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Datasheet MX2020/CMS Condition Monitoring Software Document 1157533 Rev. H (Oct. 2013) Overview SETPOINT TM CMS Condition Monitoring Software provides online, continuous collection of vibration and condition data from connected SETPOINT Machinery Protection System (MPS) racks, allowing trending, diagnostics, and predictive maintenance of monitored machinery. The software uses the OSIsoft PI® System as its infrastructure, communicating directly with each SETPOINT rack using an open protocol and storing the data in a PI database. Both static and dynamic (waveform) data is captured under steady-state and transient conditions. Static samples are gathered at fixed 80ms intervals and dynamic samples are gathered at variable intervals as fast as every 5 seconds using a sophisticated waveform change-detection algorithm. Up to 300 channels of vibration data are supported by a single CMS Server. Because a single SETPOINT channel can return multiple data types simultaneously, a 300- channel system can correspond to more than 5,000 distinct static and dynamic data types – all of which can be captured and archived by the CMS Server. Using the default system data capture settings of 80 ms for static data and 20 minutes for unchanging dynamic data (but much faster under changing waveform conditions), 24 months of high-resolution data from all 300 channels can be archived on a single 1TB drive. Multiple servers can be used when more than 300 channels are installed and/or when SETPOINT racks are geographically distributed and a single server would be impractical or impossible. Data residing in the CMS Server(s) is viewed using two applications: PI ProcessBook and CMS Display. These work hand-in-hand with one another to provide comprehensive machinery analysis tools. PI ProcessBook is an off-the-shelf application from OSIsoft that is used in tens of thousands of installations worldwide. It provides a rich suite of tools for visualizing non-waveform data. When used with SETPOINT CMS, it serves as the platform for basic system navigation, machine train diagrams, asset hierarchy diagrams, alarm lists, statuses, and static data trends. When the user needs to view waveform data associated with one or more points, the CMS Display client is launched from within PI ProcessBook to bring up appropriate plots for the selected point(s). CMS Display effectively extends the capabilities of PI ProcessBook to view waveform data, and supports the specialized plot types useful to machinery diagnosticians, engineers, and others tasked with assessing machinery condition. These plot types include orbit, timebase, spectrum, Bode, shaft centerline, and others. Features and Benefits Comprehensive 80 ms static data is collected continuously and dynamic data collection is triggered using an industry- first algorithm that characterizes waveform data according to “interestingness.” Our patent-pending i- value algorithm automatically detects subtle changes such as speed, filtered and unfiltered amplitudes,

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Page 1: Datasheet - Metrix Vibration · SETPOINT CMS condition monitoring data. Fast 80 ms data means trends give unmatched resolution; precise timing of changes can be seen, and cause/effect

Datasheet

MX2020/CMS Condition Monitoring Software

Document 1157533 Rev. H (Oct. 2013)

Overview

SETPOINTTM

CMS Condition Monitoring Software provides

online, continuous collection of vibration and condition

data from connected SETPOINT Machinery Protection

System (MPS) racks, allowing trending, diagnostics, and

predictive maintenance of monitored machinery. The

software uses the OSIsoft PI® System as its infrastructure,

communicating directly with each SETPOINT rack using an

open protocol and storing the data in a PI database. Both

static and dynamic (waveform) data is captured under

steady-state and transient conditions. Static samples are

gathered at fixed 80ms intervals and dynamic samples are

gathered at variable intervals as fast as every 5 seconds

using a sophisticated waveform change-detection

algorithm.

Up to 300 channels of vibration data are supported by a

single CMS Server. Because a single SETPOINT channel

can return multiple data types simultaneously, a 300-

channel system can correspond to more than 5,000

distinct static and dynamic data types – all of which can

be captured and archived by the CMS Server. Using the

default system data capture settings of 80 ms for static

data and 20 minutes for unchanging dynamic data (but

much faster under changing waveform conditions), 24

months of high-resolution data from all 300 channels can

be archived on a single 1TB drive.

Multiple servers can be used when more than 300

channels are installed and/or when SETPOINT racks are

geographically distributed and a single server would be

impractical or impossible.

Data residing in the CMS Server(s) is viewed using two

applications: PI ProcessBook and CMS Display. These

work hand-in-hand with one another to provide

comprehensive machinery analysis tools.

PI ProcessBook is an off-the-shelf application

from OSIsoft that is used in tens of thousands

of installations worldwide. It provides a rich suite of tools

for visualizing non-waveform data. When used with

SETPOINT CMS, it serves as the platform for basic system

navigation, machine train diagrams, asset hierarchy

diagrams, alarm lists, statuses, and static data trends.

When the user needs to view waveform data associated

with one or more points, the CMS Display client is

launched from within PI ProcessBook to bring up

appropriate plots for the selected point(s).

CMS Display effectively extends the

capabilities of PI ProcessBook to view

waveform data, and supports the specialized

plot types useful to machinery diagnosticians, engineers,

and others tasked with assessing machinery condition.

These plot types include orbit, timebase, spectrum, Bode,

shaft centerline, and others.

