User Manual Emonitor 4.0 User's Guide ROCKWELL AUTOMATION PUBLICATION EMONTR-UM002-EN-E AUGUST 2016, INITIAL RELEASE Important user information Read this document and the documents listed in the additional resources section about installation, configuration, and operation of this equipment before you install, configure, operate, or maintain this product. Users are required to familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws, and standards. Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to be carried out by suitably trained personnel in accordance with applicable code of practice. If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be impaired. In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this equipment. The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the examples and diagrams. No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in this manual. Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is prohibited. Throughout this manual, when necessary, we use notes to make you aware of safety considerations. WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal injury or death, property damage, or economic loss. ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the consequence Important: Identifies information that is critical for successful application and understanding of the product. Labels may also be on or inside the equipment to provide specific precautions. SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present. BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous temperatures. ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and for Personal Protective Equipment (PPE). Allen-Bradley, Rockwell Software, Rockwell Automation, and TechConnect are trademarks of Rockwell Automation, Inc. Trademarks not belonging to Rockwell Automation are property of their respective companies. Table of contents Chapter 1 Overview of Emonitor Contact us .............................................................................................................. 14 Legal Notices ......................................................................................................... 15 Navigating Emonitor ........................................................................................... 16 Start Emonitor and log in ............................................................................ 16 Emonitor window ......................................................................................... 17 Set the screen refresh rate ............................................................................. 19 Shortcut keys .................................................................................................. 19 Use toolbars .................................................................................................... 23 Use spreadsheets ............................................................................................ 26 How to use windows and panes .................................................................. 30 Save and recall panes in a view ..................................................................... 32 Chapter 2 Quick Start Set up your database ...................................................................................... 35 Using the Emonitor system ......................................................................... 44 Chapter 3 Understand the database Overview of the Emonitor Database .......................................................... 51 Understand the Emonitor database ........................................................... 52 Database window operations ....................................................................... 62 Hierarchy Tree operations ........................................................................... 64 Undo changes to the database ..................................................................... 71 Find and replace information in the database .......................................... 72 Select database window fonts ...................................................................... 73 Chapter 4 Set up the database Edit criticality and measurement units ...................................................... 76 Add machinery to your database ................................................................. 79 How to use templates .................................................................................... 92 Add calculated measurements ..................................................................... 96 Edit specifications ........................................................................................ 105 Edit equipment categories .......................................................................... 115 Use inspection codes ................................................................................... 117 Rockwell Automation Publication UM002A-EN-E 3 Table of contents Chapter 5 Set up lubricants Set up a lubricant library ............................................................................ 119 Store Material Safety Data Sheets (MSDS) ............................................ 124 Store ferrographic images ........................................................................... 126 Import oil data ............................................................................................. 128 Chapter 6 Use lists How to use lists to organize data .............................................................. 135 How to use lists for operations .................................................................. 145 Chapter 7 Using Alarms Set up alarms ................................................................................................. 152 Create alarm statistics ................................................................................. 166 Using Alarms ................................................................................................ 175 Display alarm status .................................................................................... 178 Displaying Alarm Events in the Alarm Event Log ................................ 185 Chapter 8 Load and unload a Data Loading a Data Collector ........................................................................... 192 Collector Collect data ................................................................................................... 199 Unload a data collector ............................................................................... 200 Manually adding and editing archive data .............................................. 211 Import Data .................................................................................................. 220 Chapter 9 Displaying system events in Enable and disable system event logging.................................................. 227 the System Event Log Display the System Event Log pane ......................................................... 227 Select the events and columns to display ................................................. 228 Work with System Events .......................................................................... 229 Chapter 10 Use plots Plot types in Emonitor ................................................................................ 232 Display plots and images in the Plot Window ....................................... 233 Displaying a plot legend ............................................................................. 237 Change the appearance of plots ................................................................ 241 Work with trend plots ................................................................................ 251 4 Rockwell Automation Publication UM002A-EN-E Table of contents Work with spectrum plots ......................................................................... 255 Work with image and ActiveX plots........................................................ 262 Select data for plotting ................................................................................ 264 Chapter 11 Use reports Printing and Viewing Reports ................................................................... 277 Create custom reports................................................................................