OSIsoft also recommends at least two physi cal drives on the PI

Server computer.

2.4 Other Installation Deployments The PI Asset Framework Installation Guide discusses other installation deployments including high

availability designs.

When running the CMS Client application on a separate computer from the servers, the computer

should have at least 4 GB RAM and a 3rd Generation Intel processor or equivalent.

2.5 Time Synchronization If you are collecting machine data from several sources, you will need to time synchronize your

Setpoint MPS in order to keep the timestamps aligned between the Setpoint CMS data and process

data collected from other instruments. The Setpoint MPS supports setting the system time via

Modbus. When using Modbus to set the time, you will need to program your Modbus client to

periodically write the current time to SAM time Modbus registers. Refer to the Setpoint MPS

Operation and Maintenance Manual for information on programming the SAM time Modbus

registers.

Note: Limit the maximum number of dynamic points to

30 for a PI 2010 server. A PI 2012 server or later can

support 300 points.




3 Licensing

3.1 Setpoint CMS Hardware Licensing All Setpoint CMS licenses are purchased through the condition monitoring ready hardware. There

are only two requirements:

Rack must have an eSAM.

You must purchase UMMcm or TMMcm modules.

3.2 Setpoint CMS Software Licensing The Setpoint CMS software is provided at no charge and is not licensed. However, Metrix requests

that you register your CMS software so we can notify you of available updates.

3.3 OSI PI System Licensing In order to license the Setpoint CMS system with the PI Server, you will need these licenses:

CMS tag licenses

PI System Access (PSA) license for the Setpoint-PI Adapter

PI System Access (PSA) license for additional users

3.3.1 CMS PI System Tags OSI licenses data by tag. Setpoint monitors consume varying numbers of tags depending upon the

configuration. Metrix has negotiated a per module licensing agreement with OSI that provides tags

for all static and dynamic data produced by Metrix MPS monitor modules.

Note: Metrix Service can upgrade existing monitoring

modules to condition monitoring ready modules in the

field. Contact Metrix Service for more information.

Note: PI tags purchased under the Metrix module

licensing agreement can only be used for data originating

from Metrix Setpoint MPS modules.




If you already have tag licenses from OSI, Table 2 shows the number of tags required for Setpoint

CMS. To calculate the total number of tags, use the Setpoint Setup application and count the total

number of measurements as seen on the Measurement View and the total number of waveforms as

seen in the Waveform Configuration View (See Section 7.3.1.3). Then multiply these by the values

shown in Table 2.

Table 2: PI System Tags Required

Use Tags Required Notes

Adapter Service 1 One required per Adapter Service computer

Rack 1 For each rack

Measurement and Status

2 Per measurement

Waveform and Status 2 Per Synchronous or Asynchronous waveform

Waveform Interesting Index

1 Per channel

Note: Channels assigned with an Asset Path (See Section

7.2) are automatically assigned tags. If you do not wish to

include data from a Setpoint MPS channel in PI, do not

set the Asset Path.




Table 3: Tags Required by Channel Type

Universal Monitoring Module

Channel Type

PI Tag Consumption Data Returned

Measurements Available Waveform1 Non-WF

Max Min Typical Sync Async Static2

Accel - Std 23 4 17 ● ● ● 9

Accel - Env 19 12 17 ● ● ● 7

Accel - Aero 13 4 11 ● ● ● 4

Axial Pos'n 7 4 7 ● ● 3

CE - Single 2 2 2 ● 1

CE - Dual 6 6 6 ● 3*

DE 4 4 4 ● 2

CIDE 10 10 10 ● 5*

RDE 10 10 10 ● 5*

Discrete 2 2 2 ● 1

Dyn. Pres. 15 4 9 ● ● ● 5

Ecc 15 10 10 ● ● ● 5

Impact 11 6 11 ● ● ● 3

Phase Trig 11 4 7 ● ● 4

Process Var 4 4 4 ● 2

Radial Vib'n 25 4 17 ● ● ● 10

Shaft Abs 28 10 28 ● ● ● 7*

RV - Hydro 29 20 29 ● ● ● 12

Rev. Rot'n 20 14 20 ● ● 7*

Rod Drop 15 4 15 ● ● ● 5

Valve Pos'n 4 4 4 ● 2

Vel - Std 23 4 17 ● ● ● 9

Vel - Aero 13 6 13 ● ● ● 4

Vel- Hydro 29 20 29 ● ● ● 12

Vel - Recip 9 4 7 ● ● ● 2

Zero Speed 16 10 16 ● ● 7*

Temperature Monitoring Module

Temperature 6 2 2 ● 3

Process Var 2 2 2 ● 1

Rack3

System4




Notes: 1. Waveform Data Tag Consumption

2 tags for each sync waveform per channel

2 tags for each async waveform per channel

1 tag for interestingness index per channel (waveform-capable channels only)

2. Static Data Tag Consumption

2 tags for each measurement (1 for value, 1 for status)

3. Rack Tag Consumption

1 tag per rack

4.

System Tag Consumption

SETPOINT-to-PI adapter

1 tag per adapter

* Denotes configuration selection that uses two sensors and consumes two UMM channels. Measurement count is combined total for channel pair. If sync and/or async waveforms are indicated as available, they are available from each channel individually.

Example:

A system with one adapter service connected to 3 racks. Each rack is collecting 96 measurements

and 32 waveforms from 16 channels.

Total Tags = (1 tag x 1 Service) + (1 tag x 3 Racks) + (2 tags x 96measurements x 3 racks) + (2 tags x 32

waveforms x 3 racks) + (1 tag x 16 channels x 3 racks) = 820 tags

3.3.2 PI System Access (PSA) Licenses OSI Licenses all devices reading from or writing to the PI System database. You will need a PSA

license for the Setpoint-PI Adapter to publish data to the PI server and PSA licenses for any

additional users that need access to the CMS data.




4 Installation

4.1 Installing the PI System Refer to the OSI PI System installation manuals when installing the OSI PI System components. The

recommended installation order is:

1. PI AF Server 2012

2. PI Server

3. PI AF Client 2012 with SP1 or higher

4. Reboot the Server

4.2 Installing the Setpoint-PI Adapter Click on the Install.Collector.Service.msi file to install the Setpoint-PI Adapter and configuration

application. Accept the license agreement and follow the instructions shown on the screen.