Features and Benefits

Comprehensive

80 ms static data is collected continuously and

dynamic data collection is triggered using an industry-

first algorithm that characterizes waveform data

according to “interestingness.” Our patent-pending i-

value algorithm automatically detects subtle changes

such as speed, filtered and unfiltered amplitudes,

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Document 1157533 Page 2 of 19 Rev. H (Oct. 2013)

average (gap) position or bias, and other attributes to

trigger waveform collection. Other systems rely

primarily on hardware alarms, and require tedious

software-based alarms to augment this data. They

cannot match the richness or sensitivity of SETPOINT

CMS in its ability to capture comprehensive data

without missing an alarm event, speed change, or

that “bump in the night”.

Open

The PI System database used by SETPOINT CMS is

open, making vibration data easily accessible by third-

party applications such as Microsoft® Excel, SAP

Crystal Reports®, and many others. Even the protocol

used between our monitoring system hardware and

the PI Server is open.

Simple

Time slider and zoom controls emulate popular audio

editing and stock trading software, allowing you to

navigate to trend data of interest in seconds –

whether last week, last month, or last year. Just a

few additional button clicks and all associated

waveform data is displayed as well.

Connected

The PI System is the most connected system of its

kind, with more than 400 published PI Interfaces that

allow data from virtually any process control or

automation environment to be integrated with

SETPOINT CMS condition monitoring data.

Fast

80 ms data means trends give unmatched resolution;

precise timing of changes can be seen, and

cause/effect easily ascertained.

Secure

The PI System infrastructure used by SETPOINT CMS

provides users with unparalleled security through a

robust multi-layer model that is considered best-in-

class. It is specifically designed to work with firewalls,

data diodes, and multi-tiered networks to meet

industry’s most stringent data security requirements

– even those in the nuclear power sector.

Proven

Because SETPOINT CMS is built on OSIsoft’s PI

System, you have the confidence of a system with

tens of thousands of installations worldwide and

multiple generations of enhancements. More

industrial customers rely on the PI System for their

real-time data and historian functions than any other

system.

Efficient

The PI System is extremely efficient in its ability to

compress data without throwing away useful data.

All the power and sophistication of the PI System is

brought to bear on each byte of SETPOINT data,

ensuring maximum resolution with a minimum of

hard drive space. More than two years of high-

resolution static and dynamic data from a 300-

channel SETPOINT installation can be stored on a

single 1TB drive.

Reliable

Machinery protective functions are completely

segregated from rack digital communication

functions, using different backplane traces and

networks. This ensures that a fault or disruption in

any CMS-related functionality or communications will

not compromise the rack’s ability to provide

uninterrupted machinery protection.

The SETPOINT rack segregates its protective functions from its condition

monitoring functions. Communications with condition monitoring

software occur along one network (CMnet), communications with a DCS

or other control system occur along another network (MODBUS), and

protective signals to drive discrete relay contacts occur along entirely

separate backplane traces. Dual SAMs are supported when redundant

MODBUS communications are required.

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Document 1157533 Page 3 of 19 Rev. H (Oct. 2013)

Typical CMS Display

Easily identify and change

selected points

Bookmark plot groupings, point selections,

and other details for easy access later

Simple, intuitive toggle buttons turn plot types on/off

Flag plots to display and plots to hide

Toggle between auto and manual scaling

Intuitive time slider shows full range of data at a glance; grab handles to isolate/expand.

Magnifier zooms into selected data range, showing more detail for precise cursor positioning.

Consistent color coding within and across plots

allows easy identification of channels

Playback controls for enhanced visualization

Color-coded alarms are superimposed on plots to

easily identify when a point entered and left an alarm

condition

Cursor position clearly displayed;

can be turned on or off globally Beginning and end of

selected data range clearly

labeled

Toggle between unfiltered and filtered

settings (1X, 2X, nX) for waveforms

Toggle compensation on/off; both vector and

waveform compensation available

Select 1, 2, or 4 plots per screen

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Document 1157533 Page 4 of 19 Rev. H (Oct. 2013)

Typical PI ProcessBook Display

Single and multi-variable trends update

in real time. Double-click to expand to

full screen size. Hover over a trend line

to display additional details.

Double click on CMS icons to launch

CMS Display and view waveforms for

selected point(s).

Bargraph instantly conveys point’s

status, value, and full scale range;

augmented with numeric display.

Points labeled clearly and intuitively.

Global status shows highest alarm level in system;

double click button to launch alarm list.

Data acquisition status and machine train ID prominently displayed.

Easily build / clone additional train, unit, plant, and enterprise diagrams

and hierarchies using ProcessBook’s extensive tool set.

Attractive, professional graphics depicting

machines, bearings, valves, meters, and any

other asset can be easily imported or selected

from ProcessBook’s extensive library.

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Document 1157533 Page 5 of 19 Rev. H (Oct. 2013)

Supported Plot Types

Timebase

This plot shows the amplitude of the signal along the

y-axis and time along the x-axis. Synchronous and

asynchronous waveforms can be displayed, and

waveforms may be unfiltered or filtered to 1X, 2X and

a user-configurable nX value. Synchronous

waveforms provide a phase trigger indicator.

Orbit

This plot is essentially a Lissajou figure that combines

the timebase signals from orthogonal (X-Y)

transducers to show the orbital shape of shaft or

casing deflection. It visually conveys the shape of the

vibration, and is highly useful for identifying many

types of malfunctions. Orbits are provided for

synchronous data only. Unfiltered and filtered (1X,

2X, nX) orbits are available.

