Rev.8 RBMview

RBMview
TM
Integrated Status and Reporting
CSI Part # 97401 Rev. 8
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RBMview Reference Manual
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Contents
Chapter 1 Introduction
Overview 1-1
RBMview Features and Functions 1-1
Full Integration with AMS Machinery Manager 1-2
External/Enterprise Information Interfaces 1-2
Key RBMview Concepts 1-4
RBMview Program Modules 1-10
Navigation Tools 1-12
Getting Started 1-17
Case History Manager 1-17
Chapter 2 Equipment Case Histories

Case History Manager Tools 2-2
Menu Bar functions 2-2
Tool Bar Functions 2-8
Quick Query 2-11
Introduction 2-11
Launching Quick Query 2-11
Working with Problems 2-15
How To Create a New Problem 2-25
How To Change the Name of a Problem 2-28
How To Create a Work Order 2-29
Changing the name of a Work Order 2-30
Working with a Work Order 2-31
How To Delete a Problem or Work Order 2-34
Deleting a Problem or Work Order 2-34
How To Save a Problem or Work Order

Using the Tool Bar to Save
Using the Activity Window to Save
Using the Navigation Tree to Save
Using the Menu Bar to Save
2-36
2-36
2-36
2-37
2-37
Case History Manager and CMMS 2-38

Configuring Case History Manager for CMMS Link 2-38
Problem file and CMMS Link 2-40
Working with Analyses 2-41
Analyses Dialog 2-41
Analysis Search Dialog 2-44
Working with Actions, Observations, and Faults 2-47
Search and Selection Dialog 2-47
Chapter 3 Status-at-a-Glance
Typical Workflow 3-4
Tool Bar Buttons and Menu Bar Options 3-5
A Word About the Right Mouse Button 3-5
Tool and Menu Bar 3-5
Chapter 4 Tools
Queries 4-8
Query Pop-Up Dialog 4-8
Chapter 5 Graphing
Misc DataTab 5-3
Graph Menu Options 5-5
Menu Bar/Graph 5-5
Toolbar 5-6
Graph Properties Dialog 5-8
Button Tools 5-8
Background Tab 5-9
System Tab 5-11
3D Tab 5-13
10
Fonts Tab 5-15

Markers Tab 5-16
Trends Tab 5-18
Overlay Tab 5-22
Error Bar Tab 5-24
Gallery Tabs 5-26
Style Tab 5-34
Data Tab 5-35
Titles Tab 5-40
Axis Tab 5-41
Chapter 6 Reporting
Reports Dialog 6-2
Report Output Toolbar 6-9
Chapter 7 Communication with External Systems

Setting up the RBMview Database to interface with an External System 7-2
Using the Asset Mapper to map RBMware machines to an External System7-5
Submitting Work Requests to External System 7-13
External Information Interface Specification 7-16
Process 7-16
Accessing Rules and Formats 7-17
External Systems and RBMview Communications 7-20
Work Order Information 7-23
Chapter 8 RBMware MAXIMO Interface

Installation of the RBMware-MAXIMO Interface 8-3
Configuration of the RBMware-MAXIMO interface 8-6
Processing Work Requests with the RBMwareMAXIMO Interface 8-9
Installing RBMwareMAXIMO Interface as an NT Service 8-9
Appendix A Preferences Dialog

General Tab A-1
11
Urgency Weights A-4

Reference Database Tab A-5
Report Logo Tab A-9
CMMS Tab A-10
Keywords Tab A-10
Magnitude Tabs A-11
Appendix B Migrate Data From Old Screens

Migrating B-2
Index
12
Chapter
Introduction
Overview
This Chapter presents important information about the RBMview program:
Overview - Read this section to get an overall perspective on the purpose of
RBMview and how it relates to your Reliability Based Maintenance (RBM) program
Key RBMview Concepts - Read this section to learn about special RBMview
concepts and terminology

Note
RBMview introduces new concepts and terminology for RBM program management. You should review the topics in the Key RBMview Concepts section to understand the new concepts and
terminology.
RBMview Program Modules - Read this section to get an overview of each of the
program modules built into RBMview

Navigation Tools - Read this section to learn about some basic tools used
throughout RBMview.
RBMview Features and Functions

RBMview for AMS Suite: Machinery Health Manager is a tool that provides a high-level overview of your entire plant Reliability Based Maintenance
(RBM) program. RBMview is designed to:
Provide a central location for current and historical RBM information
about equipment
Provide a means to track and monitor RBM events such as problems
and work orders.
1-1
Establish a magnitude or rank of significance of information and

events relating to equipment
Present a high level view of the current status of equipment while
allowing the user to drill down or navigate to the supporting information
Provide a means to generate and track work orders, reports and graphs
related to equipment
Enable two-way communication via an open industry standard protocol
with Computerized Maintenance Management Systems (CMMS) to
request maintenance action and obtain follow-up information.
Note
With many new features and functions, RBMview is the successor

to the MasterTrend Case Histories Compilation (COMPIL) and the
Automated Report Generation (REPORT) modules.
Full Integration with AMS Machinery Manager

RBMview is designed to be fully integrated with CSIs AMS Machinery Manager application suite. RBMview includes:
Support for all CSI AMS Machinery Manager analysis and knowledgebase programs such as Nspectr, MotorView, OilView, etc.
Built-in CSI defined knowledge-base of Faults and actions which is
shared across AMS Machinery Manager and RBMview.
External/Enterprise Information Interfaces

RBMview supports interfacing to external information/enterprise systems
including Computer Maintenance Management Systems (CMMS) features. See
Communication with External Systems on page 7-1 for more information.
Features of the interface include:
Computerized Maintenance Management Systems (CMMS) Interface
Multiple recommended Actions per Work Request

Work Requests may be resubmitted to the CMMS system
1-2
Introduction
Crystal Reports 8.5
RBMview supports the non-CSI application Crystal Reports 8.5. See

Reporting Module on page 1-11 for more information
Open Database Connectivity (ODBC)
RBMview supports Microsofts Open Database Connectivity (ODBC) protocols to support interaction with external databases.
1-3
Key RBMview Concepts

RBMview introduces new concepts and terminology for RBM program management. You should review the following topics to understand the concepts and
terminology. Throughout the text of this manual, these terms are capitalized to
indicate they have specific meanings in the context of RBMview.
RBMview Database
The RBMview Database is created to receive and maintain the information and
decisions generated from one or more AMS Machinery Manager databases as a
result of applying AMS Machinery Managers integrated technologies. This
RBMview Database is designed to be a central repository for information about
your RBM program. You can import data into RBMview from AMS Machinery
Manager or other external information/enterprise databases.
Note
CSI recommends using the one to one mode between an RBMview

Database and an AMS Machinery Manager.
1-4
Introduction
Information typically enters RBMview from AMS Machinery Manager applications (or other similar sources) such as Automated Diagnostic Analysis
(Nspectr), which reports Problem Events. (See Events on page 1-5 for a definition of the term as it is used in RBMview). These Events are then assigned to
an equipment Case History where they are tracked. Within an Equipment Case
History you can generate Problems and Work Orders. All of this information is
stored in the RBMview Database, and can be output via Reports and Graphs.
RBMview also allows you to launch AMS Machinery Manager programs
directly. For example, if your are looking at data pertaining to a Problem in
RBMview, you can launch PlotData for further analysis.
Events
The basic working item in RBMview is an Event which is associated with a

time stamp, a piece of Equipment, a person, and a Magnitude. Events include
Equipment Problems, Work Orders, etc. For example, saving a graph to a
Problem is an Event.
Problems and Faults
Problems can be created within RBMview or reported by knowledge-base RBM

applications such as CSIs Automated Fault Diagnostic Expert (Nspectr) and
MotorView. These applications automatically screen and diagnose data gathered on equipment. The diagnoses are then reported to RBMview as Problems.
Associated with Problems are Faults such as outer race defect or broken
rotor bar. Faults are selected from among an extensive list of predefined Faults
stored in the Framework Knowledge database. See Framework Knowledge
Database on page 1-6 for a description of this database.
The knowledge-based AMS Machinery Managers programs, such as Nspectr,
automatically associate a Fault with a Problem. However, when you create a
Problem from within RBMview you manually associate a Fault with the
Problem. Problems can be reported from any database accessible to AMS
Machinery Manager.
1-5
The following table lists Alarms and Problems reported to RBMview by other
AMS Machinery Manager applications:
Application
Process Performed
Event
Automated Fault Analysis

(Nspectr)
Diagnostic Summary Analysis
Problem
Diagnostic Plotting
(PlotData)
Save Graph
Images
MotorView
Broken Rotor Bars (Current)
Problem
Broken Rotor Bars (Flux)
Problem
Sample data
Images, Problems
Tribology (OilView)
Thermography (IRCOMM) Collect Data/Observations and

recommended Actions and Dump
Data
Images, Problems
SonicView
Steam Trap Report
Problem
VibPro
Save Graph
Images
Problems Posted to RBMview from other Applications
Work Orders
RBMview supports generating and requesting Work Orders from within the
RBMview application or tracking Work Orders generated manually or by an
external information/enterprise system. Data from manually created Work
orders must be manually entered into RBMview. Data from Work Orders generated by an external information/enterprise system can be linked to RBMview
via Asset Mapper (see Asset Mapper module on page 1-11). The Work Order
summarizes information such as the work to be performed and tracks progress
from creation date to completion date. (See Working with a Work Order on
page 2-31 for more information.)
Framework Knowledge Database
RBMview employs a special knowledge database (DBLookup.mdb) to store

predefined descriptions for Faults, Observations, Actions, and Root Causes. See
the AMS Machinery Managers Installation and Administration Manual, and
the AMS Machinery Manager Reference Manual for more information about the
DBLookup.mdb Framework Knowledge Database.
1-6
Introduction
The list of descriptions is comprehensive and covers most common diagnostic

findings. For example, predefined Faults include Vibration/Periodic Antifriction bearing looseness or Oil Large particles present. Examples of predefined Actions include Corrective Collect torsional data or Motor Check for
phase balance. To ensure a common framework, this Knowledge Database is
shared by both RBMview and by other AMS Machinery Manager applications.
Thus the codes for Faults, Observations, and Actions are also used by Nspectr,
OilView, MotorView, etc. An internal number associated with each predefined
description is used by these programs to form relationships with Problems and
Actions. This number is normally hidden and only used for internal processing.
In the knowledge database, predefined Faults are associated with one or more
predefined recommended Actions. When data and analysis indicate a Problem
with a piece of equipment, RBMview provides a list of one or more recommended Actions. You can add additional predefined Actions and create new
Actions. These Actions then submitted with a Work Request.
Magnitude
In general, every Event or item tracked by RBMview has an associated Magnitude defined in terms of severity, operational significance, certainty, or
schedule priority. These concepts are defined as follows:
Severity - A measure of the extent of the equipment defect, determined
by comparing the data amplitude to predetermined alarm levels.
Operational Significance - How important the equipment is to overall
facility operation.
Certainty - How well the data indicating an equipment defect follows
accepted analysis rules. This value is independent of equipment importance or defect severity.
Schedule Priority - The time frame in which work should be performed
on this equipment. This item also reflects that additional data should be
collected or that an equipment defect is known but no work is currently
requested.
1-7
Magnitude is usually expressed as a numerical value between 1 and 100 and

includes descriptor tags such as Likely or Critical. The magnitudes associated with any given Event vary a scheduled Event is tagged with a Schedule
Priority while a Problem includes tags for Operational Significance and a
calculated value for Urgency. This system of Magnitudes allows you to sort
and filter Events to better manage your RBM program. See Magnitude Tabs
on page A-11 for the default settings for these Magnitudes.
Urgency is a type of Magnitude that RBMview computes using the weighted
average of Severity, Operational Significance, and Certainty. Urgency is calculated using the following formula:
2
Where:
S = Severity
SW = Severity Weight
OS = Operational Significance
OSW = Operational Significance Weight
C = Certainty
CW = Certainty Weight
Note
If Severity or Operational Significance is set to 0 (zero) and both

do not have 0 (zero) weighting, the Urgency value will be set to 0
(zero).
The Urgency value is used by Status-at-a-Glance to determine the position of
the Event or item on the tree. By default, items and Events with the highest
Urgency values appear at the top of the tree. See General Tab on page A-1 for
more information.
1-8
Introduction
RBMview uses colored icons to show the Urgency value, as shown in the following table.
Color
Urgency Value
Description
Green
Normal
Cyan
1-20
Low
Yellow
21-40
Moderate
Magenta
41-70
Serious
Red
71-100
Exreme
Filters
Built into RBMviews Status-at-a-Glance program module are a number of filter

options which allow you to sort, filter, and prioritize equipment in your RBM
program to obtain a customized view. These filters let you display only the
information of current interest. For example you can filter Events and items by
Magnitude (Severity, Urgency, etc.) and technology tools (vibration, oil, etc.).
See Filters on page 4-1 for more information.
Queries
Also built into RBMview are a number of Query options which allow you to
quickly locate information and Events in your RBM program from a high level.
Using RBMviews Queries, you can immediately see which Equipment is in
urgent need of service, the status of open Work Orders, repair estimates sorted
by cost, and other vital information. See Queries on page 4-8 for more information.
Nodes
A node is a position in the database hierarchy. For example, an area is a node,

and a piece of equipment is a node.
1-9
RBMview Program Modules

RBMview is built around the following program modules:
Case History Manager
Case History Manager provides the basic functions necessary to create and track
Equipment Case Histories.
Status-at-a-Glance Module
This module is included in the full version of RBMview. Status-at-a-Glance

presents a concise high level view of your RBM program including:
Alarms
Problems
Work Orders
Asset Mapper
With Status-at-a-Glance, the user can drill down to view more detailed information. See Status-at-a-Glance on page 3-1 for more information.
Case History module
This module is included in the full version of RBMview and in RBMview Lite.
Equipment Case Histories provides an interactive archive of information about
each piece of Equipment you are tracking. Equipment Case Histories enables
the user to organize and manage the activities associated with correcting one or
more problems on a single piece of equipment. The user can:
Identify problems associated with the equipment
Launch CSI applications for diagnosing the problems
Track Work Orders issued in response to an equipment problem.
Maintain financial data associated with repair
Identify the Root Cause of the Equipment failure.
For more details, see Equipment Case Histories on page 2-1.
1-10
Introduction
Reporting Module
RBMview incorporates a non-CSI reporting tool, Crystal Reports. This module

is included in the base-level AMS Machinery Manager package. An enhanced
version which supports additional report types is included in the full version of
RBMview. Both versions allow you to output information in a variety of structured forms. Some of the supported features include:
Embed multiple graphics files
Powerful query and filtering capabilities
Reports may include multiple analyses from multiple technologies and
other graphical objects.
See Reporting on page 6-1 for more information.
Graphing Module
This module is included in the base-level AMS Machinery Manager package.

An enhanced version which supports additional graph types is included in the
full version of RBMview. Graphing capabilities include:
Multiple graph styles
Graph problems by scheduling priority, primary component, equipment
type, fault type, etc.
Query filters allow pinpointing the items to be plotted.
See Graphing on page 5-1 for more information.
Asset Mapper module
Asset Mapper, accessed through Status-as-a-Glance, provides the tools

necessary to map external enterprise/information system asset database entries to RBMview.
See External/Enterprise Information Interfaces on page 1-2 and Asset
Mapper module on page 1-11 for more information.
RBMview Program Modules
1-11
Navigation Tools
Introduction
The Case History manager in RBMview arranges information in Folders

arranged in a hierarchical Navigation Tree. This tree enables you to drill down
from the Database level folder to detailed supporting information.
The left pane of the Case History Manager screen displays the tree of folders
which contain information about the Equipment. Folders can be thought of as
containers which hold Events. To the left of each folder is a + sign indicating that there are sub-items within the folder or a minus
sign indicating there are no sub-items.
Case History Manager screen
Note
When you first open the Navigation Tree, all the folders will have
plus + signs beside them, even those that have nothing in them.
This is normal. The minus sign will appear if you click on a
folder and there is nothing inside.
1-12
Introduction
Note
Alarm status is displayed if you have RBMview Full. Refer to the

manual AMS Machinery Manager, chapter 2, section entitled
Alarm Status for details.
Navigation Tree
Clicking on the + sign or the folder opens up another level of the tree revealing
the contents stored in the folder just below it. You can drill down through the
folders to logically locate the information you need.
RBMview Case History Manager Navigation Tree
Navigation Tools
1-13
Note
Closed problems or work orders are grayed out. A ? signifies that

the RBM database cannot be opened or is not synchcronized with
the RBMview database.
The basic goal of Case History Manager in RBMview is to allow you easy
access to Problems and Work Orders in a selected Equipment Case History
folder.
Problems Folder- Stored in this folder is information about specific Prob-
lems such as a failed bearing or shaft misalignment.

Work Orders Folder- This folder allows you to track and review Work
Orders issued against Work Requests. Clicking on any Work Order tree
item brings up a form with fields for Work Order Number, Status (Open or
Closed), Audit Information, Description, etc. The Costs function allows
tracking of labor and other costs associated with the work order. Each work
order entry is associated with a problem entry. That means a problem file
must first be created before a corresponding work order file can be generated.
1-14
Introduction
Split Windows
In Case History Manager, RBMview displays the Navigation Tree in the left
frame and Activity window in the right frame.
RBMview Case History Manager screen showing Navigation Tree.
Note
There is nothing on the right side of the screen, while there is a tree
of information on the left side. This is normal until you reach the
Records (Problems and Work Orders) level.
Navigation Tools
1-15
Right Mouse Button Functions
Throughout RBMview, clicking the right mouse button in an empty area of the
menu or frame displays a context sensitive pop-up menu. Though the menu
changes depending on where you are working within RBMview.
Right mouse functions can also provide contextual information when you have
selected an item on a grid (see below).
Grid Displays
Throughout RBMview, information is displayed in a table format called a

Grid. Here are some tips to working with grids:
Information can be sorted based on column heading by clicking the
mouse on the column heading. For example, to sort the grid based on
date, click the Date column heading. Click the Date column heading
again to reverse the order. However, not all grids support sorting.
When a row is selected, right mouse functions are sensitive to row selection. For example, if you have a row selected, using the right mouse function Show Detail will present details relating to the selected row.
Column widths can be resized by selecting the column guide and dragging left or right.
On-Line Help
RBMview provides context sensitive on-line Help through an advanced HTMLbase help system. Invoking Help anywhere within the program opens the Help
Browser to display Help topics related to the area of the program in which you
are working. Within the help message window is an active Table of Contents
which allows you to navigate to other topics. Also provided is an Index and
Glossary.
1-16
Introduction
Getting Started
The RBMview program module Case History Manager is designed to give you
fast access to information about your RBM program. how to get into Case history Manager is covered below. A more involved outline of Case History
Manger follows in the next chapter.