During the install process you will be prompted to enter Log On Credentials for the Setpoint-PI

Adapter Service as shown in Figure 5. If the PI Adapter Service is installed on the same computer as

the PI Server and PI AF Server, you can select Run service as a Local System. If not, fill in an

Administrator Account and password or other user with PI AF server write access’ logon information.

Click the Test Credentials button to verify the Account and Password are valid.

Note: The computer running the Setpoint-PI Adapter

must also have the PI AF Client with SP1 (or higher)

application installed.

Application Alert: Server OS upgrades can cause the

server to restart resulting in loss of data. Turn automatic

updates off to prevent data loss.




Figure 5: Setting the Adapter Service Log On Credentials

4.3 Installing the Setpoint CMS Client Application Click on the Install.CMS.msi file to install the CMS application. Accept the license agreement and

follow the instructions shown on the screen.

Note: The computer running the Setpoint CMS Client

Application must also have the PI AF Client with SP1 (or

higher) application installed.




5 Security The OSI PI System has security methods to protect against unauthorized writing, reading, or

changing data in the databases. You can set access permissions by user following the OSI

procedures. If you have an existing OSI PI System, your system administrator will need to set up the

permissions. Metrix Service can also provide assistance in setting up security access.

To set user permissions for simple systems or for quick implementation, follow the instructions in

this section. Open the PI System Management Tools by clicking on the icon as shown in Figure 6.

Figure 6: Opening the PI System Management Tools from Windows Server 2012

Note: For Windows Server 2008 open PI System

Management Tools from the Start button.




Expand Security in the tree and select Mappings & Trusts. Assign users to the PI System database as

shown in Figure 7.

Figure 7: Adding Users

Referring to Figure 8, fill in the Windows Account for the new user. The Windows SID will fill in

automatically. The Description is not required and can be left blank. The PI Identity sets the access

level for the PI Server. Consult with your PI Administrator for the appropriate PI identity for the new

user.

Figure 8: Add New Mapping Dialog

2. Expand tree and select Mappings

& Trusts. 3. Click New User to open the Add

New Mapping dialog.

1. Connect to the Server.

Note: The server

computer must be

connected to the same

network domain as the

users you are adding.




Note: Though you can map individual users to PI

identities, it is not a recommended practice. OSI

recommends using Domain Groups to manage access.

Refer to the OSI document PI Server 2012 Configuring

Security for best practices when creating and mapping

Domain Groups.




6 Opening the Firewall Port on the Server If you are running a firewall on your Server, you will need to open the ports used by the Setpoint

CMS Setpoint-PI Adapter Service. These ports are required:

Table 4: Communication Ports

Port Description

8001 Communication between the Setpoint MPS rack and the Setpoint-PI

Adapter

5450 PI AF Client to PI Server

5457 PI AF Client to PI AF Server

137, 138, 139, 88 AF Server to Domain Controller

Change the Firewall Ports from:

Control Panel -> System and Security -> Windows Firewall as shown in Figure 9.

Note: The PI System Ports shown are defaults. Verify

that you have opened the ports your PI System is

configured to use.




Figure 9: Windows Firewall Settings

Figure 10: Windows Firewall Advanced Security

Choose Advanced settings.

1. Click Inbound Rules.

2. Select New Rule.




Figure 11: Setting the Rule Type

Figure 12: Specify the Port

Check Port.

Check TCP.

Enter the port

number to open.




Figure 13: Allow the Connection

Figure 14: Setting the Rule Application

Check Allow the

connection.

Check all three.




Figure 15: Setting the Port Rule Name

You will need to repeat the steps in Figure 10 through Figure 15 creating Inbound and Outbound rules for each of the ports shown in Table 4.




7 Configuration You will need to configure your Setpoint system for proper operation. Configuration includes:

Configuring the SAM DAQ network settings

Configuring the machine asset hierarchy

Configuring the waveform collection parameters

Configuring the Setpoint-PI Adapter to connect to the Setpoint MPS rack and PI AF Server.

Configuring PI AF System Explorer

7.1 Configuring the SAM Network Settings Use the Setpoint Setup software to configure the Setpoint MPS rack. Refer to the Setpoint MPS

Operation and Maintenance Manual. This section describes how to configure the SAM network

settings for communication with PI.

The SAM uses the DAQ Ethernet port to communicate condition monitoring data to PI.

You must set the Setpoint Ethernet network communication parameters to be compatible with your

data acquisition computer and network.

Figure 16: Opening the SAM Properties

Highlight the SAM row and then

click the properties tab.

Check DAC Enabled and set the DAC

IP information.




Set the parameters below. Other parameters shown are for the SAM Modbus communication and

are discussed in the Setpoint MPS Operations and Maintenance Manual.

Rack Name

Assign a name to the Setpoint MPS rack. The Setpoint-PI Adapter uses this name when creating

unique tags in the PI database.

DAC Enabled

Check this box to turn on the DAC Ethernet port for connection to CMS.

DAC IP Address

The Internet Protocol (IP) address is used by the Ethernet switching equipment to route packets.

Each device on a network subnet must have a unique IP address. Consult your network

administrator for a static IP address.

The default IP address is 192.168.0.1.

Setpoint only uses static IP addresses. DHCP (dynamic address assignment) is not supported.

DAC Subnet Mask

The subnet mask is used to identify the IP address bits that define a subnet. Consult your network

administrator for a valid subnet mask.

The default subnet mask is 255.255.255.0.

DAC Default Gateway

The default gateway is the address used when a client resides on a different subnet. Typically the

default gateway is the address of a router used to route packets between the subnets. Consult your

network administrator for a valid default gateway IP address.

7.2 Configure the Machine Asset Hierarchy The PI Asset Framework imports your plant and machine hierarchy from the Se tpoint MPS rack. Use

the Setpoint Setup software to configure the hierarchy by opening the Asset Framework View from

the Channels View as shown in Figure 17.




Figure 17: Opening the Asset Framework View

Configure the parameters described below from the Asset Framework View (Figure 18).

Figure 18: The Asset Framework View

1. Select the Channels View.

2. Select Asset Framework from the

drop list.




Asset Path

The asset path provides a method for creating an asset hierarchy in PI AF. You can view the

hierarchy using PI System Explorer as shown in Figure 19.

The backslash (\) separates the asset levels.

The asterisk (*) following a level determines where the Asset Path will be truncated at when

displayed on the home screen.

Example:

An asset path set to Alky*\Compressor 65CC201\ would create two levels:

+ Alky

+ CompressorCC201

“Alky” would appear on the icon on the home screen.