Orbit/Timebase

Combines the orbit and timebase presentations into

an integrated plot for X and Y transducers. This plot

type is available for synchronous data only, and may

be unfiltered or filtered (1X, 2X, nX). X and Y

timebase plots are arranged vertically with matching

time scales and cursor movements.

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Document 1157533 Page 6 of 19 Rev. H (Oct. 2013)

Trend

In addition to the single- and multi-variable trend

capabilities in the CMS display application, users can

easily switch back and forth between CMS and PI

ProcessBook displays, leveraging the powerful native

capabilities of the PI System. This is particularly

useful for showing both CMS and non-CMS data side-

by-side in the same trend plots. Trend resolution is

80ms, allowing outstanding correlation of cause-

effect relationships and powerful zooming

capabilities to see sub-second activity with acute

clarity.

Shaft Centerline

This plot is a specialized trend showing movement of

the shaft’s average position over time and with speed

tags affixed. It is highly useful during startup and

shutdown conditions to ensure a proper oil wedge is

forming in the bearing, allow the shaft to assume its

expected attitude angle. The shaft centerline plot is

useful for a number of other purposes, such as

ensuring that no abnormal pre-loads exist, such as

misalignment.

Spectrum

This plot uses the same data as for timebase

presentations, but uses a Fourier transform to

generate a frequency-domain view. It is particularly

useful for identifying sub- and super-synchronous

components that may correlate to machine

geometries such as blade pass, gear mesh, or rolling

element bearings. Both synchronous and

asynchronous spectra are available, each with

powerful zooming and cursor capabilities.

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Document 1157533 Page 7 of 19 Rev. H (Oct. 2013)

Waterfall & Cascade

The waterfall plot is a 3D trend of spectra with

frequency on the x-axis, time on the y-axis, and

amplitude on the z-axis. It allows spectral changes

over time to be easily visualized. The cascade plot is

similar, but the y-axis is machine rotative speed,

allowing spectral changes during startup or shutdown

conditions to be identified. 256 or more spectra can

be presented in a single plot, and advanced features

such as 3D surface contours, amplitude color coding,

crosshair-type cursor movement and display, and 3D

rotation enhance the ability to isolate data of

interest. Using the cursor, a single spectrum can be

selected and displayed in a separate window for even

more powerful diagnostic capablities.

Tabular

This plot arranges data numeric values in row/column

format, convenient for identifying a sample that will

be used for compensation or other purposes. Data is

also color-coded to indicate alarm status for easy

identification of precise rpm or other conditions at

which a channel entered or left an alarm status. Data

can be sorted in ascending or descending order by

simply clicking on a column header, similar to typical

spreadsheet functionality.

Alarms and Events

Provided by the PI System Explorer utility, these lists

can be customized on-the-fly such as sorting events

ascending or descending by columns, turning columns

on/off, and dragging columns left or right to suit

individual preferences. For further convenience,

individual lists can be created for each machine or

other user-defined grouping, eliminating the need to

sort through much larger lists containing all assets.

Buttons can be created on ProcessBook displays,

linking directly to these lists.

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Document 1157533 Page 8 of 19 Rev. H (Oct. 2013)

Bode

A trend of vibration amplitude and phase versus shaft

rotative speed, using cartesian coordinates, and

highly useful for identifying critical speeds

(resonances), amplification factors, and damping. 1X,

2X, and nX filtered bode plots are available and utilize

data collected at 80ms resolution. Like trend plots,

multiple channels can be overlaid on one another,

useful for identifying differences in rotor system

response in horizontal and vertical planes, or at

different ends of the machine. Also, like trend plots,

color-coded markers identify when the measurement

entered or left an alarm condition.

Polar

Although the polar plot uses the same underlying

data as the Bode, it presents the data using polar

coordinates instead of cartesian. The two plot

formats complement one another, as certain

characteristics are easier to identify in polar

coordinates than in cartesian, and vice-versa. The

screen capture at right, for example, contrasts the

same data used for Bode plot representations (top)

with their corresponding polar plot representations

(bottom).

Machine Train Diagrams and Trends

These diagrams are built in PI ProcessBook and can

be customized using the full suite of tools provided by

the PI System. Bargraphs, numeric displays, trends,

statuses, and many other features can be combined

as required to develop screens that are intuitive for

personnel, and even mimic your DCS or other screens

used by operators.

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Document 1157533 Page 9 of 19 Rev. H (Oct. 2013)

Data Capture/Compression

SETPOINT CMS employs remarkable new technology that

samples each and every waveform from all channels

continuously. However, instead of storing every

waveform, it saves only those waveforms that are

“interesting” as determined by a special patent-pending

algorithm. This algorithm returns a numerical measure

(known as the i-value) that quantifies the waveform’s

“interestingness”. When the i-value is sufficiently large, a

waveform is stored; when it is not sufficiently large,

nothing is stored. In this way, “interesting” data is always

stored, “uninteresting” data is not stored, and hard drive

space is conserved.

Dynamic (Waveform) Data Collection

During any given 5-second interval, a channel’s “most

interesting” waveform is identified, but written to the

CMS database only if it represents sufficient change

relative to an automatically updating baseline waveform.

