Entek IRD Enshare Datastream MP2 User manual

Enshare™ Datastream MP2®
Gateway User’s Guide
Your manual for using the
Datastream MP2 gateway with
Enshare
Entek IRD International Corporation
P/N 45395

Copyright Notice
Copyright ©2000 by Entek IRD International Corporation
All Rights Reserved
First Edition 2000
Printed in the U.S.A.
This Manual is supplied to the User under license, subject to recall by Entek IRD International Corporation at any
time, and the Manual at all times remains the property of Entek IRD International Corporation. The information
contained in this Manual is considered confidential. No part of this Manual is to be copied or reproduced or
transmitted in any form whatever (including orally or by electronic transmission), nor is any information in this
Manual to be disclosed in any form whatever (including orally or by electronic transmission) to anyone other than
an authorized representative of the User’s employer who also shall agree not to disclose same, without express
prior written consent of Entek IRD International Corporation.
Trademarks
Entek, IRD, and EMONITOR are registered trademarks, and EMONITOR Odyssey and Enshare are trademarks of
Entek IRD International Corporation.
MP2 is a registered trademark of Datastream Systems, Inc.
All other product names are registered trademarks of their respective owners.
Entek IRD International Corporation
1700 Edison Drive
Milford, Ohio 45150

Contents
Enshare Datastream MP2 Gateway User’s Guide iii
Table of Contents
Enshare MP2 Enterprise Gateway . . . . . . . . . . . . . . . . . . . . . 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Setting Up MP2 Enterprise Gateways . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Required Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Creating a New Gateway. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Linking Assets to MP2 Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Analyzing Data and Creating Work Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Creating an Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Creating Work Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Tracking Work Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Viewing Work Request Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Verifying the Completed Work Request. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Table of Contents
iv Enshare Datastream MP2 Gateway User’s Guide

Terms and Conditions
Enshare Datastream MP2 Gateway User’s Guide
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Terms and Conditions
Enshare Datastream MP2 Gateway User’s Guide vi
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Terms and Conditions
Enshare Datastream MP2 Gateway User’s Guide
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Terms and Conditions
Enshare Datastream MP2 Gateway User’s Guide viii
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Enshare Datastream MP2 Gateway User’s Guide 1
MP2
1.
Enshare MP2 Enterprise Gateway
This manual describes how to configure and use the MP2®Enterprise gateway with
Enshare™. It does not cover using Enshare, or any of the other software or hardware
components of an Enshare system, including other types of Enshare gateways. For
information on using Enshare, refer to your Enshare User’s Guide.
The MP2 Enterprise gateway is designed for use with Microsoft SQL Server version 6.5
SP4 or higher, and Oracle version 7.0 and higher. This manual assumes you have the MP2
Enterprise components and the database client components installed correctly.
Introduction
The MP2 Enterprise gateway is a bidirectional software bridge between the Entek IRD
Enshare system and the MP2 Enterprise system. The purpose of the gateway is to allow you
to analyze data and diagnose problems in Enshare, then send the work requests to MP2
Enterprise. The gateway allows you to do the following:
z
Map priorities and users from Enshare to MP2 Enterprise.
z
Link items in the Hierarchy Tree or components in Enshare to their corresponding
locations or equipment in MP2 Enterprise.
z
Send work requests from Enshare to MP2 Enterprise to create work orders in MP2
Enterprise.
z
Track work request status in Enshare by retrieving the current status from MP2
Enterprise, even for work requests that originated in MP2 Enterprise, not in Enshare.
z
View the history of work performed for a hierarchy item.
The flexibility of the gateway configuration allows you to define gateways for specific
purposes. This could include Plant Asset Management systems for two different plants that
connect to two different MP2 databases. Using Enshare, you could have a connection to a
local CMMS (Computerized Maintenance Management System) and an enterprise-wide
ERP (Enterprise Resource Planning) system, each represented by a different gateway.
Here are the steps to set up and use the gateway:
1. Set up the gateway in Enshare. This tells Enshare how to find the gateway, and how to
map priorities and users across the systems. Depending on the configuration of your
MP2 Enterprise system, you set up the gateway to map to either equipment assets or
segment locations. If your MP2 Enterprise system uses both, you simply set up two
gateways, one for each type.