You can also define the Asset Path using wild cards.

Table 5: Asset Path Wildcard Characters

Wildcard Description

%RACK% Rack Name

%A1% Asset 1 Name

%A2% Asset 2 Name

%SLOT#% Slot Number

%CH#% Channel Number




An Asset Path set to %Rack%*\%A1%\%A2% would be set to RACK NAME\ASSET 1 NAME\ASSET2

NAME.

Figure 19: PI System Explorer Hierarchy

In this case the asset path was entered as:

Minden\Unit 501\B4

Using wildcards, the %Rack%*\%A1%\%A2% will give the same hierarchy if the Rack Name is

Minden, Asset 1 is Unit 501 and Asset 2 is B4.

Dynamic Collection Rate (Minutes)

Whenever the dynamic collection rate time expires, Setpoint CMS stores the waveform that has

changed the most during the collection interval. Worst case, the maximum time between stored

waveforms can be twice the Dynamic Collection Rate.

Setting a short dynamic collection rate can cause the Setpoint CMS to collect very large amounts of

data as shown in Table 6. Setpoint CMS will automatically collect and store more waveforms during

transient conditions so the dynamic collection rate does not need to be set low to achieve good

waveform collection when the machine state is changing.




Table 6: Dynamic Collection Rate Data Storage for 2048 Sample Waveforms

Dynamic Collection

Rate

Data Stored for 1 Channel over 1 Year

Data Stored for 300 Channels over 1 year.

1 minute 25.8 GB 7.7 TB

20 minutes 1.3 GB 390 GB

2 hours 216 MB 65 GB

1 day 18 MB 5.4 GB

Dynamic Collection % Change Threshold

The Setpoint monitor will freeze a dynamic waveform sample when any of the measured variables

change by the configured % of the danger setpoint. If there is no danger alarm set, the monitor uses

the percentage of the configured full scale.

Example:

The configured radial vibration danger alarm is 4 mils pp

The current vibration level is 1.5 mils pp.

The Dynamic Collection % Change Threshold is 3%

Note: Data collection during transient operation can be

much higher than steady state. Size your hard drive

space accordingly.




If the data value changes by 0.12 mils pp (3% x 4 mils pp) then the UMM will collect a

dynamic waveform. This will occur in either direction, if the amplitude increases to 1.62

mils pp or drops to 1.38 mils pp.

The speed of an associated Phase Trigger is also included in the threshold. The UMM collects

waveforms on changing speed or amplitude.

The speed is scaled from 2000 rpm so a 3% threshold would collect a waveform every 60 rpm. For reference, a machine startup collecting sixty, 2048 point waveforms would require approximately 1.8 MB for each channel associated with a phase trigger and 0.9 MB for each channel not associated with a phase trigger.




7.3 Configuring Waveform Collection Parameters Setpoint CMS uses configuration information that is set in the Setpoint Setup application when the

Setpoint MPS is configured.

7.3.1.1 Channel Pairs for Orbits Channel pairs are fixed as channels 1 and 2 or channels 3 and 4 on a UMM. The configured

transducer orientations determine which channel is “X” and which is “Y”.

7.3.1.2 Dynamic Data supported by channel type These channel types support Fast trend data, Synchronous Waveforms and Asynchronous

Waveforms.

Radial Vibration

Velocity

Acceleration

Shaft Absolute Velocity

Shaft Absolute Radial Vibration

Dynamic Pressure

Hydro Displacement

Hydro Velocity

Recip Rod Drop

Recip Impact

Recip Crankcase Velocity

Eccentricity

Enveloped Acceleration (raw, non-

enveloped waveforms)

These channel types support Fast Trend data and Asynchronous waveforms.

Phase Trigger

Reverse Rotation (A and B channels)

Zero Speed (A and B channels)

Axial Position

These channel types support Fast Trend data only.

Temperature

Process Variable

Case Expansion

Differential Expansion (Single, Ramp,

or CIDE)

Discrete Input

Valve Position

Note: If you created your rack configuration with

Setpoint Setup software older than version 3.0, you will

need to manually add in the waveforms. Refer to the

Setpoint MPS Operations and Maintenance manual for

information on adding measurements.




7.3.1.3 Setting sample rates Follow the instructions in this section for setting the waveform sample rates. You can change the

sample rates from either the Setpoint Configuration Software or from the Setpoint CMS application

(Version 1.5 or later).

.

Enter the Waveform Configuration View from the Measurements View as shown in Figure 20.

Figure 20: Entering the Waveform Configuration View

7.3.1.3.1 Configuring Synchronous Waveforms

Synchronous Waveform data collection is configured in terms of the number of samples collected

per shaft revolution, evenly spaced in phase. Higher sample rates give better Orbit and Timebase

resolution but more coarse resolution for spectrums displayed in orders. More samples (or

revolutions) take longer to collect and provide greater spectrum resolution.

Caution: The Setpoint Configuration Software resets the monitors after

configuration which can interrupt machine protection. Use Setpoint CMS

application to change sample rates independently of machine protection.

(Version 1.5 or later)

1. Go to Measurements View.

2. Select Waveform from the drop list.




Table 7: Synchronous Sampling Configuration

Rate Maximum Speed

Number of

Samples Revolutions

Spectrum Range,

Resolution

Collection time at

3600 rpm

128X 12,500 rpm 1024 8 50X, 0.125X 133 ms

2048 16 50X, 0.0625X 267 ms

64X 25,000 rpm 1024 16 25X, 0.0625X 267 ms

2048 32 25X, 0.03125X 533 ms

32X 50,000 rpm 1024 32 20X, 0.03125X 533 ms

2048 64 10X, 0.015625X 1.07 s

16X 100,000 rpm 1024 64 5X, 0.015625X 1.07 s

2048 128 5X, 0.0078125X 2.13 s

The collection time is dependent on speed. The software shows the data collection time for a

machine running at 60 Hz (3600 rpm). You can estimate the data collection time for your machine

speed by multiplying the time shown by 3600 rpm and dividing by your machine speed in rpm.

7.3.1.3.2 Configuring Asynchronous Waveforms You can change the asynchronous sample rate and number of samples collected to optimize your

spectrum display. Remember, as the number of lines increases, the amount of time it takes to

collect the spectrum increases. If the machine speed is changing, this can cause smearing of the

spectrum.