Then, the waveforms for the next 5-second interval are

analyzed. Again, the “most interesting” waveform is

identified, but stored only if it differs sufficiently from the

previously stored waveform. This process continues

indefinitely until a maximum allowable interval has

elapsed between waveform saves, at which time the

system will force a waveform to be stored. By default,

this interval is 20 minutes, but can be configured by the

user for anything between 1 minute and 10,000 minutes

(approximately 1 week). The result is a system that can

save waveforms as frequently as every 5 seconds, as

slowly as every 20 minutes (assuming default settings),

and automatically adapts to changing machinery

conditions by saving waveforms as quickly or slowly as

conditions dictate.

Synchronous and asynchronous waveforms are sampled

independently of one another, with separate configurable

settings for sample rates and number of samples per

waveform record.

I-Value Calculations

The i-value of a waveform is computed using multiple

attributes. For a typical radial vibration channel with a

phase trigger present, these attributes can include1:

Overall amplitude

Bias (gap) voltage

Machine speed (i.e., phase trigger period)

1X filtered amplitude

2X filtered amplitude

nX filtered amplitude

Amplitude within 2 user-configured bandpass regions

When a change in any of these attributes exceeds a user-

configurable threshold2, it triggers waveform storage.

During a given 5-second interval, if more than one

waveform has an i-value above this threshold, the

waveform with the largest i-value (i.e., the most

interesting) will be saved.

Static Data Collection

Static data collection occurs at a fixed 80 ms rate and is

not affected by waveform collection settings. Trend plots,

Bode plots, and shaft centerline plots all use static data

and thus feature 80 ms data resolution. The PI System

applies sophisticated compression techniques to this data,

ensuring optimal hard drive usage without losing

resolution.

NOTES:

1. The number of attributes available varies with channel type

and configuration. See CMS Manual 1176125.

2. The default setting for this threshold is 3% of full scale (or

danger setpoint if applicable). It can be adjusted by the user

to any value between 1% and 110%, allowing precise control

of dynamic data collection sensitivity.

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Document 1157533 Page 10 of 19 Rev. H (Oct. 2013)

Architecture

The SETPOINT CMS architecture consists of three basic

components.

1. SETPOINT Rack(s) with CM-Enabled Modules

SETPOINT

Machinery

Protection System

racks use Universal

Monitoring Modules

(UMMs) and Temperature Monitoring Modules

(TMMs) to monitor incoming sensor signals from the

machine. By specifying the UMMCM and TMMCM

versions of these modules, the condition monitoring

functionality is enabled, allowing their data to stream

over the rack backplane to a gigabit Ethernet port in

the rack’s enhanced System Access Module (eSAM).

No additional rack space is required for CM-enabled

functionality; all necessary data acquisition occurs

inside the rack without need of external hardware.

CM-enabled and non-CM modules can coexist in a

rack in any mix; non-CM modules supply no data to

the CMS software and will simply be “invisible” to the

CMS user. UMMs or TMMs that are not CM-enabled

can be converted to UMMCM and TMMCM capabilities

in the field via a Metrix Factory Authorized Service

Provider; new hardware is not required1.

2. CMS Server

A CMS Server consists of

the physical computer

hardware (an industrial-grade server) running

Microsoft Windows Server 2008 or 2012, along with

the following CMS coreload software:

SETPOINT-PI Adapter

PI Server (2012 of later)

PI AF Server

Microsoft SQL Server Express

PI Server Access (PSA) Agreement

PI Advanced Computing Engine (PI ACE)

PI Notifications

PI ProcessBook2

PI AF Client2

SETPOINT CMS Display2

The most common implementation is to place all

coreload components on the same computer.

However, they can be distributed on physically

separate computers if desired, interacting via

network communications. One dedicated server can

accommodate 300 SETPOINT channels; multiple

servers can be used to address larger channel counts,

with no fixed upper limit.

3. Display Clients

PI ProcessBook and CMS Display client

software can be installed on the CMS

Server and/or on any number of

distributed computers requiring

remote access to data. Refer to page 1

of this datasheet for additional information on the

capabilities and interoperability of these two clients.

Both are “light” applications, designed to run on most

desktop and laptop machines.

NOTES:

1. Racks with CM-compatible eSAMs have a CM-ENABLED

sticker on the eSAM’s faceplate. Older eSAMs will not have

this sticker and require an upgrade.

2. Not required unless local display capabilities at the server are

needed, such as when server functions as local machinery

diagnostics workstation.

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Document 1157533 Page 11 of 19 Rev. H (Oct. 2013)

Implementations

SETPOINT CMS implementations can be divided into two

broad categories: stand-alone and existing PI.

1. Stand-Alone Implementations

For users without an existing PI System (or who require no

integration with their existing PI System), SETPOINT CMS

can be configured to function as a completely stand-alone

application, much as any other condition monitoring

software. In such applications, all required software

components will reside on the CMS Server and the display

client applications (PI ProcessBook and CMS Display) can

reside on this machine as well, turning it into a self-

contained CMS workstation. Additional copies of the

display client applications can be installed on desktop and

laptop computers of users across the organization,

allowing remote access to the system.

A stand-alone CMS implementation requires no prior

knowledge of the PI System, its inner-workings, or PI

ProcessBook. All required screens can be configured by

Metrix to customer specifications.