2Enshare Datastream MP2 Gateway User’s Guide
Setting Up MP2 Enterprise Gateways
2. Define the components of your machinery in Enshare, then link them to equipment or
locations in MP2 Enterprise. You set up the components for the machines of interest in
the Hierarchy Tree. Identifying component and asset information allows you to
diagnose problems for individual components such as motors, gearboxes, fans, and so
on. Asset information can include data such as number of rotor bars, number of
impeller vanes, nameplate information, and so on. It also includes the link to the
equipment or location in MP2 Enterprise. You only have to do this once for each
component, unless the equipment or locations in the MP2 Enterprise system changes.
3. Analyze the data in Enshare to identify problems. Once you identify problems with the
components of a machine, you create advisories that can become work requests for
maintenance action.
4. Send the advisories to the MP2 Enterprise gateway. This creates work requests in
Enshare that become work orders in MP2. Enshare stores the advisories and the time
and date of the work request. You can interactively create work orders with the MP2
Enterprise gateway.
5. Track the progress of work requests in Enshare. As the work requests progress through
your MP2 system to completion, you can track their status in Enshare. Enshare can
automatically update the work request status by querying the MP2 Enterprise system.
You can track work request status in the Advisory pane (Database window), in an
advisory plot, or with the advisory report.
6. Verify the solution in Enshare. Once the work is completed, you can use Enshare to
verify that the machine or process has been returned to a satisfactory condition.
Note: You cannot edit an advisory or work order in Enshare after it has been sent to the MP2
Enterprise gateway. However, you can edit a work order in MP2 Enterprise, and the changes
are reflected in Enshare.
Setting Up MP2 EnterpriseGateways
There are two main tasks involved in setting up a MP2 Enterprise gateway. You must first
gather the required information, including the MP2 Enterprise server user name and
password. Once you have the information, you can proceed to set up the gateway in
Enshare.
Required Information
The information you need to set up the MP2 Enterprise gateway is listed below.
z
The target of the work requests for your MP2 Enterprise system: service segment
location and/or equipment link.
z
Enshare will acquire the MP2 Enterprise server name, database type, database owner,
connection string, user name and password, and the data source name from an MP2
configuration file (MP2.INI). This information is displayed in the dialog box, and you
should not need to re-enter this information.

Setting Up MP2 Enterprise Gateways
Enshare Datastream MP2 Gateway User’s Guide 3
z
A list of the MP2 Enterprise priority numbers and how they map to the Enshare
priorities. The Enshare priority values are directly mapped to MIMOSA standard
priority levels from MIMOSA table #106 - Priority_Type. There are 11 defined levels.
The following table shows the mapping you can set up in Enshare.
z
A list of MP2 Enterprise user names and how they map to Enshare user names for
people who can log onto the MP2 Enterprise system. You must map the user names
before you can do anything else.
z
A collection of component model information, such as installation date, last
maintenance date, number of blades on a fan, manufacturer, and so on.
z
A list of MP2 Enterprise locations so that you can link the assets located there to the
MP2 location.
Creating a New Gateway
Note: You must be logged into Enshare with Administrator rights to configure or delete gateways.
If you are not logged in as an administrator, the New and Edit buttons are disabled in the
Define Asset Management Gateway dialog box.
Enshare
Priority MP2 Enterprise Work Order Priority
Maximum 1
High Level 3 2
High Level 2 3
High Level 1 4
Moderate Level 3 5
Moderate Level 2 6
Moderate Level 1 7
Low Level 3 8
Low Level 2 9
Low Level 1 10
Lowest 11

