building and editing rbmware databases

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Building and Editing RBMware Databases

Main Path to Building a Database

Whether you are an experienced RBMware user or just starting out, a simple approach is to proceed down the main "path" of the RBMwizard. This path lets you build the Database using the most typical Equipment Configurations. The Configurations are based on the types of machinery you select (fan, pump, etc.) and the most basic knowledge about the machine geometry. RBMwizard then automatically builds Configurations based on your input matched to typical Database setup schemes.

At each step along the path you input the requested information and then simply press the "Next" button to advance to the next step. If you find that you need to go back a step to review or change information then simply press the "Back" button.

You can also use RBMwizard to make minor changes to existing databases.

Advanced Options

RBMwizard lets you build a working RBM Database even with limited information. Yet throughout the process, RBMwizard lets you input more detailed information through additional "Advanced..." dialog options. The more knowledgeable user, both in terms of technology knowledge or machine information knowledge, can help RBMwizard make better selections by entering the Advanced options. This "branch from the main path" allows the user to add more details to both the RBMware Database and also the Automated Fault Diagnostics program (Nspectr) configuration file.

For the advanced user, additional Database options can be selected. This allows the user to improve upon RBMwizard's output. The Databases created will be more specific to the user's needs while still maintaining a solid foundation rooted in the fundamentals of Database building.

The RBMwizard Project File

Create a Project File - When you are creating a new RBMwizard project, RBMwizard does not actually build an RBMware Database in real time like the RBMware Database Setup program. Instead, RBMwizard creates a "Project File" for the Database and configuration files. This allows you to stop anywhere along the path to gather more information or to go back to previous steps to change or add information. You can start over at any point without having to delete the Database.

Note: The RBMwizard Project file has a default filename suffix of ".dbz."

Build the Database - After you have entered all of the Equipment information, you can review the entire project before actually building the Database. When you "drop the Hammer" and actually add the equipment to the Database, RBMwizard uses the data stored in the Project File to "fill in" the RBMware Database file. After the RBMware Database is built, both files (.dbz and .rbm) are retained.The Nspectr Automated Fault Analysis program uses the .dbz and .rbm files directly.

To add new Areas or Equipment later, simply reopen an existing Database in Edit mode with RBMwizard. After

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18-Nov-17file://C:\Users\SJM RAO\AppData\Local\Temp\~hh251.htm

adding the new Area and/or Equipment, Drop the Hammer again. For more information about adding Areas and Equipment, see "Editing an RBMware Database" on page 2-43.

Note: RBMwizard is designed to create new Databases and add Areas and Equipment. After you have built the Database by dropping the Hammer, use RBMware's Database Setup (DBASE) program module to change or modify an existing Database, Area, piece of Equipment, or measurement point.


Copyright © 2003, Computational Systems, Inc. All rights reserved. [TOC] [Prev] [Next] [Index]

Creating an RBMware Database

The following sections discuss building a new Database. For information about editing an existing RBMware Database, see "Editing an RBMware Database" on page 2-43.

1 In the RBMware window, select RBMwizard. RBMwizard opens and displays the New Session dialog.

Note:

You can also start a new session by selecting the "New Session" icon on the Toolbar or "New Session" on the File menu (Ctrl-N).

2 Select Create new database, and then click OK. The Create new database dialog opens. 3 Complete the options as described in "Create New Database Dialog" on page 2-4.

Note: When creating a new RBMware Database, RBMwizard stores your selections in a Project File. See "The RBMwizard Project File" on page 2-2 for additional information about the Project File.

Create New Database Dialog

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To open this dialog, select Create new database on the New Session dialog and then click OK.

1 Complete the following options:

Server - RBMwizard defaults to the server created during RBMware installation. Use the pull-down menu to select another server if required for your configuration.

Database - Type a new name for the RBMwizard Project File. RBMwizard automatically appends the filename suffix ".dbz" to the Project File during file creation. After you finish naming the Project File, RBMwizard advances to the RBMview Database selection dialog.

2 Click `OK'. The RBMview dialog opens. Complete the options as described in "RBMview Database Selection Dialog" on page 2-5.

Note: to create the Project File (.dbz). RBMwizard also creates the RBM Database file (.rbm). At this point in the project, the RBM Database file contains only the Database node information with no Areas or Equipment. Later, when you Drop the Hammer, RBMwizard builds the Area and Equipment information into the RBM Database based on the information you supplied in the Project File.

RBMview Database Selection Dialog

CSI's RBMview is a program designed to help you manage your RBM program. With RBMview, a few clicks of the mouse can provide you with an immediate overview of Alarms, Problems, Case Histories, Service Requests, Work

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Orders and enterprise-wide maintenance information relating to your RBM program.

RBMview uses its own separate Database to maintain summary information about your RBM program. The RBMview dialog allows you to link the new Database to an existing RBMview Database or to create a new RBMview Database if none exists.

Selecting an RBMview Database.

Select an RBMview Database by doing one of the following:

1 Either:

Ensure that the RBMview Database is shown in the File name box. CSI recommends that you use the Default Database

Then,

accept the Default RBMview Database and click on "Create New."

