Customizing Your InsightCM System

Click the Configuration button () to navigate to the Asset Configuration page.

In the right side configuration panel, select the Trend Alarms tab.

Click Add to display the Trend Alarm Rule dialog.

In the top left corner of the dialog box, use the pull-down menu to choose a feature you want to apply.

In the adjacent pull-down, specify whether this alarm trips for trend values that are greater than or less than the compared value.

Using the Operating State pull-down menu, choose whether the rule applies to all operating states or to one specific operating state.

Use one of the following two methods to define severity levels for the trend alarm rule.

Click the Configuration button () to navigate to the Asset Configuration page.

Select the sensor asset you want to configure a spectral alarm for.

Click the Spectral Alarms tab and click Add to display the Spectral Alarm Rule dialog box.

Choose an operating state and integration type.

Select a data event from the list.

Expand the Add Level pull-down menu and select the severity level you want to specify.

Draw the line representing the severity level on the graph.

1. Using the preview line, align your cursor to the g rms height with the corresponding length of the waveform and click to set the severity level.

2. For data that fluctuates along the length of the waveform, raise or lower your cursor, move it along the length of the waveform, and click to set the same severity level for another section of the waveform.

Click the checkmark button to commit the line of severity levels you have drawn.

In the top right corner of the dialog, click Done.

Click OK to save your changes.

Click the Navigation menu () and select Alarms > Active Trend.

Select an alarm and click View to see the relevant Trend viewer data in the Alarm dialog.

Click Acknowledge.

As a result, you moved the alarm instance from the Active Trend Alarm tab to the Alarm Instances dialog, though you did not clear the instance.

Click Configuration () and select Assets.

Click the Action menu () and select Data Sources to display the Data Sources dialog box.

Click Add.

Select the type of data source you want to create via the listbox.

Specify a name for the data source and click OK.

Select the new data source in the asset tree and configure the appropriate properties in the configuration panel.

Select the Registers (for Modbus), Tags (for OPC UA), or Points (for Historian Input) tab.

Click Add and configure the appropriate data source item properties.

Click Close.

Click Configuration () and select Devices.

Double-click a device to open its configuration page.

Configure the settings you want to modify using the tabs in this device's configuration page.

Click Back to Devices.

Select the device you updated and click Update Configuration to apply the changes.

On the main Dashboard, click Wireless to access the Wireless Dashboard.

Select the quarantined endpoint.

Click the Action menu () and select Clear Quarantine.

Confirm that the endpoint's status changes and that communication with the endpoint has been re-established.

Click the Navigation menu () and select System > Units.

Select a sensor type.

Click Add Unit or Remove Unit to specify what units each sensor type can use.

Open the following directory:

C:\ProgramData\Cutsforth\InsightCM\Definitions\AssetNodeTypes

Open a sensor definition you would like to update (e.g. Accelerometer.json) in a text editor.

Find the property definition where the key value is Unit and change the value of DefaultValue to the appropriate metric unit.

Save the file and repeat steps 2–3 for all the sensor definitions you would like to update.

Open a command prompt on the server machine and change to the following directory:

<Install Drive>:\Program Files\Cutsforth\InsightCM\

Run the following command:

InsightCMConsole.exe import-definitions

Click Configuration () and select Devices.

Click the Software tab and select one or more online devices.

Depending on your updating goal, complete one of the following steps.

Click Configuration () and select Devices.

Select a device and click Edit.

Select the Hardware tab and click Upgrade Hardware.

Specify which device type you are upgrading to using the pull-down and click OK.

The changes are applied automatically.

If the IP address of your upgraded device has also changed, click Edit Hardware to update that information.

In InsightCM, click the Navigation menu () and select Utilities > Package Management.

Click Upload, select the system image you wish to deploy to your devices, and click Open.

Select the outdated image(s) and click Remove.

Click Configuration () and select Devices to navigate to the Device Configuration page.

Select the Software tab.

Select one or more devices of the same toolkit and type.

Click Update Application to apply the new image.

Verify that the Deployment Status updates to Successful.

Click the Configuration pull-down () and select Devices.

Watch data update while the device performs an acquisition, reboots, or you test its connection using the Action menu ().

