Initial Setup Checklist

NI InsightCM™ 3.3 Help

Edition Date: December 2018

Part Number: 374498G-01

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Parent Topic: NI InsightCM Server Configuration and Monitoring Help

Before You Begin: Complete the NI InsightCM Monitoring Devices Quick Start document to connect devices to the network, power, and sensors. This document is accessible by visiting ni.com/info and entering the Info Code insightcmdocs.

Use the following checklists to set up NI InsightCM and configure NI Monitoring Devices. This checklist contains items NI recommends you configure or check at a few milestones during the setup process.

Tip  For guided, step-by-step instructions for completing the first two checklists, refer to the Getting Started with NI Monitoring Devices and NI InsightCM document linked here or located on the NI InsightCM installation USB drive (gettingStarted_InsightCMServer.pdf).

After Installing NI InsightCM and before Adding Devices

Complete these tasks before you add devices to the NI InsightCM web application to ensure you can efficiently add devices when you are ready.

Log into the NI InsightCM web application.

Details

On the NI InsightCM web application home page, enter the default username (admin). The NI InsightCM web application does not require a password until you configure SSL.

How-to: Logging into the NI InsightCM web application

Define the names and locations of equipment that NI Monitoring Devices will monitor.

Details

Use the Asset Configuration page to create an intuitive representation of the equipment at the physical site. On the Data Viewer page, trends and waveforms are organized under equipment, so users rely on this representation to locate data of interest.

Location: Asset Configuration page

How-to: Defining the Asset Tree

Find or set the IP address of devices.

Details

Adding a device to NI InsightCM Server is easier if you know its IP address. If you already know the IP address or if you do not know the IP address but the device is not currently in an accessible physical location, you can skip this task, but you will need to access the physical device later to connect the device to NI InsightCM Server.

How-to: Finding or Setting a Device IP Address

Plan a device and asset naming scheme that uses only supported characters.

Details

If you want to name devices and assets according to a particular scheme, such as one that indicates the equipment or sensor the asset represents, note that the NI InsightCM web application allows only the following characters in their names:

  • Letters
  • Numbers
  • Dashes
  • Underscores
  • White space, except as the first or last character

Adding the First Device to the NI InsightCM Web Application

Complete these tasks to add a first device to the NI InsightCM web application. These initial tasks ensure the device connects to NI InsightCM Server and acquires correct and useful data. After you successfully add the first device, continue completing this document to configure additional device settings and operations, as well as add additional devices.

Add the device to the NI InsightCM web application.

Details

Refer to Getting Started with Devices for more information about adding devices.

Location: Device Configuration page

How-to: Adding a New Device Configuration

Assign the device channels to one or more data groups and configure data group properties.

Details

A data group is a set of channels mapped to sensors that monitor the same piece of equipment. Data groups are useful in situations where a single device connects to sensors whose data you want to acquire, analyze, and log according to different parameters.

Location: Device Configuration page»Equipment Mapping tab

How-to: Configuring a Data Group

If desired, create virtual sensors that perform integration or differentiation on the waveforms from accelerometer, velocity, and displacement sensors.

Details

For information about how NI InsightCM Server filters integrated time-domain data, refer to How Filtering Affects the Duration of Integrated Data.

Location: Asset Configuration page»Properties tab

How-to: Select an accelerometer, velocity, or displacement sensor, and then use the buttons in the Derived Assets section to the right to add sensors that represent new sources of data. You can configure these virtual, derived sensors similarly to how you configure sensors on hardware except that derived sensors always belong to the data group for their source sensor.

Use the Asset Configuration page to enter the sensitivity of the sensor connected to each channel and the units in which the device logs data.

Details

Sensitivity and Units are properties of every sensor in the NI InsightCM web application. Other sensor properties vary according to the type of sensor you select.

Location: Asset Configuration page»Properties tab

Identify, or map, the sensors that each channel monitors.

Details

Mapping channels to sensors allows the NI InsightCM web application to group features and channel data with the sensors that produced it so users can find data in an intuitive structure.

Location: Device Configuration page»Equipment Mapping tab

How-to: Mapping Sensors to Device Channels

Check that the device can acquire and send data to NI InsightCM Server.

Details

Force trigger an acquisition to verify the connection with the server. After a successful acquisition, the Features table on the Device Dashboard page lists the values of features, such as RMS, calculated from an acquisition with a recent timestamp.

Location: Device Dashboard Page

How-to: Manually Requesting a Periodic Acquisition

Note  Even after you complete the tasks in this checklist to bring the device online, you typically need to configure additional settings in the device configuration. When you reach the Adding Many Devices section, perform any tasks in that checklist that you did not yet complete for this first device.

Configuring the Server before Adding Many Devices

After you add a first device successfully, continue configuring NI InsightCM Server within the NI InsightCM web application. Complete the following tasks to prepare to add many devices or allow other users to work in the NI InsightCM web application.

Define an aging strategy to automatically manage the amount of data the server stores.

Details

NI InsightCM Server provides features for automatically discarding some data sets after certain conditions are met. This automatic process, called aging, is useful for conserving space on disk while maintaining a desirable collection of data.

How-to: Managing Data Storage and Disk Space

Enable NI InsightCM Server to send email notifications when certain alarms occur.

Details

Enter information about the SMTP server you want NI InsightCM Server to use to generate emails. NI InsightCM Server acts as a SMTP client and sends SMTP messages to a SMTP server.