Process data integration is an optional feature that can be

easily added to a CMS implementation. This data will

typically originate in a DCS, PLC, turbine control system,

SCADA system, or other automation platform, and can

augment the machinery vibration data originating in

SETPOINT racks. This data can be included in the CMS

Server through the use of a PI Interface. A PI Interface is a

software module that runs on the CMS Server and imports

selected process data by communicating via a protocol

native to the connected DCS, PLC, SCADA, or other

system. OSIsoft has a library of more than 400 different PI

Interfaces, assuring a pre-engineered communication

solution is likely already available for your particular

environment.

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Document 1157533 Page 12 of 19 Rev. H (Oct. 2013)

2. Existing PI Implementations

Users with existing PI Systems may elect to deploy a

dedicated SETPOINT CMS Server, or use an existing PI

Server. Both situations are discussed next.

Dedicated CMS Server

Some users will find it preferable to use a dedicated

SETPOINT CMS Server for data originating in

SETPOINT racks, rather than attempting to add

SETPOINT data to the existing PI Server(s). This

approach ensures more deterministic CMS system

performance and simplifies the PI Server Access (PSA)

licensing required when 3rd

party applications such as

SETPOINT CMS write to and read from a PI Database.

Metrix has pre-negotiated all necessary PSA licensing

with OSIsoft when one or more dedicated servers are

used for our data, allowing access by an unlimited

number of clients using CMS Display and/or PI

Processbook. Many customers will find this approach

attractive due to its commercial simplicity.

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Document 1157533 Page 13 of 19 Rev. H (Oct. 2013)

Shared CMS Server

Another option is to add SETPOINT CMS data to an

existing PI Server. This option requires consultation

between OSIsoft, Metrix, and the customer on a

case-by-case basis to negotiate the required PSA

licensing when a PI Server containing both SETPOINT

CMS data and other PI tags will be accessed by a 3rd

party application such as CMS Display software. It

also requires a technical evaluation to ensure the

server(s) have sufficient computing power, RAM,

hard drive space, and hard drive write speeds to

accommodate the volume and frequency of data

being captured.

Large enterprise PI users may find this approach

particularly attractive due to its ability to re-use

existing inventories of PI tags for SETPOINT data and

to minimize the number

of physical servers and instances of the PI database that

may be present.

When using a shared PI Server approach with tags

purchased from OSIsoft, customers must compute the

required number of PI tags for hosting SETPOINT data to

ensure that the intended server(s) have sufficient tag

counts. A single channel in the SETPOINT monitoring

system can return multiple data types simultaneously and

may consume anywhere from 2 to 29 PI tags to store its

data, depending on channel type and channel

configuration. Consult the SETPOINT CMS Manual (doc

1176125) for a tabular summary of channel type and

channel configuration versus PI tag consumption*.

* NOTE: Customers using a dedicated CMS Server with PI tags purchased

from Metrix do not need to make these computations, as all required

tags sold via Metrix are licensed on a per-module basis, regardless of

channel configuration details.

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Other Implementations

The implementations depicted are intended to convey

conceptual overview details only; they intentionally omit

lower-level network components that may be required

such as switches and routers. Also, they do not

necessarily illustrate control, business, and other network

segregation particulars required for compliance with a

user’s IT and Instrument & Control policies.

Many distributed scenarios not depicted here are

possible. For example, various CMS coreload components

can reside on separate computers on separate layers of

networks and shared amongst other parts of the PI

environment. Or, PI databases may be mirrored on

machines on each side of a firewall to allow access by

users via the internet without exposing sensitive control

networks. Still another scenario is enterprise customers

that may be using cloud-based PI Servers supporting

hundreds of thousands of PI tags across numerous

“virtual” servers.

Metrix will consult with customers and with OSIsoft as

required to address such scenarios with an optimal

solution, tailored to the needs of the user’s business.

In short, the SETPOINT CMS system is extremely flexible

and can be adapted to almost any topology and

environment supported by the PI System. If your

particular installation scenario does not fit those pictured,

consult your nearest Metrix sales professional to explore

the details and suitability of SETPOINT CMS for your needs

and constraints.

Process Data Integration

An important part of many condition monitoring scenarios

is correlation of data from process and/or machinery

control systems with data from the vibration monitoring

system. Often, lube oil temperatures, suction and

discharge pressures, loads, gas compositions, and other

machinery-related variables are being measured, but not

via the vibration monitoring hardware. The ability to

understand how changes in these variables correlate with

vibration variables can be an important part of root cause

diagnostics when machinery problems arise. Thus, the

ease and cost of process data integration are important

considerations when evaluating a condition monitoring

platform.

Customers already using the PI System enjoy instant

integration with SETPOINT CMS because process and

condition data can be brought together in PI ProcessBook

without any additional interfaces required. Simply build

the appropriate ProcessBook screens, such as multi-

variable trends, that access data simultaneously from the

CMS Server and the PI Server(s) hosting process-related

data.

Customers with a stand-alone SETPOINT CMS

implementation also benefit from our use of the PI

System as the infrastructure behind CMS. The PI System

has more than 400 published interfaces to an extremely

wide variety of process control and automation systems,

meaning a PI Interface to access the process data already

resident in your facility is very likely available. Simply add

the appropriate PI Interface to our CMS Server; 250

process data tags (points) are included with all SETPOINT

CMS Server coreloads.

