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AMS Machinery Manager overview
AMS Machinery Manager determines the condition of mechanical equipment by incorporating multiple diagnostic technologies
into a common database for comprehensive analysis of machinery degradation symptoms. Unsurpassed analytical capabilities
through automated diagnostics, plotting, and reporting allow determination of machinery health so critical production decisions
can be made for improving business performance. It supports online, wireless, and route-based equipment monitoring, data
management, and data analysis.
AMS Machinery Manager integrates predictive diagnostic technologies to monitor different types of mechanical assets and
identify unique failure symptoms. This integration gives you a comprehensive view of each monitored machine and more
accurate diagnosis of developing problems. Integrated technology solutions include:
Portable Vibration Analysis
Continuous Online Machinery Monitoring
Wireless Vibration Analysis
Lubrication Analysis
Infrared Thermography
Laser Alignment
AC Motor Diagnostics
Dynamic Balancing
AMS Machinery Manager is installed on a PC either as a standalone system or a network system. A standalone system includes
a database server running locally on your PC. A network system allows read access for up to 249 users. The network system
also lets you communicate with other AMS Machinery Manager users through the Collaboration Tool. See Related information
for more details.
AMS Machinery Manager lets you do the following:
Set up your database quickly with a database wizard.
Automatically set up Alarms, Analysis Parameters, and Measurement Points
Create efficient routes. Route collection options let you determine the type of data you wish to store, along with when or
how to store the data.
View data with flexibility. Plots can be displayed full screen or several plots can be combined in a single window. AMS
Machinery Manager also supports multiple monitors allowing you to display separate plots on up to three monitors.
Quickly determine machine status with the AMS Machinery Manager Parameter Status Profile.
Easily navigate between different plot types like single spectrum, multiple-point waveforms, and trends. Navigation
between data, measurement points, machines, areas, and multiple databases is easy with the navigational tree.
Confirm your diagnosis and uncover other faults with the Automated Diagnostic module.
Fine tune alarms with the Automated Statistical Limit Calculation module.
Replay audio from a periodic or online waveform, a transient detailed waveform, or an analyze job waveform. You can
also compare the audio from two waveforms.
Use extensive analysis tools to accurately diagnose machine health. Analysis tools are available for specific challenges,
such as slow or variable speed equipment, rolls, waveform analysis, early bearing or gear impacting, electrical defects,
and more.
Advanced vibration analysis using data collected with the CSI 2130 Machinery Health Analyzer.
Continuous online machinery monitoring, including plotting, trending, transient, spectral analysis, PeakVue technology,
autocorrelation, and statistical analysis.
View real-time data plots, including overall levels, orbits, shaft centerline, Bode/Nyquist, cascade, waveform, and
spectrum.
View shaft animation plots that show the actual motion of the shaft around the average shaft position.
Import advanced diagnostic data from the CSI 9420 Wireless Vibration Transmitter
See the Installation Guide for information on installing AMS Machinery Manager. See the Release Notes for information specific
to the current release of AMS Machinery Manager.
Related information
AMS Machinery Manager system architecture
AMS Machinery Manager station configuration
Database overview
Analysis Parameter Set
Alarm Limits
Fault Frequencies
AMS Machinery Manager system architecture
AMS Machinery Manager uses a client/server architecture. Each AMS Machinery Manager application acts as a client
communicating through servers to the various databases via the TCP/IP communications protocol. The location of the Servers
depends on whether you have a Single User or Network license.
AMS Machinery Manager manages many programs and reads and writes many different kinds of data to several databases.
Though all of this activity runs in the background while you work, it is helpful to understand the AMS Machinery Manager
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system architecture. The following sections describe the major components and their functions.
Database Server
The Database Server manages access to all AMS Machinery Manager Databases. If you have a Single-user License, the
Database Server runs locally on your hard drive. If you have a Network License, the Database Server may run on another
computer on your network.
The Database server is a multi-threaded, client-server application that runs on Microsoft Windows. It requires the TCP/IP
network protocol.
There is a limit of 250 simultaneous connections to the Database Server. This means that, at a given time, one user could have
250 connections or 250 different users could each have one connection to the Database Server. By default, the AMS Machinery
Manager system is configured with the Administrator and a Guest user. Each Database Server has a default database directory.