Location: Access the Options dialog box from the navigation menu and navigate to the SMTP section under the Notifications category.

How-to: Setting Up Email Notifications

Customize groups of features and spectral bands that the NI InsightCM web application automatically assigns to assets. These groups are called feature sets.

Details

Feature sets are useful for ensuring that all devices in an NI InsightCM system calculate a consistent set of features. However, users can still customize the features and spectral bands for an asset on a per-asset basis.

Location: Asset Configuration page»Features tab

How-to: Features Tab (Asset Configuration Page)

Define custom spectral bands whose value you want NI InsightCM Server to calculate from sensor data.

Details

Location: System page»Features tab

Specify in which units the NI InsightCM web application allows devices to acquire and log data, as well as in which units to express the resulting feature/spectral band values.

Details

If you configure multiple units for a particular sensor type, you can choose specific units on a per-sensor basis.

Location: System page»Units tab

Configure any historian software with which you want to interface, such as the PI System software or an OPC UA server.

Adding Many Devices

After you complete the previous sections to prepare for many devices to connect to NI InsightCM Server, complete these tasks for each device you add.

Assign the device channels to one or more data groups and configure data group properties.

Details

A data group is a set of channels mapped to sensors that monitor the same piece of equipment. Data groups are useful in situations where a single device connects to sensors whose data you want to acquire, analyze, and log according to different parameters.

Location: Device Configuration page»Equipment Mapping tab

How-to: Configuring a Data Group

If desired, create virtual sensors that perform integration or differentiation on the waveforms from accelerometer, velocity, and displacement sensors.

Details

For information about how NI InsightCM Server filters integrated time-domain data, refer to How Filtering Affects the Duration of Integrated Data.

Location: Asset Configuration page»Properties tab

How-to: Select an accelerometer, velocity, or displacement sensor, and then use the buttons in the Derived Assets section to the right to add sensors that represent new sources of data. You can configure these virtual, derived sensors similarly to how you configure sensors on hardware except that derived sensors always belong to the data group for their source sensor.

Enter the sensitivity of the sensor connected to each channel and the units in which the device logs channel data.

Details

Sensitivity and Units are properties of every sensor in the NI InsightCM web application. Other sensor properties vary according to the type of sensor you select.

Location: Asset Configuration page»Properties tab

Identify, or map, the sensor that each channel monitors.

Details

Mapping channels to sensors allows the NI InsightCM web application to group features and sensor data with the sensor that produced it so users can find data in an intuitive structure.

Location: Device Configuration page»Equipment Mapping tab

How-to: Mapping Sensors to Device Channels

Define all the conditions that trigger the device to perform acquisitions.

Details

Devices collect a data set only when one of several types of triggers initiate an acquisition.

How-to: Methods for Initiating Device Acquisitions

Review and customize the features and spectral bands the device calculates for each sensor.

Details

Sensors inherit a default set of features and spectral bands to be calculated based on their measurement type. For each sensor, you can add additional features or spectral bands you want the device to calculate.

Location: Asset Configuration page»Features tab

How-to: Features Tab (Asset Configuration Page)

Define parameters for alarms you want devices to monitor and set when active.

Details

You can create alarm rules for any feature or spectral band calculated for a sensor, as well as for device and sensor status.

How-to: Defining an Alarm Rule

Verifying Server and Device Health after Adding Devices or Replacing Hardware

After you complete the previous checklists, you can verify devices are connected and set up properly by completing the following tasks.

Check the online/offline status of devices.

Details

Review any devices with active alarms or whose status is not Online.

Locations: 

Verify the connections between channels and sensors.

Details

Start acquiring data on the Test Panel page for a device. Test panels allow you to temporarily display live data in the NI InsightCM web application without acquiring and storing a data set. Test panels are useful for quickly verifying hardware changes or replacements if you do not care about storing the data for future analysis.

Location: Test Panel page
Check that devices can acquire and send data to NI InsightCM Server.

Details

For each device, manually request an acquisition. This is known as a force trigger. After a successful acquisition, the Features table on the Device Dashboard page lists the values of features, such as RMS, calculated from an acquisition with a recent timestamp.

Location: Device Dashboard Page

How-to: Manually Requesting a Periodic Acquisition

Check that the data sets the devices sent to the server are stored in the correct location.

Details

By default, NI InsightCM Server stores data files from periodic acquisitions, such as time-based and force-triggered acquisitions, on the server at <InstallDrive>:\Program Data\National Instruments\InsightCM\Data\Final.

Monitor alarms.

Details

The NI InsightCM web application provides several ways for you to view information about current and past alarms.

How-to: Monitoring Alarms

Where to Go Next

After you complete the previous checklists, consider the following optional tasks to prepare the NI InsightCM installation for routine, ongoing use.

Determine if you want to require connections to the NI InsightCM web application to use SSL.

Details

To require users to log in with a password and authenticate the NI InsightCM web application with the Windows Active Directory service, configure SSL. If you do not want to require SSL connections, use Internet Information Services (IIS) Manager to remove the placeholder SSL certificate that NI provides for the InsightCM site's https binding.

How-to: Enabling Connections to the NI InsightCM Web Application via SSL

Determine whether you want to authenticate NI InsightCM web application users via Windows Active Directory. The process you complete to assign permissions to users depends on whether you want to use Active Directory.

Details

For information about how Windows accounts and Active Directory integrate with the NI InsightCM web application, refer to Relationships between User Accounts and Permissions.

How-to: Assigning Permissions to NI InsightCM Web Application Users

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