Click the View menu () to navigate to the Device Configuration page and update settings in a device's configuration.

Click the View menu () to navigate to the Device Health Dashboard page and evaluate the health of a device by viewing statistical data, including graphs of available memory, CPU usage, drive space, and the response time to pings, over a configurable time range.

Click the Configuration pull-down () and select Devices.

Select the Software tab.

Select a device.

Select the Action menu () and select Reset to Factory Default.

Click Configuration () to navigate to the Asset Configuration page.

Click the Action menu () and select Edit Asset Definitions.

Click Configuration > Assets.

Select a wirelessly monitored equipment asset with a vibration monitor. If a vibration monitor is not previously configured, follow the steps to add equipment assets and to add monitors.

Select the Vibration tab.

Select the endpoint type Wireless (NI) in the Monitor tab using the Type pull-down.

Configure Sample Rate and Acquisition Length using the text fields in the Collection tab.

Use the Collect At pull-down to define the time(s) you want your device to collect data.

Choose when and how often to retry the acquisition if the gate condition is not met.

Under the Sensors tab, click the pencil icon to map sensors associated with the equipment you want to monitor. Select the wireless device and click OK.

Configure wireless device endpoints in the Sensor tab by expanding the Endpoints Add pull-down and select Discover.

Map sensors by clicking “Click to map sensor” in the Channel tab and select the sensor channel for the particular endpoint.

Click Configuration () and ensure you are on the Asset Configuration page.

Select a thermal equipment asset with an IR monitor. If an IR monitor is not previously configured, follow the steps of adding equipment assets and adding monitors.

Select the IR tab.

Select the camera type in the Monitor tab using the Type pull-down.

Add thermal imaging sensors for the camera asset by clicking Add, expand Thermal Imaging, and select the camera sensor.

In the Sensors tab, click the pencil icon in the Device section.

With the equipment asset (Thermal imaging), Camera (Optris or FLIR), and sensor (e.g., ROI, ROI Delta), the camera should be displayed within the equipment asset Sensors tab within the IR tab.

ROIs are managed within Properties tab of the camera asset. Select Manage ROIs in the ROIs section.

Select a camera from the list in the Cameras dialog box and select Data Collection (within the Operating States tab).

Configure the Time, Delta EU, and/or Advanced conditions as needed.

Click Configuration ().

Locate the sensor you need to deactivate.

Right-click the sensor and select Deactivate.

A notification pops up and the sensor should have a red marking to indicate when you successfully deactivate a sensor.

Repeat steps 2 and 3 as needed.

Click Configuration ().

Locate the asset you need to disable.

Right-click the asset and select Disable.

A notification pops up and the asset should have a red marking to indicate when you successfully disable an asset.

Repeat steps 2 and 3 as needed.

Click Configuration () and ensure you are on the Asset Configuration page.

Click the Action menu () and select Edit Asset Definitions.

Select the sensor for which you want to add a feature.

Click the Features tab in the definition panel.

Click the Add button and a dialog box will prompt you to select from additional features you can assign to the asset definition.

Select one or more features to add to an asset definition and click OK.

To push the added feature to future instances of this sensor type, highlight the feature list and click the Toggle Default button.

Add to the features available in the system.

1. Click the Navigation menu.

2. Hover over System and select Features.

3. Click Add and hover over or select the type of feature you would like to add to the system.

4. Enter a name and parameters for a new feature in the resulting dialog box and click OK.

   Note

   Any features you add to the system will be identifiable by the user glyph.

Click Configuration () and select Devices.

Select the device(s) you want to update.

From the Action menu (), hover over Import/Export, select Export Devices Spreadsheet, and then choose whether to export configurations for devices you selected in step 2 or all devices.

The web application downloads a spreadsheet file to your computer. Create a copy of the downloaded file. If you introduce errors while editing the spreadsheet and then import the errors, you can then import the copy, which allows you to return device configurations to a working state.

Open the .xlsx device spreadsheet file.

Edit the properties of interest in the spreadsheet. For example, you might want to change the sample rate on multiple devices at the same time.

To apply your changes to the device configurations in the web application, return to the Device Configuration page, and select import the device spreadsheet from the Action menu ().