Table 8: Asynchronous Sampling Configuration

Sample Rate

Span Number of Samples

Spectrum Lines

Resolution Time to Collect

256 sps 100 Hz 1024 400 0.25 Hz, 15 cpm 4 s

2048 800 0.125 Hz, 7.5 cpm 8 s

512 sps 200 Hz 1024 400 0.5 Hz, 30 cpm 2 s




2048 800 0.25 Hz, 15 cpm 4 s

1280 sps 500 Hz 1024 400 1.25 Hz, 75 cpm 0.8 s

2048 800 0.625 Hz, 37.5 cpm 1.6 s

1000 Hz 1024 400 2.5 Hz, 150 cpm 400 ms

2560 sps 2048 800 1.25 Hz, 75 cpm 800 ms

2000 Hz 1024 400 5 Hz, 300 cpm 200 ms

5120 sps 2048 800 2.5 Hz, 150 cpm 400 ms

12800 sps 5000 Hz 1024 400 12.5 Hz, 750 cpm 80 ms

2048 800 6.25 Hz, 375 cpm 160 ms

25600 sps 10000 Hz 1024 400 25 Hz, 1500 cpm 40 ms

2048 800 12.5 Hz, 750 cpm 80 ms

51200 sps 20000 Hz 1024 400 50 Hz, 3000 cpm 20 ms

2048 800 25 Hz, 1500 cpm 80 ms

7.4 Configure PI to connect to the Setpoint MPS Rack You need to point the Setpoint-PI Adapter to the Setpoint rack it will be collecting data from and to

the PI AF server containing information about machine asset hierarchy. Do this through the

Setpoint-PI Adapter Setup program installed in Section 4.2.

Choose the name of the PI AF Server. If this is the first time the software is opened, there will be a

default rack listed at IP address 127.0.0.1. Change this IP address to your rack IP address as set in

Section 7.1. Otherwise, click Add to add a rack to the server. The Setpoint software will

automatically upload configuration information from the rack and build the PI AF asset hierarchy.

Click Save to keep your changes and to build the hierarchy.

Note: The Setpoint-PI Adapter can resolve PI servers by

name (DNS) or by IP Address. PI AF client must be

installed on the service computer and the service started

before configuring the Setpoint-PI Adapter.




Figure 21: Configuring the Setpoint-PI Adapter

Communication Port

The communication port is the Ethernet communication port that CMS is using. The port must be

opened through firewalls between the Setpoint rack and the Setpoint-PI Adapter.

Status and Status Time

The Status and Status Time indicates the state of the Setpoint-PI Adapter.

Table 9 Setpoint-PI Adapter Status

Status Description

Startup The service is starting up.

Gathering Rack Configuration The service is uploading the Setpoint MPS rack configuration.

Creating AF hierarchy The service is building the PI AF hierarchy from the Setpoint MPS rack configuration, allocating tags, and loading the hierarchy into the PI AF Server.

Collecting – Rack Name The service is running and collecting data from the listed Setpoint MPS rack.

Error Status and Error Status Time

Contact Metrix Service if the Setpoint-PI Adapter shows errors.

1. Select the PI AF Database

2. Set the rack IP address.

3. Click Save to connect to

the rack.




7.5 Configuring PI AF System Explorer The Setpoint-PI Adapter will automatically create the PI AF hierarchy and configuration when

connected to PI AF and the Setpoint rack. You will need to perform the steps in this section to view

or change Setpoint configuration information and Events through PI System Explorer.

Add an AF Server

Connect to the database

7.5.1 Adding an AF Server to System Explorer Follow the steps shown in Figure 22 to Figure 25 to add an AF server to System Explorer.

Figure 22: Opening the Database Selection

Figure 23: Opening the AF Server Dialog

Click the Database button to open

the Select Database dialog.

Click the ellipsis button to open the

AF Server dialog.




Figure 24: Adding an AF Server

Figure 25: Filling in the AF Server Properties

Click Add AF Server.

Fill in the name of the AF Server and

click Connect. PI will connect to the

AF Server. Click OK.




7.6 Changing Configuration using PI System Explorer You can use the PI System Explorer to make changes to the configuration without affecting the

Setpoint MPS rack.

Use PI System Explorer to change:

Transducer Orientation angle

Transducer Orientation Direction

Direction of Rotation

Bearing Clearances

Note: These changes only affect the information shown

in the Setpoint CMS Client Application. Changes made in

PI System Explorer are not sent down to the Setpoint MPS

rack and will not change the front panel display or

machine protection.

Note: The sample rates cannot be changed except

through the Setpoint Setup software. Changing these in

PI System Explorer has no affect.

Note: You must have read/write permissions on the AF

Server to make changes to the attributes.




7.7 Adding Users to the PI AF Database Follow the steps in Figure 26 through Figure 28 to give permission to a Domain user to make changes

in the AF configuration.

Figure 26: Accessing Element Permissions

1. Click Database.

2. Right click the database

you need permission

for.

3. Select Security.

4. Select Elements.




Figure 27: Adding Database Permission

Figure 28: Filling in the User Information for Domain Permission.

Click Add to open up the

Windows Security dialog to

add the new user.

Fill in the Windows Account

name and password for the

user requesting permission.




Figure 29: Adding the User or Group

Add the user or group name

and click the Check Names

button to verify the name.

If the name passes the

check, click OK.




7.8 Changing Attributes in the PI AF Database Follow the steps in this section to change attributes such as bearing clearances and probe

orientations that are stored in the PI AF Database.

Open PI System Explorer and follow the step given in Figure 30.

Figure 30: Editing PI AF Point Attributes

7.9 Configuring the Alarm List The Setpoint MPS alarm list is available from the PI AF System Explorer in addition to the Setpoint

MPS front panel display and Setpoint Maintenance software. Follow the instructions in this section

to view the Alarm List from the PI AF System Explorer

1. Open PI System Explorer

2. Select Event Frames

1. Expand the machine hierarchy

until you find the point you need

to change.

2. Click the Attributes tab.

3. Click the attribute value to want

to change and enter the new value.

4. Click Check In to save your

changes.




Figure 31: Alarm List in PI System Explorer

3. Set the Search Criteria.

Right click on the Event Frame Search 1 and select Properties. The Event Frame Search

Criteria window will open.

Set the search criteria to “Backward using Start Time” with Search start = *+1d (current time + 1

day) to get a listing of alarm events with the most recent event first.

Figure 32: Alarm Event Search Properties

Click Event Frames and then right

click the Event Frame Search 1.

Select Properties.

Set Search to Backward using Start

Time and set the Search start to

*+1d.