When you first start AMS Machinery Manager, the AMS Machinery Manager
Main Menu window displays. In many cases, the SetUp/Communications tab
will be active.
AMS Machinery Manager Main Menu screen with Setup/Communications tab selected.
Getting Started
1-17
If this is the case, from the AMS Machinery Manager Main Menu, click on the
Document/Report tab.
AMS Machinery Manager screen with Document/Report tab selected and RBMview highlighted.
Double-click on the RBMview icon. This launches the RBMview program.
1-18
Introduction
Opening Case History Manager Screen
Once you have started RBMview, you should see a screen that looks something
like this.
Opening Case History screen
On the left-hand side of the screen will be the main level of the Navigation Tree
of the database selected. To reach the level beneath the main level, click on the
plus sign beside the text. As you do this the next level appears. Click on that plus
sign and another level of the navigation tree appears. The right-hand side of the
screen should be blank until you reach the files under the Problems and Work
Orders folders. This is normal. RBMview offers you the capability of drilling
down on the hierarchy. For details, see Split Windows on page 1-15.
You are now ready to begin using the Case History option of RBMview. Go on
to Chapter 2 to learn more about using this feature.
Getting Started
1-19
1-20
Introduction
Chapter
Equipment Case Histories
Overview
Case History Manager enables the user to organize and manage the activities
associated with monitoring equipment and correcting problems. With RBMviews Case History tools you can:
Identify problems associated with the Equipment
Submit Work Requests via CMMS and track Work Orders
Maintain a financial audit trail associated with repair.
The following screen shows the main Case History window with menu bar and
tool bar across the top, the hierarchical Navigation Tree in the left pane, and the
selected field of interest or Activity window in the right pane.
3
2-1
Case History Manager Tools

Menu Bar functions
Menu Bar
Beneath each category is a series of options you can select. First, click on the
category, then scroll down and click on the option. Below is a brief description
of each of the options.
File
File Open- Opens another RBMview database.
Status At A Glance - Launches the Status at a Glance program module. See
Status-at-a-Glance on page 3-1.
Save - Enables the user to save an existing Equipment Case History.
Note
RBMview can be configured for Auto-Save in which the contents

of a screen are saved to the Case History as soon as the user leaves
a screen. See Preferences Dialog on page A-1 for more information.
Close - Exits the Equipment Case History.
Print - The user can print a summary of information.
Print Setup - Opens a standard Windows dialog to set up printing.
Exit - Exits the RBMview application.
2-2
Menu Bar
Edit
Undo - Use this standard Windows function to remove selections and text
from the Activity window added since the last Save.
Cut - Use this standard Windows function to copy and remove alphanumeric text from input fields.
Copy - Use this standard Windows function to copy alphanumeric text
from input fields.
Paste - Use this standard Windows function to paste copied or cut alphanumeric text into input fields.
View
Toolbar - Unchecking this option removes the tool bar buttons. (The default
is checked or on.)
Status Bar - Unchecking this option removes the status message at the
bottom of the RBMview screen. (The default is checked or on.)
Properties- Opens a window showing information about the Problem or
Work Order.
Insert
Problem - Allows you to insert a new Problem into the Equipment Case
History. See How To Create a New Problem on page 2-25 for more information.
Submit Work Request - Allows you to submit a Work Request to an
attached CMMS system. If no CMMS system is attached this function is
disabled.
Work Order - When a Problem file is open, clicking on Work Order opens
a corresponding work order in the Activity window. For example, if there
is already a work order, it opens that work order. If there is not a work order,
it creates a work order for you to fill in the details. For more information,
see Working with a Work Order on page 2-31.
2-3
Copy Problem - The feature is only available in the RBMview Full version.
Allows you to copy an existing problem in order to create a new problem
with many of the same characteristics.
Note
The core information for a given problem record can also be

copied from one piece of equipment to another using command
shortcuts. Select the problem in the Case History tree and press the
Ctrl and C (Ctrl + C) keys on the computer keyboard. Now navigate in the tree to the desired piece of equipment and press the Ctrl
+ V keys to create the copied problem. This allows the functionality of the Copy Problem menu command to be extended to a different piece of equipment.
2-4
Menu Bar
Modify
Status
Reopen - Reactivates a selected closed Problem or Work Order.
Close - Deactivates a selected open Problem or Work Order.
Delete - Removes a selected Problem or Work Order.
Note
Use the Delete function with care. Deleting a record removes it

permanently from the RBMview database.
Problem
Observations - Opens a display of Observations associated with the
selected Problem. Allows you to Add, Edit, and then Close out from the
Observations. These observations are used to document why the analyst determined a fault exists.
Actions - Opens the Actions dialog to display Actions assigned to the
selected Problem. Actions list activities related to the problem such as
Change belt... or Align shafts...
Images - Opens the Images dialog for the selected Problem. Images
allows you to look at image(s) attached to a Problem. Images can
include photographs, charts, and drawings. You can also Add, Remove,
and Create New images. You can look at an image already attached to
a Problem by clicking on the Image button in the Images dialog box.
The Launch button allows you to launch another AMS Machinery
Manager program such as Nspectr, Plot Data, or Vib View.
Root Cause - This feature is only available in the RBMview Full version. Opens a search dialog which allows you to assign or remove predefined Root Causes to or from the selected Problem.
2-5
Menu Bar
Tools
Sorting and Filters - Sets current filter options.
Preferences - Opens the Preferences dialog allowing you to set a variety of
global preferences for both Case Histories and Status at a Glance. See
Preferences Dialog on page A-1 for more information.
Analysis - Opens the Analyses dialog which displays Analyses attached to
the selected equipment. See Working with Analyses on page 2-41 for
more information.
Quick Query - Opens the Quick Query tool. See Quick Query on page 210 for more information.
Query - Opens the Query dialog allowing you to search the database for
information. Queries show information remaining after the Date and User
filters are applied. See Queries on page 4-8 for more information about
this tool.
Graphs - Opens the Graphs Setup Dialog allowing you to specify parameters for graphing. Graphs and Reports use a common set of filters to limit
the information they show. See Graphing on page 5-1 for more information about this tool.
Reports - This command brings up the report dialog screen which enables
the user to select a report for previewing or printing. Reports can be
exported in RTF format for viewing by WordPad or other Rich Text Format
(RTF) compatible word processor. Reports can be filtered by date and
severity. Graphs and Reports use a common set of filters to limit the information they show. See Reporting on page 6-1 for more information.
Remove RBM Database - Use this option to remove an RBM Database
from RBMview database. The Remove RBM Database dialog opens
showing available RBM databases.
2-6
Caution!
The Remove RBM Database feature should be used with

extreme caution. Removing an RBM database also removes any
Problems and Work Orders stored with that RBM database.
Assign CMMS Names - This option allows you to assign a CMMS name
to a piece of equipment.
Assign Operational Significance - This option allows you to rate the
operational significance to a piece of equipment from 0- Normal to 100
- Critical. While this option is only active after you have highlighted a
record (individual problem file), all the problems placed in the Problems
folder attached to this piece of equipment will have the same Operational
Significance ratings. This means if you change one, you change them all.
Window
Cascade - Cascades open windows. Selecting Cascade allows you to keep multiple windows open on the desktop simultaneously. Using this option, you can
quickly switch between Status at a Glance and Case Histories.
Tile - Tiles open windows. For example, using this option you can display Status
at a Glance on one half of the screen and Case Histories on the other half.
Arrange Icons - This standard Windows function moves minimized icons to the
bottom of the window above the Program Bar.
Recent Access - The bottom section of the pull-down menu displays the most
recently accessed items and program modules. For example, the list might say
1 Case History and 2 Status at a Glance. A check mark will be beside the
screen that is active.
Help
Contents - Opens the RBMview HTML Help.

About RBMview - Standard windows about box displays the RBMview version
and copyright information.
2-7
Tool Bar Functions
The Tool Bar buttons give you quick access to many commonly used tools and
options.Queries on page 4-8
Note
Many of the Tool Bar button functions are also available as rightmouse options depending on the context of the program.
Open RBMview Database- Opens another RBMview database.
Save - Saves the active document.
Status at a Glance - Opens the Status at a Glance window, which presents a concise overview of your Equipment Case Histories and other RBM information,
including Problems and Alarms, Work Orders, and Assets.
Insert Problem - Inserts a new Problem into the current Equipment Case History.
See How To Create a New Problem on page 2-25 for more information.
Quick Query - Opens the Quick Query tool. See Quick Query on page 2-11
for more information.
Queries - Opens the Query dialog with a number of preset queries. See Queries on page 4-8 for more information.
Graphs - Opens the Graph Setup dialog which allows you to select the data and
graph type used to display information. See Graphing on page 5-1 for more
information.
Reports - Brings up the report dialog. See Reporting on page 6-1 for more
information.
2-8
Sorting and Filters - Sets current filter options.
Preferences - Displays the Preferences dialog. See Preferences Dialog on

page A-1.
Help - Opens the RBMview HTML Help. For more details, see On-Line Help
on page 1-16.
Sorting and Filters
Sort problems based on the applied filter settings. First, highlight the problem
folder or an individual problem. Then, select the Sorting and Filters button to
display the menu shown above.
There are four levels of sorting. Sort problems by date (searchable by date type),
magnitude (selectable magnitude type), problem status, or title, and sort in
ascending or descending order.
Note
There is also an option to select <not used>. Skip this level if you
do not want to sort on all of the available levels.
Select create date, closed date, or survey date to set the date type. Select severity
or derived urgency to set the magnitude type.
2-9
Note
Refresh the tree after sorting. To do this, collapse the case history
manager problem tree and expand it again.
Apply similar filters to the work order view. First, highlight a work order or the
work order folder. Then, select the sorting and filters button to display the
window shown above.
Sort work orders by data (selectable type), title, or work order status in
ascending or descending order.
Select create date, closed date, approved date, planned date or completed date
to set the date type.
2-10
Quick Query
Introduction
From the AMS Machinery Manager Main Menu, click on the Document/Report
tab, then click on the RBMview icon to launch RBMview. The Case History
Manager screen appears showing the Equipment Case Histories of the current
RBM Database.
The Quick Query window displays the results of a preset Query, allowing you
to navigate quickly to Equipment Case History items of interest. You can select
any of several Queries. The Quick Query option allows you to query the database using different filters to find the Equipment Case History information of
interest.
Launching Quick Query

Launch Quick Query by clicking on Tools, then clicking on Quick Query in the
menu bar of RBMview. Or you can click on the Quick Query icon in the Tool
bar.
Quick Query window
Quick Query
2-11
A brief explanation fo the different items you will see includes:
Select a Query to Perform - This drop menu offers a number of preset queries
which allow you to review typical Equipment Case History activities such as
New Problems and Alarms and Work Requests Awaiting Approval. Select
the Search button to perform the selected query.
Quick Queries
Note
The above menu shows the RBMview Full version only. RBMview Lite contains only Problems since <date>.
Note
The next time you open Quick Query, the last query you selected
will be displayed.
RBM Database Context - If you have more than one RBM Database in the
RBMview database. This drop menu allows you select a database in which to do
you Quick Query search.
Date Filter - RBMview will return items and Events occurring on and after the
date shown in the field. The date defaults to the last seven days. To change the
date, select the arrow icon to display a calendar which allows you to select a new
date for the query filter. Depending on which item you select from the Select a
Query to Perform list, the Date Filter may be grayed out. If so, you cannot
change the date listed in the Date Filter window.
Show Open Records - If a check mark is not already in this box, click on the box
if you want your request to include open records.
2-12
Show Closed Records - If a check mark is not already in this box, click on the
box if you want your request to include closed records. Both open and closed
records can be included in the same query.
Grid Display - Depending on the query selected, the grid displays summary
Status-at-a-Glance on page 3-1 appropriate for the Events or items returned
by the search.
Search - After selecting a query from the drop menu, select Search to perform
the query.
Open - Closes Quick Query and launches Case Histories and opens the selected
item on the grid. Use the Open option if you need to update or edit the selected
item in Case Histories.
Show Detail- Displays the Show Detail window for the selected item on the
grid. Detail mode allows you to quickly review selected items on the grid
without launching Case Histories. See Equipment Case Histories on page 2-1
Status at a Glance - Launches the Status at a Glance program module. See
Status-at-a-Glance on page 3-1 for more information.
Case History Manager - Launches the Case History Manager program module.
See Working with Problems on page 2-15 for more information.
Open Database - Opens the Database selection pop-up dialog with the following
options:
Open - Click this button to open the selected RBMview database.
Quick Query
2-13
Cancel - Click this button to cancel opening an RBMview database and return
to Quick Query.
Create New - After entering a new RBMview database name in the File name
field, click the Create New button to create a new RBMview database.
2-14
Working with Problems

The RBMview Case History Manager module is supplied with all versions of
AMS Machinery Manager. Case History Manager is designed to let you quickly
create and review Problems and Work Orders.
Click the plus sign (+) beside each branch in the database tree to display the
expanded hierarchy. First, expand the database list (this will be a .rbm file).
Second, expand the area level (for example, industry area or balance jobs).
Third, expand the equipment level (for example, recirculation pump or
motor). Finally, choose either the Problem or Work Order folder beneath the
piece of equipment. The problem or work order screen fills the Activity window
on the right. (To learn how to create a new problem, see How To Create a New
Problem on page 2-25.)
2-15
Survey Date - Displays the date of data collection. When creating a new
Problem file, click on the arrow at the end of the Survey Date window to display
a calendar to select a different date. Simply click on the arrows to move back or
forward.
Analyst - Displays the Analyst who created or who is assigned to the Problem.
Click on the arrow at the end of the window to select a different analyst. The
analyst must already be entered into the AMS Machinery Manager database to
be selected.
Operational Significance - This setting has five positions from Non-essential, to
Essential and is established when the piece of equipment is configured using
RBMwizard. The Operation Significance can be changed by selecting Assign
Operational Significance from the Tools menu when a problem is highlighted in
the database tree. All problem files listed under a piece of equipment will have
the same Operation Significance. For example, if one problem has the Significance of Critical, all other problem files created under that piece of equipment
will have that same listing.
Fault Description - This window allows you to select a brief description of the
fault from a list stored in AMS Machinery Manager. Click on the Fault Description button in order to open up the database to make your selection. Or, click on
the arrow at the right end of the Fault Description window. A drop down menu
appears showing all the faults you have selected before. This is known as a
Favorites List and can help you quickly select from your most common fault
descriptions. The delete button to the right of the Fault Description button will
delete the fault description appearing in the window from the list. For details on
creating favorite faults, see General Tab on page A-1.
2-16
Note
Items can accumulate in the drop down list of the Fault Descriptions. Click on the Clear button to delete the most recent selected
Faults.
Case History Manager screen with Favorites List showing.
Problem Status - Lists the problems present status. To select a status or change
the status of a problem, click on the arrow at the right edge of the Problem Status
field.
Note
Problem text that is grayed-out signifies closed status.
2-17
Severity - Part of the formula that creates Derived Urgency ranking. A drop
down menu allows you to select the severity from the following list:
Certainty - Also part of the formula that creates Derived Urgency ranking.
Select how certain you are of the cause of the problem from the drop-down
menu.
Derived Urgency - Automatically calculated when you add in the selections for
Severity and Certainty. You can only change this figure by changing the
Severity, the Certainty, or both. For details, see Magnitude on page 1-7.
CMMS Alias - Assigns a CMMS map if the external CMMS system is used.
Primary Component - Click on the words Primary Component in order to open
up the database to make your selection. Or, click on the arrow at the right end of
the Primary Component window. A drop down menu appears showing all the
Primary Component you have selected before. This is known as a Favorites List
and can help you quickly select the correct component. For details on creating
favorites, see General Tab on page A-1.
Note
Items can accumulate in the drop down list of the Primary Component. Click on the Clear button to delete the most recent selected
Faults.
Fault Location - Click on the arrow at the right side of the window in order to
select a location from the drop down menu.
2-18
Secondary Component - If there is a secondary component involved in the

problem, click on the box by the words Secondary Component. Then follow the
steps discussed above under Primary Component.
Note
Items can accumulate in the drop down list of the Secondary Component. Click on the Clear button to delete the most recent selected
Faults.
Observations - Composed of two parts: Add and Details.
Add - Click on Add to select an observation about a problem. Add brings
up a window that allows you to select:
Analyst. The person filling out the information
Technology. A drop down menu allows you to select from a list of options
Observation. Click on the word Observation to launch the Search and
Select window from which you select a new observation. Or if you have
already selected observations in the past, click on the down arrow. A drop
down arrow of previous selections or favorites appears. If one of these
favorites is the observation you want, click on it. When done, click on the
OK button.
Details - Once you have completed adding an observation, Click on that
observation to highlight it, then click on Details. A window appears with
all the information you selected when you added the observation.
Recommended Actions - Composed of two parts: Add and Details.
Add - Click on Add to select a recommend action to resolve the problem.
Add brings up a window that allows you to select:
Status. A drop down menu allows you to select from a list of options
Analyst. The person filing out the information
Scheduled Priority. A drop down menu allows you to select from a list of
options
2-19
Action. Click on the word Action to launch the Search and Select window
from which you select a new observation. Or if you have already selected
actions in the past, click on the down arrow. A drop down arrow of previous selections or favorites appears. If one of these favorites is the
action you want, click on it. When done, click on the OK button.
Details - Once you have completed adding an observation, Click on that
observation to highlight it, then click on Details. A window appears with
all the information you selected when you added the observation.
Extended Description - Allows you to type in additional information about the
problem. Right click on the window and menu appears. Select Expanded View
from that menu and a separate window appears with a larger text box to type in
the information.
Memo - Allows you to enter any additional information about the problem.
10
Memo is composed of three parts: the field in which the most recent memo is
displayed, Add, and Details. You can double-click on the field to display an
expanded view of the field. Add and Details are explained below.
2-20
Click on the Add button to create or add a memo to the Problem selected. A
dialog box appears from which you select the Analyst (person writing the
memo) and if it is a follow up memo. If you check the box beside Is Followup
Memo, then the memo is printed on the Problem Followup Report. Otherwise,
it is treated as a regular memo. In the Memo Text area type in your memo. When
done, click the OK button.
11
Click on the Details button. A dialog box appears in which you see a detailed
list of all the memos entered in for a problem. You can edit or delete a memo
from this box, or even add a new memo by either using the buttons at the bottom
of the box, or by clicking once on a memo, then by clicking once on the right
mouse button and selecting from the menu.
12
Note
In the left-hand column of the Details box is a memo icon. If a

check mark appears in the icon, that means it is a Followup Memo.
You can change a memo to or from Followup status using the Edit
feature.
2-21
Note
You can only use the Add and Details button on an open Problem.
If a Problem is closed, both buttons are grayed out.
Buttons
A series of four buttons adds additional dimensions to what can be done in the
problems file.
13
Attachments - Allows you to Add, Remove, Create New, and view images and
other documents associated with a problem. An image can be a photograph, a
chart, or a drawing. Other attachements can be files from Adobe (*.pdf), Word
(*.doc, *.docx), and Excel (*.xls, *.xlsx). Audio files (*.wav, *.wma, *.mp3)
and video files (*.avi, *.wmv, *.wpg) can also be attached.
Root Cause - This feature is only available in the RBMview Full version. Allows
you to select one or more root causes from a preset list. You can also remove one
or more selected root causes from your Selected Root Causes list using this feature.
Work Order - Replaces the Problem window with a Work Order window. If there
is already a work order associated with the problem, it opens that work order. If
there is no associated work order, it opens a new work order that will be associated with that problem.
New Problem - Adds a new problem file to the open Problems folder.
Note
If you are configured to use CMMS, a Work Request button is also

displayed. This allows you to submit the actions for the current
problem to CMMS for resolution.
2-22
Right Mouse Button Options
In an open gray area of the Problems screen, click on the right mouse button and
a menu will appear with several options.
Right mouse button menu
New Problem - Launches a new problem window. If you have not saved the
problem file, a window appears asking if you want to.
Save - Saves the problem.
Observations - Launches a details window that allows you to Add an observation or Edit an observation. To edit, first click on the observation, then click on
Edit. For more information, see Observations - Composed of two parts: Add
and Details. on page 2-19.
Actions - Launches a details window that allows you to Add an action or Edit
an action. To edit, first click on the action, then click on Edit. For more information, see Recommended Actions - Composed of two parts: Add and Details.
on page 2-19.
Root Cause - This feature is only available in the RBMview Full version. Allows
you to select one or more root causes from a preset list. You can also remove one
or more selected root causes from your Selected Root Causes list using this feature.
Attachments - Allows you to Add, Remove, Create New, and view images and
other documents associated with a problem. An image can be a photograph, a
chart, or a drawing. Other attachements can be files from Adobe (*.pdf), Word
(*.doc, *.docx), and Excel (*.xls, *.xlsx). Audio files (*.wav, *.wma, *.mp3)
and video files (*.avi, *.wmv, *.wpg) can also be attached.
2-23
Properties -Displays a window of information about the problem. In the information window (The information cannot be altered in this window.), click on the
Advanced button to display additional information.
Problem Properties window with Advanced button selected
2-24
How To Create a New Problem

There are six easy ways to create a new problem file.
One, while Problems folder is highlighted on the Navigation Tree or while
another problem file is open, click on the Flag icon in the Tool bar. A new
problem file appears in right side of the screen.
14
Two, while a problem file is open, move the pointer to a gray area on the right
side of the screen (not in the Navigation Tree) and click the right mouse button.
For example, in a problem file, place the pointer in the gray area between the
Fault Description and Certainty. Then click on the right mouse button. A menu
appears. Now, click on the words New Problem. A new problem file is opened
and added to the Problems folder on the Navigation Tree. The problem file will
be added to the same Equipment Case History that the previously opened
problem file is in.
2-25
Three, move the cursor to the Navigation Tree on the left-hand side of the RBMview window. Next, click once on a problem or work order to highlight it. Then,
click on the right mouse button. A menu appears. Now, click on the words Insert
Problem. A new problem file appears on the right side of the screen and a new
problem is inserted in the Problems folder. The problem file will be added to the
same folder.
15
Four, Follow step three, but instead of clicking on Insert Problem, click on Copy
Problem. This copies an existing problem. You can then make whatever modifications you need to.
Note
The core information for a given problem record can also be

copied from one piece of equipment to another using command
shortcuts. Select the problem in the Case History tree and press the
Ctrl and C (Ctrl + C) keys on the computer keyboard. Now navigate in the tree to the desired piece of equipment and press the Ctrl
+ V keys to create the copied problem. This allows the functionality of the Copy Problem menu command to be extended to a different piece of equipment.
Five, click on Insert in the Menu bar. Next, click on Problem. A new problem
file appears on the right side of the screen and new problem is added to the Problems folder.
Menu Bar
2-26
Six, while reviewing a problem in the Activity window, click on the New
Problem button.
Note
A piece of Equipment under an Area must be highlighted, or a

Problems folder must be highlighted in order to be able to select
Problem under Insert.
To learn how to fill in the blanks of the new problem, refer to Working with
Problems on page 2-15.
2-27
How To Change the Name of a Problem

When a new problem is created, the default name of the problem is the Survey
Date - Fault Description- Primary Component - Fault Location. To change the
name to something else, go to the Navigation Tree and click once on the new
problem. The name should be highlighted. Click once on the right mouse button.
A menu appears.
16
Click once with the left mouse button on Rename. A Rename window appears.
17
Now, either click on the AutoName button or type in a new name for the
problem. When finished, click on the OK button.
You can also use these steps to change the name of an existing problem.
2-28
How To Create a Work Order

Each Work Order must be related to a specific Problem. To create a Work Order,
follow these steps.
First, open a Problem. For details on this step, see Working with Problems on
page 2-15. Next, click on the Work Order button in the Activity window. A new
Work Order appears in the Activity window.
Note
If a Work Order already exists for this Problem, press the Work
Order button takes you to that corresponding Work Order.
Or, if a Problem is open in the Activity window, move the pointer over to the
right side window and place the pointer in a gray area. For example, the gray
area between Fault Description and Certainty. Then, click on the right mouse
button. A menu appears.
18
How To Create a Work Order
2-29
Now, click on the words Create or Go to Work Order. If no work order exists,
one is created. If one already exists, the window switches to that work order.
19
A Second Way to Create a Work Order
First, open a Problem file. For details on this step, see Working with Problems
on page 2-15. Next, click on Insert in the Menu Bar.
Menu Bar
A drop menu appears. Click on Work Order. A new work order is created if one
didnt exist. However, if a work order already exists for that problem, that work
order appears in the Activity window (right side) of the Case History Manager
screen.
Changing the name of a Work Order