4Enshare Datastream MP2 Gateway User’s Guide
Setting Up MP2 Enterprise Gateways
To configure a MP2 Enterprise gateway, follow these steps in Enshare. Depending on the
configuration of your MP2 Enterprise system, you set up the gateway to map to either
equipment assets or segment locations. If your MP2 Enterprise system uses both, you
simply set up two gateways, one for each type.
1. From the Setup menu choose the Gateway command then choose New.
2. In the New Asset Management Gateway dialog box, select MP2 for the Gateway
type, then choose Next.
3. The New MP2 Gateway dialog box contains all the connection information for linking
Enshare to MP2 Enterprise.
First, choose Users. The User Map tab maps the Enshare user names to the MP2
Enterprise user names. This is a list of people who can log onto the MP2 Enterprise
system.

Setting Up MP2 Enterprise Gateways
Enshare Datastream MP2 Gateway User’s Guide 5
4. Choose an Enshare user on the left, then enter the associated MP2 user on the right.
Choose Set to add the users to the list. You can alphabetically sort either side of the list
by clicking the column name. Choose OK when the list is complete.
5. In the New MP2 Gateway dialog box, enter a Name for the gateway. This name
appears in the Currently defined gateways list. You may want to put “Location” or
“Equipment” in the name, depending on the gateway type you want to set up.
Enter the MP2 Database information, including User name and Password.
The MP2 Database information is filled in from the MP2.INI file, except for
Password. Enter the password for the MP2 database. You should not need to re-enter
this information, if your MP2 settings never change. This information is obtained from
a configuration file (MP2.INI) on your computer.
These values are obtained
from your MP2.INI
configuration file.
Filling in a default site speeds
up asset linking by filling in
the Site field automatically
when linking. See “Linking
Assets to MP2 Enterprise” on
page 6.

6Enshare Datastream MP2 Gateway User’s Guide
Setting Up MP2 Enterprise Gateways
Note: The MP2.INI file can change when you run the MP2 client for other uses, so these
settings may change.
Select the Gateway type, either Location or Equipment. If you want to connect to
both types, you must make two gateways, one for each type.
Enter a Default work order type. This becomes the default value for all generated
work orders. Enter a Default site. This becomes the text for the Site field when filling
in asset information.
4. Choose Priorities. The Priority Map tab maps the Enshare priorities to the MP2
Enterprise Work Order Priorities. This automatically converts Enshare priorities to
MP2 Enterprise Work Order Priorities when you send a work request to the MP2
Enterprise system.
Select an Enshare priority on the left, then enter the MP2 priority and choose Set to
add it to the list of priorities above. You can sort either side of the list by clicking the
column name. The list will be sorted by level of priority, for example, from highest
priority to lowest priority. Choose OK to return to the New MP2 Gateway dialog box.
6. After filling in the information for all the dialog boxes, choose OK to complete the
gateway set up. Your new MP2 gateway appears in the Currently defined gateways
list.
Linking Assets to MP2 Enterprise
After setting up the MP2 Enterprise gateway, you can link your equipment from the Enshare
database to the corresponding assets or locations in the MP2 Enterprise system. For each
machine in the Enshare Hierarchy Tree, you select the components and identify the asset
information for each component. Included in the asset information is the link to the MP2
Enterprise system. This link allows Enshare and the MP2 Enterprise system to share
information about the component.
1. Select the machine in the Hierarchy Tree.
2. From the Setup menu choose the Hierarchy command.
3. Choose the Component tab in the Hierarchy dialog box.

Setting Up MP2 Enterprise Gateways
Enshare Datastream MP2 Gateway User’s Guide 7
4. Select the components for the machine. Each component consists of a component
model and a name. If you want to consider the hierarchy item to be a single component,
select the hierarchy item name in angle brackets (for example, <PA FAN #1>). For
example, the hierarchy item name can represent an entire machine train. You can also
change the name for each component.
For more information, or if you want to add new component models, refer to the
Enshare User’s Guide.
5. Identify the Asset information for each component. Asset information can include data
such as number of rotor bars, number of impeller vanes, nameplate information, and so
on. Select the type of information in the Information column. You can also enter a new
information type. Then enter the corresponding value in the Value column. For some
types of asset information, you must also choose the units for the information.
If there is default asset information for the component model specification, Enshare
displays the default information. You can change the default information to suit your
components. You can also save the current set of asset information as the default for the
component model by choosing the Set as Default button.
Select one or more
components for the
machine.
Enter one or more asset
information items for
each component.
Select the MP2 Enterprise
gateway name, then
double-click in the Value
column to define the link.
Component models