4. Rename the search. You can right click on the search and select rename. Type in Alarm

Event Search.

You can organize the columns shown by right clicking on the header in the alarm list and selecting

Column Visibility as shown in Figure 33. Select Show Attribute Columns to see the additional

information provided by Setpoint such as Severity, Slot Number, Channel Number, etc. Turn off

unused columns as desired.

Figure 33: Formatting the Alarm List Columns

Metrix recommends showing these columns and attributes:

Name: Direction and severity combined into an event name.

Start Time: The time the event occurred.

Channel: The channel originating the event.

Direction: The event direction, in or out.

Event Type: The event type, alert or danger.

Severity: The event severity. Exit events are provided for information.

Slot: The slot number of the monitor originating the event.

Source: The rack name originating the event

Type: The type of channel originating the event.

Right click the headers and select

Column Visibility. Turn on Show

Attribute Columns and turn off

other columns as desired.




8 System Operation This section describes the typical usage of the Setpoint CMS system.

8.1 Starting/Stopping Data Collection You may want to stop data collection while servicing your machine to prevent bad data from being

placed in the database. To stop or restart data collection, follow the instructions in this section.

8.1.1 Accessing Services is Windows Server 2012 Go into the Windows Server Manager. Click Tools to get a drop list of options and select Services as

shown in Figure 34.

Figure 34: Windows Server Manager in Windows Server 2012

Scroll down the list of services to Setpoint-PI Adapter. Right click this service and select Properties

as shown in Figure 35.

1. Click Tools to get a drop list of

options.

2. Select Services.




Figure 35: Accessing the Adapter Configuration in Windows Server 2012

8.1.2 Accessing Services in Windows Server 2008 In Windows Server 2008, you can open Server Manager by right clicking on Computer and selecting

Manage as shown in Figure 36.

Figure 36: Opening Server Manager in Windows 2008.

1. Select Setpoint-PI Adapter.

2. Right click and select Properties.

1. Right Click Computer.

2. Select Manage.




When Server Manager opens, expand Configuration and select Services as shown in Figure 37.

Figure 37: Accessing the Service Configuration in Windows Server 2008

You can stop or restart the service either by right clicking the Setpoint-PI Adapter or by using the

links on the left.

3. Select Setpoint-PI Adapter..

1. Expand Configuration

2. Select Services.




Figure 38: Starting/Stopping the Setpoint-PI Adapter

8.2 Selecting the Database Follow the instructions in this section to connect your Setpoint CMS software to the PI AF Server that

has your machine information.

1. Click the Database button on the Home Screen as shown in Figure 39.

Figure 39: The Database Button

To stop or restart, use the links on

the left or right click and select the

action from the drop list.




Figure 40: Selecting the AF Server

1. Click the arrow to get a

drop list of the available

PI AF Servers.

2. Click the Connect button

to establish the

connection with the PI

AF Server. Note: If you

are already connected to

that server, the Connect

button will be disabled.

3. Select your machine

database from the list of

databases shown.

4. Click OK.




8.3 Setting Preferences The preferences apply to all open plots. You can change preferences at any time to update all open

plots. Use the Preferences view to configure how you prefer to view the data including:

Default units for measurement types (e.g. Displacement, Velocity, Pressure)

Set default plot scaling and manual plot scaling

Plot specific preferences (See Section 8.6)

Playback Duration

Figure 41: The Preferences View

Click the Preferences icon to toggle the Preferences View off.

Use the Default Units and Scales section to set the units for each class of measurement and the

manual full scale. When auto-scale is turned off, all plots will be scaled to the configured ranges.

See section 8.6.2 for information on setting the Waveform and Spectrum Settings. See section 8.5.9 for information on setting the Time Range Settings.

Click the Preferences

Icon to set default

configuration values.




8.4 Navigation Setpoint CMS provides several ways to navigate to the data for your machine points:

Select a machine at the Home Screen

Search for a point

Use Bread Crumbs

Use Bookmarks

8.4.1 Selecting a Machine from the Home Screen Click on any of the machine icons to open the Analysis Screen for that machine.

Figure 42: Navigating from the Home Screen

Note: If the Home Screen is blank, verify that you have

configured an asset path to show on the home screen.

See Section 7.2.

Click a machine icon to navigate to

that machine.




8.4.2 Searching for Machines or Points If you know the name of your machine or the point you are looking for, you can quickly navigate to

the point data using the search function. Type the name you are looking for in the search box and

the software will list of points containing the search term. Selecting the point name will bring up the

data for that point.

Figure 43: Searching for Machines or Points




8.4.3 Navigating Using Bread Crumbs The software lists the path to the selected machine as a “bread crumb” trail. Clicking the drop down

arrow at the right of each level shows the subcomponents enabling you to quickly navigate between

machine cases.

Figure 44: Navigating from the Bread Crumbs

Click on the Bread Crumb trail to get

a list of sub components.




8.4.4 Selecting the time range You can easily select the plot time range using time controls at the bottom of the screen. By default,

the analysis view opens with the timeline overview shown and most recent 24 hours selected.

There are several ways to change the time range:

1. The 1 Hour, 1 Day, and 1 Week time buttons resize the selected time to the chosen duration.

2. The + (Zoom In) and – (Zoom Out) buttons decrease or increase the selected time range by

half.

3. The timeline overview handles can increase or decrease a side of the selected data. Click on

the handles and drag to change the window size.

4. The timeline overview slider can move the data window start and end time. Click on the

slider and drag to change the window start and end times while holding the duration

constant.

Click the magnifying glass icon to bring up the timeline detail as shown in Figure 45. Clicking

at a point on the timeline detail will cause all dynamic plots (e.g. Orbit, Timebase, Spectrum) to

move to the dynamic sample collected closest to the selected time. You can also select a region in

the timeline detail to specify the time range.




Figure 45: The Timeline Detail

Drag the mouse across the Timeline Detail to rubber-band zoom on a section of data.

Figure 46: Rubber-Band Zooming in the Timeline Detail

Click the magnifying glass icon to

open the timeline detail. Click in

timeline detail to set a dynamic

cursor.

Zoom in on a specific time range by

rubber band zooming in the

Timeline Detail.




After selecting the time range, you can hide the timeline overview and timeline details by toggling

the buttons to maximize the area available for showing plots.