To change the name of a work order, first click on the Work Order in the Navigation tree. Next, click on the right mouse button. Then, click on Rename from
the menu. A dialog box appears allowing you to type in the new name of the
Work Order. When done, click on the OK button.
2-30
Working with a Work Order

The RBMview Case History Manager module is supplied with all versions of
AMS Machinery Manager. Case History Manager is designed to let you quickly
create and review Problems and Work Orders.
In Equipment Case Histories, first select the Problems folder on the Navigation
Tree. Next, click on and Area to display both the Problems and Work Orders
folders. Then, click on the + sign beside a Problem to reveal the Problem files
list. Finally, to select a problem to display, click on a problem. The problem fills
the Activity window on the right side of the screen.
20
Work Order Number: - Displays the identifying number associated with the
Work Order. The number is associated with the Problem, which must be created
first.
Work Order Status: - A drop menu that allows you to select from a list options
that includes Open, Closed, Pending, Scheduled, Postponed, Work Completed,
Waiting Feedback.
2-31
Work Done: - Click on the white area and beginning typing in details of work
done. If you need more space, click on the right mouse button, then select
Expanded View from the menu that appears. An enlarged Work Done window
appears.
Costs: - If the Work Order Status is Closed, all the rows and columns will be
grayed out (inactive). If the Status is Open, the Actual and Estimated columns
and rows will be white. You can click on a cell and enter a figure.
Problem - Click on the button to switch to the problem that corresponds to the
work order. If you have made changes to the work order and not saved them, a
small window appears asking you if you would like to make your changes
before making the switch to the problem window.
Approve - Displays a small window that allows you to select an Analyst who
approved the work order and the Date when the work order was approved. Click
on the down arrow to the right of each selection, then choose from the drop
down menu. When finished, click on OK.
Plan - Displays a small window that allows you to select an Analyst who scheduled the work order and the Date when the work order is scheduled to be done.
Click on the down arrow to the right of each selection, then choose from the
drop down menu. When finished, click on OK.
Complete - Displays a small window that allows you to select an Analyst who
listed the work order as completed and the Date when the work order was completed. Click on the down arrow to the right of each selection, then choose from
the drop down menu. When finished, click on OK.
Right Mouse Button Options
In an open gray area of the Work Order screen, click on the right mouse button
and a menu will appear with several options.
Save - Saves the work order and any changes made to it.
2-32
Go to Related Problem - Switches the window to the related Problem. If you

have made changes to the work order and not saved them, a second window
appears asking you if you want to make the changes before switching.
Delete - Removes the work order from the Work Orders folder. It will also
remove the file from the Navigation Tree.
Properties - Displays a window of information about the work order. In the
information window (The information cannot be altered in this window.), click
on the Advanced button to display additional information.
Work Order Properties window with Advanced button selected
2-33
How To Delete a Problem or Work Order

You can remove a work order file without removing a problem file, you cannot
remove a Problem without removing its corresponding Work Order.
Deleting a Problem or Work Order

Deleting from the Navigation Tree
First, go to the Navigation Tree on the left side of the Case History Manager
screen. Right click on the Problems folder (to delete a problem in that folder)
or the Work Order folder (to delete a work order in that folder). A menu appears.
Click on the Delete Multiple selection. A menu will appear listing the problems/work orders in that folder.
2-34
Select the problem(s)/work order(s) you wish to delete. Several windows will
appear asking you to verify the delete(s). By answering these Yes, the
problem(s) or work order(s) will be deleted. Remember that if a problem is
deleted, the associated work order will also be automatically deleted. Work
orders can be deleted individually.
How To Delete a Problem or Work Order
2-35

There are four easy ways to save a problem or work order.
Using the Tool Bar to Save

While a problem or work order is open, click on the Diskette icon in the Tool bar.
21
Using the Activity Window to Save

While a Problem or Work Order is open, move the pointer to a gray area on the
Activity window (right side) of the screen and click the right mouse button. For
example, in a problem file, place the pointer in the gray area between the Fault
Description and Certainty. Then click on the right mouse button. A menu
appears. Now, click on the word Save. The Problem or Work Order is saved and
the menu disappears.
2-36
Using the Navigation Tree to Save

Move the cursor to the Navigation Tree on the left-hand side of the Case History
window. Next, click once on a Problem or Work Order to highlight it. Then,
click on the right mouse button. A menu appears. Now, click on the word Save.
The problem or Work Order is saved and menu disappears.
22
Using the Menu Bar to Save

First, go to the Menu bar and click on File. A drop menu appears. Next, click on
Save.
Menu Bar
2-37
Case History Manager and CMMS

A Problem file can be sent directly to CMMS (Computerized Maintenance management System). Case History Manager must first be configured for CMMS.
Configuring Case History Manager for CMMS Link

First, click on the Preferences icon in the Tool bar. The Preferences window
appears. Next, click on the CMMS tab near the top of the Preferences window.
The window switches to bring forward the CMMS tab.
Preferences window with CMMS tab selected
Then, select either Enable ASCII File CMMS Link or Enable ASCII Fixed
Format Link. CSI recommends Enable ASCII File CMMS Link.
2-38
Now, click on the Configure CMMS Link button and enter your Cycle Time and
CSIs CMMSLink Database name.
CMMSLink Configuration window
When finished, click on the OK button to close out the Configuration window.
Then click on the OK button to close out the Preferences window. You will be
prompted to shutdown and restart AMS Machinery Manager before your
CMMS settings will take effect. Click on the OK button, then shutdown and
restart AMS Machinery Manager.
23
Note
To undo the CMMS Link, follow the steps described above, but
click on the white circle beside the Manual Work Order and Cost
Entry after selecting the CMMS tab. A dot will appear in the circle.
Case History Manager and CMMS
2-39
Problem file and CMMS Link

With the CMMS Link active, an additional button appears in the Activity
window when a Problem file is selected. Click on the Work Request button and
a Work Request window appears.
24
The window lists the actions that have been selected to remedy this problem. To
send this request on, click the Submit button.
Note
If you click on the Work Order button, you will be switched to the
work order screen for that problem.
Note
For more details on setting up for external communication, see

Communication with External Systems on page 7-1.
2-40
Working with Analyses

With an open Problem, the user can access or create an Analysis by clicking on
the Attachments button in the Activity window, or by clicking on Analysis
under Tools in the Menu bar.
Analyses Dialog
25
Existing Associations - this grid displays existing events associated with the
selected Problem. These events can include data sets, exceptions, images, etc.
generated by other RBM applications such as EXPORT and Nspectr.
Add - Opens a Search dialog which allows you to search for and add additional
analysis events to the listing. For more information, see Analysis Search
Dialog on page 2-44.
Remove - Removes the selected analysis event from the Existing Associations.
2-41
Create New - Opens the New Attachment dialog.
26
File - Enter the filename of the attachment you want to open.

Description - Enter text describing the selected attachment.
Preview - Opens a new window and displays the attachment.
Launch - Opens the Select Program dialog. Select from the pull down list of
AMS Machinery Manager tools.
OK to launch the tool in the context of the currently selected event.
27
Program to Launch - From the pull-down menu, select a program to launch.
2-42
Right Mouse Button tricks
In the Existing Associations window, click on one of the items in the list to highlight, then click your right mouse button and a menu appears. That menu
includes:
Tag - This will tag or untag the item highlighted. A check mark will appear
or disappear from the box in the Tag column.
Remove - Removes the selected analysis event from the Existing Associations.
Launch - Opens the Select Program dialog. Select from the pull down list
of AMS Machinery Manager tools.
Preview - Opens a new window and displays the attachment.
Show Details - Opens the Event detail window in the context of the
selected Event.
Events Details window
2-43
Analysis Search Dialog

This dialog opens when you click the Add button on the Analyses dialog, as
described in Analyses Dialog on page 2-41.
28
*
Search Criteria
Technology - Select the arrow icon to open the pull-down window with
technology options. The search will be restricted to the technology
selected.
Type - Select the arrow icon to open a pull-down menu. Select from the following to restrict the search:
Alarms to return alarms reported by other AMS Machinery Manager
applications.
Data Operations to return only data collection and other events.
Notes to return only notes and images attached to data operation events.
Include Closed Events - If a problem is closed, all of the events related to
it are also closed. Select this option to include closed events in the analysis
search.
2-44
Show Unassigned Only- If this is selected, only alarms, data collection

events, and attachments that are not assigned to a problem are included in
the search. If this option is not selected, all alarms, data collection events,
and attachments related to the equipment are included.
One reason not to select this option is that the same item may be used as
evidence in multiple problems. However, sometimes users are unwilling or
unable to assign alarms, data collection events, or attachments to a
problem. Selecting this option allows the search to find those unassigned
items.
From/To - Select the arrow icons to open the calendars to select a date
range for the search.
Grid
Created - The date the data was acquired.
Node - The node from which the data was taken.
Program - The AMS Machinery Manager program used to view or analyze
the data.
Activity - Type of data acquired.
Description - Description of the data acquired.
Preview - Also available as a right mouse function, the Preview button
opens the selected attachments on the grid.
Launch - Also available as a right mouse function, the Launch button opens
the AMS Machinery Manager application which generated the Analysis for
the selected item on the grid.
Show Detail - Use the right-mouse function to open the Data Analysis detail
which provides a quick review of the Analysis.
Create - The date the Analysis was created.
Record ID - The database record ID number.
Activity - The activity on which the analysis is based.
Analyst - The name of the Analyst who entered the Analysis.
Status - Indicates Open or Closed.
Magnitude - The value of the magnitude associated with the item or event.
2-45
Program - The program used to generate the Analysis.

Description - A brief description identifying the Analysis
Active Problems - A grid display of active Problem Histories associated
with the analysis.
2-46
Working with Actions, Observations, and Faults

Built into RBMview is a comprehensive library of predefined Actions, Observations, and Faults which can be linked to events within a Problem. These
Actions, Observations, and Faults are stored in the Framework Knowledge
Database (see Framework Knowledge Database on page 1-6 for more information).
RBMview provides a common set of tools for searching, selecting and attaching
Actions, Observations, and Faults. These tools are described below.
Search and Selection Dialog

This dialog is available for Actions, Observations, and Faults.
Classification Search - Selecting this option restricts the search to the technology or classification selected on the Tree. If this option is not selected, all
technologies and classifications will be searched.
Word Search - Searches for Actions, Observations, or Faults containing the
word entered in the field. For example, entering the word alignment will
return all actions containing the word alignment.
Actions, Observations, or Faults Tree - Displays predefined Actions, Observations, or Faults for a number of RBM technologies. Selecting an item on the
Actions, Observations, or Faults tree displays the options in the Search Results
window.
Search Results - Displays the results of a Search or displays the items available
under a selected classification within a selected technology. For example,
selecting Vibration/Periodic on the Actions, Observations, or Faults Tree,
then selecting the Gear Defects classification displays a list of predefined
Actions, Observations, or Faults in the window. Alternately, entering gear in
the Word search field returns a similar list.
Working with Actions, Observations, and Faults
2-47
Selected [Item]
Select/Remove - Use these buttons to add or remove selected Actions,
Observations, or Faults from the Search Results list to the Selected Actions
list. Alternately, you can double-click an item in either list to move it to the
other list. Items in the Selected Actions list will appear in the Recommended /Selected window.
Remove All - Removes all selected Actions, Observations, or Faults from
the list.
Note
For information on Auto Search and Favorites features, see

Advanced Options - Click on the Advanced Options button to display the following menu: on page A-2.
2-48
Chapter
Status-at-a-Glance
Status-at-a-Glance (only available in RBMview Full version) presents multiple views of

your RBM program. These views are available as tabs along the top of the Status-at-aGlance window. The views are:
Alarms
Problems
Work Order
Asset Mapper
Each view contains a Navigation Tree with icons that allow you to navigate from Database
to Area to Equipment. Items on the tree are displayed based on the toolbar/filter settings you
have applied. Use the Sort feature to specify the order of items. Items that do not meet filter
criteria or that have no activity are not displayed on the tree, although they do remain in the
database.
Status-at-a-Glance Screen
3-1
Pop-up windows are available if you right-click the mouse on sensitive contexts while navigating the tree in each view. These pop-up windows provide access to tools as well as
detailed information about the current item selected in the tree. You may access many of
the functions provided by the Status-at-a-Glance menu bar and toolbar using the right
mouse button.
One of the most frequently used tools in status-at-a-glance is the Query. Query allows you
to retrieve information that is related to the item you have selected on the tree quickly.
Access the Query tool on both the problem tab and the work order tab. See Queries on
page 4-8 for more information.
Note
The Toolbar/Filter settings you have applied to a particular item affects

launching a Query.
The views (tabs) are described below:
Alarms Tab
This tab displays a tree of alarms generated by other RBM applications and stored in the
RBMware database. Applications like Exceptions Reporting, Nspectr, and Motorview generate alarms.
With the Alarms tab, you can:
View alarms stored in the RBMware database.
View alarm details for individual measurement points.
View the rolled-up status of a piece of equipment.
View alarms created for all technology types.
Sort alarms by severity, title, or survey date.
Filter alarms by severity and technology types.
Problems Tab
This tab displays a tree of problems created in the RBMview database.

With the Problems tab, you can:
View problems stored in the RBMview database.
3-2
Status-at-a-Glance
View a summary of all problems for a piece of equipment.

View problems created for all technology types.
Sort problems based on date, magnitude, status, and title.
Filter problems based on magnitude.
Work Order Tab
This tab displays a tree of work orders issued to service equipment. Closed work orders are
not displayed in the tree.
With the Work Order tab you can:
Determine which work orders are open for a piece of equipment or an area.
View a summary of work orders for a piece of equipment.
View the work orders that interest you.
Determine and schedule dates to perform work orders.
Asset Mapper Tab
RBMview communicates with various external information/enterprise systems, including
Computerized Maintenance Management Systems (CMMS). RBMview uses the asset
mapper function to map or create correspondence between these systems and RBMware
equipment and components. See Communication with External Systems on page 7-1 for
more information.
3-3
Typical Workflow
Status-at-a-Glance is designed to let you track a piece of equipment in your RBM program
from the time an alarm first appears through servicing the equipment via a work order.
While progressing through each step, the equipment case history level serves as the repository for all information pertaining to the equipment you are tracking.
The basic steps are:
1. . . Acquire RBM data on a piece of equipment using standard CSI Machinery
Analyzers.*
2. . . Download and analyze the data with RBMwares technology programs.
3. . . Report alarms to the RBMware database or problems to RBMview via the link
from RBMware. This information will be displayed under the Alarms or Problems
tab in Status-at-a-Glance. See Problems and Faults on page 1-5 for more
information.
4. . . Create the equipment case history by compiling all information about the
equipment, including problems and work orders for tracking in RBMview.
5. . . Create a work order. This information will be displayed under the Work Order tab
in Status-at-a-Glance. See Working with a Work Order on page 2-31 for more
information.
Note
Work orders issued by an external information/enterprise system can be

tracked by RBMview. See Communication with External Systems on
page 7-1 for more information.
6. . . Perform the recommended service.
7. . . Close the work order or problem.
After the work order is completed and the problem is closed, RBMview maintains the
equipment case history for future reference and tracking.
*. Contact CSI regarding support for other vendors data collection equipment.
3-4
Status-at-a-Glance
Tool Bar Buttons and Menu Bar Options
Status-at-a-Glance Menu bar (top) and Tool bar (bottom)
A Word About the Right Mouse Button

Many of the functions available as Menu bar options and Tool bar buttons are also available
as right-mouse functions depending on the View (Tab) you are working in and the Tree
item selected. Options listed below that are available by clicking on the right mouse button
are indicated by the symbol at left.
Tool and Menu Bar

Toolbar icons are shown in the left margin next to their equivalent in the menu bar. Many
times there are several options (selections) available under a menu bar heading. For
example, there are two options available under File and five options available under Edit.
Only one option is available from the Toolbar icon. For example, the Quick Query icon
only opens the Quick Query window. It does not exit the RBMview application.
File (Menu Bar)
Open RBMview Window - Opens another RBMview database.
Case History Manager - Organizes and manages activities associated with monitoring
equipment and correcting problems.
Quick Query - Opens the Quick Query program module. See Quick Query on page
2-11.
Exit - Exits the RBMview application.
3-5
Edit
Cut/Copy/Paste - Allows you to cut (remove) or copy text to the clipboard. Paste allows
you to insert the text from the clipboard.
Bookmark - Allows you to mark an item on the tree for future reference. Status-at-aGlance remembers the most recently bookmarked items across tabs.
Note
Bookmark an item on the tree when you want to open a different tab view
in the context of the same item. For example, bookmarking a piece of equipment in the Case Histories tab allows you to open it up quickly under the
Work Order tab.
Set - Marks the location with a bookmark. For example if you are working
in the Work Order tab, you can bookmark a specific work order for future
reference.
Goto - Goes to the most recently bookmarked location under a tab. For
example, if you are working in the Work Order tab and need to refer to a
different work order which was bookmarked earlier, goto selects the bookmarked location on the tree.
Clear - Clears the current bookmark.
Find - This is a general purpose utility allowing you to search in the context of the current
tab for specific records. Find is not case sensitive--you can enter any mix of upper and lower
case characters.
Find what - Enter text or numbers. If no other options are selected, find
returns a list in the search results of every item that contains the text or
number string entered.
Match whole string - Limits the search to only those items which exactly
match what is entered in Find what... This option is not case sensitive.
Search in current context only - Restricts the search to the current database,
area, or equipment item.
3-6
Status-at-a-Glance
Find as Asset Number - Restricts the search to a specific asset number. For
example, if you know the asset number of a specific piece of equipment,
selecting this option allows you to locate every event and item associated
with this equipment.
Refresh - Updates the selected node on the tree. For example, if an alarm or problem is
reported from another application while you have a piece of equipment selected on the tree,
selecting refresh updates the equipment node to include the new problem and/or alarm.
Note
When you have many area or equipment nodes expanded, use refresh to collapse the tree to the selected node.
View
Tool Bar- Hides or displays the RBMware toolbar.

Status Bar - Hides or displays the Windows status bar.
Visible Tabs - Specify which tabs to display. You may also choose the order to display
them.
Expand/Collapse Branch - Expand displays all of the sub-items of the selected node.
Collapse displays only the selected node without displaying the sub-items.
Show Detail - Displays the detailed information you have entered pertaining to the
selected item.
At the database and area level, show detail displays the technology status window:
Technology Status
Area - Displays the name of the selected area.
Equipment - Displays the name of the selected equipment.
Technologies - Displays the items with the highest current magnitude
sorted by active technologies associated with the area and equipment.
If the field is blank, there has been no activity associated with that technology.
Show Equipment Detail - Opens the equipment summary overview
dialog (see below).
At the equipment level, show detail displays the equipment summary overview:
3-7
Equipment Summary Overview

Area - Displays the name of a selected area.
Equipment - Displays the name assigned to the selected equipment
Op. Sign. - Displays the magnitude assigned to the operational significance of the selected equipment.
Type - Displays the component type.
Technology - Displays a summary of the data analysis events associated with the selected equipment for all active technologies that are
sorted by magnitude.
Current Activity - Displays all open high level events and items associated with the selected equipment. This includes problems, case histories, service requests, and work orders.
Below the equipment level, show detail displays the selected problem or work order.
Properties - Displays the detailed properties of the selected event or item. This information
identifies the selected event.
Tools
Displays the tools dialog with the options listed below.
Note
Preferences, filters, query, reports, and graphs are also available as tool bar
buttons. Graph, report, and query are available as right-mouse functions
depending on the context of the program.
Create Problem - Create a new problem on the highlighted piece of equipment.
Sorting and Filters - Opens the filters to apply dialog. This dialog allows you to filter the
tree display based on the following criteria: time scope, status, magnitude, source, and tool.
Filters also allow you to sort the data by date, magnitude, title, and technology tool. The filters selected are displayed in the window below the tree.
Note
The filters you apply only effect how the data is displayed. Applying a filter
does not remove data from the RBMview database.
3-8
Status-at-a-Glance
Analysis - Opens the analysis search dialog. This dialog allows you to find data operation
events and analyses that are generated by other RBMware. See Analyses Dialog on page
2-41 for more information.
Launch - Opens the Analysis Expert dialog which allows you to open an RBMware technology program such as Diagnostic Plots or MotorView for additional analysis. See
Working with Analyses on page 2-41 for more information.
Query - Opens the query dialog with a number of pre-set queries. See Queries on page
Note
Opening a query brings forward any filters you have applied using the
Tools/Filter function. For example, the date range established in the filter is
applied to the query.
Graphs - Opens the graph setup dialog which allows you to select the data and graph type
used to display information. See Graphing on page 5-1 for more information.
Note
Any filters you have applied using the Tools/Filter function are applied to the
graphing function. For example, the date range established in the filter are
applied to the data to be graphed.
Report - Brings up the report dialog. See Reporting on page 6-1 for more information.
Note
Any filters you have applied using the Tools/Filter function are applied to the
report. For example, the date range established in the filter is applied to the
reported data.
Remove RBM Database - Use this option to remove an RBM database from RBMview.
The database is not deleted, only removed from RBMview. If unassigned alarms or problems exist, a prompt asks you if you want to retain these events for future reference or analysis.
Remove Events - Select this option to remove all events from the RBMview database.
3-9
Caution!
Selecting Remove Events deletes all events from the RBMview database
permanently.
Preferences - Displays the preferences dialog. See Preferences Dialog on page A-1.
Window
Cascade - Cascades open windows. Selecting Cascade allows you to keep multiple windows open on the desktop. Using this option you can switch between status-at-a-glance and
case histories quickly.
Tile - Tiles open windows. Using this option you can display Status-at-a-Glance on one
half of the screen and case histories on the other half.
Arrange Icons - This standard Windows function moves and arranges minimized icons
to the bottom of the window above the program bar.
Recent Access - The bottom section of the drop menu displays the most recently accessed
items and program modules. Select from the list to reopen an item or program module.
Help
Brings up the standard Windows help pop-up dialog.