Note: CSI recommends that you use one RBMview Database for each RBM Database.

2 Or:

However, if an existing RBMview Database is to be used, make sure the correct filename is shown. To do this, select a database from the database list. Then click on "Open."

To Cancel creating a link

Click the "Cancel" button to cancel creating a link to the RBMview Database. You can continue to build a new RBMware Database, but no links to RBMview are established. Ensure that RBMview.mdb is shown in the File name box. The Database Wizard dialog opens.

Caution: CSI recommends that you establish a link to RBMview at this time. Creating the link now ensures that Alarms, Problems, and other data analysis events will be provided to RBMview from the moment you begin loading data into the Database. If you select Cancel, you can still establish a link at a later time with the RBMware Database Repair Utility, but only data analysis events from that time forward will be provided to RBMview.

3 Now, go to "Database Wizard Dialog" on page 2-7 and perform the procedures in that section.

Database Wizard Dialog

Company Name - Enter the name of the company for whom the Database is being built. This could be the name of your company or the name of your customer's company.

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After completing this dialog, press "Next" to go to the Technologies dialog.

Note: RBMwizard allows you to return to previously accepted dialogs in the program with the "Back" button.

Technologies Dialog

Select the technologies you want to use in this Database. The technologies you select here will be applied globally to all Equipment. Later, during Equipment configuration, you can change sensor types and other hardware information for individual pieces of Equipment (see "Adding Equipment to a Database" on page 2-30).

Active Technologies

Under "Active Technologies," put a check mark by each technology you want to enable. As each technology is selected, hardware options such as sensor types are enabled. Click the "Hardware Information" buttons to view the enabled options or make changes.

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Changing the technology and/or hardware information after part of your database has been created in the RBMwizard does not affect equipment that has already been configured.

Hardware Information: Periodic Vibration - General

Data Collection Device - Select the CSI Machinery Analyzer used to take vibration data. If you normally use different model Machinery Analyzers to collect data, CSI recommends that you select the Machinery Analyzer most often used for RBMware data collection.

An option has been added to allow selection of the 2130 meter. A new database will default to using the 2120 unless the 2130 is selected from this screen at the database level. If this selection is made at the database level on a new database, all equipments created will default to using the 2130. On a database not defaulted to the 2130, this selection can be made at the equipment level and will override the database default for the selected equipment.

Making the 2130 selection tells the Wizard to pair the Signal Group Number and Signal Channel Number for active

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PeakVue points and their corresponding normal. As an example, on a motor the points M1H and M1P, the Outboard Horizontal and Outboard Horizontal PeakVue points, would be paired. Wizard always sets the Signal Channel Number to 1. The Signal Group Numbers start at 21 for each equipment and increment by 1 for each pair of points. So, for our hypothetical motor, M1H and M1P would have Signal Group and Signal Channel numbers of 21 and 1, respectively.

Two other features have been incorporated to support the 2130.

1) On a database initially set up to use a meter other than the 2130, the points will not be paired. However, if you should override the initial setting and decide to use the 2130, when the hammer is dropped, the Wizard will detect this and pair the appropriate points. 2) If you set up a database to use the 2130 and have inactive PeakVue points, they and their normals will not be paired when you drop the hammer. If, later, you decide to activate them, Component Design Studio will detect this and inform you that you need to drop the hammer in order for the change to take effect and the points be paired. This will also occur should you add a new component to an existing equipment that you're using the 2130 on.

Note: If you select both the Model 2115 and the Model 2120 in RBMwizard, the Database will be configured as if you were using Model 2120s. If you select the Model 2120, but also use the Model 2115 or Model 1010 to collect data, be aware that the more advanced Model 2120 options will not be downloaded into these meters. Though this will not interfere with RBMware operations, you should carefully plan routes to take advantage of the differing capabilities of each model of machinery analyzer used.

After making your selections, press "Next" to advance to the Hardware Wizard: Periodic Vibration - Sensor dialog.

Hardware Information: Periodic Vibration - Sensors

Primary Sensor - Select the Sensor most typically used. Later, during Equipment configuration, you can change sensor types and other hardware information for individual pieces of Equipment (see "Adding Equipment to a

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Database" on page 2-30).

Sensitivity - RBMwizard defaults to a typical accelerometer sensitivity of 0.1 volts/g. Enter a different value if required for your particular sensor.

DC Offset - Enter the value of any required sensor DC offset in volts.

Sensor Power - Select "Provided by meter" if power to the sensor is supplied by the Machinery Analyzer or "Provided by external source" if the sensor is self-powered or receives power from an external source.

Use Different Sensor for SST measurement points - Selecting this option allows you to set the SST points to have data taken with a sensor that has a sensitivity different from that of the primary sensor defined.

Select "Finish" to complete Sensor selections for Periodic Vibration and to return to the Active Technologies dialog.

Hardware Information: Electrical/Thermal - Sensor

The Electrical/Thermal Sensor dialog lets you choose additional sensors types. When you choose additional sensors, RBMwizard creates additional measurement points appropriate for the technology the sensor supports. For example, if you select "Flux Coil In Use?," RBMwizard will set up Flux coil measurement points when a "motor" component is configured. Later, during Equipment configuration, you can change sensor types and other hardware information for individual pieces of Equipment (see "Adding Equipment to a Database" on page 2-30).