8Enshare Datastream MP2 Gateway User’s Guide
Setting Up MP2 Enterprise Gateways
6. To define the link to the MP2 Enterprise system, select the name of the gateway as one
of the Asset information items. Then double-click in the Value column to display a
dialog box that allows you to link this component to a matching equipment or location
in the MP2 Enterprise system.
If the component is linked to equipment in theMP2 Enterprise system, the Select MP2
Equipment dialog box appears. You can filter the displayed equipment based on the
Site, Location, or one of the Sub-Locations by selecting the level. Choose Refresh to
display the equipment items that exist at or above the selected filter level. For example,
if you choose Sub-location 1, Enshare displays the equipment that exists at the selected
Site, Location, and Sub-location 1. The Site is filled in by default if you set up the
gateway with a default site. See “Creating a New Gateway” on page 3.
If the component is linked to a location in the MP2 Enterprise system, the Select MP2
Location dialog box appears. The Location field contains the name of the MP2 location
link to Enshare. Location names must be typed in because they cannot be retrieved
from MP2. Enter the name and choose OK.
7. When you have entered all the information for the machine, move to the next machine
by doing one of the following:
z
Clicking the machine in the Hierarchy Tree. You do not have to close the
Hierarchy dialog box.
z
Choosing the Previous or Next buttons in the Hierarchy dialog box.
8. When you are done entering component information, chose OK to close the dialog box.

Analyzing Data and Creating Work Requests
Enshare Datastream MP2 Gateway User’s Guide 9
Analyzing Data and Creating Work Requests
After you have set up the MP2 Enterprise gateway and components, you can proceed to
creating analyses and work requests. An analysis includes a diagnosis of the problem and
advisories to fix the problem. You can then send the advisories to the MP2 Enterprise
gateway as work requests to become work orders.
Hint: For more on advisories, and other types of gateways, refer to the Enshare User’s Guide.
Creating an Analysis
Enshare allows you to analyze condition monitoring data in a variety of ways using alarms,
plots, reports, and other tools. When you note that the condition of a machine or a process
appears to be changing, you can create an analysis to deal with the condition. An analysis
consists of diagnoses that describes the symptoms and causes of the problem, and advisories
that describe the action to take to fix the problem.
1. Select the machine in the Hierarchy Tree.
2. From the Tools menu choose the Analysis command.
3. Under Diagnoses, select the desired component for the equipment in the Component
column. For problems affecting the entire hierarchy item, select the hierarchy item
name in angle brackets (for example, <PA FAN #1>).
4. Select or enter the rest of the information for the diagnosis by double-clicking in each
column.
5. Under Advisories, select or enter a Description of the action to take for the diagnosis,
then select a Priority. The State defaults to “Not Sent.” When you send the advisory to
a gateway, the state changes to “Sent.” You can also manually change the state to
“Never Send” if you do not want to send one or more advisories.