Contents - Opens the RBMview HTML help. See On-Line Help on page 1-16 for more
information.
About RBMview - The standard Windows about box displays the RBMview version
and copyright information.
3-10
Status-at-a-Glance
Chapter
Tools
Filters
Activate the Filter dialog from the menu bars Tools/Sorting and Filter function, the Toolbar
Sorting and Filter button, or, depending on the context of the program, as a right mouse
function. A filter tool allows you to sort and display the RBMview database by a number
of criteria. Use the filter tool to display only those items of current interest. For example, use
the filter tool to display items or events that exceed a certain magnitude, that occur in a specified time interval, or that associate with a specific technology. The filters you apply are displayed in the windows below the tree.
Note
The filters you apply only effect how the data is displayed. Applying a filter
does not remove data from the RBMview database.
Alarms Tab
4-1
Alarm Details, Refresh Alarm Severities, and Alarm Display Options

See chapter 2, Overview of RBMware, in the RBMware core manual for descriptions of
these features.
Sorting and Filters
Select the Sorting and Filters option to display the menu shown below:
Sort the alarms by severity, survey date, or title. Select descending or ascending for the
sorting order.
Determine alarm filters by the severity level of an alarm. Slide the bar to the desired severity
level. All alarms with a severity below the level you select will not show on the tree.
Technology Features
4-2
Tools
Mark the technology options that you want to display in the tree. If the technology is not
marked, then any alarms related to that technology will not appear in the tree. See chapter
2, Overview of RBMware, in the RBMware core manual for a more complete description of this option.
Bookmark:
Set - Marks the location with a bookmark. For example, if you are working
reference.
Goto - Goes to the item you last bookmarked. For example, if you are
working in the Work Order tab and you need to refer to another work order,
goto selects the bookmarked location on the tree. Also, if you set a bookmark and then change tabs, the goto takes you as close as it can get to the
same context on the new tab.
Clear - Clears the current bookmark
Expand\Collapse Branch: Expand displays all of the sub-items of the selected node.
Collapse displays only the selected node without the sub-items.
Problems Tab
Create problem: Create a new problem on the highlighted piece of equipment.

Display options: This should be explained in the core?
4-3
Sorting and Filters

Select the Sorting and Filters option to display the next menu:
Sort problems based on magnitude, date, problem status, or title. Sort items in ascending or
descending order.
If date is selected as one of the sorting items, then you may specify the type of date (either
date of survey or date of creation).
Select derived urgency or severity for the magnitude type.
Determine problem filtering based on the magnitude level. Slide the bar to the desired magnitude level. All alarms with a magnitude below this level will not show on the tree.
If the sort below equipment level only box is checked, the sorting is applied to each
piece of equipment instead of sorting across the area.
4-4
Tools
Work Order Tab
Sorting and Filters

Select the sorting and filters option to display the next menu:
Sort work orders status, date, or title in ascending or descending order. Select the data type
as date created, date approved, date planned, or date completed.
If the sort below equipment level only box is checked, the sorting is applied to each
piece of equipment instead of sorting across the area.
Query: Launches the query tool.
Graph: Launches the graphing tool.
Report: Launches the reporting tool.
Bookmark:
Set: Marks the location with a bookmark. For example, if you are working
reference.
4-5
Goto: Goes to the item you last bookmarked. For example, if you are
working in the Work Order tab and you need to refer to another work order,
goto selects the bookmarked location on the tree. Also, if you set a bookmark and then change tabs, the goto takes you as close as it can get to the
same context on the new tab.
Clear: Clears the current bookmark
Show detail: This option shows either the technology overview on the entire database
area or the equipment summary information depending on which node is highlighted in the
tree.
Expand\Collapse Branch: Expand displays all of the sub-items of the selected node.
Collapse displays only the selected node without displaying the sub-items.
For more information about generating work orders, see Working with a Work Order on
page 2-31.
Asset Mapper Tab
Assign CMMS names: Launches the CMMS assignment menu. See Chapter 7 for
details.
Sorting and Filters: Select the Sorting and Filters option to display the next menu:
4-6
Tools
Sort equipment by title or operational significance in ascending or descending order.

Filter equipment based on the equipments operational significance.
4-7
Queries
Query Pop-Up Dialog
Activate the query dialog from the menu bar tools/query function or as a right mouse function. Queries search for information in the database and return a list of items and events
which match the query search criteria. Queries operate at the Database, Area, and Equipment levels. Unlike filters, queries return information but do not change how information
is sorted and displayed on the tree.
Query - Select the arrow icon to open the pull-down window with a number of preset
query options.
Note
Case histories and Status-at-a-Glance use different preset queries.

Start/End Date - Use the arrow icons to open the calendar menu to select a start and end
date range for the query.
Search - Select this button to initiate the query. Search is also available as a right mouse
function.
Clear Filter - This right mouse function resets the query field to the last used query.
Analyst - Use the arrow icons to open the pull-down menu to select an analyst for the
query. The query only searches for items or events associated with the selected analyst.
Lowest/Highest - Slide the pointer with the mouse to set the magnitude level for the
query. Only those items or events with a magnitude at or above the slider point will be
returned by the query. Depending on the querys context, magnitude can mean severity,
urgency, criticality, or schedule priority.
Include Closed - Select this box to include items or events in the database that are closed.
Grid Display - Displays the items and events returned by the query. Depending on the
query used, the grid headings change.
Show Detail - This right mouse function opens the detail view of the selected item on the
grid. Use this option if you only need to review the item quickly.
4-8
Tools
Activate - This right mouse function opens the actual item in case histories. For example,
if you have selected a work order on the grid, selecting activate opens the work order in case
histories. Use this option if you need to edit or update the item.
Queries
4-9
4-10
Tools
Chapter
Graphing
Graph Setup Dialog

To open the Graphing program from the Menu Bar select Tools/Graphs or select the graph
icon on the Tool Bar.
Use the Graph Setup dialog to select the type of graph and the facility and data you want to
display or print. Filters are available in the setup to allow you to narrow the range of data to
graph.
Available Types
Displays a selection list of several different options. Select a Graph type.
Facility Tab
Displays the database tree allowing you to select the database, area, or equipment of
interest.
Note
The above menu shows the RBMview Full version only. RBMview Lite
offers fewer options.
5-1
Event Filters Tab
Equipment - Click Select to select the Equipment to filter. Only the data for the Equipment
you select will be graphed.
Faults - Click Select to select the Faults to filter. Only the data for the Faults you select will
be graphed.
Note
Event Filters tab does not show up for all Available Types. For example, if
you select Alarms by Facility from the Available Types list on the left side
of the Graph Settings window, you will not have a Event Filters tab.
Misc. Filters Tab
5-2
Graphing
Time Scope/Period - From the pull-down menu select a preset time range or select
Custom to establish a period with the From/To fields to filter the graph display. Items and
events occurring before or after the selected period will not be displayed on the graph.
Time Scope/From/To - Select the arrow icon to open the calendar to set From and To
dates for the period filter. (Please note the Date menu is not currently available for
Graphs.)
Status/Open/Closed/Both - Select Open, Closed, or Both.
Magnitude - Move the slider with the mouse to select a cut-off point for the filter. Items
and events with a magnitude below the slider setting will not be displayed on the graph.
Source/Analyst - To filter by Analyst, press the Select button to display a list of Analysts.
To select multiple Analysts, hold down the shift key while selecting.
Source/Tool - To filter by Tool, press the Select button to display a list of technology tools.
Select a tool from the All Items window and use the Select button to move it to the Selected
Items window. To select multiple Tools, hold down the shift key while selecting. The graph
will display only those items or events associated with the selected technology tools.
Misc DataTab
Group by Area - Changes the graph to a 3-D type showing Areas in addition to Equipment. Areas are plotted along the z axis. This option is also available on the Graph display
Toolbar (see Toolbar on page 5-6).
Data/Combine all values - Combines all data values below the specified percentage into
a single value.
5-3
OK - Click the OK button to generate the graph.
5-4
Graphing
Graph Menu Options

Menu Bar/Graph
Save As - Allows you to save the current graph as a Windows Metafile (*.wmf) or Bitmap
(*.bmp).
Set as Template - You can change the graph type and style using the Graph/Properties
functions (see Graph Properties Dialog on page 5-8 for more information). Use the Set
as Template function to save your graph type and style changes as the default template.
New graphs will follow this graph type and style until you change the template again. You
can return the template to the CSI default by using the Graph/Restore CSI Template function (see below).
Restore CSI Template - Use this function to change the current graph template back to
the CSI default template.
Print Preview - Opens preview showing how the graph will appear when printed.
Print - Opens a standard Windows print dialog.
Properties/Graph - Opens the Graph Properties dialog. See Graph Properties Dialog on
page 5-8.
Properties/Filter - Opens the Filter dialog. See Graph Setup Dialog on page 5-1 for
more information.
Properties/Group by Area - Changes the graph to a 3-D type showing Areas in addition
to Equipment. Areas are plotted along the z axis. This option is also available on the
Graph display Toolbar (see Toolbar on page 5-6).
Exit - Exists the Graph Program.
Graph Menu Options
5-5
Toolbar
Save As a Picture - Opens a dialog allowing you to save the graph in bitmap (.BMP) or
Windows Metafile formats.
Note
The vector-based Metafile format usually takes less disk space and supports
better scaling options than bitmap format.
Copy - Copies the graph to the Clipboard for pasting in other applications. For example,
you can use this option to copy the graph and then paste it into a report generated by a word
processing application.
Print Graph - Prints the graph to the printer you have selected in the Windows Settings/
Printers dialog.
Print Preview - Displays a preview of how the graph will look when it is printed.
5-6
Graphing
Print - Sends the selected page to the printer.

Next Page - If there are multiple pages, clicking this button advances the
preview to the next page.
Prev Page - If there are multiple pages, clicking this button returns the preview to the previous page.
Two Page - If there are multiple pages, clicking this button shows both
pages.
Zoom In - Clicking this button enlarges the preview. It has no effect on the
printed output.
Zoom Out - Clicking this button reduces the size of the preview. It has no
effect on the printed output.
Close - Closes the Print Preview window and returns to the Graph Setup
dialog.
Toggle On/Off Group by Area - Changes the graph to a 3-D type showing Areas in
addition to Equipment. Areas are plotted along the z axis. Click the button again to toggle
back to a 2D graph type showing only Equipment. This option is also available on the
Graph Setup/Misc. Data tab (see Misc DataTab on page 5-3).
Filter - Opens the Graph Setup dialog allowing you to select the data to graph.
Graph Properties - The feature is only available in the RBMview Full version. Opens the
Graph Properties dialog which allows you to choose the graph style and select from a
number of graph options. See Graph Properties Dialog on page 5-8.
Graph Menu Options
5-7
Graph Properties Dialog

The Graph Properties dialog allows you to change the visual appearance of the graph to
better convey the information. The Graph Tool Bar buttons along the top of the window
open the Graph Properties dialog at specific tabs.
Button Tools
The control buttons at the bottom of the Graph Properties dialog are used for all of the tabs.
Cancel - Closes the Graph Properties dialog with no changes to the graph.
Apply Now - Applies the changes you have selected to the graph while keeping the Graph
Properties dialog open for additional changes.
OK - Applies the changes you have selected to the graph and closes the Graph Properties
dialog.
5-8
Graphing
Background Tab
Object Style and Color

Apply To - Select the object(s) to which you want to apply Styles. The
styles selected in Style will be applied to the Objects selected. For example,
to change the color of the graphs title and add a drop shadow, select Apply
To Graph: Title and Style plus Text Color: (select color) and Drop Shadow.
Click Apply Now button to see the results.
Style - Select the style you want to apply to the object selected in Apply To.
See Object Style and Color/Apply To above for an example of using this
option.
Border- Applies a border around the selected object.
Drop Shadow - Applies a drop shadow behind the selected object.
Raised - Creates a panel behind the selected object which appears
raised above the background.
5-9
Lowered - Creates a panel behind the selected object which appears

embossed into the background.
Text Color - Select the arrow icon to open the pull down menu of available text colors. Choose a color for the text within the selected object.
Background - Select the arrow icon to open the pull down menu of
available background colors. Choose a background color for the
selected object.
Legend - Select the Position on the graph of any legend you have defined. If you choose
the top center or bottom center position, legend items are drawn horizontally in a single row.
At all other positions, legend items are stacked vertically. Use the slider to set the size of the
Legend text. See Data Tab on page 5-35 for information about defining legends.
Graph Window
Background Color - Use the arrow icon to open the pulldown menu and
select background color options.
File/Browse - Enter the name of a.BMP or Windows Metafile image file or
use the Browse button to locate and select an image file to use as the
graph backdrop. Use the Backdrop selection option to format the.BMP
image you have selected.
Backdrop - Use the arrow icon to open the pulldown menu and select one
of the following options:
Tiled Bitmap - Creates a tiled backdrop using repeating bitmap images.
Centered Bitmap - Centers the selected image file to fit the graph backdrop.
5-10
Graphing
System Tab
Printing
Border - Applies a border around the graph when it is printed.
Mono - Prints the graph in greyscale with no color.
Color - Prints the graph in color.
Landscape - Prints the graph horizontally in landscape mode.
Full Page - Prints the graph in the center of the page using the available
space.
Print - Press this button to print the graph with the selected options.
Export - Use this function to export the graph as a file to a specified destination for use in
other applications.
5-11
Image Format - Choose Metafile or Bitmap file format. Vector-based Metafiles are typically smaller and offer better support for scaling and
stretching.
Target - Select the Windows Clipboard for subsequent pasting into another
document, or specify a file location and name.
Color Palette - Use the arrow icon to open the pulldown menu and select from the available options.
16-color palettes consist of 16 differentiated colors - default, pastel, or grayscale.
128-color palettes consist of the 16 colors from the default palette plus 96 colors that
vary according to the palette you select. Graph Control reserves 16 additional colors
for special graphic needs such as shading the sides of 3D bars -- you cannot select
these reserved colors.
Graph Template - As you make selections in Graph Control, they are saved in a temporary file. When you exit Graph Control, the temporary file is discarded. You can save the
settings you have selected in Graph Control as a template file for future reuse.
Each template file can store definitions for multiple graphs. A graph definition automatically includes settings for all properties affecting a graphs appearance. It can optionally
include graph data as well.
File/Browse - Enter the name of a graph template file or use the Browse
button to locate and select a file.
Name - To save a new graph definition, enter a name for the graph. To open
a definition previously saved in this template, select a name from the pull
down list.
Load - Select this button to restore a previously saved graph definition.
Save - Saves the graph definition.
Save Data - Select this option to save the graph data as well as the graph
appearance.
5-12
Graphing
3D Tab
True3D
Off - This option is not normally used with RBMview.
Perspective - Select this option to render the graph in perspective. Use the
In-Out scroll bar to control the perspective.
Isometric - Select this option for isometric perspective in which angles are
rendered as if viewed from an infinite distance and all parallels are preserved.
In/Out - With Perspective selected, the In/Out slider changes the degree
of foreshortening or the perceived distance at which the graph is viewed.
This function is disabled for Isometric views.
5-13
Up/Down - Use this slider to set the vertical viewing angle. At the midpoint, you are viewing the graph at straight on. Each click of the mouse up
or down moves the view 1 degree to a maximum of 90 degrees (directly
above the graph), or -60 degrees (somewhat below the graph).
Left/Right - Use this slider to set the horizontal viewing angle. Ad the midpoint the viewing angle is directly in front of the graph. Each click of the
mouse left or right moves the view 1 degree to a maximum of 180 degrees
in either direction.
Cage
Flip Walls - These options allow you to choose viewing angles that would
normally be obscured by the back or side wall. The back or side wall flips
to the opposite edge of the cage allowing you to see the whole graph.
Off - select this option to disable cage flips.
Back and Side - Select this option to enable cage flips for both the back
and side walls.
Back Only - Select this option to enable cage flips for the back wall
only. This helps you stay oriented to the graph because the side wall
always represents the left edge of the cage.
Depth - Use this slider to vary the depth of the graph.
X Gap - Use the slider to vary the space between bars in a bar graph.
Y Gap - Use the slider to set the gap in the Z (depth) dimension of graphs
with multiple data sets: bar (z-clustered style), area (absolute style), and
tape.
Wall Color - Click one of the colors in the list to change the color of the
walls and floor of a 3D graph cage.
Thick Walls - Select this option to give the walls and floor of the graph cage
thickness. Deselect this option to give the cage thin walls with no discernible dimension.
Edge Color - When Thick Walls is deselected, use the arrow icon to open
the pull down menu and select a color for the edges of the graph cage.
5-14
Graphing
Fonts Tab
Apply To - Select the text display option to which you want to apply Typeface and/or
Size options.
Typeface - Use the arrow icon to open the drop menu and select from the available typefaces on your system. Select from the italic, bold, and/or underline style options. The typeface and style options you select will be applied to the text you selected in Apply To.
Size Smart Scale - Select this option to have the Graph control automatically use
smaller type if the size you specify using the Smaller-Bigger slider bar
makes the text too large for the available space. If the text cant be made
small enough to fit, it will not appear.
If you do not use this option and the text is too large to fit, it will not be
resized and will not display.
5-15
Smaller/Bigger - Use the mouse to move the slider control to decrease or

increase the text size.
Reset - Click to reset the text size to the default.
Markers Tab
10
Select a Point or Set - Move the pointer over the graph drawing at the upper left of the
Markers page. The pointer becomes a large arrow. Point and click on the marker you want
to apply settings to.
Apply To
Set - For all graph types except pie, bubble, and bar graphs having one data
set, a set number is shown. Your settings apply to a particular data set.
Point - For pie charts, bubble graphs, and bar graphs having one data set, a
Point number is shown. Your settings apply to a particular data point.
5-16
Graphing
Color - Use the arrow icon to open the pulldown menu and select from the available colors
to apply to the selected marker. By default, the Graph Control assigns an automatic series
of colors to markers for variety. If you set your own color for a selected marker, you must
also set colors for the remaining markers to avoid displaying them in black only.
Pattern - Use the arrow icon to open the pulldown menu and select from the available patterns for the selected marker. Pattern is only enabled for pie, bubble, bar, area, Gantt, boxwhisker, and tape graphs.
Symbol - Use the arrow icon to open the pulldown menu and select from the available
symbols for the selected marker. By default, the Graph Control assigns an automatic series
of symbols to markers for variety. If you set your own symbol for a selected marker, you
must also set colors for the remaining markers to avoid displaying them with a plus (+)
symbol.
Size - Use the slider to change the size of symbols. Each click represents about a 5%
change in size.
Lines
Thick - Select this option to enable thick (3 pixels) lines. Deselect to default
to thin (1 pixel) lines. Some types of graphs allow other widths, use the
arrow icon to open the pulldown menu and select from the available
widths.
Patterned - Select this option to enable patterned lines. Use the arrow icon
to open the pulldown menu and select from the patterns.
5-17
Trends Tab
11
Statistical Lines - Use the options below to plot additional statistical lines on your graph.
If you have enabled an overlay graph, these additional lines will be displayed on it as well.
This may produce two sets of statistical lines on the same axes depending on the graph type.
Mean - Select this option to automatically draw a line through the average
(mean) value of all data points. Deselect for no line. This function only
applies to scatter, line, high-low-close, open high-low-close, candlestick,
and box-whisker (parametric data only) graphs.
Min/Max - Select this option to automatically draw min and max lines
through the lowest and highest data points in a set. deselect for no lines.
This function only applies to scatter, line, high-low-close, open high-lowclose, candlestick, and box-whisker (parametric data only) graphs.
5-18
Graphing
Std Dev - Select this option to draw a pair of lines through the standard
deviation from the mean (both positive and negative). This function only
Best Fit - Select this option to draw a line indicating the trend of data points
(a first-order polynomial curve). Deselect for no line. This function only
Curve Fit - Use the options below to plot an additional best fit curve through your data
points. If you have enabled an overlay graph, the additional line will be displayed on it as
well. This may produce two sets of statistical lines on the same axes depending on the graph
type.
On - Select this option to fit a curve through your data points. Deselect for
no curve. This function only applies to scatter, line, high-low-close, open
high-low-close, candlestick, and box-whisker (parametric data only)
graphs.
Color - Use the arrow icon to open the pulldown menu and select from the
available colors for the best fit line. By default curves are drawn in the same
color as the data sets they apply to. When you choose a color it is applied
to the curves for all data sets.
Type - Use the arrow icon to open the pulldown menu and select from the
available curve types:
5-19
Curve type
Description/Formula
Variable-Order polynomial
Polynomial curve of variable order
Logarithmic
y=a+b*log(x)
Exponential 1
y=a*exp(b*x)
Exponential 2
y=a*x*exp(b*x)
Power
y=a(xb)
Inverse 1
y=a+b/x
Inverse 2
y=a/(b+x)
Inverse 3
y=1/(a+b*x)
Inverse 4
y=x/(a*x+b)
Inverse 5
y=1/(a+b*x)2
Spline
Spline fit through all points
Moving Average Mid
Moving average plotted at midpoint of

averaged group
Moving Average End
Moving average plotted at end point of

averaged group
Order - This text box applies only to three curve types:

For variable-order polynomial curves, Order equals the order of the polynomial
used for curve fitting. A setting of 1 produces a straight line (the same as a best fit
line); a setting one less the number of points produces a curve that passes through
every point.
For moving average mid and moving average end curves, Order is the range of data
points over which moving averages are averaged beginning with the first point.
Granularity - This slider sets the granularity of all curve types except
moving average. The granularity is the number of steps or straight line
segments making up the curve. Higher values create smoother curves, but
require more drawing time.
The default setting of 50 curve steps creates a smooth looking curve at a
high drawing speed. With spline curves, you generally need higher than
normal granularities - up to 10 times the number of points in the graph.
5-20
Graphing
Limit Lines - Use the options below to highlight data that falls outside prescribed limits.
High/Low - Enable these options and enter values to generate lines for the
high and/or low limits.
Line/Fill/Color - Use the arrow icon for each of these options to open the
pulldown menu and select from the available line styles, fill patterns, and
colors.
Fill Opposite - Select this option to fill a pattern in between the limit lines.
use the Pattern option to select the pattern.
High/Low Label - Type in text for the high and/or low limit label.
5-21
Overlay Tab
12
Overlay Graph Off - Disables an overlay graph

Shared Axis - Select this option to draw an overlay graph using the same Y
axis.
Second Axis - Select this option to draw an overlay graph using an additional Y axis drawn on the right edge of the graph.
Overlay Data - Select this button to open the Overlay Data menu. Enter the values of the
data to be plotted on the overlay graph.
Y Labels - Select this button to open the Y Labels menu. The first row of cells contains
labels for the primary Y axis, and the second row contains labels for the overlay axis.
Style
Symbols - Select this option to draw a symbol at each data point.
5-22
Graphing
Lines - Select this option to connect data points with a line. If all three
Style options are deselected, a line will be drawn between data points by
default.
Sticks - Select this option to draw a vertical stick between each data point
and the Y origin.
Markers
Color - Use the arrow icon to open the pulldown menu and select from the
available colors for the overlay graphs markers. The default color is black
or white, whichever provides the highest contrast.
Symbol - Use the arrow icon to open the pulldown menu and select from
the available symbols for the overlay graphs markers.
Thick Line - Select this option to enable thick (3 pixels) lines. Deselect to
default to thin (1 pixel) lines. Some types of graphs allow other widths, use
the arrow icon to open the pulldown menu and select from the available
widths.
Patterned Line - Select this option to enable patterned lines. Use the arrow
icon to open the pulldown menu and select from the available patterns.
5-23
Error Bar Tab
13
2d scatter, 2D line, and 2D bar graphs support error bars. these error bars are vertical or
horizontal lines indicating a range of error or uncertainty in the plotted values.
Apply To
X Error Bars - Select this option to apply error bar settings to 2D scatter
graphs. These error bars extend horizontally from plotted points.
Y Error Bars - Select this option to apply settings to Y error bars. These
error bars extend vertically from plotted points except in horizontal bar
graphs in which they extend horizontally.
Error Source
No Error Bars - select this option to disable error bars.
Fixed Value - Select this option to set a fixed length for the error bars. Enter
a value in the text box.
5-24
Graphing
Percent Value - Select this option to create error bars which are a percentage of the plotted values. Enter the percentage in the text box.
Standard Deviation - Select this option to set the length of error bars as the
standard deviation from the mean. Specify the multiplier for this standard
deviation in the text box.
Standard Error - Select this option to set the length of the error bars as the
standard error of the plotted values.
User-Defined - Select this option to enter your own lengths for the error
bars.
Plus/Minus
No Plus Bar - Select this option to disable error bars in the positive direction.
No Minus Bar - Select this option to disable error bars in the negative direction
User-Defined
Plus/Minus Data - When the Error Source/User Defined option is selected,
you can use these Plus/minus Data buttons to enter a dialog to define the
lengths of the error bars in the positive and negative directions. Each cell
corresponds to a data point, and each row corresponds to a data set.
5-25
Gallery Tabs
3D Gallery Tab
14
Pie Chart - The 3D pie chart functions the same as the 2D pie chart. See 2D Gallery Tab
on page 5-28).
Bar Chart The 3D bar chart functions the same as the 2D bar chart. See 2D Gallery
Tab on page 5-28).
Tape Graph - The tape graph is a 3D form of the line graph. It gives you one styling option:
tapes drawn between data points. See 2D Gallery Tab on page 5-28).
Area Graph - The 3D area graph functions the same as the 2D area graph. See 2D Gallery Tab on page 5-28).
Scatter Graph - The 3D scatter graph consists of plotted points scattered around an XY-Z space. The pattern may reveal a relationship between the three variables measured by
the X, Y, and Z axes.
5-26
Graphing
Scatter graphs can chart multiple data sets, each having any number of data points.
Each set can be represented by a different symbol.
In defining a scatter graph, you usually supply an X position for each data point. If
you supply no X positions, the Graph control automatically places points at X increments of 1 starting at 0.
You can link points in a set with a connecting line by selecting the lines option on
the Style tab. The effect is equivalent to a 3D line graph with symbols marking
points.
Scatter Graph Style Options - With a Scatter graph displayed, select the Style Tab to
apply these options:
Lines - Draws a continuous line connecting the data points within a set.
Lines drawn between data points within a data set are assigned the same
color.
Sticks - Draws a line or stick connecting through each data point and the
X axis. You can empathize the Y value of plotted points by selecting the
Sticks option in the Style tab. Sicks for data points within a data set are
assigned the same color.
Surface Graph - The surface graph lets you represent data topographically in three dimensions. The graph uses an X-Z grid drawn at regular increments in the X and Z directions
with one Y value for each X-Z intersection. The color scale of the graph is automatically
keyed to the height of points, helping the viewer differentiate between higher and lower
values.
A surface graph represents a minimum of two data sets and usually at least three.
Each data set holds the Y values of a row of points along the X axis. The first set
applies to the row of points perpendicular to the Z origin (the back of the graph)
and subsequent sets apply to additional rows.
All panels of the surface of the graph (the rectangles formed by the X and Z grids)
are colored according to their height. You specify the colors at the maximum and
minimum points of the axis, and the colors are automatically interpolated between
these points.
In drawing a surface graph, you can use lines to show the edges of each
panel. fill each panel with a solid color, or use both lines and fill. You can
also add side walls to the front and right edges of the graph is you choose.
See Style Tab on page 5-34 for information about using these options.
5-27
2D Gallery Tab
15
Pie Cart - Pie charts show the proportion of the parts to the whole.
Each pie chart can graph only one data set, with each point represented by a pie
slice.
Negative data points are ignored and not shown.
You can draw any pie chart in 2D or 3D form.
You can highlight any slice by exploding it (moving it slightly away from the
center of the pie). To explode pie slices, go to the Data Tab and select the Exploded
Slices button (which appears only when you have selected a pie chart in the 2D or
3D gallery). Enter a 1 for each data point (slice) you want to explode. See Data
Tab on page 5-35 for more information.
Pie Chart Style Options - With a Pie Chart displayed, select the Style Tab to apply these
options:
Connecting Lines - Draws a line connecting the label to the associated pie
slice.
5-28
Graphing
Colored as Slices - Applies the color of the slice to the associated label text.
% Data Values - Displays the percentage of the slice to the entire pie in the
label.
Auto Arrange - Auto-arranges pie chart labels to avoid overlapping. The
algorithm is not infallible, and may cause labels to extend outside the visible area of the graph if too many are concentrated in a small sector.
Polar Graph - The polar graph is essentially a line graph drawn on a circular grid. The line
relates values to angles. Like logarithmic graphs, polar graphs are useful primarily in mathematical and statistical applications.
In a polar graph, the independent variable is charted on the angular axis, based on
an origin (zero point) of three oclock. The dependent variable is charted on the
radial axis, with the origin at the center of the circle.
Polar graphs can chart multiple data sets, each represented by a single line, with as
many data points as are meaningful.
If you dont supply an angular position for each data point, the Graph control automatically places the first point at an angle of 0, with subsequent points at increments
of 360 (degrees) divided by the total number of points.
In drawing a polar graph, you can use any combination of lines, symbols, and
sticks drawn between points and the center origin.
Polar Chart Style Options - With a Polar graph displayed, select the Style Tab to apply
these options:
Symbols - Assigns a symbol to each data point within a data set. Data
points within a data set are assigned the same symbol.
Lines - Draws a continuous line connecting the data points within a set and
the origin. Lines drawn between data points within a data set are assigned
the same color.
origin of the graph. Sicks for data points within a data set are assigned the
same color.
Bubble Graph - The Bubble graph lets you chart three variables in two dimensions. It is
a special form of the scatter graph in which the size of the circular marker (the bubble) for
a data point is used to represent a value.
5-29
In a Bubble graph, all three variables are independent. You can choose which variable is shown on the X or Y axis, and which is represented by the size of the bubble.
You must supply values for the X position, the Y position, and bubble size for each
point. If you have access to the Data tab, you can set these values by pressing the X
and Y Position button (the top row of the dialog contains the X positions and the
bottom row the Y positions) and the Bubble size button. See Data Tab on page
Scatter Graph - The 2D scatter graph consist of plotted points scattered around an X-Y
grid. The pattern may reveal a relationship between the two variables measured by the X
and Y axes. You can illustrate trends in the plotted points by adding a curve (see Trends
Tab on page 5-18). You can also indicate the range of error or uncertainty in the data by
applying error bars (see Error Bar Tab on page 5-24).
Scatter graphs can chart multiple data sets, each having any number of data points.
Each set can be represented by a different symbol.
You can display scatter plots alone, curves alone, or both together. The combination
is determined by your selections in the Style and Trend tabs (see Style Tab on
page 5-34 and Trends Tab on page 5-18).
Line Graph - The line graph consists of one or more lines (or sequences of symbols)
drawn on an X-Y grid. Line graphs let you show trends in value s along a continuous scale.
In a line graph, the X axis usually represents an independent variable, which is most
often a time scale. The Y axis usually shows a dependent variable, such as quantity
or percentage.
In drawing a line graph, you can use any combination of lines, symbols, and vertical
sticks. You can choose this combination in the Style Tab. See Style Tab on page
In the Style Tab, you select options to apply logarithmic scaling to the X axis, Y
axis, or both -- creating a lin/log/log/lin, or log/log graph. Style Tab on page 5-34
You can create special graphing effects by drawing an overlay line graph on top
of another graph (bar, area, scatter, high-low-close, or another line graph). To enable
an overlay graph, see Overlay Tab on page 5-22.
Line Graph Style Options - With a Line graph displayed, select the Style Tab to apply
these options:
5-30
Graphing
Symbols - Assigns a symbol to each data point within a data set. Data
points within a data set are assigned the same symbol.
Lines - Draws a continuous line connecting the data points within a set.
Lines drawn between data points within a data set are assigned the same
color.
X axis, yielding a bar chart. Sicks for data points within a data set are
assigned the same color.
Bar Graph - A bar graph consists of two or more parallel bars of equal width drawn on an
X-Y grid. Bar graphs compare amounts to each other. They can also suggest trends, especially in vertical form.
Bar Graph Style Options - With a Bar graph displayed, select the Style Tab to apply
these options:
Orientation - Select Horizontal to display the bars horizontally (X axis vertical). Select Vertical to display the bars vertically (X axis horizontal).
Bar Gap - Use the slider to set the distance between bars.
Grouping Style:
Simple - Displays a bars for data within each data set in succession
along the X axis.
Stacked - Select this option to display cumulative layers in a stacked
arrangement. Each data set is displayed on top of any previous set.
Stacked% - Select this option to display each data set as a percentage
of the whole.
Stacked Floating - Select this option to display cumulative layers in a
stacked arrangement with each layer floating above its predecessor.
Each data set is displayed floating above any previous set.
Area Graph - The area graph consists of one or more lines drawn on an X-Y grid, with the
area between the lines and the X-axis filled in. Like line graphs, area graphs show trends in
values but area graphs give greater emphasis to quantities. You can draw any area graph in
2D or 3D form.
Area Graph Style Options - With an Area graph displayed, select the Style Tab to apply
these options:
5-31
Stacked - Select this option to display cumulative layers in a stacked