This default directory may be configured using the RBMadmin application. Emerson strongly recommends that you store all
AMS Machinery Manager databases that are managed by a given server in this default database directory.
The Database Server also has a system data directory in which its log files and configuration files are written.
Network Administration Server
The Network Administration Server performs several functions associated with AMS Machinery Manager:
monitoring the number of users
reporting on which programs are run by which users
defining the type of access, if any, the users have to programs
enforcing the limit on the number of users that may be logged on
ensuring that the number of users who are simultaneously accessing a given resource is within the boundaries of the
license
There must be only one Network Administration Server that administers a license to AMS Machinery Manager. For performance
reasons, Emerson recommends that a separate network license be purchased per Local Area Network instead of trying to use a
single license across an entire Wide Area Network.
AMS Machinery Manager Database
The AMS Machinery Manager database is organized around Areas (logical groups of Equipment) and Equipment (machines and
other assets). An AMS Machinery Manager database provides storage for measurement point, trend, spectral, waveform, and
notepad data plus image files from infrared and ultrasonic technologies. Also contained within the database are Analysis
Parameter Sets, Alarm Limit Sets, and Fault Frequency Sets which provide information concerning the collection, analysis,
display, and storage of the acquired data.
Equipment Configuration Database
This database serves two main purposes. First it serves as a “project” file while you build Equipment Configurations with
Emerson’s automated database builder, RBMwizard. When you use RBMwizard to build a AMS Machinery Manager Database,
RBMwizard uses the information stored in this Project file to “fill in” or build the AMS Machinery Manager Database. Second, it
serves as a reference for the Nspectr Automated Fault Analysis program. Nspectr looks at Equipment Configuration data stored
in this databases while performing fault analysis. This file uses the filename extension .dbz.
RBMview Database
The RBMview Database is a separate database designed to be a central repository for information about AMS Machinery
Manager. The central repository of information allows the different applications of AMS Machinery Manager to share
information with each other. For example, Exception Analysis (EXPORT) or Automated Diagnostic Analysis (Nspectr) which
report Alarm and/or Problem “Events.” Emerson recommends having one AMS Machinery Manager Database (.mdb) file for
each RBMview Database (.rbm) file. You can import data into RBMview from AMS Machinery Manager or other external
information/enterprise databases such as Exception Analysis (EXPORT) or Automated Diagnostic Analysis (Nspectr) which
report Alarm and/or Problem “Events.”
Framework Knowledge Database
RBMview, Nspectr Automated Fault Analysis, and other AMS Machinery Manager programs employ a special knowledge
database ([Link]) to store predefined descriptions for Faults, Observations, Actions, and Root Causes.
The list of descriptions is comprehensive and covers many common events. 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.
Component Warehouses
There are two Component Warehouses: the CSI Warehouse and the User Warehouse.
AMS Machinery Manager contains read-only libraries of existing components such as electric motors. The CSI Warehouse is
stored in the CSI_cmp.wh database file. The CSI Warehouse includes pre-configured components with known information such
as horsepower, number of phases, and number of rotor bars. You cannot change a Component in the read-only CSI
Warehouse. However, you can copy the item to the User Warehouse and then edit the configuration. The User Warehouse
allows you to modify and reuse a configuration. The User Warehouse is stored in the usr_cmp.wh database file.
Application Specific Reference Files
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Certain AMS Machinery Manager programs such as OilView use special files such as the Oil Reference database file to maintain
reference and other information.
Related information
AMS Machinery Manager overview
AMS Machinery Manager station configuration
AMS Machinery Manager station configuration
Depending on your AMS Machinery Manager license, the software can be run as a standalone application on a single PC, or as
a network application distributed across a Local Area Network (LAN) or Wide Area Network (WAN).
Single-user license
With a single-user license, the Database Server resides on your local hard drive and operates in the background when you are
running AMS Machinery Manager. When AMS Machinery Manager is opened or closed, the Database Server is also
automatically opened or closed. With a single-user license, 2 users cannot access the same database simultaneously. However,
2 users can access the same database at different times.
Network license
With a network license, the Database Server may be installed on a supported Microsoft Windows network server. It is
recommended that multiple Database Servers are used in a WAN environment, one Database Server for each LAN. The TCP/IP
network protocol must be running on both client and server PCs.