Temperature Input - Select the device which provides temperature data. Enter the appropriate details such as sensitivity.

Electrical Input - Select the electrical sensor(s) in use from the available selections. Enter the appropriate details such as sensitivity.

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Select "Finish" to complete Sensor selections for Electrical/Thermal. This will take you back to the Active Technologies dialog.

Hardware Information: Miscellaneous - Sensor

Select from among the miscellaneous input sensors such as microphone, and enter the appropriate details such as sensitivity. Later, during Equipment configuration, you can change sensor types and other hardware information for individual pieces of Equipment (see "Adding Equipment to a Database" on page 2-30).

Microphone in Use? - Select if an appropriate microphone is being used.

Sensitivity - If Microphone in Use is turned on, enter a value if required for your microphone.

Microphone Power - Select "Provided by meter" if power to the microphone is supplied by the Machinery Analyzer or "Provided by external source" if the microphone is self-powered or receives power from an external source. When done click "Finish."

RF MicroAnalyzer

The RF MicroAnalyzer option brings up a new screen with two tabbed windows, Transceiver and MicroAnalyzer.

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RF MicroAnalyzer Hardware Information screen

Transceiver Tab

Transceiver Tab

Transceiver ID - Enter the ID number for the Transceiver or Transceivers.

Location - Enter a description of the location for each Transceiver.

Connection Type - Select the type of connection you will be using. If you are using either a 2120, 2120A, or Handheld Personal Computer (HPC) to collect MicroAnalyzer data, you must choose the Non-Network option. If you plan to access your transceivers remotely via a LAN or Modem connection, you must also have the RF Watch program installed under RBMware. If you do not have RF Watch and wish to remotely connect to your Transceivers, please contact CSI to purchase.

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Note: If the Transceiver ID box does not have an ID number in it, the drop menu will not appear when you click on Connection Type.

Details - If you select either LAN or Modem, you will need to click on the Details button to finish the connection.

If you choose the LAN option, you must then select the Details button to finish the configuration.

LAN setup dialog box

In LAN setup dialog box, you must input both an IP Address and Service Number to correctly communicate to your Transceiver through a LAN connection. Please refer to your RF Watch manuals if you need assistance completing this information.

If you choose the Modem option, you must then select the Details button to finish the configuration.

Modem setup dialog box

In this window you must input the communications port that will be used on your computer to connect to the Modem. For example, COM1.

You must also select a Baud Rate and a Modem Initialization Delay Time, which should allow for enough time for your Modem to connect to the remote Transceiver plus approximately 5 seconds.

Finally, you must input the Modem Initialization String, which is minimally the phone number that is used to connect to the remote transceiver plus a carriage return (<0D>).

Additional items may be necessary in order to communicate reliably with the remote transceiver. Please refer to your RF Watch manuals if you need additional assistance.

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Note: The Forms button prints out a list of all defined sensors and their associated transceivers. MicroAnalyzers that have not yet been assigned to a transceiver will also be printed out.

MicroAnalyzer Tab

RF MicroAnalyzer Tab

MicroAnalyzer ID - Enter the ID number for each RF MicroAnalyzer.

Description - Enter a description of the location for each RF MicroAnalyzer.

Transceiver - Select the Transceiver you want to assign this RF MicroAnalyzer to from the popup menu in the Transceiver field.

Note: The Forms button prints out a list of all defined sensors and their associated transceivers. Sensors that have not yet been assigned to a transceiver will also be printed out.

Press "Finish" to complete Hardware selections for Miscellaneous and return to the Active Technologies dialog.

When you have completed making hardware sensor selections, press "Next" to advance to the Default Units dialog.

Default Units Dialogs

The Default Units Dialogs allow you to select the units of measurement for the technologies you have selected.

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General - Select either English or Metric as the standard for units that will be used to measure and display all data. Data units will be displayed as follows:

Vibration - Specifies the units that will be used for entering and displaying frequency-related data. The selected units will also be used for the frequency axis of spectral displays, if not specified otherwise. Select Hz (cycles per second) or select CPM (cycles per minute).

Note: You can always return to the Database level and edit your setup using the Edit option. See "Editing an RBMware Database" on page 2-43 for additional information.

Database Path Options

At this point, RBMwizard gives you three options:

Back

Press "Back" to review and change your selections for the Database Level.

Advanced Options - General Information

Parameter English Metric

Acceleration G's G's

Velocity in/sec mm/sec

Displacement mils microns

Temperature degrees - F degrees - C

Sound Pressure Pascals Pascals

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Press "Advanced..." to make more detailed selections for Control Parameters, Keywords, File Locations, Line frequency, and other Database Level information. See below for details.

Display Control Parameters Tab

Use this dialog to specify the unit modes and dB reference values that will be used when collecting and displaying data.