For a comprehensive listing of available PI Interfaces, visit

www.osisoft.com

Specifications

For additional information and specifications on SETPOINT

Machinery Protection System Hardware, including CM-

Enabled monitoring modules, refer to the following

companion documents:

Components Document

SAM Datasheet 1077786 UMM Datasheet 1077787 TMM Datasheet 1077788 RCM and Ext. Pwr Supply Datasheet 1078950 Weatherproof Housings Datasheet 1078951 SETPOINT Sys. Overview Datasheet 1077785 SETPOINT CMS Manual 1176125 SETPOINT System Manual 1079330

All specifications are at +25C (+77° F) unless otherwise

noted.

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Document 1157533 Page 15 of 19 Rev. H (Oct. 2013)

Computer Requirements CMS Server 4-core CPU or better

(8-core recommended)

16 GB RAM or more

1TB storage, minimum

1000Base-T (Gigabit) Ethernet

Supported Microsoft Windows Operating System - Windows Server 2008 - Windows Server 2012

Microsoft SQL Server (Express Edition or higher)

PI Server 2012 or later

PI Asset Framework 2012 SP1 or later

Refer to CMS Operation & Maintenance Manual (doc 1176125) for additional information

CMS Display Client

Dual-core CPU or better

2 GB RAM (4 GB recommended)

300 MB hard drive space

100Base-T Ethernet or better

Display resolution: - Minimum: XGA (1024x768) - Recommended: SXGA (1280 x 1024) or better

PI AF Client SP1 or higher

Supported Microsoft Windows Operating System - Windows 8 - Windows 7 - Windows XP SP2 or later* - Windows 2008 Server - Windows 2012 Server

* Windows XP is no longer supported by Microsoft and is not recommended

PI ProcessBook v. 3.2 or later*

Pentium III CPU or better

128 MB RAM (512 MB or more recommended)

300 MB hard drive space

100Base-T Ethernet or better

Supported Microsoft Windows Operating System - Windows 8 - Windows 7 - Windows Vista - Windows XP SP2 or later** - Windows 2008 Server - Windows 2012 Server

* The SETPOINT CMS system uses PI AF (PI

Asset Framework). PI AF is only supported under PI ProcessBook versions 3.2 and later. ** Windows XP is no longer supported by Microsoft and is not recommended.

Visit www.osisoft.com for additional information

System Capabilities Data collection settings can be changed without

affecting protection

Dynamic data network (CMnet) separate from control network

Condition monitoring internal path does not affect relay voting

CMS software cannot be used to make changes to machinery protection system configuration

Server Capacity

UMM / TMM channels:

300, in any mix

Process points (originating outside SETPOINT racks):

Built-in license for up to 250 PI tags (250 process pts)

Number of racks: No upper limit

Data Storage Requirements(Hard Drive Size)

Dynamic Collection Rate

Data Storage Required

Per 1 CH, per yr

Per 300 CH, per yr

1 min. 25.8 GB 7.7 TB

20 min. 1.3 GB 390 GB

2 hrs. 216 MB 65 GB

1 day 18 MB 5.4 GB

Data Collection and Sampling Rates

Dynamic Range

≥ 80 dB

Static Data 80ms for all static measurements returned by a channel. For a typical radial vibration channel, static data includes the following: - Channel overall (direct) value - Bias (gap) voltage - 1X filtered amplitude - 1X filtered phase - 2X filtered amplitude - 2X filtered phase - nX filtered amplitude - nX filtered phase - amplitude of up to 4 discrete

bandpass filtered regions NOTE: Available static data measurements vary by channel type and configuration. Refer to SETPOINT MPS Operation and Maintenance Manual 1079330 for a tabular summary of available channel types and static data returned by each.

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Document 1157533 Page 16 of 19 Rev. H (Oct. 2013)

Synchronous Waveforms (see also table 1)

Rate: Channels individually configurable for 128, 64, 32, or 16 synchronous samples per shaft revolution

Duration: Channels individually configurable for 1024 or 2048 synchronous samples per waveform

Asynchronous Waveforms (see also table 2)

Rate: Channels individually configurable for the following asynchronous sample rates (samples/sec):

o 256 o 512 o 1280 o 2560 o 5120 o 12800 o 25600 o 51200

Duration: Channels individually configurable for 1024 or 2048 samples per asynchronous waveform

Anti-Alias Filter: FIR-type; auto-adjusts with configured sample rate.

Channel Pairs X-Y channel pairs sampled simultaneously (required for orbit plots)

Waveform Storage Interval (time between archived waveforms)

Maximum: Configurable from 1 minute to 10,000 minutes

Minimum: 5 seconds

Refer to page 7 for additional information.