8.4.5 Moving to the Current Time Click the clock icon to move to selected time range to end at the current time.

8.5 General Plot Controls

8.5.1 Viewing Plots After navigating to a point, clicking one of the plot buttons will open that plot type for the selected

point. Figure 47 shows Timebase and Spectrum plot types active. CMS displays the Timebase and

Spectrum plots for the active points.

Figure 47: Activating Plot Types




8.5.1.1 Inactivating a Plot Click on the plot button to turn the plot type off for all selected points.

8.5.1.2 Hiding Plots using Flags You can show specific plots and hide others using the flags. Choose the plots you want to view by

clicking on the flag icon as shown in Figure 48. The flag will change from black to orange for selected

plots. After selecting plots, click the flag button to hide all plots that were not flagged. Clicking the

flag button again will show all plots.

Figure 48: Show Flagged Plots

8.5.2 Scaling Plots You can scale plots automatically according to the data amplitude or manually to a set range.

8.5.2.1 Manually Scale All Plots Use the Preferences button (See Section 8.3) to set a manual scale across all plots. When auto

scaling is off all plots will scale to the set manual scale preference.

Click the flag icons to flag the plots

you want to keep. Then click the

flag button to hide all plots not

flagged.




8.5.2.2 Auto Scaling Individual Plots You can scale plots automatically according to the data using the Auto Scale button. Toggle the

Auto Scale button off to return the plots to the configured manual scale.

8.5.3 Paging plots Once the number of selected plots exceeds what is shown on one page, arrows will appear at the

right and left sides of the screen to allow you to page between the plots. Clicking on the arrow

moves to the next set of plots. The dots at the top of the view indicate the number of plot pages

and which page you are on.

8.5.4 Changing the Number of Plots Shown You can change the number and size of the plots shown using the plot layout buttons. You can

configure the Setpoint CMS Client Application to display 1, 2, or 4 plots on a single screen.

Click arrows to page between plots

to the left or right.

Dots indicate the number of pages

and what page you are on.




8.5.5 Zooming in on a Plot You can zoom in on a plot section by holding down the mouse button and selecting a region to zoom

in on as shown in Figure 49.

Figure 49: Zooming in on a Plot Section

You can also use the mouse scroll wheel to zoom in or out on a plot.

8.5.6 Viewing Channel Information To see more channel information you can hover over the channel information to bring up addition

channel information such as transducer orientation and the data timestamp. Moving the cursor

away from the plot header will cause the information box to disappear.

Drag the cursor

across the plot to

select an area to

zoom in on.




Figure 50: Hovering to See Additional Channel Information

To continuously show the probe orientations and timestamps, click the Show Full Plot Header

button in the preferences (See Section 8.3).

Figure 51: Show Full Plot Header Button

When Show Full Plot Header is active, the additional information appears as a second line in the plot

header as shown in Figure 52.

Hover the cursor

over the channel

information to see

additional

information.




Figure 52: Full Plot Header

8.5.7 Using Cursors Cursors provide you with a numerical readout of the value at a specific point on the plot.

Click on plot to activate cursors. Use the right/left arrow keys to move the cursors to the right or left.

You can create separate cursors on separate plots each showing the cursor time and the data values

at that time.

When Show Full

Plot Header is

active, a second

line of additional

information

displays.




Figure 53: Cursors

To hide the cursors, click the hide button on the cursor controls:

Figure 54: The Hide Cursors Button

Clicking the Set Cursors button next to the timestamp in either the cursor value display or the cursor

controls will set all cursors to the time shown. The Set Cursors button is available on Trend and

Bode plots.

Figure 55: The Set Cursors Button

For example, clicking the Set Cursors button in the cursor value display shown in Figure 56 will set all

cursors on all plots to 8/1/2013 at 9:21:49 AM and open the dynamic data plots (e.g. Orbit,

Spectrum) collected at that time.

Click on the plot to create a cursor.

The value at the cursor is shown in

the box.




Figure 56: Set Cursors Button on the Cursor Value Display

8.5.8 Viewing Live Data Clicking the Running Man button causes all of the plots to update automatically as new data is

loaded into the PI database.

Click the square Stop button to stop live mode. Also, clicking on a plot to add a cursor also stops live

mode.

8.5.9 Playback Function The playback function automatically pages through the plot and trend data over the selected time

range. For example, you can quickly page through the many plots collected during a coast down to

look for anomalies.

In playback mode, the software takes the selected time range and divides it up into intervals

according to the Playback Duration set in Preferences (See section 8.3). You can playback the

selected data in 30 seconds, 1 minute, 3 minutes, 5 minutes, or 10 minutes.

Click the square Stop button to stop playback mode.

8.6 Plot Specific Controls This section discusses configurable parameters specific to plot types.

8.6.1 Orbit, Timebase, Orbit/Timebase There currently are no configurable Orbit/Timebase parameters.




8.6.2 Spectrum Use the Preferences view to change Spectrum plot parameters. The spectrum setting preferences

appear as shown in Figure 57. This section describes the various settings.

Figure 57: Spectrum Settings

Number of Spectral Lines: Allows you to adjust the number of spectral lines. If the number of

spectral lines exceeds the maximum listed in Section 7.3.1.3.2 for the sampling configuration, CMS

will interpolate the data to provide a smoother plot.

Spectrum Window Type: Windowing can enhance the spectrum display for amplitude or frequency

accuracy. The Window type applies to all open spectrum plots. Window choices are: No Window,

Blackman, Flat Top, Hamming, and Hanning. The Hanning window is often a good choice for

machinery vibration data.

Show Order Of Running Speed: Select this option to generate the spectrum data from the

synchronous sampled data and display in orders of running speed.

8.6.3 Bode There currently are no configurable parameters for the Bode Plot.

8.6.4 Shaft Centerline The Shaft Centerline plot requires configuration of the initial gap and the bearing clearances.

Note: Interpolation does not improve resolution beyond

what is supported by the sample rate. When combined

with windowing, the interpolation only provides a

smoother data presentation. Without windowing, the

interpolation can increase side lobes.




8.6.4.1 Setting the Bearing Clearances The bearing clearances may be different for each shaft centerline plot. To set bearing clearances,

follow these instructions:

Open PI System Explorer and follow the steps in Figure 58.

Figure 58: Setting the Bearing Clearance

1. Expand the tree until you find the bearing on the

asset you are looking for.

2. Select the attributes tab

3. Click on the Value as shown in Figure 58 and

change to your new value.




8.7 Bookmarks You can bookmark a time range and set of plots for a machine asset for quick access in the future.

Once you have selected the time range and plots you want to bookmark, click the bookmark icon as

shown in Figure 59.