arrangement. Each data set is displayed on top of any previous set.
Absolute - Select this option to draw each data set from the Y origin. This
form is more readable in 3D.
Stacked% - Select this option to display each data set as a percentage of the
whole.
Gantt Chart - A Gantt chart is a specialized version of the horizontal bar graph or stacked
form. it is used almost exclusively to show a project schedule with each bar or bar segment
representing the start time, duration, and completion time of a task.
A bar can represent either a single task (one solid bar) or a sequence of tasks
(stacked bar).
Gantt charts are made up with at least two data sets. The first set contains the values
for start points for each bar, and subsequent sets contain the end points of each bar
segment.
Unlike bar graphs, Gantt charts are always drawn horizontally and in 2D form.
Gantt bars are automatically placed along the Y axis at increments of 1 starting at 1.
In default form, Gantt charts are drawn with no spaces between the bars. See Style
Tab on page 5-34 for information about adding space between the bars.
Negative data points are not shown in Gantt charts.
Gantt Chart Style Options - With a Gantt chart displayed, select the Style Tab/Spaced to
apply spacing between the bars.
High-Low-Close Graph - The high-low-close graph lets you chart a range of values on
an X-Y grid. The range is shown as a vertical bar, with horizontal crossbars for the high, the
low, and the normative value usually called the close. An alternative version, the open-highlow-close (OHLC) graph, adds a fourth crossbar for another normative value usually called
the open.
An H-L-C graph must have three data sets corresponding to high, low, and close
values. There is no limit to the number of data points you can graph, but each data
set should contain the same number of points.
High-Low-Close Graph Style Options - With a High-Low-Close Graph graph displayed, select the Style Tab to apply these options:
Data Open Values - Select this option to create a Open-High-Low-Close
graph with a normative value assigned to Open.
5-32
Graphing
No High/Low Ticks - Select this option to hide tick marks for the high and
low data points.
No Open/Close Ticks - Select this option to hide tick marks for the open
and close data points.
Candlestick Graph - The Candlestick graph is an alternative to the open-high-low-close
graph. It consists of a series of boxes with lines extending above and below the ends, drawn
on an X-Y grid. the top and bottom of each box indicate the open and close values. If the
open value is higher, the box is filled with a color; if the close value is higher the box is filled
with white. The ascending and descending lines indicate the high and low values for that
point.
The candlestick graph requires four data sets (open, high, low, and close), each of
which should have the same number of data points.
If you dont supply an X position for each data point, points are automatically
placed in increments of 1 starting at 0.
No style variants are available.
Box-Whisker Graph - The box-whisker graph illustrates the spread of data groups
around their medians using a box and whiskers to break down each data group by percentile.
In creating a box-whisker graph, you can either supply seven percentile parameters for each
symbol (provide parametric data) or supply a group of raw data to process and graph.
With raw data, you supply as many sets of data as you want and the percentiles
parameters are automatically computed.
With parametric data, you compute percentile data yourself, and send it to the
Graph Control as exactly seven data sets which specify the values at percentiles of
5, 10, 25, 50 (the median), 75, 90, and 95. The number of points within each set
determines how many box-whiskers are drawn.
Box-Whisker Graph Style Options - With a box-whisker graph displayed, select the
Style Tab to apply these options:
Parametric Data - Select this option if you are computing percentile data
yourself.
Raw Data - Select this option to supply as many sets of data as you want
and have the percentiles parameters automatically computed.
Show Samples - Select this option to display sample points for raw data.
5-33
Time Series Graph - Unlike other graphs, the time series graph shows open-ended
streams of data rather than finite data sets. This graph is ideal for plotting real time data.
A time series graph is drawn on a dynamic X-Y grid. Points are added one at a time to the
right-hand edge. When the graph reaches the limit of points it can show, the oldest data
begins to drop off the left edge. As a result, the graph appears to move on the screen.
Time series graphs can chart multiple data sets, each represented by a single
sequence of symbols.
Because time series graphs represent continuous streams of data, they must be displayed on screen to show all the data. Printoutrs of time series graphs can show only
freeze frames of the graph captured at particular times.
The data for a time series graph must be provided by the application. You cannot
enter data for this type of graph from the Tab pages.
Style Tab
16
5-34
Graphing
The Style Tab provides style options for the selected graph style. See the Style Options for
the 2D or 3D graph type you have selected above for more information.
Data Tab
17
Graph Values
Data Values - The Data Values are available for all graph types except polar
and bubble:
In pie charts, each Data Value cell corresponds to one pie slice. There is only one
row of cells because pie charts show a single data set.
In horizontal bar graphs, Data Values are X (horizontal) values instead of Y
values.
In floating bar graphs, the first row of Data Values graphs as the invisible bottom
segment of each bar.
5-35
In Gantt charts, each column of Data Values applies to a single bar. You need a
minimum of two rows (sets) of cells: the first row contains the starting point for the
first segment of each bar.\, the second row contains the endpoints of those first segments, and subsequent rows contain the end points of additional segments.
In the high-low-close graphs, each column of Data Values applies to a single
symbol. You have three rows (sets) of cells: the first row contains the opening
values, the second contains the high values, the third contains the low values, and
the fourth contains the closing values.
In box-whisker graphs, each column of Data values applies to a single symbol. If
you are using parametric data, you need exactly seven rows of ascending values
representing percentiles of 5, 10, 25, 50 (median), 75, 90, and 95; any additional
rows are ignored. If you are using raw data, you need enough rows to hold all the
values you want to process (never less than seven rows).
In surface graphs, you need a minimum of two rows (sets) of cells: the first row
contains the Y values for the points along the X axis at Z = 0 (the back row of
points), and subsequent rows contain the Y values for additional rows of points
along the X axis.
X Position - These values are available for all graph types except pie, polar,
bubble, Gantt, time series, and surface. In most cases, X Position values are
optional -- you need them only if you want to set custom positions for data
points along the X (horizontal) axis. However lin/log and log/log graphs
always have X Position values, and scatter graphs usually do.
Most graphs have one X Position cell for each point, but high-low-close,
open-high-low-close, candlestick, and box whisker graphs have only one
row of cells, each of which corresponds to a single symbol.
Z Position - These values are available for 3D scatter graphs only. In the Z
position dialog box, you can enter points for the Z (depth) values of 3D
scatter graphs.
Missing Data - Click this option to open a grid in which you can mark certain data points as missing. Missing data points arent displayed in the
graph, whether or not you have set a value for the point using the Data
Values grid.
5-36
Graphing
The number of rows in the grid is equal to the number of sets in the graph.
The number of columns is equal to the number of points. When you place
the cursor in a particular cell, the lower right corner of the dialog displays
a set (set, point) indicator. If the cursor is in the second row, first column,
the indicator will display (2,1), meaning (Set 2, Point 1).
Miss - These options apply to line, tape, 2D scatter, and 3D scatter. Rather
than mark particular data points asa missing, you can use this list to screen
out certain data values. The settings in this list can be used in combination
with the Missing Data grid.
Default, do not screen out any values.
Zero data, screen out all zero values.
The remaining options allow you to screen out values in based on limit
lines. These limit lines are drawn on a graph to highlight data that falls outside prescribed limits. Limit lines are not drawn on pie, polar, time-series,
or any 3D graphs. See the Trends Tab on page 5-18 for more information
about setting limits.
Below low limit, screen out values less than the Low value.
Above high limit, screen out values greater than the High value.
Outside limits, screen out values less than the Low or greater than the High value.
Inside limits, screen out values greater than the Low value but lower than the High
value.
Labels
Y Label Text - The Y label text option is available for all graph types except
pie and polar. The Y label Text dialog holds the text for labels along the Y
axis (except for horizontal bar graphs.
X Label Text - This option is available for all graph types except pie and
polar. the X Label Text dialog holds the text for labels along the X axis
except for horizontal bar graphs in which the X Label text actually applies
to labels along the Y axis. The number of settings you need is actually
determined by the settings on the Axis Tab. See Axis Tab on page 5-41
for more information. If you dont designate your own label text, labels are
automatically defined as a series of numbers.
5-37
Z Label Text - The Z Label Text options are available for all 3D graphs. In
the Z Label text dialog, you can specify text for labels along the Z (depth)
axis for 3D graphs. The number of labels you need is determined by the settings on the Axis Tab. See Axis Tab on page 5-41 for more information.
In 3D scatter graphs (but no other 3D graph types, if you do not designate
your own label text, labels are automatically defined as a series of numbers.
Data Dimension
Points - Determines the number of columns in the Data Values grid and the
number of points in each data set graphed. You can enter any value from 1
to 6000, though you normally need at least two points to create a meaningful graph.
Sets - Determines the number of rows in the Data Values grid and the
number of data sets graphed. In most cases, you can enter any value 1 to
6000. However, there are several exceptions:
In pie charts, Sets is always 1 because you can graph only one data set.
In bubble graphs, Sets is always 2 because the X and Y Position dialog requires
two rows of cells. Despite this setting, the Bubble Size dialog contains only one row
of data.
In Gantt charts and surface graphs, you need at least two rows of cells in the Data
values dialog. The default Sets value is 2, but you can enter a higher value.
In high-low-close graphs, Sets is always 3 because you need 3 rows of cells in
the Data Values dialog -- high values, low values, and closing values.
In open-high-low-close and candlestick graphs, Sets is always 4 because you need
4 rows of cells in the Data Values dialog -- opening values, high values, low values,
and closing values.
In box-whisker graphs, you need enough rows in the Data values dialog to include
all of the values you want to graph. The minimum (and default) Sets value is 7
because you need exactly seven rows for parametric data. However, you can enter
a higher Sets value if youre using raw data and have more than seven values
making your sample groups.
5-38
Graphing
Range From/To - To graph only a portion of the data loaded, enter the
number of the first point in the range. For example, if you have data for 12
months but want to zoom in on just months 4 through 6, enter 4 in Range
From. When both Range from and Range To are set to zero, all points are
graphed.
Legend Text - Select this button to open the Legend Text dialog which allows you to enter
the individual text strings for a graphs legend. The number of legend strings depends on
the graphs type:
For pie charts, bubble graphs, and bar graphs having only one data set, the number
of legend strings is equal to the Points value in the Data Dimension group.
For all other graph types, the number of legend strings is equal to the Sets value in
the data Dimension group.
Data Labels
On - Select this option to enable data labels which are numeric or text
strings associated with particular markers on a graph. The Data Labels
options are enabled for all 2D graph types except pie and time series. Data
Labels are not available for 3D graphs. In the Format box select from the
following:
Format
Number
Displays as
1000
1000
0.00
1000
1000.00
#,##0
1000
1,000
\$#,##0
1000
$1000
\$#,##0\k
1000
$1k
0%
0.10
10%
0.00%
0.105
10.50%
Color as Groups - Select this option to have each Data label match the color
of its marker.
5-39
Uniform Color - Select this option if you want to apply the same color
(chosen from the box) for all data labels. The default for this option is automatic black or white, whichever provides the most contrast. Colors vary
according to the color palette you have selected. See System Tab on page
5-11 for information about choosing a color palette.
Data Label Text - Select this option to open the Data Label Text dialog
which allows you to specify text for each data label. If you do not define
data labels, they are automatically created based on the associated data.
Titles Tab
18
Graph/Bottom/Left/Right Title - In this box you can enter text for a title which can be
up to 80 characters in length. Graph Title places a title at the top of the graph while Bottom
Title places a title at the bottom of the graph. Left Title places a title along the left of the
graph, and Right Title places a title along the right of the graph.
5-40
Graphing
When you enter text for a title, the Graph control adjusts the graphing window to provide
space either by redrawing the graph and associated objects at a smaller size, or decreasing
the space between objects. When you clear the text box for a title, you disable it and provide
more space for the graph.
If you enter a title that is too long to appear on a single line, the Graph control automatically
word-wraps it. If a title doesnt display at all, it is because the Graph control is unable to
make the font small enough to fit all the text in the space provided. Increase the size of the
graphing window to make the title appear.
Horizontal/Up/Down - These options apply only to Left or right Titles. Horizontal displays the title text horizontally. Up displays the text vertically with the first letter at the
bottom. Down displays the text vertically with the first letter at the top.
Axis Tab
19
Apply to Axis - Select the axis to which to apply changes.
5-41
Color of Axes - Select the color from the current color palette for the axes from this pull
down menu. the same color is applied to all axes. See System Tab on page 5-11 for information about choosing a color palette.
Position
Variable - When X is selected in Apply To Axis, select this option to draw
the X axis intersecting the Y axis origin no matter if the origin is at the top,
bottom or center of the graph.
When Y Primary is selected in Apply to Axis, select this option to draw the
primary Y axis intersecting the X origin no matter if the origin is at the top,
bottom, or center of the graph.
Left (or Top) - When X is selected in Apply To Axis, select this option to
draw the X axis at the top of the graph, regardless of the location of the Y
origin.
primary Y axis at the left edge of the graph, regardless of the location of the
X origin.
Right (or Bottom) - When X is selected in Apply To Axis, select this option
to draw the X axis at the bottom of the graph, regardless of the location of
the Y origin.
primary Y axis at the right edge of the graph, regardless of the location of
the X origin.
Scale
Zero Origin - This is the default for all X-Y-Z graphs except the time series.
Select this option to draw the axis including the origin (zero) extending far
enough to include all the data values.
Variable Origin - Select this option to have the axis zoom in on the range
of the graphs actual values, whether or not that range includes zero. For X
and Z axes, this option differs from Auto only if you specify X or Z values
for data points.
User-Defined - Select this option to set your own values for the minimum.
and number of ticks for the axis. When you select User-Defined, the settings in the Range group are enabled.
5-42
Graphing
Range
Max - The Max setting is generally the maximum point of the axis, with the
following exceptions:
If you have a positive Max with a negative Min, the Graph control may adjust the
maximum or minimum point so that it lies on a tick. See Ticks below.
In 3D graphs, if you specify a Max that is too low to show all your data values, the
Graph control moves the maximum point to show all the values. The Ticks setting
still applies.
For X and Z axes, without specific X or Z values, the Max setting is ignored. the
maximum point of the axis is equal to the number of points or sets you are graphing.
Min - The Min setting is generally the minimum point of the axis, with the
following exceptions:
If you have a positive Max with a negative Min, the Graph control may adjust the
maximum or minimum point so that it lies on a tick. See Ticks below.
In 3D graphs, if you specify a Min that is too high to show all your data values, the
Graph control moves the minimum point to show all the values. The Ticks setting
still applies.
For X and Z axes, without specific X or Z values, the Min setting is ignored. The
minimum point of the axis is always 0.
Ticks - Ticks are enabled by selecting User-Defined in the Scale group. The
Ticks setting determines the number of ticks along the selected axis.
Note
Ticks are distinct from tick-marks. See the Tick Marks group below.
The effect of the Ticks setting depends on the nature of your data:
For X axes without specific X values, the Ticks setting must be greater than the
Points setting to have any effect. (See Data Tab on page 5-35 for information on
the Points setting.) In that case, the X axis is extended to the Ticks value.
For Z axes without specific Z values (3D bar, tape, area, and surface graphs) you
can not specify Ticks; the option is disabled.
5-43
For Y axes, X axes with specific X values, and Z axes with specific Z values, the
Ticks setting specifies the number of ticks from the origin to the setting of Max or
Min, whichever has the higher magnitude (distance from 0). For example, if you set
Min to -50 and Max to 20, Ticks applies to the axis segment between 0 and -50.
To determine the Tick value you want to set, divide the length of the axis (or axis
segment) by the desired interval between ticks. For example, using the axis segment 0 to -50 described above, set Ticks to 2 to place ticks 25 units apart.
Both the maximum and minimum points of an axis must fall on a tick. If you have
a negative Min with a positive Max, the Graph control may have to move the minimum or maximum point to make this happen. In the example axis above, ticks
would be placed at -50, -25, 0, and 25 -- overriding the Max setting of 20.
Labels
Show - Select this option to display labels along the axes. Deselect it for no
labels. The default for this option is on. See Data Tab on page 5-35 for
information about specifying labels.
Vertical - This option is available for X and Z axes only; default is off.
Select this option to display X or Z labels vertically (rotated 90 degrees
counterclockwise). Deselect it for horizontal labels. The Vertical option is
normally used with text labels. It lets you use a larger font for labels
because you do not need as much space horizontally.
Format - Select from the following options or enter your own:
Format
5-44
Number
Displays as
1000
1000
0.00
1000
1000.00
#,##0
1000
1,000
\$#,##0
1000
$1000
\$#,##0\k
1000
$1k
0%
0.10
10%
0.00%
0.105
10.50%
Graphing
Every - This option is available for the X axis only and defaults to 1. The
Every setting determines the frequency with which labels are displayed A
setting of 1 places a label at every tick along the X axis, a setting of 2 places
a label at every other tick (beginning with the origin), and so on.
If you have defined text labels for the X axis, these labels are displayed in
the order you give them in the X Labels dialog (available on the Data tab)
regardless of the Every setting. See Data Tab on page 5-35 for more
information. The Graph control does not skip any of the label strings.
Tick Marks
Show - This option is available for X and Y Primary axes only; the default
is on. Select this option to draw tick marks along the axis. If you have a Y
Overlay axis, your Show settings for Primary also apply to Y Overlay.
Either both axes have tick marks or both do not.
Minor - This option is available for X and Y Primary axes only; the default
is off. Select this option to draw five minor tick marks between standard
tick marks.
Every - This option is available for X axis with zero or variable origin only;
the default is 1. If you select Zero Origin or Variable origin in Scale, you
can use the Every setting to specify the frequency with which tick marks
are displayed along the X axis. An Every setting of 1 places a mark at each
tick, a setting of 2 places a mark at every other tick, and so on.
The X axis must end with a tick mark. If you set an Every value that doesnt
include the last value on the axis, the Graph control will extend the axis so
that it ends on a tick mark.
This setting does not apply when you have set independent positional
values using the X position dialog (for horizontal bar graphs, the Y Position
dialog) on the Data Tab. See Data Tab on page 5-35 for more information.
Grids
Show - This option is available for X and Y Primary axes only; the default
is off. select this option to draw grid lines perpendicular to the axis, intersecting each tick mark. Deselect it for no grid lines.
Style - Choose from the grid line styles available from the pull down menu.
5-45
Color - Choose from the available colors for the grid. The same color is
applied to both X and Y grids. The default color is automatic black or
white, whichever provides more contrast. See System Tab on page 5-11
for information about choosing a color palette
5-46
Graphing
Chapter
Reporting
Overview
There are three general categories of reports:
Detail Reports - presents detailed information about specific Problems or
other events.
Miscellaneous Reports - presents a variety of information gathered from
multiple Problems and events in your RBM program.
Summary Reports - presents a summary of information about specific
Problems or other events.
Reports are available from the Menu Bar/Tools/Report option, the Tool Bar Report button,
and the right-mouse Report option available from various dialogs and windows. To generate a report, you select the type of report, then the facility, apply any filters necessary to
narrow the scope of data, and finally select the output. Output destination options include
printer, preview window, editor, or print to file.
After setting up the report, click on the Submit button to create the report.
6-1
Reports Dialog
Submit - After making selections in the Report dialog tabs, click on the Submit button to
build the report and exit the Reports dialog.
Note
Because settings on the Filter tab can affect the Report, you should check the
Filter settings before running the Report.
Close - Exits the Reports dialog and returns to the previous dialog.
Help - Brings up the on-line RBMware help. Use it to aid you in finding and understanding
more about RBMware in general and specific RBMware options in particular.
6-2
Reporting
Selecting a Report
Under Select a Report, click Detail, Miscellaneous, or Summary to choose a report type.
Each of the options presents a number of pre-configured reports, as shown in the following
list.
Detail - presents detailed information about:
Equipment Detail
Problem Detail (A)
Problem Detail (B)
Problem Followup
Note
The Equipment Detail and Problem Detail A reports list the associated technology with each observation.
Miscellaneous - presents detailed information about:
Fault Frame Work Contents
Problem Count Over Time
RBM Introduction
Top 10 Fault Classification
Reports Dialog
6-3
Top 10 Root Cause

Note
This Miscellaneous list shows the report options available in the RBMview
Full version. RBMview Lite has fewer options.
Summary - presents a summary of information about:
Cost Analysis
Cumulative Cost Table
Problem Summary (A)
Problem Summary (B)
Problem Summary (C)
Problem Summary (D)
Problem Summary (E)
Work Order Summary
Note
This Summary list shows the report options available in the RBMview Full
version. RBMview Lite has fewer options.
Facility Tab
6-4
Reporting
The Facility Tab allows you to select a particular Area, or piece of equipment to include,
multiple entries may be selected. Selecting a high level entry (e.g. Area) implies all sub
entries, unless otherwise stated in the reports description. The user may also filter on a
equipment type rather than a particular piece of equipment.
Note
The functions available from the Facility tab depend on the report type you
have selected on the Report tab. For example, selecting Problem Detail
on the Report tab enables the Fault Type button on the Facilities tab, but
the Equipment Types button is disabled.
Facility Scope - This window displays the database tree allowing you to select the items
of interest for your report.
Equipment Types - Selecting this option to open the Select Equipment Query which
presents a standard list of pre-defined Equipment Types to select and include in the report:
Select - Moves a selected piece of Equipment to the Selected Equipment

window. To choose more than one piece of Equipment, hold down the shift
key while selecting.
Remove - Removes an piece of Equipment from the Selected Equipment
window.To choose more than one piece of Equipment, hold down the shift
key while selecting.
Select All - Selects all Equipment items and adds them to the Selected
Equipment window.
Reports Dialog
6-5
Remove All - Selects all Equipment items and removes them from the
Selected Equipment window.
Fault Types - Selecting this option opens the Problem Search and Selection dialog
enabling you to search for specific Problem categories, and include them in the report. See
Search and Selection Dialog on page 2-47 for more information.
Misc. Filters Tab
Filters provide the user a mechanism to reduce the amount of data that is used to generate
the report. If multiple filters are set, the filters are always processed as And conditions, so
the data to be analyzed must meet the criteria of each active filter. A filter does not have to
be provided to generate a report.
Note
The functions available on the Misc. Filters tab depend on the report type
you have selected.
Time Scope - Use this option to narrow the time period covered by the report.
Period - Use the arrow icon to open the list of options ranging from Last
7 days to This Year. Selecting any of these options automatically calculates the range in the From/To fields. Selecting the Custom option allows
you to define the range in the From/To fields.
6-6
Reporting
From/To - Use the arrow icon to open the calendar date selection tools to
manually set the range for the report.
Date - Use the arrow icon to open the list of options including create date,
closed date, and survey date. Select an option to determine what date is
used when filtering data. The dates displayed in the list vary with the type
of report selected.
Status - Choose matching or not matching to filter the records, based on the
selected status.
Source - The Analyst and Tool entries allow you narrow the scope of the report to specific
Analysts or technology tools.
Analyst - Shows the Analyst or Analysts that will be included in the report.
To select different Analysts, click the Select button. The Select users to
include in query dialog opens. Select from the available users (Analysts) in
the left frame, then click the Select button to move the Analyst(s) to the
Selected Users frame. If necessary, use the Remove or Remove All
button to remove user(s) from the Selected Users right frame. When finished, click OK.
Tool - Shows the technology tools that will be included in the report.
To select different Tools, click the Select button. The Select items to
include in query dialog opens. Select from the available tools in the left
frame, then click the Select button to move the tool(s) to the Selected
Items frame. If necessary, use the Remove or Remove All button to
remove tool(s) from the Selected Items frame. When finished, click OK.
Note
This description refers to the tool that was used to create the record in RBMware.
When you are finished making selections, click the Apply button to set the filter.
Reports Dialog
6-7
Output Tab
Printer - Directs the report output destination to the printer you have selected in Windows.
Preview Window - Displays the print output in a new window. The report can be directed
to a printer from the Preview Window by selecting the printer icon button or to a file by
selecting the disk write option button.
Editor - Opens the selected report as an Rich Text Format (.RTF) file in MS Windows
Notepad allowing you to edit the information.
File (not labeled)- Use this option to save the report to a file. Click the arrow to open the
Select Output Report Filename dialog. Type the file name in the File name box. Select the
format from the Save as type list. The default folder is shown in the Save in box. To save
the file to a different folder, select the folder. Click Save.
File types supported are: Crystal Reports Format (.rpt), ASCII Text (.txt), Portable Document Format (.pdf), Rich Text Format (.rtf), and Microsoft Word (.doc).
Export to Word is supported by typing in the file name and adding dot (.) doc to the end.
For example: Problem1.doc. The software recognizes doc and creates a Word document
from it.
Export to Portable Document Format is supported by typing the file name and adding dot
(.) pdf to the end. For example, Problem2.pdf. The software recognizes pdf and creates a
Portable Document Format from it.
6-8
Reporting
Report Output Toolbar

Drill Down - Some reports feature hot spots surrounded by a box. The mouse cursor
changes to a magnifying glass when it passes over these hot spot areas. Clicking the magnifying glass on a hot spot drills down to display only that section of the report. A tab
below the Toolbar is created for that hot spot.
Note
By using the magnifying glass to select multiple hot spots, you can quickly
tab between areas of interest on the report.
Print - Directs the report to the currently selected printer.
Print Setup - Opens the standard MS-Windows print setup dialog.
Drill Down Tree - Some reports feature built in hot spots. When the Drill Down Tree
button is activated, a navigable tree of hot spots is displayed in the left frame of the preview
window. Click on any item in the tree to drill down to that hot spot on the report.
Scale - Allows you to select the magnification scale for the display.
Stop - Halts the report building process.
Next - Advances to the next page.
Back - Returns to the previously displayed page.
End - Advances to the end of the report.
Report Output Toolbar
6-9
Top - Returns to the top of the report.
6-10
Reporting
Chapter
Communication with External Systems
Overview
RBMview communicates with various external information/enterprise systems including
Computerized Maintenance Management Systems (CMMS). Communications with these
external systems is accomplished by using text file transfers. This automatic transfer of
equipment condition information is a timesaving measure and helps link pertinent information about machine condition to work order requests. Only equipment condition information stored in the RBMview database is transferred to the CMMS system. No data from the
RBMware database is transferred to the CMMS system.
This means you can document, trend, and communicate all of the various details on
machinery health to report accurate asset conditions, advise appropriate actions, and prioritize and plan daily maintenance operations. RBMWares critical communication capability supports your asset reliability measures, sharing knowledge with your entire facility.
To setup RBMware to communicate with an External system requires the following steps:
1 Setting up the RBMview database to Interface with an External system
2 Using the Asset Mapper to map RBMware machines to the External
system
3 Submitting Work Requests to External System.
7-1
Setting up the RBMview Database to interface with an

External System
Setting up this information involves:
1 Opening the CMMS preferences tab in RBMview
2 Setting the default schedule interval
3 Setting the idle work request interval
4 Choosing the type of connection with the external system
5 Configuring the CMMS link
To begin setting up RBMview to communicate with external systems, change the settings
in the CMMS tab on the Preferences dialog box of the RBMview application. To access
the RBMview preferences, select Preferences from the Tools menu. In this dialog box, you
determine the way that the CMMS Link operates
7-2
Default Schedule interval (in days): By default, a work request that is submitted to
an external system is requested to be completed within two weeks. To change this, enter a
value in the Default Schedule Interval field.
Idle Work request Timeout interval (in days): RBMview is able to close out work
requests that have not been acted upon by an external system. By default, after no activity
for 28 days from the date the work request was submitted, the work request will be closed
out. Change this value in the Idle Work Request Timeout field if you want outdated work
requests to be cleaned up after a shorter or longer period of time.
There are three ways to communicate between an external system and RBMview. The
options are:
Manual Work Order and Cost Entry With this method, RBMview does
not communicate with external systems and the RBM analyst manages the
work order information using paper work orders. The analyst manually
enters the information into RBMview.
Enable ASCII File CMMS Link This method uses text files to communicate with an external system. The external system must parse the files and
interpret the data. When the external system is sending work order information to RBMview, the external system outputs a text file that is parsed
and interpreted. For details, see the External Information Interface Specification at the end of this chapter. CSI recommends using this method.
Enable ASCII Fixed Format CMMS Link This method uses text files to
communicate with an external system. Each record is on a single line and
space delimited. A Windows-style initialization file, CMMSLINK.INI,
must be created to indicate each field to be sent and received and the length
of each field.
Allow Multiple Work Orders per Problem: Select this feature to create multiple work orders per problem rather than just one work order per problem.
Output All Fields: This option is only selectable when youve selected Enable ASCII
File CMMS Link. When this option is enabled, a POSTED.DAT file is created, all possible
fields will be exported instead of only the fields that have data.
Setting up the RBMview Database to interface with an External System
7-3
For both of the ASCII File formats, you must configure the details of the CMMS Link by
clicking on the Configure CMMS Link button. A dialog box with a path and a value is displayed.
Cycle Time (sec) This cycle time value is the time in seconds between when RBMware
looks for information to process. A value of 120 indicates RBMware will check for information to transfer to and from the external system every two minutes.
Enforce field size limits This check box tells the interface to use the specified field
sizes defined in the specification when importing information back into RBMview.
CSIs CMMSLink Database Click on the BROWSE button to select the
CSIMXSQL.MDB file. This file is located in the RBMSUITE\CUSTDATA directory. All
of the necessary information to make the CMMS interface work is stored in this file.
Ensure these values are correct and select the OK button.
Note
To activate the external file system connection in RBMview, you must fully
exit RBMware and restart the RBMware application. After you restart
RBMware, RBMview will begin looking for data to send and receive as
long as RBMware is running.
7-4
Using the Asset Mapper to map RBMware machines to an

