NI InsightCM™ Server 3.0 Readme

October 2016


This file contains important information about the NI InsightCM™ Server software, including system recommendations, network requirements, installation instructions, and known issues.


Overview

System Recommendations

Installation Instructions

Product Security and Critical Updates

Upgrading from 2.0 to 3.0

Known Issues

Accessing the Help

Automating the Installation of NI Products

Legal Information


Overview

NI InsightCM is a software solution for online condition monitoring to be used with NI monitoring hardware. In the NI InsightCM web application, you can configure and manage NI condition monitoring devices, set alarm rules, view acquired data, determine how data is stored, and more. (Optional) NI InsightCM Enterprise Gateway Toolkit allows you to export feature calculations to external data historian software.


System Recommendations

The following sections describe the recommended specifications for NI InsightCM Server.


NI InsightCM Server

Systems with fewer than
10 NI Condition Monitoring Devices
Systems with fewer than
50 NI Condition Monitoring Devices
Systems with more than
50 NI Condition Monitoring Devices
  • Windows 7 64-bit Professional Service Pack 1
  • 2.2 GHz, 4-core processor
  • 16 GB RAM
  • One physical hard drive, for OS, program installation and storing data files—At least 500 GB disk space
  • Windows Server 2012 R2
  • 2.2 GHz, 8-core processor
  • 16 GB RAM
  • Two physical hard drives:
    • For OS and program installation—At least 250 GB disk space
    • For storing data files—At least 1 TB disk space
  • Windows Server 2012 R2
  • 3 GHz, 16-core processor
  • 32 GB RAM
  • Two physical hard drives:
    • For OS and program installation—At least 250 GB disk space
    • For storing data files—At least 2 TB disk space
Note  (Optional) If you use NI InsightCM Server Enterprise Gateway Toolkit add-on with OSIsoft PI System software, you must install the OSIsoft PI Data Access software and activate an appropriate run-time license on the server machine.

Network Requirements

NI InsightCM Server has the following network requirements:


  • The following ports must be open via rules in Windows Firewall.
    PortType
    82TCP (inbound and outbound)
    482TCP (inbound and outbound)
    5353UDP (inbound)
    6343 (configurable)TCP (inbound and outbound)
    8002TCP (inbound and outbound)
    2343UDP (inbound and outbound)
    6000-6010UDP (outbound)
    27016TCP (inbound and outbound)
  • The following programs must be allowed to communicate via inbound and outbound Windows Firewall rules:
    • lkads.exe, installed at C:\Windows\SysWOW64

InsightCM web application

National Instruments recommends you use the following browsers and screen resolution to access the InsightCM web application:


  • One of the following web browsers:
    • Google Chrome
    • Microsoft Edge
    • Internet Explorer 11
  • Screen resolution of 1366x768 pixels or higher

Installation Instructions

Complete the following steps to install the NI InsightCM Server software:


Note  Visit ni.com/info and enter the Info Code USBGuideSpec for the USB flash drive user guide and specifications.
  1. Log into Windows using an Administrator account. Contact your IT department if you do not have Administrator access.
  2. Insert the NI InsightCM Server installation USB drive in the server machine.
  3. Run setup.exe as administrator.
  4. Follow the installer prompts, enter any required information, and activate when prompted, if necessary. When prompted to reboot, log into the same Windows account you used to run the installer.
  5. (Optional) If you purchased the NI InsightCM Enterprise Gateway Toolkit to use with the OSIsoft PI Server, ensure the PI System Access License from OSIsoft is installed and configured on the server machine.

Configuring the Transceiver Settings

Complete the following steps to configure the device transceiver settings so that the device can reliably communicate with NI InsightCM Server:


  1. In a web browser, launch the InsightCM web application by navigating to the following URL that is appropriate for the computer you are using:
    • On the server machine, http://localhost:82.
    • On any other computer or device on the same network as the server machine, http://serverIpAddress:82 or http://serverDNSHostname:82.
  2. Log in with the default username (admin) and password (blank).
  3. Click the Navigation menu on the top right side of the page and choose Options
  4. In the Options dialog box, click the Transceiver section under the Server Settings category to the left.
  5. Click the Alternate IP Address button in the window to the right.
  6. In the Alternate IP Address dialog box that displays, you can see all the possible addresses for your server. Copy the address that you want to use as your hostname:
    • If your server has a static IP address or you don't expect your server IP address to change, copy the IP address to use as the hostname.
    • If you are using a DNS server on your network and you expect your server IP address to change, copy the fully qualified server name to use as the hostname. The server name dynamically links to the server IP address even if it changes. However, using the server name is less reliable than using the IP address. Only use this option in cases where using the IP address is impractical.
    Note  Do not use the default localhost value as the hostname for the server. Select the address that best suits your use case based on the criteria listed previously.
  7. Paste the address that you copied in the previous step into the Hostname field.
  8. If you want the transceiver to use the address that you specified in the Hostname field rather than the default IP address to locate the server, disable the Use IP Address checkbox. When you save the server settings, the Transceiver field value automatically updates to match the Hostname field value.
  9. Click the OK button to save the settings. You will be prompted to restart the NI InsightCM Server to apply the change.
    Note  After you save the new server settings, reset the device connection to get the device to send the updated connection information files to the server.