Figure 59: Setting a Bookmark

Bookmarks appear on the Home Screen in a section below the machine assets as shown in Figure 60. The bookmark name defaults to the time range of the bookmarked data. You can click on the text and rename the bookmark with a more descriptive name if desired.

Figure 60: Bookmarks on the Home Screen

Once you have set a bookmark, clicking on the bookmark from the Home Screen will open the Analysis View with the points, plots, and timescale set when bookmarked.

Click the Bookmark icon to set a

bookmark for the selected plots and

time range.

Bookmarks appear below the

machine assets. Click on the text to

rename.




8.8 Viewing Alarms You can view measurement alarm status using markers on the Trend and Bode plots or using the PI

System Explorer event lists as described in this section.

8.8.1 Viewing Alarms on the Trend and Bode Plots The Trend and Bode plots place markers on the data that show a change in the measurement alarm

status. This is a powerful tool that graphically shows which channels entered alarm first (First Out)

and the following alarm sequencing. Figure 61 shows an example of changing alarms status on a

Trend plot.

Figure 61: Trend Plot Status Change Markers

Note: The markers are only shown if there are alarms

configured for the measurements used by the plot. For

example, the Bode plot displays 1X amplitude and phase

and will only show alarm markers if there are 1X

amplitude or phase alarms configured.

Yellow: Entered Alert State. Red: Entered Danger State

Yellow: Re-entered Alert State (Exited Danger State)

Green: Entered Normal State (Exited Alert State)




8.8.2 Viewing the Alarm List PI System Explorer will search the PI database for Alarm and System Events from the Setpoint system. To view this list, open PI System Explorer, click Event Frames, and then double click the Alarm Event Search as shown in Figure 62. See section 7.9 for information on configuring the search and display.

Figure 62: Viewing the Alarm List

Note: If multiple alarms occur at the same time (e.g. a

rapidly increasing vibration exceeds the alert and danger

setpoints simultaneously) only the highest status is

shown.

1. Click Event Frames.

2. Double-Click Alarm Event

Search.




9 Troubleshooting

9.1 Plot Messages The Setpoint CMS Client Application will print a message across the plot if there are problems with

the data. Table 10 gives a description of the problem and suggested corrective action.

Table 10: Plot Messages

Error Message Description Corrective Action

No Data Data necessary for the plot type does not exist in the selected time range.

Change the time range to include data.

Invalid Data

The data is invalid. This may be caused by a range check error, a speed error, or the speed or amplitude were too large or small to calculate the value.

Verify that the synchronous sample rates were set according to Table 7. Check transducer wiring.

Y must precede X by 90° in the clockwise direction

The probe orientations are not configured to be 90 degrees apart or X is preceding Y.

Fix the probe orientation configuration so that the probes are 90 degrees apart.

9.2 Data Collection Problems There are a variety of installation and configuration problems that can affect data collection. This

section lists some of the most common problems and solutions. Contact Metrix Service for

additional troubleshooting information.

Table 11: Troubleshooting

Problem Possible Causes Actions

Adapter fails to connect to rack

Ethernet Wiring Problem Verify the link and activity lights at the rack and server.

Adapter fails to connect to rack

Incorrect Firmware Revisions

Verify that all firmware revisions are new enough to support CMS. All module and display firmware revisions must be 3.0 or higher.




Adapter fails to connect to rack.

Network IP Address Incorrect

Verify that the SAM IP Address is on the same subnet as the computer running the Setpoint-PI Adapter (See Sections 7.1 and 7.4.) Use Ping command to verify communication.

Adapter fails to build AF hierarchy

Not enough PI Tag licenses available

Verify that you have enough PI Tag licenses (Refer to OSI documentation).

No PI Tags allocated Asset Path not filled in Assign asset paths to the channels (see Section 7.2)

No PI Tags allocated Channels are not on. Verify the channels are turned on. See Figure 64.

No data collected Adapter service not running Verify the Setpoint-PI Adapter is running (See Section 8.1)

No data collected Time set on the SAM is incorrect, data is being stored in the past

Verify that the SAM time is correctly set to the current time.

No data collected Module is not licensed. Verify that the monitor module is CM enabled. (See Figure 63)

Cannot connect to server from the CMS client software

Server not connected to network

Verify that the server computer is connected to the same network as the client computers and configured with a valid network IP address.

No Orbit, Timebase, or Spectrum data in selected time range

Machine is not changing or Dynamic Collection Rate set too long.

See Section 7.2 for information on setting the Dynamic Collection Rate.

No Orbit or Timebase Data Phase Trigger not assigned Phase Trigger not Triggering

Verify the phase trigger configuration. See Figure 64.

No new data collected The client is connected to an old database.

Verify the Adapter and the Client are using the same PI Database. See Sections 7.4 and 8.2.




Figure 63: CM Enabled Sticker

Figure 64: Verifying the Channels are on

Verify the modules has a CM

Enabled sticker near the bottom

captive screw. Metrix places this

sticker on licensed modules.

Verify Channel On checkbox is

checked.

Verify the Channel is associated with

a Phase Trigger.




10 Additional Functions OSI PI supports many additional functions such as:

Notification

Rules

ERP

CMMS

Exporting

OPC

Contact OSI for more information.




11 Appendix

11.1 PI Installation Questions Below is a list of questions to determine if Setpoint CMS will operate on existing PI Servers:

1. How many physical CPU cores? At what frequency does the CPU click run? 2. How much RAM? 3. How much hard drive space is there? 4. Is a RAID configuration used? If so, which kind? 5. How many existing PI Tags? How fast are they updated? What is their Average Data

Compression? How many months of storage is required for the existing tags? 6. How much bandwidth does the network have? (10 Mbps, 100 Mbps, 1000Mbps) 7. How many setpoint channels? 8. How many client applications will connect? How often will they query data? Over what

time range will they query data? 9. What version of AF is installed? Is it on the same server as PI? Would they be willing to

upgrade it if it is not current? (They need a current service agreement for this) 10. What version of PI Server? 11. What version of Sql Server is used? Is it on the PI Server? 12. What size PI Archive is being used? 13. Are redundant PI Servers required? 14. What other OSI products are running on the PI Servers? 15. How fast are the hard drives?




11.2 PI ProcessBook Integration

11.2.1 Launching Setpoint CMS Client from PI Process Book You can easily add a button to your PI Process Book to launch the Setpoint CMS Client Application as

shown in Figure 65. You can configure the button to launch the Setpoint CMS to open with data for

the selected asset and specific plots.