Unit Mode - Each data unit (acceleration, velocity, etc.) listed under the "variables" column can be assigned a different data format (Unit Mode) such as RMS, Peak-to-Peak, etc. To change from the standard defaults, select the desired data format from the popup dialog available under the "Unit Mode" column.

dB Reference - The "dB Reference" column is used to specify the reference value for each data unit that will equal 0 dB when using a decibel display. To change from the standard default values, enter the new value under the "dB Reference" column.

Finish

Press Finish to complete the Database level and move to build the Area Level as described in "Adding Areas to a Database" on page 2-23.

Keywords Tab

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Area, Equipment, and Load Keywords -These options enable you to globally substitute other descriptive names in place of Area, Equipment, and Load throughout the RBMware programs while using this Database. For example, using the word Floor might be more descriptive than Area or using the word Flow instead of Load. An "Area" represents a logical grouping of Equipment in your plant. A Database will usually consist of more than one Area. Changing the keyword will replace the word "Area" with the new word throughout your Database.

Load Units -Normally defined as a percentage of full load-defining the operational state of the Equipment at the time data were collected. Another word may also be substituted for this description, for example, GPM may be more descriptive when using Flow as the Load keyword. Changing the keyword will replace the word "Percent" with the new word throughout your Database.

Note: CSI recommends that you do not use a keyword to replace a keyword. For example, "Equipment" should not be substituted for "Area".

External File Locations Tab

RBMware needs to know the location of special files to operate. Many of these file locations are established during installation.

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User Warehouse - This Database file stores Components and templates you have configured in Component Design Studio for reuse. When you are modifying an existing database, changes to this field are reflected in DBASE global settings. See "Components and Templates" on page 3-18 for additional information.

RBMview Database - This field shows the RBMview Database file which is linked to the current RBM Database you are creating or editing. See "RBMview Database Selection Dialog" on page 2-5 for additional information.

Thermographic Setup File - This field displays the name of the file used by CSI's Infranalysis program to store set up information.

Thermographic Image Path - This field displays the name of the directory where thermographic image files are stored.

Use the Browse button to review locations, change locations, or establish file locations or links.

Caution: CSI recommends that you accept the file locations established during installation. Changing these locations can cause problems when other RBMware applications attempt to link to these files.

Miscellaneous Tab

Select the electrical line frequency used by your electrical power system.

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After completing the Advanced dialogs, select "OK" to return to the General Information dialog.

After completing the General Information dialog, select "Finish" to exit.



Adding Areas to a Database

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After completing the Database level, RBMwizard advances to the Area level. With the Database icon selected from the Tree displayed in the left menu frame, the properties of the selected Database are shown in the right menu frame.

Database Properties

Database Name - Displays the full path and filename of the selected Database.

Company Name - Displays the name of the company associated with the selected Database.

Area Count - Displays a running total of all Areas within the selected Database. As you add Areas to the Database, this number will automatically increment.

Equipment Count - Displays a running total of all Equipment within the selected Database. As you add Equipment to the Database, this number will automatically increment.

The RBMwizard Tree

The graphical RBMwizard Tree, at the left frame of the menu, shows the current configuration of the Database as a hierarchy of Areas and Equipment.

Areas and Equipment Under Construction

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Before you Drop the Hammer, new Areas and Equipment can be thought of as "under co nstruction." A "+" plus symbol is shown on Area and Equipment icons which are under construction. After you have dropped the Hammer, Areas and Equipment can be thought of as "built."

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Cut, Copy, and Paste Areas and Equipment

For Areas and Equipment under construction, the Tree is interactive: you can Cut, Copy, and Paste Areas and Equipment. This allows you to move Equipment from one Area to another with the right-mouse Cut and Paste feature or to duplicate Equipment with the right-mouse Copy and Paste feature. All of the configuration data associated with the copied Equipment or Area moves with the copy.

Note: Cut, Copy, and Paste functions only work with Areas and Equipment under construction in RBMwizard. (Areas and Equipment under construction have a "+" plus sign in their icon.) After you have dropped the Hammer and built a new Area and/or Equipment, use the Database Setup (DBASE) or the Database Utility (DBUTLY) program to perform these functions

Duplicate an Area - To duplicate an Area in the Database, select the Area on the Tree. Using the right-mouse function, copy the selected Area. Next point the mouse at the Database level, then use the right-mouse `Paste' function to paste the Area. The Area will then be pasted to the Database as a new Area with all of the contents of the existing Area. The RBMwizard will automatically alter the Area name and Area ID to ensure uniqueness. You may want to edit the name and ID to personalize the new Area name. If you need multiple copies, simply paste the Area multiple times.

Duplicate Equipment - To duplicate a piece of Equipment in the Database, select the Equipment on the Tree. Using the right-mouse function, copy the selected Equipment. Next point the mouse at the Area level, then use the right-mouse `Paste' function to paste the Equipment. The Equipment will then be pasted to the Database as new Equipment with all of the contents of the existing Equipment. The RBMwizard will automatically alter the Equipment name and Equipment ID to ensure uniqueness. You may want to edit the name and ID to personalize the new Equipment name. If you need multiple copies, simply paste the Equipment multiple times.

Menu/Tool Bar Items

File

New Session (Ctrl-R) - Starts a new RBMwizard session.