Related information
AMS Machinery Manager overview
AMS Machinery Manager system architecture
Database overview
An AMS Machinery Manager database provides functions to organize all of the information that is required to establish and
maintain a reliability based maintenance system, and to acquire and store trend, spectral, waveform, and notepad data.
A database assembles Areas, Equipment, and their measurement points using the AMS Machinery Manager database hierarchy,
as illustrated in the following chart.
Also contained within the database are analysis parameter sets, alarm limit sets, and fault frequency sets which provide
information concerning the collection, analysis, display, and storage of the acquired data.
Note
Backup your databases frequently.
Areas
Areas are the top level of organization within an AMS Machinery Manager database. Each Area contains a collection of
Equipment that are logically grouped together based on physical or functional relationships, location, etc., (for example, a
paper machine, a winder section, or a power station).
Equipment
Under Areas, Pieces of Equipment are the next level of organization within a database. A piece of Equipment is usually a
working unit that consists of a driver, a driven unit, and associated components (for example, a pump, a motor, or a gearbox).
Measurement Points
Measurement points are locations or positions on the Equipment where the sensor is placed in order to take a measurement.
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All measurement points on a piece of Equipment are grouped together under the piece of Equipment.
Database Capacities
The following table describes the maximum number of each type of information allowed in one database.
Database category AMS Machinery Manager capacity
Maximum database size 2 gigabytes
Number of Analysis Parameter Sets 512 per Technology
Number of Alarm Limit Sets 512 per Technology
Fault Frequency Sets 128
Routes per Area 50
Points per Route 1040
Measurement points per piece of Equipment 144
See Related information for more details about the database categories.
Related information
Analysis Parameter Set
Analysis Parameter Set
An analysis parameter set (APS) includes a group of individual analysis parameters that divide the frequency spectrum into
bands that are individually measured and analyzed. Each frequency band is designed to contain a segment of the spectrum
where specific machinery frequencies occur, such as the 1x turning speed (1xRPM), turning speed harmonics, bearing
frequencies, etc.
Analysis parameter sets may also contain other non-spectral data such as NxRPM amplitude and phase, DC-Gap, etc. In
addition, each analysis parameter set contains instructions that tell the machinery analyzer how data are to be collected,
analyzed, and stored during data collection for each measurement point.
Note
Set up Analysis Parameter Sets automatically using RBMwizard.
Technology Analysis Parameter frequency bands per set
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Periodic 12
Online 24
Oil 96
Ultrasonic 12
Analysis Parameter Sets are independent of the database hierarchy and can be assigned to many different measurement points
on Equipment using one of the following methods:
Assign user-defined Analysis Parameter Sets
Assign from either the 16 default Periodic Analysis Parameter Sets, 11 default Ultrasonic Analysis Parameter Sets, or 1
default Oil Analysis Parameter Set included with AMS Machinery Manager.
Notes
AMS Machinery Manager allows the creation of up to 512 Analysis Parameter Sets per database. However, since many
measurement points can be analyzed in an identical manner, it is common to have only a few unique Analysis Parameter Sets
necessary even in a large database.
RBMwizard creates sets appropriate for equipment setup and operational conditions.
Related information
Database overview
Alarm Limits
Alarm limits are levels of amplitude that indicate a deteriorating condition on the piece of Equipment being monitored. An
alarm limit set consists of an alarm level for the overall signal and separate alarm levels for each individual analysis parameter.
Any overall or parameter level that causes an alarm will be listed in the Measurement Exception Analysis Report generated by
the EXPORT program module.
Note
There is no "overall signal" for the Online, Oil, and Ultrasonic components of AMS Machinery Manager.
Alarm limit sets are independent of the database hierarchy and can be assigned to many different measurement points on
Equipment using one of the following methods:
Assign user-defined alarm parameter sets
Assign from either the 16 default Periodic Analysis Parameter Sets, 11 default Ultrasonic Analysis Parameter Sets, or 1
default Oil Analysis Parameter Set included with AMS Machinery Manager.
Notes
Alarm limit sets may be set up automatically using the RBMwizard application.