10 Enshare Datastream MP2 Gateway User’s Guide
Analyzing Data and Creating Work Requests
6. Enter additional advisories for the current diagnosis if desired.
7. Repeat steps 3–6 to enter additional diagnoses and advisories until you have completed
the analysis.
When you have completed the analysis, you can save it, or you can immediately send it to
one or more gateways. For more information, see “Creating Work Requests” on page 10. If
you save the analysis, you can send it to a gateway later. You can review and edit an
analysis later by selecting the machine in the Hierarchy Tree and choosing the Analysis
command again.
Note: You cannot edit an advisory or work order in Enshare after it has been sent to the MP2
Enterprise gateway. You can only edit a work order in MP2 Enterprise, and the changes are
reflected in Enshare.
Creating Work Requests
After you have created advisories as part of an analysis, you send them to the MP2
Enterprise gateway as work requests to create work orders.
Note: When you send an advisory to the MP2 Enterprise gateway, Enshare allows you to enter
additional information about the advisory before sending it.
Hint: If you have just created an analysis for a machine and have not closed the Analysis dialog
box, you can send the advisories by skipping to step 4 below.
1. Select the machine in the Hierarchy Tree.
2. From the Tools menu choose the Analysis command.
3. If there are multiple analyses for this machine, use the Previous or Next buttons to
display the one you want to send.
4. When the desired analysis is displayed in the dialog box, choose Send. This saves the
analysis and displays the Send Advisory dialog box. Note that Enshare only sends the
advisories with State of “Not Sent.”
5. In the Send Advisory dialog box, select the desired gateway or gateways. Choose
Summary for a description of all the advisories to be sent.
Hint: Refer to the Enshare User’s Guide for information on other gateways.

Tracking Work Requests
Enshare Datastream MP2 Gateway User’s Guide 11
6. Choose OK to send the advisories. This creates the work requests. Enshare loops
through each gateway and generate an appropriate action for each of the advisories for
each of the selected gateways. Each advisory has a separate gateway-specific dialog for
each gateway. For example, if four advisories exist and each of these must be sent to all
three gateways, then twelve dialog boxes appear. However, if you checked
Automatically create work orders without user intervention, in the gateway setup
dialog box, the Work Order dialog box does not appear each time.
When you send the advisories to the selected gateways, Enshare loops through each
gateway for each advisory and displays a dialog box so you can enter the necessary
information for that gateway. Note that the New MP2 Work Order dialog box appears
for each advisory sent to the MP2 Enterprise gateway.
Tracking Work Requests
After you create a work request by sending an advisory to the MP2 Enterprise gateway,
Enshare gives you several ways to track the progress of that work request. Enshare gets the
work order status information from the MP2 Enterprise system. Enshare can also get status
information for work requests that originated in the MP2 Enterprise system (not in Enshare).
MP2 can provide the following work order information to Enshare to display in
spreadsheets, reports, and plots. These items can be changed in MP2 and viewed in Enshare.
z
Work order number (via Gateway Info. in Enshare)
z
Work description
z
Scheduled start date (treated as start date in Enshare)
z
Status - only to indicate completion
z
Completion Date

12 Enshare Datastream MP2 Gateway User’s Guide
Tracking Work Requests
Viewing Work Request Status
There are three ways to view work request status:
z
The Advisory pane in the Database window displays a spreadsheet with data for each of
the work requests for the currently selected machine in the Hierarchy Tree.
z
The Event Tracking plot displays a trend showing when the status of the work request
plotted against time.
z
The Work Tracking report type provides a printed record of the status of work requests.
Viewing work request status in the Advisory pane
Or click
1. From the Window menu, choose the Database command. Select the Advisory panel
view in the Select View dialog box.
2. Select the desired machine in the Hierarchy Tree. Enshare displays the associated
advisories and work request status in the Advisory pane.
You cannot edit an advisory that has been sent to the MP2 Enterprise gateway. You can only
edit the work orders in the MP2 Enterprise system.
Note: Enshare can also display work requests that were created in MP2 Enterprise. Refer to
“Viewing work histories” below.
Viewing work histories
You can also view work requests created in the MP2 Enterprise system (not in Enshare).
These are work requests that do not correspond to any advisories created in Enshare.
Enshare can retrieve the work request from the MP2 Enterprise system and display them in
Enshare.
1. Choose or create a database view that contains the Advisory pane and the Hierarchy
Tree. The Advisory Panel view contains these panes.
2. Select the desired machine in the Hierarchy Tree. Enshare displays the associated work
requests in the Advisory pane.
3. Click the Advisory pane to make it active.