Plot Types

CMS Display Filtered and unfiltered Timebase

Filtered and unfiltered Orbit

Filtered and unfiltered Orbit/Timebase

Spectrum

Shaft Centerline

Bode

Polar

Waterfall

Cascade

Tabular

Single- and multi-variable trend

PI ProcessBook

Single- and multi-variable trend

Asset Hierarchies

Alarm Lists

Event Lists

Machine Train Diagrams

Plot Context Asset and point names shown

Probe orientation shown

Date/time shown

Rotational speed shown

Direction of rotation shown

Pk-Pk (or 0-Pk) value shown

Data Validity Indicates non-valid data

Indicated NOT OK transducers or points

Indicates if data is in alarm

Data origin Both live and historical data display supported

Plot Scaling Auto and Manual supported

Units English and Metric supported

Pre-defined plot groupings

Yes, using flag plot feature

Cursors Right arrow advances in time, left arrow goes back in time

Clicking on a curve advances cursor to that position

Clicking on curve activates cursor if not already shown

Numerical readout of time, speed, amplitude, and phase at cursor position

Orbit / Timebase

Collects and displays both synchronous and asynchronous orbits for X-Y transducer pairs

Shows direction of rotation

Shows shaft precession via blank/bright phase trigger dot

Zooming supported

Timebase plots scale as orbit plot is scaled

Time and amplitude shown on cursor position

Cursors linked between orbit and timebase plots

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Document 1157533 Page 17 of 19 Rev. H (Oct. 2013)

Spectrum Selectable for 200, 400, 800, 1600, or 3200 lines

Windowing Supported o Hanning o Hamming o Flat top o Blackman

Frequency Cursor

Amplitude Cursor

Linear Y-axis scaling

X-axis scaling in frequency or orders of running speed

256 spectra available simultaneously in waterfall and cascade plot types

Shaft Centerline

Set Initial Gap

Set in volts and convert to mils

Set bearing clearances

Select data by time

General Features

Event Notifier Available via PI Server for screen, e-mail, cell phone, text, and other mediums

OPC Integration

Available via PI Server

CMMS Connectivity

Available via PI Server

ERP Connectivity

Available via PI Server

Local Time Support

Yes

Display Data Collection Status

Yes

Manually Start/Stop Data Collection

Yes

Supports Data exchange with Excel

Yes, via PI ProcessBook

Access Rights User-Based

Role-Based

View-Only

Administrator Changes to access rights logged by user, date, and change

Hardware Alarms

Superimposed on trend plots and time slider

Shown in Alarm list in PI AF Explorer

Software Alarms

Supported in PI AF

Shown in PI AF Explorer

Data playback controls

Supported for both live and historical data

Table 1: Synchronous Sampling (columns in gray are configurable)

Rate Max. Speed (rpm)

# of samples

Shaft Revs

Spectrum Range,

Resolution

Collection time at 3600

rpm

128 spr

12,500 rpm

1024 8 50X, 0.125X 133 ms

2048 16 50X, 0.0625X 267 ms

64 spr

25,000 rpm

1024 16 25X, 0.0625X 267 ms

2048 32 25X, 0.03125X 533 ms

32 spr

50,000 rpm

1024 32 20X, 0.03125X 533 ms

2048 64 10X, 0.015625X 1.07 s

16 spr

100,000 rpm

1024 64 5X, 0.015625X 1.07 s

2048 128 5X, 0.0078125X 2.13 s

spr=samples per shaft revolution X=orders of running speed

Table 2: Asynchronous Sampling (columns in gray are configurable)

Rate

Span # of Samples

Spectrum Lines

Resolution Time to Collect

256 sps

100 Hz

1024 400 0.25 Hz, 15 cpm

4 s

2048 800 0.125 Hz, 7.5 cpm

8 s

512 sps

200 Hz 1024 400

0.5 Hz, 30 cpm

2 s

2048 800 0.25 Hz, 15 cpm

4 s

1280 sps

500 Hz 1024 400

1.25 Hz, 75 cpm

0.8 s

2048 800 0.625 Hz, 37.5 cpm

1.6 s

2560 sps

1 kHz

1024 400 2.5 Hz,

150 cpm 400 ms

2048 800 1.25 Hz, 75 cpm

800 ms

5120 sps

2 kHz

1024 400 5 Hz,

300 cpm 200 ms

2048 800 2.5 Hz,

150 cpm 400 ms

12800 sps

5 kHz

1024 400 12.5 Hz, 750 cpm

80 ms

2048 800 6.25 Hz, 375 cpm

160 ms

25600 sps

10 kHz

1024 400 25 Hz,

1500 cpm 40 ms

2048 800 12.5 Hz, 750 cpm

80 ms

51200 sps

20 kHz

1024 400 50 Hz,

3000 cpm 20 ms

2048 800 25 Hz,

1500 cpm 80 ms

sps = samples per second

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Ordering Information

Step 1: Ensure you have CM-enabled modules in your

SETPOINT rack. If ordering a new machinery protection

system rack, specify UMMCM and TMMCM modules in all

slots from which condition monitoring data is desired, and

ensure that an eSAM is present in rack slot 2. Refer to

datasheet 1077785 for rack ordering information.

If using CMS with an existing SETPOINT rack, look for the

presence of CM-ENABLED stickers on the front panel of all

eSAMs, UMMs, and TMMs. If these stickers are present,

your hardware already supports CMS communications. If

these stickers are not present, your modules will require

an upgrade to CM-ENABLED status. This can be done in

the field via a Metrix Factory Authorized Service Provider,

and prices can be quoted upon request to reflect your

particular installation and location.

Step 2: Ensure that you have purchased PI Tag licenses

for your UMMCM and TMMCM modules.