Exit - Exits the RBMwizard program and returns to the Windows desktop. When you Exit, RBMwizard saves all of your answers into the project (.dbz) file.

View

Toolbar - Check this option to display the Toolbar at the top of the Main menu.

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Status Bar - Check this option to display the scroll bars on the right side and the Status bar at the bottom of the Main Menu.

Split - Allows you to adjust the relative widths of the Tree and Properties dialog. When Split is selected, a cursor tool appears at the "split" between the two sides of the Main Menu. To move the "split", use the right/left arrow keys or drag with the mouse.

Node

Edit -Allows you to edit the selected object Database, Area, or Equipment.

Add - Adds new Equipment to the selected Area.

Configure - Opens the Configurations dialog and then the Component Design Studio to build and configure the selected Equipment from Components.

Cut - Copies the selected Area or Equipment object under construction to the clipboard and removes the selected object from the Tree. The cut object can then be pasted back to the Tree using the Paste menu bar or tool bar options.

Copy - Copies the selected Area or Equipment object under construction to the clipboard. The copied object can now be pasted to the Tree using the Paste menu bar or tool bar options.

Paste -Pastes or inserts an Area or Equipment object stored on the clipboard to the Tree. When pasting, the object graphic and all configuration information is included. If the object was copied (not cut), RBMwizard automatically changes the object name and ID to ensure that different objects do not share the same name. You can edit the name and ID if necessary.

Delete - Removes the selected Area or Equipment from the Tree. The delete menu bar and tool bar functions permanently remove the selected Area or Equipment and all of the associated configuration information from the Tree. See "Delete" in "Menu/Tool Bar Items" on page 2-26 for additional important information about the delete function.

DBFactory

Build Database - Dropping the Hammer by clicking the Hammer button initiates the process of building a RBMware RBM Database based on the information stored in the Project (.dbz) file.

Help

Contents - Brings up the RBMwizard Help system.

About - Brings up RBMwizard copyright and version information.

Build a New Area

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From the Main Menu you have two primary options:

1 "Edit" the selected Database (or other selected object). If the Database level is highlighted on the tree, the right frame menu gives you the option to Edit the Database. Selecting this option will take you back through the project creation process starting with the General Information dialog. See "Database Wizard Dialog" on page 2-7 and "Editing an RBMware Database" on page 2-43).

2 "Add" a new Area to the selected Database. With the Database icon selected in the Tree, press the Add Area button to begin the process of adding a new Area to the Database. The first step is to enter a new Area name in the Area wizard dialog.

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Area Name - An Area is a logical grouping of Equipment. Often an Area defines a collection of Equipment in the same geographical place. In this case a name such as "East Wing" or "First Floor" is appropriate. In other cases, an Area can be defined as a process line which may extend over several places in the plant. In this case a name such as "Assembly Area" or "Cleaning Area" is appropriate.

Area ID - Each Area defined in the Database needs a unique ID. This field must be filled in for each Area in the Database.

Press "Finish" to add the Area to the Database and advance to the Area main menu.



Adding Equipment to a Database

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After adding an Area, the Area icon and name are displayed on the Tree in the left frame of the main menu. After selecting an Area on the Tree, the choices at the right become "Edit" and "Add Equipment". At the Equipment Level from the Main Menu you have two primary options:

"Edit" the selected Area. If an Area is highlighted on the Tree, the menu options at the right hand side of the RBMwizard Main Menu give you the option to Edit the Area. This will take you back through the Area creation process starting with the General Information dialog. See "Database Wizard Dialog" on page 2-7 and "Build a New Area" on page 2-28).

"Add" new Equipment to the selected Area. Click the "Add Equipment" button to add new Equipment to the selected Area. This will advance you to the first page of the Equipment Wizard.

Equipment Wizard - General Information

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Equipment Name - Each piece of Equipment needs a descriptive name. This name does not have to be unique, but it should be descriptive. An easily recognized name lets you navigate logically through your RBMware Database and your Automated Fault Analysis program configuration file.

Equipment ID - The Equipment ID code must be unique for every piece of Equipment in the Area. It is used by the Database Setup and Route management programs to identify specific pieces of Equipment.

Operational Significance - RBMwizard sets up measurement points for Equipment based on how important the Equipment is to your plant operation. If you identify the Equipment as Critical then the RBMwizard sets up all the measurement points available for the type of Equipment selected. As you move down the Operational Significance list, fewer points are selected. RBMwizard selects the fewest number of points for Non-Essential, the lowest level of Operational Significance.

Below are some general guidelines for the categories of Operational Significance:

Critical - Equipment that your plant production or operation depends on. If this equipment fails, production stops.

Essential - Equipment that is highly important to plant operations. Failure may not cause an immediate work stoppage, but production may be impacted.

Important - Equipment that affects the quality of the product produced or which is in continuous operation and for which no backup exists.

Secondary - Equipment that is run in backup condition or which is one piece in a pool of equipment needed to produce the product.

Non-essential - spare Equipment, standby Equipment, Equipment whose failure has minimal effect on overall plant performance.