Assign from either the 16 default Periodic Analysis Parameter Sets, 11 default Ultrasonic Analysis Parameter Sets, or 1 default Oil
Analysis Parameter Set included with AMS Machinery Manager.
Related information
Alarm levels
Alarm types
Alarm Status
Alarm levels
Describes the various alarm levels used in many components of AMS Machinery Manager.
Fault level
This is the most severe alarm level and indicates Equipment failure. For vibration-type signals, fault alarm values are usually
found in published standards for various types of equipment.
Alert level
This alarm level indicates that the Equipment is approaching failure. The Equipment should be evaluated in detail and
monitored at shorter intervals.
Weak side level
The weak side alarm is set at a level below the normal operating amplitude (or above depending on the type of alarm). This
alarm level provides protection against improper data collection, or it can be used to test variables where both an increase or a
decrease in the amplitude indicates a problem.
Early warning alarms
Early warning alarm values are statistical in nature and indicate that a measured value has significantly deviated from its
typical measurement (but not necessarily exceeded an alarm limit). An early warning alarm usually occurs before the alert
level; however, there may be unique instances where these levels are reversed from normal.
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One method of calculation establishes this level as equal to the Baseline Ratio (specified in the alarm limit set) times the actual
baseline value. For example, if a measured signal is not normally expected to increase by 20% from the baseline value, then
setting the Baseline Ratio to 1.2 will trigger the early warning alarm should this value exceed 1.2 times the baseline.
The other method establishes a level equal to the calculated mean plus (or minus) the number of Maximum Deviations
(specified in the alarm limit set) times the standard deviation. These two levels are then compared, and the more restrictive
level is used for the early warning.
Baseline Override
If the actual baseline or the calculated mean is less than one-tenth of the specified fault level value, the program assigns a
temporary baseline in an effort to reduce false early warning alarms. This temporary baseline is established at a level equal to
one-tenth of the fault value as an initial default value.
This initial percentage of the fault value can be modified or deleted by using the Database Global Information option in DBASE,
if desired.
Absolute Value
The first four alarm types of AMS Machinery Manager use an absolute value — the alarm level always equals this fixed value.
Absolute values are used when the vibration amplitude value (or other measured quantity) should remain relatively constant,
and equipment degradation is based on an increase or decrease from that value.
Absolute Delta
The last three alarm types use absolute delta-the alarm level that is derived from the baseline value plus or minus the absolute
delta value. The baseline value is established from the very first measurement; therefore, there will be no alarm checking for
the first measurement. The values taken from the first measurement should be examined carefully to ensure that they are
normal and suitable for establishing the alarm levels.
Absolute delta values are used when the vibration amplitude value (or other measured quantity such as phase readings or DC
gap voltages) will be found within a wide range of values, but will not normally change significantly from measurement to
measurement.
Note
When using Absolute Delta alarm types, it is important to make sure the initial baseline value is correct.
Related information
Alarm Limits
Alarm types
Alarm Status
Alarm types
There are 7 types of alarms available in the AMS Machinery Manager database.
Dual Upper Level
The Dual Upper Level alarm type is used when the symptom of approaching failure is an increasing amplitude of the measured
signal. This is the most common alarm type used for vibration analysis
In-Window
The In-Window alarm type provides an alarm when the measured signal enters a specified amplitude range (or "window")
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established by the alert and weak side levels. Amplitude values below or above these two levels are considered normal.
Out-of-Window
This alarm type uses the same configuration as the Dual Upper Level alarm. The Out-of-Window alarm type, however, provides
an indication on the machinery analyzer for the Lo alarm as protection against collecting an abnormally low measurement.
Although the Out-of-Window alarm type is the same as the Dual Upper Level alarm in AMS Machinery Manager, they are
treated differently in the Model 2100 series machinery analyzer as shown below.
Dual Upper Out-of-Window
Fault Level = High Alarm 2 Alert Level = High Alarm 1
Alert Level = High Alarm 1 Weak Side Level = Low
Dual Lower Level
The Dual Lower Level alarm type can be used when the symptom of approaching failure is a decreasing amplitude, such as
pipe wall thickness.
Note
The Dual Lower Level alarm requires that the Baseline Ratio be specified at a value less than one.