Configuring Measurement Type Units to Metric

Complete the following steps if you want to switch to metric units:


  1. Open a command prompt on your server machine and change to the "<InstallDrive>:\Program Files\National Instruments\InsightCM Server 3.0\" directory.
  2. Run InsightCMConsole.exe importdefinition -t unit -f "C:\Program Files\National Instruments\InsightCM Server 3.0\Definitions\UnitDefinitions\MetricUnits.json".
  3. Check that the command prompt reports “Success:”.
  4. Launch the NI InsightCM web application.
  5. Using the Navigation pull-down menu in the top-left corner of the page, navigate to System»Asset Definitions.
  6. Select a sensor definition in the list to the left and click the Property Definitions tab to the right.
  7. Double-click row with Unit as the Key value.
  8. Change the value of the Default Value field to the unit you want the asset to use.
  9. Click OK and then click Yes if the web application prompts you to update existing nodes.
  10. Repeat steps 6 through 9 for each sensor definition you want to update.

Product Security and Critical Updates

Visit ni.com/security to view and subscribe to receive security notifications about NI products. Visit ni.com/critical-updates for information about critical updates from NI.


Upgrading from 2.0 to 3.0

For information about how to upgrade your NI InsightCM software from 2.0 to 3.0, visit ni.com/info and enter the Info Code InsightCMUpgrade.


Known Issues

You can access the software and documentation known issues list online. Refer to the NI website for an up-to-date list of known issues in NI InsightCM.


Getting Started and Accessing the Help

Refer to Getting Started with NI Condition Monitoring Devices and NI InsightCM Server, available on the NI InsightCM Server installation USB drive as gettingStarted_InsightCMServer.pdf, for instructions for completing the setup tasks required to connect NI Condition Monitoring Devices to NI InsightCM Server and start acquiring and viewing data.


Refer to the NI InsightCM Server Configuration and Monitoring Help, accessible by clicking Help in the top-right corner of the NI InsightCM web application, for information about NI InsightCM Server and NI Condition Monitoring Devices.


Automating the Installation of NI Products

You can automate the installation of most NI products using command-line arguments to suppress some or all of the installer user interface and dialog boxes. However, starting with the August 2012 releases (products using NI Installers version 3.1 or later), you may need to perform additional steps before or during a silent installation of NI software.


If the NI product you are installing uses Microsoft .NET 4.6, the .NET installer may run before any NI software installs and may require a reboot before the installation of NI software begins. To avoid a .NET reboot, install .NET 4.6 separately before you install NI software.


For more information about automating the installation of NI products, refer to the following KnowledgeBase articles:



Legal Information

Copyright


© 2014–2016 National Instruments. All rights reserved.


Under the copyright laws, this publication may not be reproduced or transmitted in any form, electronic or mechanical, including photocopying, recording, storing in an information retrieval system, or translating, in whole or in part, without the prior written consent of National Instruments Corporation.


NI respects the intellectual property of others, and we ask our users to do the same. NI software is protected by copyright and other intellectual property laws. Where NI software may be used to reproduce software or other materials belonging to others, you may use NI software only to reproduce materials that you may reproduce in accordance with the terms of any applicable license or other legal restriction.


End-User License Agreements and Third-Party Legal Notices


You can find end-user license agreements (EULAs) and third-party legal notices in the following locations after installation:


  • Notices are located in the <National Instruments>\_Legal Information and <National Instruments> directories.
  • EULAs are located in the <National Instruments>\Shared\MDF\Legal\license directory.
  • Review <National Instruments>\_Legal Information.txt for information on including legal information in installers built with NI products.

U.S. Government Restricted Rights


If you are an agency, department, or other entity of the United States Government ("Government"), the use, duplication, reproduction, release, modification, disclosure or transfer of the technical data included in this manual is governed by the Restricted Rights provisions under Federal Acquisition Regulation 52.227-14 for civilian agencies and Defense Federal Acquisition Regulation Supplement Section 252.227-7014 and 252.227-7015 for military agencies.


IVI Foundation Copyright Notice


Content from the IVI specifications reproduced with permission from the IVI Foundation.


The IVI Foundation and its member companies make no warranty of any kind with regard to this material, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. The IVI Foundation and its member companies shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material.


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Refer to the NI Trademarks and Logo Guidelines at ni.com/trademarks for information on National Instruments trademarks. Other product and company names mentioned herein are trademarks or trade names of their respective companies.


Patents


For patents covering the NI products/technology, refer to the appropriate location: Help»Patents in your software, the patents.txt file on your media, or the NI Patent Notice at ni.com/patents.


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