Note: In addition, the magnitude value associated with Operational Significance for a piece of Equipment is stored in the RBMview .mdb file for use by RBMview. These codes are generated automatically. The default

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magnitude values are shown in the table below:

Click the "Advanced" button to open the "Advanced" dialog.

Equipment Wizard - Advanced Options

Miscellaneous Tab

Classification - a text field that may be used to add description to the Equipment and distinguish it from other types of similar Equipment. Anything may be put here. Things like Equipment horsepower, pump size, bearing type, lubrication method, bearing orientation are all typical responses.

Analysis Group ID - is used by the AUTOSTAT program. This field organizes equipment into groups that AUTOSTAT will treat the same for Alarm creation purposes.

Value Significance

100 Critical

80 Essential

60 Important

40 Secondary

20 Non-essential

0 NA

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Measure Speed Only Once: - If the machine is specified as being a variable-speed type, this command affects the number of times that the machinery analyzer prompts the operator to enter the machine running speed.

Yes - The operator is prompted only once, before the first measurement point, to enter the machine running speed. No - The operator is prompted to enter the machine running speed before each measurement point. This option is normally only used when the running speed could change during data collection on this machine.

Measure Load Only Once: - If the machine is specified as being a variable-load type, this command affects the number of times that the machinery analyzer prompts the operator to enter the machine load.

Yes - The operator is prompted only once, before the first measurement point, to enter the machine load. No - The operator is prompted to enter the machine load before each measurement point. This option is normally only used when the load could change during data collection on this machine.

Is Tach Location Fixed - Select this option if a tachometer will be connected to measure RPM on a variable-speed machine with measurement points that run at different speeds. If only one location is accessible for placement of the tachometer, answer `Yes' to enable this feature.

When collecting data, the Machinery Analyzer will automatically calculate the running speed for every measurement point based on the ratio of the reference RPM of the machine to the reference RPM of each measurement point.

This option is functional only if the machine has been specified as variable speed.

Note: When using the Fixed Tach Location feature, measurement points with speeds other than the reference point speed cannot be used with synchronous time averaging. In addition, the 1xRPM amplitude and phase measurements of these points will be inaccurate.

Technologies Tab

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The technologies selected at the Database level may be modified for each separate piece of Equipment. Technologies activated at the global level will be active at the Equipment level (see "Technologies Dialog" on page 2-8 for information about setting global Database technology parameters).

You may want to modify the technologies used to monitor your Equipment for something different than was specified at the global Database level. For instance you may not need to have Oil Technology activated for an electric fan.

Active Technologies - Select from the list to activate a specific technology for the Equipment.

Hardware Information - Press the appropriate button to select technology-specific options for the Equipment. The dialogs and options are identical to those used when first setting up the Database.

Periodic Vibration - See "Hardware Information: Periodic Vibration - General" on page 2-9.

Electrical Thermal - See "Hardware Information: Electrical/Thermal - Sensor" on page 2-12

Miscellaneous - See "Hardware Information: Miscellaneous - Sensor" on page 2-13.

RF MicroAnalyzer - See "RF MicroAnalyzer" on page 2-14.

Press "OK" to advance to the Equipment Configuration Options dialog.

Equipment Wizard: Vibration

This menu allows you to define a "profile" for the Equipment you are defining.

Type - Identifies the steadiness of the Equipment RPM and LOAD. If the Speed or the load is identified as variable, then you will be prompted to enter a known speed or load at the Machinery Analyzer before data can be collected on the Equipment. If the user has a tachometer or strobe light, then the actual Equipment RPM can be input into the tachometer input port on the Machinery Analyzer and the actual Equipment speed is then accurately determined. If

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no tachometer input is available, then you may type in a "best guess" value for the Equipment speed.

Reference Running Speed - The Running speed at each Component is the most critical piece of information that can be input into RBMwizard. The data that is collected, the analysis that is done manually, or the analysis that is done with the Automated Fault Analysis program depends on the correct speed being known.

At the Equipment level, identify the reference speed which is typically the speed of the Component that is driving the Equipment train. In the Component Design Studio (CDS), the first Driver dropped on the workspace becomes the Component running at the reference speed. However, the reference speed can be reassigned to some other single shafted Component of the Equipment being configured in CDS.

The speeds are calculated for the user in the Component Design Studio (covered in Chapter 3) based on the Driver's reference speed and the coupling information.

Speed Units - The basic modes are RPM or FPM. The RPM selection should be used for most all types of Equipment trains with the exception of roll processes such as paper Equipment or metal rolling mills.

Any Equipment whose rotational shaft speed must be calculated based on the speed of some linear material in contact with a roll should choose FPM. Paper Equipme nt and metal rolling processes are typically created as FPM types of Equipment.

Also, if the Equipment is defined with speed units of FPM then the Equipment should be configured as roll process Equipment in the Component Design Studio.

Reference Load - Defaults to 100% of full load, but you can type in any value.

Alarm Criteria - The RBMwizard selects alarm levels for the Equipment built based on the type of Equipment. The user can alter the amplitude limits for each type of Equipment by specifying an Alarm criteria based on the general vibration characteristics of the Equipment. These vibration levels are:

Smooth -for Equipment that normally operates at low vibration levels.

