InsightCM™ 3.4 Readme

April 2019


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


Overview

System Recommendations

Installation Instructions

Product Security and Critical Updates

New Features

Upgrading from a Previous Version

Known Issues

Bug Fixes

Getting Started and Accessing the Help

Legal Information


Overview

InsightCM is a software solution for online monitoring to be used with NI monitoring hardware. In the InsightCM web application, you can configure and manage NI monitoring devices, set alarm rules, view acquired data, determine how InsightCM stores data, and more. InsightCM supports the following optional toolkits:


  • InsightCM Enterprise Gateway Toolkit—Enables you to export feature calculations to external data historian software.
  • Motor Current Signature Analysis Toolkit—Enables you to acquire motor voltage and current signals and analyze the signals to monitor three-phase AC induction electric motor conditions.
  • Electromagnetic Signature Analysis Toolkit—Enables you to perform sweeps of radio frequencies to detect spikes that indicate equipment failures.
  • Thermal Imaging Toolkit—Enables you to collect temperature data from thermal cameras.

System Recommendations

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


InsightCM Server

Note  National Instruments recommends using solid state drives to improve disk throughput.
Systems with fewer than
10 NI Monitoring Devices
Systems with fewer than
50 NI Monitoring Devices
Systems with more than
50 NI Monitoring Devices
  • Windows 10 64-bit Professional or Windows 7 64-bit Professional Service Pack 11
  • 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 2016 or 2012 R22
  • 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 2016 or 2012 R22
  • 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  If you use the InsightCM Server Enterprise Gateway Toolkit add-on with OSIsoft PI System software, you must install the OSIsoft PI Asset Framework (AF) Client.

1 NI software is signed with a SHA-256 certificate. Windows 7 SP1, Windows Embedded Standard 7 SP1, and Windows Server 2008 R2 SP1 require Microsoft updates to support SHA-256. Refer to Microsoft KB3033929 for more information about how to install this security update.

2 NI software installs VC2015 Runtime and .NET 4.6.2. Windows 8.1 and Windows Server 2012 R2 require Microsoft updates to support these items. Refer to Microsoft KB2919442 and KB2919355 for more information about how to install these updates.


Network Requirements

The InsightCM Server has the following network requirements:


  • Use Windows Firewall Inbound and Outbound rules to open the following ports:
    PortTypeDescriptionDetails
    82*TCP (inbound)HTTP Web ApplicationNot required if enabling connection to the web application via SSL.
    482*TCP (inbound)HTTPS Web ApplicationOnly required if enabling connection to the web application via SSL.
    5353UDP (inbound)InsightCM Device CommunicationUsed to find devices on the server's subnet; only affects the "Browse" button functionality when adding devices.
    5672TCP (inbound)InsightCM Internal Service CommunicationOnly necessary if using the SDK to communicate with the server from another device.
    6343**TCP (inbound)InsightCM Device CommunicationN/A
    8002TCP (outbound)InsightCM Device CommunicationN/A
    49580**TPC (outbound)InsightCM OPC Historian CommunicationOnly necessary if using the OPC UA Server that comes with InsightCM Enterprise Gateway Toolkit.
    3580TCP (outbound)Application Image DeploymentN/A
    80TCP (outbound)Application Image DeploymentN/A
    *Configurable through IIS (Internet Information Services)
  • **Configurable through InsightCM


  • Use Windows Firewall Inbound and Outbound rules to allow the following programs to communicate:
    • 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:


  • The latest version of one of the following web browsers:
    • Google Chrome
    • Microsoft Edge
  • Screen resolution of 1366x768 pixels or higher

Installation Instructions

Choose one of the following ways to install the InsightCM software:


  • Offline Installation
    1. Navigate to ni.com/downloads and click NI Software Products.
    2. Search for InsightCM and select InsightCM.
    3. Click the version type you need.
    4. Download the offline installer of InsightCM.
    5. Save the zip file to a media device, such as a USB drive.
    6. Unzip the file within the USB drive.
    7. Insert the USB drive with the offline installer of InsightCM to the server machine.
    8. Note  Visit ni.com/info and enter the Info Code USBGuideSpec for the USB flash drive user guide and specifications.
    9. Run install.exe as administrator.
    10. 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. Allow several minutes for the post installation batch script to run after reboot.
  • Online Installation
    1. Navigate to ni.com/downloads and search for InsightCM.
    2. Select InsightCM.
    3. Click the version type you need.
    4. Click the link to download the latest version of InsightCM.
    5. Follow the installation instructions included on the page to complete installation.

Configuring the Transceiver Settings

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


  1. In a web browser, launch the InsightCM web application by navigating to the following URL on any 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.
  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 OK to save the settings. InsightCM prompts you to restart InsightCM services to apply the change.
  10. After you save the new server settings, reset the device connection to get the server to send the updated connection information files to the device.

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 "<InstallDrive>:\Program Files\National Instruments\InsightCM Server 3.0\Definitions\UnitDefinitions\MetricUnits.json".
  3. Check that the command prompt reports "Success:".
  4. Run "InsightCMConsole.exe exportdefinition -t asset -n <sensor name> -o <full path to output definition file>".
  5. Open the definition file using a text editor.
  6. Find the property definition where the key value is Unit and change the value of DefaultValue to the appropriate metric unit.
  7. Save the file and run InsightCMConsole.exe importdefinition -t asset -f "<full path to definition file>".
  8. Repeat steps 4 through 7 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.


New Features

Wireless Monitoring Devices Support

InsightCM now supports NI wireless devices, enabling you to configure data collection with new equipment types, add wireless gateway devices, and pair endpoints using gateways to monitor your assets. For more information on getting started with wireless devices, visit ni.com/manuals.

CMS-9047 Device

The CMS-9047 has improved processing capabilities for critical asset monitoring and is designed to replace the CMS-9036.

Windows 10 Support

InsightCM now supports the Windows 10 operating system. For systems with 10 or more NI monitoring devices, NI recommends using Windows Server. For more information, please refer to this Knowledgebase article.

PI Connection Alerts

You can now configure InsightCM to send an email when connectivity to PI fails and restores. By default, one connection alert email will be sent every 6 hours, however this can be configured by clicking Connection Alerts on the Historian dashboard.

SMTP and LDAP Passwords

The SMTP and LDAP configurations and passwords have been moved and must be configured on the server machine rather than in the web application. Ask your system administrator to configure SMTP and LDAP. For more information, visit ni.com/manuals.

Upgrading from a Previous Version

For information about how to upgrade your InsightCM software from a previous version, 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 InsightCM.


Bug Fixes

You can access a list of IDs and titles of a subset of issues fixed in InsightCM on the NI website. This is not an exhaustive list of issues fixed in the current version of InsightCM. If you have a CAR ID, you can search this list to validate that the issue has been fixed.


Getting Started and Accessing the Help

For instructions on completing the setup tasks required to connect NI Monitoring Devices to InsightCM and start acquiring and viewing data, refer to the Getting Started section of the InsightCM manual.


Refer to the InsightCM Manual by clicking the Help button in the top-right corner of the InsightCM web application for information about the InsightCM system.



Legal Information

Copyright


© 2014–2019 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 NI 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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