Once CM-Enabled hardware is confirmed, your rack(s) can

communicate with CMS Software. However, sufficient PI

Tags must be licensed and available for storing the data

supplied by the SETPOINT CMS interface. Two types of

tags can be used: Special SETPOINT PI Tags and Standard

PI Tags. SETPOINT PI Tags can be ordered directly from

Metrix using the part numbers at right and are limited to

use only for data originating in SETPOINT racks. The

advantage of SETPOINT PI Tags is that they incorporate all

necessary PI System Access (PSA) licensing required when

SETPOINT CMS data is written to and read from a PI

Database. These tags are purchased on a per-module

basis using the part numbers at right and cover all

possible channel configurations for all channels in the

module. It is not necessary to count tags when

purchasing in this manner; only module type and module

quantity details are required.

MX2020/SWT-AA SETPOINT CMS PI Tags*

AA Module Type

0 5 SETPOINT PI Tags for one UMMCM

0 6 SETPOINT PI Tags for one TMMCM

* Order qty one MX2020/SWT-AA for each UMMCM or TMMCM. For

example, a rack with 7 UMMCM modules and 3 TMMCM modules would

require the following:

QTY PART NUMBER

7 MX2020/SWT-05

3 MX2020/SWT-06

Alternatively, Standard PI Tags can be purchased directly

from OSIsoft or excess tags may already be present as

part of your existing PI System. To use tags of this type

with SETPOINT data, you must secure a separate PI

System Access license allowing the tags to be used in

conjunction with a 3rd

party application such as SETPOINT

CMS. Contact OSIsoft directly for details

(www.osisoft.com). In addition, you must also confirm

that you have a sufficient quantity of Standard PI Tags to

store the data generated by your SETPOINT channels. A

single channel in the SETPOINT monitoring system can

return multiple data types simultaneously and may

consume anywhere from 2 to 29 PI tags to store its data,

depending on channel type and channel configuration.

Consult the SETPOINT CMS Manual (doc 1176125) for a

tabular summary of PI tag consumption versus channel

type and channel configuration.

Step 3: Order coreload CMS Software, containing all

required OSIsoft and SETPOINT CMS applications*. This

software is supplied on a USB memory stick and can be

used on as many computers as required by the

installation. It assumes that the necessary tags and PSA

(PI System Access) licenses have already been secured

(see step 2). The memory stick contains the following:

SETPOINT-to-PI Adapter software

PI Server 2012 w/ PI AF Server

PI AF Client

CMS Display Client

PI Advanced Computing Engine (PI ACE)

PI Notifications

MX2020/CMS-01 SETPOINT CMS Coreload Software

* Microsoft SQL Express edition or higher is also required. The Express

edition is free of charge and can be downloaded from

www.microsoft.com . OSIsoft PI ProcessBook is optional and may be

purchased as per Step 4.

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Step 4: Order PI ProcessBook as required.

PI ProcessBook is an optional component that is not

strictly required for using CMS. However, it is strongly

recommended as PI ProcessBook provides essential

features for most users, such as the ability to create

machine train diagrams, asset hierarchies, alarm list

shortcuts, and event list shortcuts. It also provides

powerful trending and analysis tools for static data types.

PI ProcessBook can be ordered directly from OSIsoft;

customers with existing copies of PI ProcessBook can use

those as well. When ordered from Metrix, PI ProcessBook

is automatically supplied with PI DataLink, a Microsoft

Excel add-in that enables information retrieval from the PI

System directly into a spreadsheet.

MX2020/PPB-01 PI Combo (PI ProcessBook and PI DataLink)

Step 5: Ensure that you have appropriate computers and

peripherals required to host the software and

interconnect all components.

Installations will require suitable server machine(s) for

hosting CMS coreload software; suitable client machines

for running CMS Display and PI ProcessBook software;

suitable network switches, routers, firewalls, and CAT 5/6

or fiber-optic cables; and other computing and

networking infrastructure as may be required by your IT

and/or Instrument & Control departments. Metrix can

also supply these components upon request. Our scope

for many CMS installations has included the following:

Mid-grade server complete with all required

coreload software installed and configured. A

typical mid-grade server consists of a machine with 8

processor cores, 16GB RAM, a 1 TB hard drive, and a

rail kit for mounting in a 19” rack. Metrix can source

any model or manufacturer desired to reflect your IT

department standards. We can also install our

software on a machine you supply, at your site or in

one of our field service offices.

Keyboard/Mouse/Monitor (KMM)

A KMM is often supplied on a pull-out tray so that it

can be retracted when not in use. Similar to a

notebook computer in appearance, it contains a large

folding screen and an attached keyboard with

trackball mouse or other pointing device. The tray is

designed for mounting in a 19” rack.

Network Switches

When multiple SETPOINT racks are interconnected as

part of a single CMS installation, each rack is

configured with a unique IP Address and connected

via a switch to a common network backbone. Metrix

typically supplies Hirschmann® products as they are

ruggedized for industrial use at elevated temperature

and vibration levels; however, you may direct us to

source any desired make and model, or you can

supply your own.

Step 6: Consider appropriate Metrix services to install

and configure all components. Metrix can provide

complete installation services in addition to all required

hardware and software. This includes software

configuration and PI ProcessBook screen design services.

Metrix Instrument Company

8824 Fallbrook Drive

Houston, TX 77064 USA

281.940.1802

www.metrixsetpoint.com

[email protected]

Trademarks used herein are the property of their respective owners. Data and specifications subject to change without notice. © 2011 - 2013 Metrix Instrument Company, L.P.