Moderate - will work well for most Equipment in most plants.

Rough - for Equipment normally operating at a high vibration levels.

Note: The alarm levels used by the RBMwizard are based on typical machinery amplitudes found in a wide variety of industry for each of the Component types. However, these alarm levels should be viewed as a good starting point. CSI recommends that the AUTOSTAT program be run on your Database after 6-12 months to customize the alarm levels for each of your Databases.

Press "Finish" to advance to the Equipment Configuration Options dialog.

Note: If you have selected Thermography as an Active Technology, you will be advanced to the Thermography dialog.

Equipment Wizard: Thermography

If you have selected Thermography as an Active Technology, RBMwizard asks you for additional information (see "Hardware Information: Electrical/Thermal - Sensor" on page 2-12 or "Technologies Tab" on page 2-35). The

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selections you make will determine the tool bar configuration used in building up the Equipment in Component Design Studio.

Category - Select from among the available options.

Location - Select Indoor or Outdoor.

Type - Select from among the available options. These may be defined in the Information Framework application.

CSI Defined/User Defined- Select the appropriate option.

Setting Equipment Configuration Storage Options

After you have defined the basic profile for the Equipment, RBMwizard allows you to store the configuration information in a file for later re-use.

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Configuration Storage Options Dialog

Unassign Configurations - Select this option to unassign the selected Configuration from the piece of Equipment you are configuring. The Configuration will remain available for future reuse, but will not be applied to the Equipment you are configuring. Selecting this option will end the current CDS session.

New Configuration - Select this option to store the configuration within the Local File (for this Project) only, or in the User Warehouse for future re-use, depending on the Location selected. Enter a unique name in the field for the new configuration.

For more information about locations, see "Location" on page 2-40.

Existing Configuration - Allows you to display a list of existing Equipment Configurations from the Local File, the CSI Warehouse or the User Warehouse. Selecting a Configuration on the list applies the Configuration to the current Equipment. See "Existing Components, Templates, and Configurations" on page 3-21 for additional information.

Delete - Removes the selected Configuration.

Caution: A single Configuration may be assigned to other Equipment in the Database. Deleting a Configuration will affect any Equipment in your Database which shares the same Configuration. For example, you may have 10 identical fans in your plant which share the same Configuration. Deleting the fan Configuration will affect all 10 fans. If you have already built the Database, deleting the Configuration will

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not affect the Equipment measurement points, but it will remove the Configuration information used by the Nspectr Automated Fault Analysis program. If you have deleted a Configuration, you must reassign a Configuration to the Equipment to use the Nspectr Automated Fault Analysis program. See "Delete" in "Menu/Tool Bar Items" on page 2-26 for additional important information about the Delete function.

Location - Determines the configuration file location. Depending on whether you select New or Existing Configuration, the available options in the Location section of the dialog will change. See "Where Existing Components, Templates, and Configurations are Stored" on page 3-22 for additional information.

This File - Allows you to store or retrieve configurations in the current Local File (for this Project) (custdata\[database].dbz file).

User Warehouse - Allows you to store or retrieve configurations from the User Warehouse (custdata\usr_cmp.wh file).

Note: See "External File Locations Tab" on page 2-21 and "Options/Preferences" on page 3-13 for the location of the Project and Warehouse files.

Note: Additional Configuration information created using the Component Design Studio will also be stored in this Configuration. See "Equipment Configurations" on page 3-3 for additional information.

Finishing the Equipment Wizard

From the Configuration Storage Options dialog, press "Finish" to complete the Equipment Wizard. You are now returned to the Equipment Wizard Main Menu. The Equipment is highlighted in the tree and the properties are displayed in the right menu frame.

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Press `Edit' to edit the Equipment configuration. Pressing this button returns you to the first Equipment Wizard menu.

Press `Configure' to advance to the Component Design Studio to complete configuration. The Component Design Studio is discussed in "Component Design Studio" on page 3-1.



Editing an RBMware Database

Editing an Existing RBMware Database

RBMwizard allows you to edit existing RBMware Databases (.rbm) files. When editing existing .rbm files you can

Add new Areas and Equipment to the RBM Database. The process is similar to building a new Database.

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RBMwizard steps you through the process of creating and configuring Areas and Equipment, then you Drop the Hammer to add the Area and Equipment to the Database.

Edit existing Areas and Equipment in the RBM Database with certain limitations. You cannot copy, paste or delete Areas and Equipment in an existing Database with RBMwizard. CSI recommends that you use Database Setup Management (DBASE), Database Utility Functions (DBUTLY), and Manual Data Entry (MANLOG) available on the RBMware main menu to perform these functions.

Note: Anytime you add Areas, Equipment, or individual Components to a Database, you must "Drop the Hammer" to build the new measurement points.

To edit an existing Database, start RBMwizard from the main RBMware menu and select "Open Existing Database". Choose from the available Databases displayed in the menu. Select "OK" to advance to the RBMwizard main menu.

Next select the Database, Area, or Equipment level from the tree. Click the Edit button to step through the same dialogs used to create the Database and review or make changes as required.