External System
RBMview uses the Asset Mapper function to map or create a correspondence between
assets (as labeled in the external system) and RBMware equipment and components. Typically the name of the asset in the CMMS system is different from the RBMware equipment ID. The RBMware equipment must be mapped to the correct Asset ID so that the
work orders will be created on the correct Asset in the CMMS system.
The Asset Mapper can be invoked in three ways:
From Status at a glance Asset Mapper tab
From the Case history manager Select Tools Assign CMMS names
By submitting a work request on a piece of equipment that does not have CMMS
names mapped.
Using the Asset Mapper to map RBMware machines to an External System
7-5
The CMMS Names can be assigned manually by selecting the Add New Name button.
Type in the CMMS name and click on OK.
The new CMMS name is assigned as shown in the CMMS Assignment(s) for the Currently Selected Node window above. To remove the assignment, click on Remove Assignment or you can select Modify Name to modify the name of the assignment.
Note
Multiple CMMS names can be mapped to the same RBMware piece of

equipment. Typically in RBMware, the equipment is setup as a machine
train with the driver and the driven component on one piece of equipment. However, in an external CMMS system, the components may be
defined as individual assets. If multiple CMMS names are assigned to one
piece of equipment, the user will be prompted to select the actual CMMS
name that the problem is to be submitted on when a work request is created.
7-6
To map a large number of assets, RBMview supports importing a tab-delimited text file to
make the assignments. Each line of the text describes one mapping. The line must be formatted as:
EXTERNAL_NAME\tRBM_DB\tAREA_ID\tEQUIPMENT_ID
Where:
\t is a tab character
EXTERNAL_NAME is the asset name in the external CMMS system
RBM_DB is the RBMware database name
AREA_ID and EQUIPMENT_ID are the RBMware database Area ID and
Equipment IDs that correspond to the same piece of equipment in the
CMMS system.
An example is:
AS-1222-AB\tRollerA.RBM\tArea 1\tEquipment 1
After this file has been created and saved (usually in the default CMMSDATA directory),
the file can be imported into RBMview by using the Asset Mapper. Click on the Import
CMMS Names to display the window shown below.
7-7
To import, select a database server from the list. CSI recommends you process the aliases
against all database servers in the list. Localhost is the default entry for the database server
running on a local user system.
Click Pick File to select your tab delimited text file.
Highlight the file and click on Open to return to the Import CMMS Names shown below.
7-8
The selected file name will appear as shown above.
Next, click Process to import the CMMS names. The names are imported into the correct
RBMview database. The import results window shows the results from the import. If there
are any errors, they will be listed in the import results window.
Click on Close to see the results of the imported CMMS names.
10
7-9
The current CMMS assignments will be shown in the window as seen above.
Note
That it might be necessary to close the Asset mapper window and reopen to
refresh the display of the new CMMS names.
A third way to Assign CMMS names is to import the names from the external system and
then assign the names manually from the available names shown.
11
7-10
As before, select the Import CMMS Names.
12
Next, select the Pick File option to select the text file that contains a list of the Asset IDs
from the external system. This text file can be created from the External System by
exporting the Asset IDs to an ASCII Text file. Format the file with one asset per line.
Note
If the RBMware-MAXIMO interface is used and the interface has been

configured to Query the MAXIMO equipment list, then a file called
EQUIP.TXT will exist in the CMMSDATA directory by default. This
EQUIP.TXT can be imported as described below.
Then select Process to import the available Asset IDs. The IDs are imported and the results
are shown in the Import results section of the window.
7-11
Click on Close to return to the Asset mapper window shown below.
13
The Imported CMMS names are shown in the Available CMMS Names section of the
window. To make an assignment, highlight the CMMS name and select the corresponding
RBMware equipment shown in the right hand pane and click on Assign. The resulting
assignment will be shown in the CMMS Assignment(s) for the currently selected node
window as shown above.
7-12
Submitting Work Requests to External System
14
After a problem has been created in RBMview, click on the Work Request button as shown
above.
Note
Recommended Actions must be defined on the problem before the work

request can be submitted. An error will occur if no Actions are defined.
7-13
15
If the equipment has already been mapped with the Asset Mapper, the above screen
appears.
If the equipment has not been mapped to a CMMS name, the following window will
appear:
16
Click on YES to invoke the Asset Mapper. (See Using the Asset Mapper to map RBMware machines to an External System on page 7-5 for more details.)
7-14
Notice that this example has two assets assigned to the RBMware equipment. Select the
CMMS name that this problem is related to and click on Submit. A work request will be
created and the necessary files generated for the External system to pick up the information.
Details of this file format is explained in the External Information Interface Specification
section at the end of this chapter.
17
Shown above is a sample work order that was generated by an external CMMS system.
Any changes that occur to this work order in the external system will be transmitted back
to RBMview in the Work order area (i.e., The Work order status will change, work done
field may change, actual and estimated dollar values will appear, etc.).
7-15
External Information Interface Specification

This section defines the text file data exchange between an external system and RBMview.
This interface was designed by CSI, for its RBMware product line.
External information/enterprise systems are for managing and controlling work, schedule,
and maintenance tasks. These systems can work well with a Reliability-Based Maintenance (RBM) system when told what maintenance functions are to be performed, and
when. CSI holds that an EIES system should not be responsible for equipment condition
data (e.g., vibration, oil, thermographic data). These systems should only respond to an
expert analysis of the data. The external system cannot replace the functionality and value
of an expert analysis system.
Process
The process of data exchange starts with an RBM analyst diagnosing a problem with the
equipment. The analyst then logs an entry indicating the problem, a schedule priority, and
corrective actions. This entry is then sent to the external system as a work order request (or
some other appropriate type of request for the system). When this request is acted upon in
the external system, a response is sent back to the RBM system so the analyst will have current information regarding the problem and any actions taken.
Data transfer is achieved by using standard ASCII text files. The POSTED.DAT file contains events generated by the RBM system for the external system. SCHEDULE.DAT
contains events generated by the external system for the RBM system. A table of EIES
equipment names and their corresponding RBM equipment names allows mass loading of
aliasing information into an RBM system.
Note
By default, RBMview places the POSTED.DAT file in the CMMSData

directory and expects the SCHEDULE.DAT file to be in the same directory.
7-16
Accessing Rules and Formats

File Format Definitions
Data is transferred between systems by standard ASCII text files. All characters available
to the currently running operating system language may be used in the data fields of the text
files. The identifiers, however, cannot be different from what is detailed below. Each line is
terminated by a carriage return (0x13) and line feed (0x10).
Events are defined to be individual actions taken by a system. Each event will have a block
of information stored in the appropriate interface file. Each block will begin with an identifier, contain specific information, and be terminated by a termination line.
File Access Protocol
To ensure that data is transferred correctly, the following conditions are to be followed by
the external system and RBMware:
The external system is responsible for processing the POSTED.DAT file and for
deleting any entries processed. Typically this means the external system processes
all entries and deletes the POSTED.DAT file. If a POSTED.DAT file is found in the
CMMSData directory, the new information RBMware is sending is appended to
this file.
RBMware is responsible for processing the SCHEDULE.DAT file and deleting
any entries that it processes. The external system must place the SCHEDULE.DAT
file into the CMMSData directory.
Note
If there are any errors in reading the SCHEDULE.DAT file, RBMware will
create a SCHEDULE.ERR file with the entries that were not processed. Fix
the errors in the text file, or external system, and rename the file to
SCHEDULE.DAT. At the next interval, RBMware will process the file
again.
To ensure proper access to the data transfer files, the following protocol has been implemented. This involves steps to be followed by both the RBM and CMMS systems to help
eliminate lockouts and to maintain prompt response by both systems.
7-17
The RBM system processing of SCHEDULE.DAT is defined as follows. Rather than

opening SCHEDULE.DAT, the RBM system will rename SCHEDULE.DAT to
SCHEDULE.LOC and process SCHEDULE.LOC. This will make it very unlikely that
the CMMS system will have a collision with the RBM system since the CMMS system
always writes to SCHEDULE.DAT.
Therefore, the steps to be taken by the RBM system are given below.
1. . . Check for SCHEDULE.ERR. If the file exists a previous critical problem has not
been resolved. Abort processing of schedule info.
2. . . Check for SCHEDULE.LOC. If the file exists, skip the next step.
3. . . Rename SCHEDULE.DAT to SCHEDULE.LOC. If this fails, wait and retry again.
4. . . Process SCHEDULE.LOC. If an error occurs, create a SCHEDULE.ERR file
containing details of the error and abort.
5. . . Delete SCHEDULE.LOC.
The CMMS system processing of POSTED.DAT is defined as follows. Rather than
opening POSTED.DAT, the CMMS system will rename POSTED.DAT to
POSTED.LOC and process POSTED.LOC. This will make it very unlikely that the RBM
system will have a collision with the CMMS system since the RBM system always writes
to POSTED.DAT. Therefore, the steps to be taken by the CMMS system are given below.
1. . . Check for POSTED.ERR. If the file exists a previous critical problem has not been
resolved. Abort processing of posted info.
2. . . Check for POSTED.LOC. If the file exists, skip the next step.
3. . . Rename POSTED.DAT to POSTED.LOC. If this fails, wait and retry again.
4. . . Process POSTED.LOC. If an error occurs, create a POSTED.ERR file containing
details of the error and abort.
5. . . Delete POSTED.LOC.
Currency Format Specification

Currency or cost values are an important part of Work Orders. Each currency value will be
of the form:
xxxxx.xx
with a maximum of 16 characters.
7-18
Date Format Specification

Dates are required and must be passed between RBMview and the external system. The
format for passing dates is:
DD-MMM-YYYY
where the DD is a 2 digit day of the month, the MMM is a 3 character abbreviation for the
month, and the YYYY is the full representation of the year.
The following is the list of acceptable month abbreviations:
J
A
N
M
A
Y
S
E
P
F
E
B
J
U
N
O
C
T
M
A
R
J
U
L
N
O
V
A
P
R
A
U
G
D
E
C
An example of a correctly formatted date is 22-AUG-2000.
7-19
External Systems and RBMview Communications

Equipment Aliasing
See Using the Asset Mapper to map RBMware machines to an External System on
page 7-5 for details of how to invoke the Asset Mapper in RBMview.
RBMview to EIES Protocol
RBMview generates Work Request events.

Work Requests
Work Requests provide a method for RBMview to send a request to the external system
requesting work to be scheduled. When a RBM Analyst finds a problem, the analyst generates a work order request to be processed by the maintenance group. Work Requests are
placed into the POSTED.DAT file. The following information is passed to the external
system:
Work Request
ID: Bad Equipment ID
Case ID: B3CA
Survey Date: 08-DEC-1992
WO Date: 12-DEC-1992
Analyst: TAG
Problem: There is excessive vibration here.
Findings: Loose bolts in base of motor;
Findings: Probable sheave runout.
Actions: Tighten Bolts.
Actions: Fix sheave runout problem.
Extend: IR Fault
Image: \\WALTONK\RBMsuite\CustData\Example\IRImages\v4708007.jpg
Priority: 0 Priority: 4
Fault type: 12
End
Each of these items is discussed in the table below. Not all of the items are required. The
third column of the table indicates req for required and opt for optional.
7-20
Literal
String
Work Request
req
This is the block identification key.
ID
1-254 bytes
req
The equipment as defined by the EIES or

CMMS.
Case ID
1-4 bytes
req
This is a unique Case identifier for the

RBM system. This value must be saved
with the Work Order information and
sent back to the RBM system to identify
the proper Case to modify.
Survey Date
Date
opt
This date is when the equipment was last

monitored.
WO Date
Date
opt
This is the date that the EIES or CMMS

should try to schedule the work order for.
Analyst
Text string
opt
This is the ID, usually initials, of Analyst

calling the problem.
Problem
Text string
req
This is a short description of the problem

with this equipment.
Findings
0 or more
lines of text
strings
red
This provides more information

regarding the problem at hand. It
describes things that were observed that
indicates the fault condition.
Actions
0 or more
lines of text
strings
opt
This describes the recommended actions

to take to correct the problem.
Extend
0 or more
lines of text
strings
opt
This provides more information

regarding the problem at hand. It is where
a more detailed description of the
problem can be given.
Image
0 or more
lines of text
strings
opt
Each line gives the UNC path to an image

that supports the problem and/or the
actions.
Priority
1 character
opt
This is a code indicating urgency of

problem. These codes are configurable in
the RBM system and should be set to
match what is defined in the external
system.
7-21
Work Request
Literal
String
req
Fault Type
numeric
value
opt
This indicates the type of problem found.

This value might be used to indicate the
type of corrective action in the external
system.
End
Literal String
req
This is the block termination key.
Note
For double-byte languages (e.g. Chinese, Korean, Japanese) the lengths of

the text fields are in bytes not in characters. It is possible that the trailing byte
of a pair may be truncated.
Note
As new fields may be added in the future, the external system should ignore
field types that it does not recognize. A warning may be issued by the
external system but the work request should still be processed.
7-22
Work Order Information

There is only one type of event that an external system sends to RBMview. Work Order
entries detail what activities are being performed on a work request or whether the work
request was cancelled or rejected.
7-23
7-24
Work
Order
Literal String
Require
ment
ID
1-254 bytes
req
The equipment ID as defined by the

EIES or CMMS. This can be a
specific field in the external system
or a combination of fields to uniquely
define a piece of equipment. It will be
stored by the RBM system and used
for comparison purposes. It should be
descriptive as well. If it is a
composite of many fields, the
external system should know how to
break it up (the RBM system will
only display it).
Action
One of:
Posted
Update
Completed
Cancel
Not
Scheduled
req
The action to be taken for the work

order.
Case ID
1-4 bytes
req
This is a unique Case identifier for

the RBM system. This value must be
saved with the Work Order
information and sent back to the
RBM system to identify the proper
Case to modify.
Survey
Date
Date
opt
This date is when the equipment was

last monitored. This value is no
longer used. However, it is still
included for backward compatibility
and will be ignored by RBMview.
WO
Date
Date
opt
This is the date when the work order

is assigned. This is not required but
should be specified when the work
order is first posted to the RBM
system.
7-25
Work
Order
7-26
Literal String
Require
ment
WO
Number
1-32 bytes
opt
This is the work order number. It is

not required but should be specified
when a work order is first posted, and
is recommended for follow-up work
order information.
Status
1-35 bytes
opt
This is a status line describing the

current state of the work order. This
may be used with the Update
action to tell the RBM system that a
part has been ordered and we are
waiting for delivery.
Audit
One of:
Acknowledge
Approve
Schedule
Unprogressive
Complete
Close
Cancel
opt
This allows more specific

information about the action to be
given. It signifies the state of the
work order in the CMMS system. It
may be used to indicate the tracking
of the work order through its life
cycles in the CMMS system.
Analyst
1-32 bytes
opt
This is the name or ID of the person

that performed the audit type activity
specified in this work order
Work
Done
0 or more lines of
text strings
opt
This is usually used when a work

order has been completed to inform
the RBM system what work was
actually done.
Extend
0 or more lines of
text strings
opt
This is free-form text to be used for

any other textual information.
Labor
Currency
opt
The actual labor cost to repair the

equipment.
Parts
Currency
opt
The actual cost of parts to repair the

equipment.
Down
Currency
opt
The actual cost of the down time for

repair.
Work
Order
Literal String
Require
ment
F Labor
Currency
opt
Estimated cost of labor to repair the

equipment if it is allowed to fail
before it is repaired.
F Parts
Currency
opt
Estimated cost of parts to repair the

equipment if it is allowed to fail
before it is repaired.
F Down
Currency
opt
Estimated cost of down time during

repair or the equipment if it is
allowed to fail before it is repaired.
End
Literal String
req
This is the block termination key.
Note
Currently CSI is only able to import work order information which is in

response to a work request created by RBMview. At this time, CSI is unable
to accept unsolicited work order information. Contact CSI for more information.
Note
For double-byte languages (e.g., Chinese, Korean, Japanese) the lengths of

the text fields are in bytes not in characters. Information sent to RBMview
must take this into account.
Note
As new fields may be added in the future, the external system should ignore
field types that it does not recognize. A warning may be issued by the
external system but the work request should still be processed.
7-27
There are 5 work order actions defined above. When the external system receives a work
order request which must be rejected for some reason, the external system must respond to
the RBM system with a work order event of action, Not Scheduled. This will inform the
RBM system that no action will be taken on that equipment. Comments can be sent to give
the reasons for rejection. These comments will be displayed in the Case History of the
equipment:
Work Order
ID: Dummy Equipment ID
Action: Not Scheduled
Case ID: A98D
Status: No Work Done
Work Done: Train to be taken off-line in
Work Done: 2 weeks for major overhaul.
End
When the external system receives a work order request and creates a work order, a Posted
work order event must be sent. The Posted action requires the WO Date and WO Number
fields to be sent as well. Other comments can be sent via the Extend field.
Work Order
ID: Bad Piece of Equipment
Action: Posted
Case ID: 12CF
WO Date: 06-DEC-1992
WO Number: 123-01-372
Audit: Schedule
Analyst: John Doe
Status: Schedule for repair on 21-DEC-1992
Extend: Replace Inboard Bearing;
Extend: Examine Outboard Bearing;
Extend: Examine Shaft
End
After a work order has been posted, there may be a need to update the RBM system information. This is done using the Update action in a work order block.
7-28
Work Order
ID: Equipment Running Rough
Action: Update
Case ID: 0BA4
WO Number: 123-12-254
Status: Waiting on Parts
End
When work has been completed, update the RBM system with a work order event of Completed action. With a completed event there should be Work Done fields and possibly cost
fields. These are not required, but should be entered if available. The WO Date field has a
special meaning in the event. It indicates the date the work order was completed. A completed work order event might look like this:
Work Order
ID: Equipment to Fix
Action: Completed
Case ID: A123
WO Number: 123-21-011
Work Done: Replaced Inboard Bearing; Examined Shaft;
Work Done: Precision Alignment Done.
Labor: 523.65
Parts: 248.95
End
If a work order is posted to the RBM system, and later needs to be removed, the Cancel
action is needed. An explanation for the cancellation is recommended, but is not required.
Costs may have occurred even though the work order was cancelled. These costs may also
be added.
Work Order
ID: Equipment ID
Action: Cancel
Case ID: 450D
Work Done: Equipment to be disposed of.
7-29
Work Done: No repair necessary.

Labor: 143.00
Parts: 1200.00
End
All the information being passed to RBMview is able to be reviewed by opening the case
history and exploring the various fields of information in the case.
7-30
Chapter
RBMware MAXIMO Interface
Overview
As discussed in Chapter 7, the RBMview program can be setup to interface with an
External maintenance management system via ASCII text files.
CSI has developed an interface for a specific External Maintenance Management System,
PSDIs MAXIMO. The part number A470005 RBMware MAXIMO Interface is a separate product that must be purchased in order for the interface between RBMware and
MAXIMO to operate automatically. MAXIMO users can still connect through the generic
CMMS interface supplied with RBMware, but this requires programmatic changes by the
local IT group or by PSDI. This MAXIMO Interface includes those programmatic changes
so nothing other than the setup of the two systems to communicate and cross mapping of
the equipment/asset names is necessary.
The RBMwareMAXIMO Requirements for Link are:
Version 4.0.3 of MAXIMO with Application Server installed and running
MAXIMO running on Microsoft SQL Server or Oracle as the database engine
RBMware version 4.60 or higher.
RBMware, a suite of condition monitoring technology applications, incorporates a robust
interface capable of integrating all machinery condition data into PSDIs MAXIMO. This
automatic transfer of equipment condition information is a timesaving measure and helps
link pertinent information about machine condition to work order requests.
This means you can document, trend, and communicate all of the various details on
machinery health to report accurate asset conditions, advise appropriate actions, and prioritize and plan daily maintenance operations. RBMwares critical communication capability
supports your asset reliability measures, sharing knowledge with your entire facility.
Whether the findings indicate misalignment, bad bearings or other equipment conditions,
RBMware transfers the information via MAXIMOs Business Components interface
directly to MAXIMO for work order creation and approval.
8-1
Best of all, data transfers occur via the same interface from the MAXIMO system to RBMware. This info return step closes the communication gap by linking critical details on
planned, performed and follow-up actions on work orders, including all labor and parts
related costs, empowering your team by sharing resources and knowledge while saving
time and money.
An additional value is the use of the Java-based Business Components. This type of interface makes the software links less vulnerable to version updates. This helps assure that data
will be transferred even if you install a new version of RBMware or MAXIMO.
Specific RBMview information that is exported to MAXIMO includes:
Survey Date
Analyst ID
Fault Description
Observations
Recommended Actions
Priority of Recommended Actions
Extended Description
Memos.
Specific information from MAXIMO that is imported into RBMview:
Work order number
Work done
Actual and Estimated Labor Cost
Actual and Estimated Parts Cost.
8-2
Installation of the RBMware-MAXIMO Interface

From the RBMware-MAXIMO Installation CD, run the SETUP.EXE program to launch
the installation
MAXIMO Welcome Screen
Click on Next to continue with installation.
Click on Yes to continue with installation.
8-3
Click on Next.
The installation continues as shown below.
Note
The installation must install the correct version of Internet Explorer for the
RBMware-MAXIMO interface to function properly. The minimum version of IE required is v5.00.2919.6307.
8-4
At the end of installation, the window below appears.
Click on Finish to complete the installation.