Figure 65 shows a simple ProcessBook page with a button configured to launch the Setpoint CMS

application for Minden Unit 501 Bearing 4.

Figure 65: Launching Setpoint CMS from PI Process Book

Clicking the button opens the Setpoint CMS software as shown in Figure 66 with the context set to

machine Minden Unit 501, Bearing 4. The Orbit/Timebase plot opens by default.

Clicking this button will launch

Setpoint CMS for Minden Unit 501

Bearing 4.




Figure 66: CMS Opened from ProcessBook with Context

The section below provides a brief overview on how to create a button in ProcessBook. OSI has

many videos on the Internet showing how to create views in ProcessBook. Please refer to these for

more detail.

Follow these steps to create a button that launches the CMS client from PI ProcessBook:

Open the PI display you will be adding the button to.

CMS software opens pointing at the

configured machine or point.




Figure 67: Adding a Button in ProcessBook

Size the button on the display by dragging out the size. PI will open a dialog box to define the button

as shown below. Type a name for the button in the Text field.

Figure 68: Defining the Process Book Button

For the Action, browse to the Metrix CMS application. If installed in the default folder, the path is as

shown in Figure 68.

1. Enter build mode by clicking the

hammer icon.

2. From the Draw menu, select

button.




Set the Working folder to the folder where the CMS application is located.

Save the process book. Clicking on the button will launch the CMS application.

As shown in Figure 68 the CMS application will open at the home screen. You can direct it to open

with the machine or point by adding the path following the call to CMS.exe as shown in Figure 69.

Figure 69: Adding Machine Path to CMS Launch

Where the syntax is:

“<AF server>\<database name>\<asset path>”

You can further control the views by turning on and off plots and defaulting to auto-scale. To do

this, add a plot command following the path. Table 12 shows the supported plot commands.

Note: ProcessBook requires the quotation marks around

the call and path. Be sure to include the quotation marks

as shown in the example.




Table 12: Plot Commandline Controls

Command Description Action

Plots.ShowOrbit Orbit plot control for the set machine path.

True: Opens Orbit Plot False: Closes Orbit Plot

Plots.ShowTrend Trend plot control for the set machine path.

True: Opens Trend Plot False: Closes Trend Plot

Plots.ShowShaftCenterline Shaft Centerline plot control for the set machine path.

True: Opens Shaft Centerline Plot False: Closes Shaft Centerline Plot

Plots.ShowSpectrum Spectrum plot control for the set machine path.

True: Opens Spectrum Plot False: Closes Spectrum Plot.

Plots.ShowBode Bode plot control for the set machine path.

True: Opens Bode Plot False: Closes Bode Plot.

Plots.ShowTime Timebase plot control for the set machine path.

True: Opens Timebase Plot False: Closes Timebase Plot.

Plots.DefaultAutoScale Turns on or off the autoscale function. True: Turns Autoscale on False: Turns Autoscale off

Example

"C:\Program Fi les\Metrix\CMS\Metrix.Client.CMS.exe" "\\METRIXPISERVER\Setpoint_Demo2\Minden\Unit 501\B4"

Plots .ShowSpectrum=True Plots.ShowOrbit=False

This example navigates to Bearing 4 on Minden Unit 501 in database Setpoint_Demo2 on AF Server

METRIXPISERVER. The analysis screen will open with the default Orbit plot is turned off and the

Spectrum plot is turned on.

You can also set the time range from the ProcessBook command line.




Table 13: Time Command Line Controls

Command Description

"Time.StartRange=MM/DD/YYYY HH:MM:SS PM" Sets the beginning time to the listed date and time.

"Time.EndRange=MM/DD/YYYY HH:MM:SS PM" Sets the end time to the listed date and time.

"Time.DynamicTime=MM/DD/YYYY HH:MM:SS PM"

Sets the dynamic time cursor to the listed date and time.

Example:

"C:\Program Files

(x86)\Metrix\CMS\Metrix.Client.CMS.exe""\\METRIXPISERVER\Setpoint_Demo2\Minden\Unit

501\B4" "Time.StartRange=05/23/2013 12:18:16 PM" "Time.DynamicTime=05/25/2013 3:10:05 PM"

"Time.EndRange=05/28/2012 2:19:42 PM"

This example navigates to Bearing 4 on Minden Unit 501 in database Setpoint_Demo2 on AF Server

METRIXPISERVER. The begin time is set to 12:18:16 PM on May 23 2013, the end time is set to

2:19:42 PM on May 28 2013 and the dynamic cursor is set to 3:10:05 PM on May 25 2013.

11.2.2 Launching the Setpoint CMS Alarm List from PI Process Book You can create a button in PI ProcessBook to navigate to the Setpoint CMS Alarm List.

To create the button:

1. Enter build mode by clicking the hammer icon.

2. From the Draw menu, select button.

3. Size the button on the screen by dragging out the size.

4. PI will open a dialog box to define the button. Type in “Alarm List” for the button name.

5. For the Action, browse to the PI AFExplorer.exe application. If installed in the default folder

using Windows 7, the path is C:\Program Files (x86)\PIPC\AF\AFExplorer.exe.

6. Following the path to AFExplorer.exe, point AF Explorer to the database you are using by

adding the command line "/Database=<your database name>"

7. After the database name, add /Navigator=EventFrames to cause AFExplorer to open directly

to the event list search page.




8. The complete action will be similar to "C:\Program Files (x86)\PIPC\AF\AFExplorer.exe"

"/Database=Demonet DB" /Navigator=EventFrames which will cause PI AF Explorer to open

the Event Frame search window for database Demonet DB.

9. Save the process book. Clicking on the button wil l open the Alarm List as described in

section 7.9.




12 Trademarks and Copyrights

All trademarks, service marks, and/or registered trademarks used in this document belong to Metrix

Instrument Company, L.P. except as noted below:

PI System™, PI Asset Framework™, and PI ProcessBook™ are marks of OSIsoft.

Microsoft, Excel, Windows, and Outlook and their respective designs are marks of Microsoft

Corporation in the United States and other countries.

Modbus® is a mark of Schneider Automation in the United States and other countries.

© Copyright 2013, Metrix Instrument Company, L.P. All rights reserved.

Documents

Operation and Maintenance Manual - Metrix Vibration · There are several different implementations for the Metrix Setpoint CMS system. Each will be discussed in this section: Implementing