Adding Areas

After selecting Open Existing Database from the main menu, select the Database on the Tree to which you want to add an Area. Now click the Add Area button to open the Area Wizard. Step through the dialogs to set up the Area, then click "Finish" to add the new Area to the Database. Now you are ready to add Equipment to the new Area. See "Adding Equipment" below.

Adding Equipment

After selecting Open Existing Database from the main menu, select the Area on the Tree to which you want to add Equipment. Now click the Add Equipment button to open the Equipment Wizard. Step through the dialogs to set up the Equipment, then proceed to Component Design Studio to configure the Equipment. See "Equipment Wizard - General Information" on page 2-31 for additional information. At the end of this process you must Drop the Hammer to rebuild the Database.

Changing Individual Pieces of Equipment

After selecting Open Existing Database from the main menu, select the piece of Equipment on the Tree that you want to modify. Now click the Edit button to open the Equipment Wizard. Step through the dialogs to make your changes. See "Equipment Wizard - General Information" on page 2-31 for additional information.

Changing or Adding Individual Components

To add or change Components to a piece of Equipment, select Open Existing Database from the main menu, and select the piece of Equipment you want to modify. Now click the Configure button to open Component Design Studio and add the new Components. See "Component Design Studio" on page 3-1 for additional information. At the end of this process you must Drop the Hammer to add the new measurement points to the Database.

Editing Converted MasterTrend Databases

MasterTrend Databases (.dat files) through Version 3.xx must be converted to RBMware Database (.rbm) files. The conversion utility supplied with RBMware allows you to convert older MasterTrend Databases to the new

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RBMware format. The utility performs an extensive series of conversions including:

Data for stations, machines, and measurement points are brought forward from the .dat Database file to an .rbm Database file.

Automated Fault Analysis program MACHINE.CFG files are converted and stored in the User Warehouse usr_cmp.wh file. Other .CFG files are converted as .dbz files. See "Components and Templates" on page 3-18 for additional information.

An RBMwizard Project .dbz File based on the converted .CFG files is created. This file is used by RBMwizard and the Automated Fault Analysis program's diagnostic routines. See "The RBMwizard Project File" on page 2-2 for additional information.

Fault History DATABASE_NAME.CPL Database files are converted to RBMview Case History .mdb files. RBMwizard does not operate directly on .mdb files, though RBMview and RBMwizard exchange information about the Operational Significance of Equipment. See "Database Wizard Dialog" on page 2-7 for additional information.

To edit a converted Database, start RBMwizard from the main RBMware menu and select "Open Existing Database." Choose from the available Databases displayed in the menu. Select "OK" to advance to the RBMwizard main menu.

Next select the Database, Area, Equipment, or Component level from the tree. Now you can step through the same dialogs used to create a Database and review or make changes as required.

Activating New Measurement Points

The last dialog, Measurement Points, displays the points which were converted from the previous MasterTrend Database. Click the `Generate measurement Points' button to display any additional points created by RBMwizard. Check the Active box for each point to make the new point active. To complete the process, you must "drop the Hammer" to rebuild the Database with the newly activated points.

Note: You cannot deactivate points which are already built into the converted Database.

Creating Component Configurations for Existing Equipment

In MasterTrend 3.xx, the Automated Fault Analysis program (Nspectr) is used to create Equipment configuration (.CFG) files. If no configuration file was created for a piece of Equipment in MasterTrend 3.xx, when the Database file is converted to RBMware, the conversion utility creates a new configuration file with partial information for the Equipment. To complete the configuration file, select the Equipment from the tree, and click the Configure button to open CDS. See "Component Design Studio" on page 3-1 for additional information. After completing the Configuration you must "drop the Hammer" to rebuild the Database with any additional measurement points.

MasterTrend 3.xx Unassigned Measurement Points

After converting a MasterTrend 3.xx database to an RBMware database, not all measurement points may be assigned to Components. You must manually reassign these unassigned measurement points to the proper Component in the Configuration in Component Design Studio (see "Component Design Studio" on page 3-1). Follow these steps to assign unassigned points to a Component:

1 Select the Component on the Component Design Studio Configuration (CDS) Workspace, then click the "Edit Measurement Points" button on the lower Toolbar to open the Measurement Points screen.

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2 Select the "Assign" tab. 3 On the Tree, click the "+" symbol next to the Equipment Configuration to display all of the sub-items on the Tree. Select the "Unassigned" item on the Tree to display a list of Unassigned points in the right window 4 Use the mouse to select and drag unassigned points in the right window to the proper Component on the Tree. Alternately you can select and drag the unassigned points on the Tree to the proper Component also on the Tree. You can also right-click to select multiple points, and then select and drag these points to the proper Component. The following steps are typically not required. 5 (Optional) Close the window to return to CDS. Double click the Component on the Workspace to open the Component Information dialog. Step through the dialogs until you reach the Measurement Points window. The newly assigned points are displayed on the grid.

6 (Optional) Select "Regenerate Measurement Points" to activate the newly assigned points. See "Activating New Measurement Points" on page 2-46 and "Generated Measurement Points" on page 3-39 for additional information.


Copyright © 2003, Computational Systems, Inc. All rights reserved.

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