Two icons are placed on the desktop after installation:
RBM MAXIMO Config MaxCfg.EXE
RBM MAXIMO Interface RBMMax.EXE
8-5
Configuration of the RBMware-MAXIMO interface

Click on the RBM MAXIMO Config icon to display the window shown below.
Preferences Tab
Maximo Interface Options Preferences tab
RBMware NetAdmin Server: This identifies the location of RBMwares NetAdmin

Server on your local area network. For stand alone installations (where RBMMax and NetAdmin run on the same computer), the default value of localhost should be used. For network installations, enter the name of the computer where NetAdmin runs. The button
allows you to browse your network to locate the NetAdmin Server.
CMMS Directory: Enter the directory where CMMS interchange files are placed by
your RBMware system. (You can determine the proper directory using RBMwares Main
Menu. The Modify / File Locations menu option displays a dialog box which displays
the CMMS Directory.) The button allows you to browse for the CMMS Directory.
8-6
Work Order Number Prefix: This is the prefix that is put at the beginning of the Work
order number as it is created in MAXIMO. This field can be left blank and no prefix will
be added. CSI is often used during testing to make the Work orders easier to find in
MAXIMO. You might also choose to use CSI as the prefix if you want to keep track of
which work orders are generated from RBMview versus work orders generated by asset
management personnel.
Cycle Time (sec): The RBMware MAXIMO interface operates in batch mode. It
allows requests / results to accumulate on both the RBMware and MAXIMO sides of the
interface. The program runs periodically to actually issue new requests and to check the
status of existing work orders. The Cycle Time is the frequency at which the interface executes. The default value is 300 seconds (5 minutes).
Query MAXIMO Equipment List: Checking this box will cause RBMMax to query
MAXIMOs equipment list during its next cycle. This query produces the file EQUIP.TXT
in the CMMS Directory which identifies all of the equipment contained in the MAXIMO
database. The EQUIP.TXT file is used by RBMview to assist in mapping of points in the
RBMware database to their equivalent locations in the MAXIMO database. (For more
information, refer to Setting up the RBMview Database to interface with an External
System on page 7-2.)
8-7
MAXIMO Server Tab
Maximo Interface Options MAXIMO tab
The MAXIMO Server tab configures the interface to enable RBMware to connect to your
specific MAXIMO installation. Proper settings here are dictated by the details of the
MAXIMO system at your site. If you are unsure about any of the items below, contact your
MAXIMO system administrator before proceeding.
MAXIMO Server Name: This identifies the location of the MAXIMO Server on your
local area network. The default value of localhost should only be used if RBMMax is
running on the same computer as the MAXIMO Server. Otherwise, enter the name of the
computer where the MAXIMO Application Server runs. The button allows you to
browse your network to locate the proper server.
Multiple MAXIMO Application Servers: Some MAXIMO installations are configured with more than one database. In this case, each database must be assigned to a specific
MAXIMO Application server. If your MAXIMO system supports multiple application
servers, check this box to enable you to specify the MAXIMO Application server that is to
be accessed by RBMware.
8-8
MAXIMO Application Server Name: If more than one database is enabled on your
MAXIMO system, specify the name of the MAXIMO Application Server that should be
connected to RBMware. The drop down list will contain the names of any application
server that have previously been attached by RBMware.
MAXIMO Application Server directory: When your MAXIMO System Administrator installed the PSDI Application Server (to support WorkFlow and/or Desktop Requisitions capabilities), a directory was shared on the server to make JAVA components
available to client workstations. The RBMware - MAXIMO interface requires access to
that directory. Enter its network share name or mapped disk path here. The ... button
allows you to browse to locate the proper directory. If you are not sure of the path, please
contact your MAXIMO System Administrator.
MAXIMO User ID: Enter the User ID to be used for logging in to MAXIMO by the
RBMMax program.
MAXIMO User Password: Enter the password to be used for logging in to MAXIMO
by the RBMMax program.
Confirm Password: Re-enter the MAXIMO to prevent a typographical error from being
stored by the configuration program.
Processing Work Requests with the RBMwareMAXIMO Interface

After the RBMwareMAXIMO interface is configured, double click on the RBMware
MAXIMO interface icon to start the interface running in the background. This process
must be running in order for the information to be transmitted from RBMware to
MAXIMO. See External Information Interface Specification on page 7-16 for details on
submitting Work requests to External System. The Work Order is tracked and monitored
in the MAXIMO software system and the information is sent back to RBMview and can
be seen on the individual Work order screen.
Installing RBMwareMAXIMO Interface as an NT Service

The RBMMax can be installed as an NT Service. At this time there is no automated installation process so the installation must be done manually. To install this program as a service,
follow the steps below.
Note
You must be logged in as the Administrator to do this.
8-9
1Open a Command Prompt and change to the drive and directory where the
RBMware MAXIMO interface is installed (EX:
D:\RBMnet\RBMSUITE\SYS).
2Type RBMMax -i to install RBMMax as a service.
3In the Windows NT Control Panel select Services.
4You should see CsiMaximo listed as a service but the Startup method will
be manual. To change this to automatic, select Startup from the Services
Window. Change the Startup Type to Automatic. You must also specify an
account for the service to log in as. This must be an account that has
Administrator rights.
5After completing the steps above you should be able to start the services.
With RBMMax running as a service the physical server can be logged off without disrupting the use of RBMware. If the server is ever rebooted this service will start up automatically.
Note
When performing an update/upgrade, registering, or extending demo for

RBMware, this service MUST be stopped. To run this server app as an
application you must stop the service and then uninstall it as a service. Stopping them is handled by the Service dialog shown above. Uninstalling the
service is handled by typing a command at a DOS box. Type RBMMax -u
to uninstall RBMMax as a service.
Note
If the passwords for accounts are periodically changed because of corporate

policy, then the setup for this RBMMax service must be updated to reflect
the new password. Otherwise, this service will not start and a message will
appear in the system Event Viewer when the server is started.
8-10
Appendix
Preferences Dialog
General Tab
Autosave screens - When this option is enabled, the window you are working in is automatically saved when you close it.
Use long node names - Select this option to allow long node names up to 64 characters.
Deselect this option to limit node names to 8 characters.
RBMview always running - Click on the box beside this option to launch RBMview
upon opening the RBMware main menu. This option may help in those situations where it
takes longer to launch RBMview than normal. It does slow down the launching of RBMware.
A-1
Advanced Options - Click on the Advanced Options button to display the following
menu:
Advanced Options widow
Auto Search section defines how the auto search field behaves on the fault
description field, component field, etc. If the Enable Auto Search option is
clicked, then the user can type in the field a phrase and pause for the search
the take place. The amount of time before the search takes place is defined
by the Auto search threshold field that follows:
Auto Search on field exit - If selected, you can type in the phrase
desired and tab to the next field and the desired item will be automatically searched for and found in the favorites list.
Search only at start of text - If selected, the auto search will only search
the beginning of the descriptive text for a match.
Miscellaneous section allows you to decide to display a particular items
number identifier. The identifier is used to store the item in the database.
For example, place a check mark beside Show fault type number in selection list, then the faults listed under Fault Descriptions in the Problems
window will display both a number and text, e.g. 131- Improper size for
load.
Favorites section is composed of Favorite Actions, Favorite Component
Types, Favorite Fault Types, Favorite Observations, Favorite Root Causes,
and Favorite Locations. All pertain to areas of information (windows) in a
Problem file. The Favorites section allows you to pre-set or add additional
favorite Actions, Fault Types, etc. to these lists.
A-2
For example, click on Favorite Actions and a window like the one
below appears.
Modify Favorite Actions window under Advanced Options
Now, by clicking on a technology, Vib/Periodic for example, a subcategory list appears. Double-click on a member of that list. For example,
Belt Defects. A list of possible actions appears in the Search Results
window. Finally, click on one or more of the results, then click on the
Select button to add your selections to the Selected Actions list.
Alternately, you can select a member of the list, then click on the box
beside Word Search. Next, type in your search word, and finally click
on the Apply Search button. A list appears in the Search Results
window from which you can make your final selection.
When finished click on the OK button to be returned to the Alternate
Screens Settings window.
Finally, to make sure the selections you have made are added to the
Favorite Actions list, make sure the box beside Auto-Add actions after
lookup is checked.
The steps are the same for any of the other options under the Favorites
section.
A-3
Urgency Weights
The Urgency value is used by Status at a Glance to determine the position of the event or
item on the tree. Items and events with the highest Urgency values appear at the top of the
tree. RBMview computes Urgency by taking the weighted average of the Severity of an
event, Operational Significance of equipment, and Certainty of the problem magnitudes
using the following formula:
RBMview computes the Urgency value based on the weighted average of Severity, Criticality, and Certainty. Urgency is calculated using the following formula:
2
Where:
S = Severity
SW = Severity Weight
OS = Operational Significance
OSW = Operational Significance Weight
C = Certainty
CW = Certainty Weight
Note
If Severity or Operational Significance is set to 0 (zero) and both do not have

0 (zero) weighting, the Urgency value will be set to 0 (zero).
You can change the weight of any of the magnitudes using the sliders. For example, if
Severity of an Alarm event is more important in your RBM program than Operational Significance of equipment, use the slider to increase the weight of Severity. See Magnitude
on page 1-7 for more information.
A-4
Reference Database Tab
RBMview employs a special knowledge database (DBLookup.mdb) to store predefined

descriptions for Faults, Observations, Actions, Root Causes, and Component Types (see
Framework Knowledge Database on page 1-6 for more information).
The functions available on the Reference Database tab allow you to add, edit, or restore
CSI defaults for Faults, Root Causes, Observations, Component Types, and Actions.
Faults, Observations, Actions, or Root Causes
Faults - Opens the Search Dialog in Problem Administrator mode (see Administrator
Search Window on page A7).
Observations - Opens the Search Dialog in Observations Administrator mode (see
Administrator Search Window on page A7).
A-5
Actions - Opens the Search Dialog in Actions Administrator mode (see Administrator
Search Window on page A7).
Root Causes - Opens the Search Dialog in Root Causes Administrator mode (see
Administrator Search Window on page A7).
Component Types - Opens the Modify Component Types dialog which allows you to
add new components, edit components, or restore defaults.
Add - Opens the Add Component dialog which allows you to add a new
component which will then be displayed on the component tree.
Note
New components you define will not be recognized by RBMware expert

programs such as Nspectr, Motor, and OilView.
Edit - Opens the Edit Component dialog allowing you to edit the name
of the component.
Restore CSI Defaults - Select this option to return the settings to the
CSI defaults.
Caution!
Avoid changing the name of Components to something unrelated to the

original name. RBMware expert programs such as Nspectr, Motor, and OilView generate results based on the numerical codes associated with the
Components. Changing the name to something unrelated to the original
name can result in making incorrect associations.
Restore CSI Defaults - Restores the Faults, Root Causes, Observations, Component
Types, and Actions to the original settings.
A-6
Administrator Search Window
A similar window is used when adding or editing Faults, Observations, Actions, or Root
Causes.
Example Administrator Search Window
Classification Search - Selecting this option restricts the search to the technology or classification selected on the Tree. If this option is not selected, all technologies and classifications will be searched.
Word Search - Searches for items containing the word entered in the field. For example,
entering the word alignment will return all actions containing the word alignment.
Tree - Displays predefined items for a number of RBM technologies. Selecting a an item
on the Tree displays the item in the Search Results window.
Search Results - Displays the results of a Search or displays the items available under a
selected classification within a selected technology.
Modified during this session - List the master items created or modified during this session, i.e. while the Administrator mode window is open.
Modify Master - Opens a window allowing you to change the name of the selected item.
A-7
Caution!
Avoid changing the name of Actions, Observations, or Faults to something

unrelated to the original name. RBMware expert programs such as Nspectr,
MotorView, and OilView generate results based on the numerical codes
associated with the Actions, Observations, or Faults. Changing the name to
something unrelated to the original name can result in making incorrect
associations.
Create New - Select a Classification on the Tree in the Classification Search window.
Select the Create new button to open the Add New dialog. Enter text for the new type.
Note
When you create a new Problem, Action, Observation, or Root Cause,

RBMview does not generate any new associations within the Framework
Knowledge Database. For example, when you create a new a new Problem
definition, it is not associated with any Action in the Framework Knowledge
Database.
Note
New items you create in the Framework Knowledge Database are not recognized by RBMware expert programs such as Nspectr, MotorView, and
OilView.
A-8
Report Logo Tab

The Report Logo Tab allows the user to import logos or image type files into RBMView
reports. The supported image files include: *.bmp, *.jpg, *.png, *.gif, and *.icon.
Select Assign Company Logo to insert your company logo or another image into the
RBMview reports. Use the Browse button to find the appropriate image to attach to the
reports.
A-9
CMMS Tab
Default Schedule interval (in days) - Work requested by a Work Request should be
completed within a given time frame. When you create a new Work Request, the Scheduled
Date will default to the number of days in this field from the date when the Work Request
was originally created.
Idle Work Request Timeout interval (in days) - If a work request sent to an external
enterprise information system is not responded to after the number of days specified in this
field, the Work Request will be cancelled.
Manual Work Order and Cost Entry - Select this option to manually create
Work Orders and Cost Entries based on events generated by an external
enterprise information system.
Enable ASCII File CMMS Link - Select this option if you use the flexible
field version of the CSI CMMS communications protocol for communications with your enterprise information system.
Enable ASCII Fixed Format CMMS Link - Select this option if you use the
fixed field version of the CSI CMMS communications protocol for communications with your enterprise information system.
Allow Multiple Work Orders per Problem Select this feature to create multiple
work orders per problem rather than just one work order per problem.
Output All Fields This option is only selectable when youve selected Enable ASCII
File CMMS Link. When this option is enabled, a POSTED.DAT file is created, all possible
fields will be exported instead of only the fields that have data.
Restore CSI Defaults - Restores the CMMS Preferences to the original settings.
Keywords Tab
Keyword - Displays typical RBM terms. These terms are used in CSIs RBMware program.
Value - Displays the term used throughout RBMview to represent the Keyword. You can
change the term by entering new text.
A-10
Note
CSI has carefully selected the default Keyword terms to be consistent with
standard industry usage. These Keywords are also used by CSIs Customer
Support group. Though you can change these terms, it may cause confusion
to other Analysts accessing RBMview or to CSIs Customer Support group.
CSI Default - Displays the default keyword terms used in RBMview.
Restore CSI Defaults - Select this option to restore the terms in the Value column to the
values shown in the CSI Default column.
Magnitude Tabs
Preferences tabs are available for Severity, Scheduled Priority, Operational Significance,
Certainty, and Urgency. Accessing any of these tabs allows you to set the display text associated with a magnitude value.To enter new display text corresponding to the magnitude
values, type the new text in the Display column fields. For example, at the 0 magnitude
level, you could use Normal instead of NA.
Note
Changing the display text does not change the magnitude values which
RBMview uses in its calculations.
Restore CSI Defaults - Restores the Display Text to the original settings. The following
tables show the default Display Text settings for each of the tabs:
A-11
Severity Tab
The default display text is:
Schedule Priority Tab

A-12
Operational Significance Tab

Certainty Tab
The default display text is
A-13
Urgency Tab
The default display text is
A-14
Appendix
Migrate Data From Old Screens
Overview
A new feature of RBMview allows you to migrate (move) datum from the old style RBMview screens to the new-style screens. This mechanism allows you to move the data and
make it visible in this new-style screens of RBMview.
Note
If you are using RBMview for the first time, then this feature will probably
be of little use to you. It is recommended that you use this feature only if you
have used the old-style screens of RBMview and there is information, for
example Service Request Dollar Estimates, that you are trying to bring forward into this latest version.
B-1
Migrating
To begin migrating, first, launch RBMview. If you are not in RBMview, you can do this by
clicking on the RBMview icon in the RBMware screen. A screen like the one below
appears.
Next, click on File in the Menu bar. From the drop menu click on Close. A screen like the
one below appears.
B-2
Then, click on Tools in the Menu bar. A drop menu appears. Click on Move Data From Old
Style Screens.
Now, a warning window appears suggesting you make a backup of the RBMView database.
Warning!
The process is not reversible. Therefore, once the data is migrated, there is
no going back.
If current backups have been made, click yes to continue.
Migrating
B-3
A second warning window appears giving you details as to what might happen to your old
data.
Click yes to continue.

Note
This screen may stay on for a few seconds or minutes depending on the size
of the database and how much data is migrating.
When the process is complete, following message appears.
Migrating old data:

moves cost information from the Service Request(s) to the associated Work
Order(s). If the Service Request is not associated with a work order and has cost
information, then a Work Order will be created to receive the information
takes Service Request Estimated No Action data and moves it to the Work Order
Estimated field
moves the old Work Order Extended Description field to the new mode Work
Done field
takes Service Request information and where no Work Order exists, creates a Work
Order in the new mode and brings the Service Request Estimated Action into the
new Work Order Actuals field. It also takes the Service Request Estimated No
Action information and brings it into the new mode Work Order Estimated field.
B-4
If a Work Order is associated with the Service Request in the old mode:
Old Mode
New Mode
Service Request Estimated

No Action data
Work Order Estimated field
Work Order Extended

Description
Work Order Work Done field
If a Work Order is NOT associated with the Service Request in the old mode, then a new
Work Order is created during the migration of data:
Migrating
Old Mode
New Mode

Action Taken
Work Order Actual field

No Action Taken
Work Order Estimated field
Work Order Extended

Description
Work Order Work Done field
B-5
B-6
Index
A
AMS Suite
Machinery Health Manager 1-1
Analyst 2-16
Asset Mapper 7-5
fault framework 1-6

Fault Location 2-18
filters
definition of 1-9
Followup Memo 2-20
Case 1-17
Case History Manager and CMMS 2-38
Certainty 2-18
certainty 1-7
CMMS 1-2
COMPIL 1-2
Configuring Case History Manager for
CMMS Link 2-38
Copy Problem 2-26
Crystal Reports 1-3
D
Date Filter 2-12
Derived Urgency 2-18
drill down 1-2
E
events 1-1
definition of 1-5
Export to Word 6-8
Extended Description 2-20
External Information Interface 7-16
Grid Display 2-13

grid displays 1-16
H
Help 1-16
How To Change the Name of a Problem 2-28
How To Create a New Problem 2-25
How To Create a Work Order 2-29
How To Delete a Problem or Work Order 2-34
I
Images 2-22, 2-23
M
magnitude 1-2
definition of 1-7
MAXIMO 8-1
MAXIMO Preferences Tab 8-6
MAXIMO Server Tab 8-8
Menu Bar functions 2-2
mode
one to one 1-4
F
Fault Description 2-16
I-1
N
node 1-9
Nodes 1-9
Nspectr 1-5
reporting 1-11
Reports 1-11
right mouse 1-16
Root Cause 2-22
Observations 2-19
ODBC 1-3
one to one mode 1-4
Operational Significance 2-16
operational significance 1-7
P
PlotData 1-5
Primary Component 2-18
priority, schedule 1-7
Problem Status 2-17
schedule priority 1-7

Secondary Component 2-19
Select a Query to Perform 2-12
Severity 2-18
severity 1-7
significance, operational 1-7
Split Windows 1-15
Status-at-a-Glance 3-1
Survey Date 2-16
T
Tool Bar Functions 2-8
queries
definition of 1-9
RBM 1-1
RBM Database Context 2-12
RBMview
database 1-4
RBMware-MAXIMO
configuration 8-6
installation 8-3
RBMwareMAXIMO
NT installation 8-9
Overview 8-1
processing Work Requests 8-9
Recommended Actions 2-19
Reliability Based Maintenance 1-1
REPORT 1-2
I-2
urgency 1-8
Word
export to 6-8
Work Order Information 7-23
Work Orders 1-6
Work Requests 7-13

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Integrated Status and Reporting

CSI Part # 97401 Rev. 8

LIMITATION OF LIABILITY AND REMEDIES

Hardware Technical Help

Software Technical Help

Chapter 2 Equipment Case Histories

How To Save a Problem or Work Order

Case History Manager and CMMS 2-38

Fonts Tab 5-15

Chapter 7 Communication with External Systems

Chapter 8 RBMware MAXIMO Interface

Appendix A Preferences Dialog

Urgency Weights A-4

Appendix B Migrate Data From Old Screens

concepts and terminology

program modules built into RBMview

RBMview Features and Functions

Establish a magnitude or rank of significance of information and

With many new features and functions, RBMview is the successor

Full Integration with AMS Machinery Manager

External/Enterprise Information Interfaces

Multiple recommended Actions per Work Request

Crystal Reports 8.5

RBMview supports the non-CSI application Crystal Reports 8.5. See

Key RBMview Concepts

CSI recommends using the one to one mode between an RBMview

The basic working item in RBMview is an Event which is associated with a

Problems can be created within RBMview or reported by knowledge-base RBM

Key RBMview Concepts

Automated Fault Analysis

Diagnostic Summary Analysis

Broken Rotor Bars (Current)

Broken Rotor Bars (Flux)

Thermography (IRCOMM) Collect Data/Observations and

Steam Trap Report

Problems Posted to RBMview from other Applications

RBMview employs a special knowledge database (DBLookup.mdb) to store

The list of descriptions is comprehensive and covers most common diagnostic

Key RBMview Concepts

Magnitude is usually expressed as a numerical value between 1 and 100 and

If Severity or Operational Significance is set to 0 (zero) and both

Built into RBMviews Status-at-a-Glance program module are a number of filter

A node is a position in the database hierarchy. For example, an area is a node,

Key RBMview Concepts

RBMview Program Modules

This module is included in the full version of RBMview. Status-at-a-Glance

RBMview incorporates a non-CSI reporting tool, Crystal Reports. This module

This module is included in the base-level AMS Machinery Manager package.

Asset Mapper, accessed through Status-as-a-Glance, provides the tools

RBMview Program Modules

The Case History manager in RBMview arranges information in Folders

Case History Manager screen

Alarm status is displayed if you have RBMview Full. Refer to the

RBMview Case History Manager Navigation Tree

Closed problems or work orders are grayed out. A ? signifies that

lems such as a failed bearing or shaft misalignment.

RBMview Case History Manager screen showing Navigation Tree.

Right Mouse Button Functions

Throughout RBMview, information is displayed in a table format called a

Case History Manager

Double-click on the RBMview icon. This launches the RBMview program.

Opening Case History Manager Screen