Dual Upper Delta
This alarm type is similar to the Dual Upper Level alarm except that the alarm levels are specified in absolute delta values, that
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is, baseline ± delta values.
Note
The Dual Upper Delta, Dual Window Delta, and Dual Lower Delta alarm types cannot be used with the Model 2100 machinery analyzer.
Dual Lower Delta
This alarm type is similar to the Dual Lower Level alarm except that the alarm levels are specified in absolute delta values.
Note
When using the Dual Lower Delta alarm type, the baseline ratio must be specified as a value less than one.
Dual Window Delta
The Dual Window Delta alarm type provides alert and fault limits above and below the normal amplitude window. This alarm
type is recommended for phase and DC gap measurements. Alarm levels are specified in absolute delta values (that is,
baseline values ± delta values).
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Note
The early warning alarm using the baseline ratio and the weak side alarm is not used with the Dual Window Delta alarm type.
Alarm codes in EXPORT
The following alarm codes are generated by the EXPORT program when indicating the above alarm types on the various
reports:
Alarm code Alarm limit
A The projected measured value will exceed the absolute fault level within three measurement intervals.
Br Early warning alarm produced by the Baseline Ratio.
Bs Early warning alarm produced by the Maximum Deviations.
C Alert Level alarm.
D Fault Level alarm.
V A measured parameter is above the maximum or below the minimum sensor validity alarm.
W A measured parameter is within the range established by the In-Window alarm.
L A measured parameter is below the weak side value with a dual upper alarm type.
Hi A measured parameter is above the weak side value with a dual lower alarm type.
The “A” alarm code is the result of a trend analysis on each signal parameter in order to detect developing faults that may
occur before data are again collected. AMS Machinery Manager uses linear extrapolation on the signal parameter values
collected during the three previous months. If the extrapolated value of a parameter exceeds the Fault Level within a projected
three-measurement point interval, a type A alarm code occurs.
AMS Machinery Manager first calculates the data trend slope and its Alarm Code. It then projects Days To Alarm or when the
Absolute Fault Level will probably occur. AMS Machinery Manager reports any projection under 300 days. Question marks
appear for any projection over 300 days or in cases where insufficient historical data exist to establish a trend.
For example, Alarm Code D means the vibration level has already reached or exceeded the Absolute Fault Level. Days To
Alarm, therefore, shows 0.0 days. When AMS Machinery Manager calculates a negative slope (decreasing vibration levels),
three question marks (???) appear for dual upper alarms. AMS Machinery Manager also shows the question marks for a flat
slope (no change in vibration levels).
Related information
Alarm Limits
Alarm levels
Alarm Status
Alarm Status
Many AMS Machinery Manager applications can optionally display the alarm status of the areas, equipment, and measurement
points in the RBM database. The alarm status is based on the most recent data collected or analyzed.
Note
This alarm status feature will only be enabled if you have purchased RBMview Full.
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There are two color schemes for displaying alarm status. One scheme has five categories and the other scheme has three.
These schemes can be seen in tree views and alarm/status reports.
Note
Not all tree views and alarm status reports support color schemes and icons.
Color scheme tables
The following tables provide details about the two color schemes.
Applications can assign alarm severities to the following node types: database, area, equipment, component (on-line vibration
only), and measurement point. Assignment will typically occur at the measurement point level.
After one or more alarms have been reported, a “roll up” process updates the hierarchy. The roll up process looks at all of the
severities for the given node and all related nodes or points underneath it. The highest severity is rolled up to the next upper
level node as its derived severity. The process is then repeated at this level and rolled up to the next. For example,
Measurement Point readings are rolled up the Equipment level, and the Equipment level to the Area level. This continues until
the status of the Database level node has been updated.
Explicit alarm severity: an alarm that is specifically set at a given node. Analysis programs, such as Nspectr, MotorView, and
Export, set explicit alarms. Communication programs can also set explicit alarms when data is downloaded from an analyzer,
such as a 2120, to a database.
Note
Most AMS Machinery Manager programs set explicit alarms at the Measurement Point level. An exception is Corrective, which sets
explicit alarms at the Equipment level.
Derived alarm severity: this alarm severity comes from looking at all the alarms beneath a node and selecting the worst alarm
as its rating. For example, at the Equipment level, the derived alarm severity will be the worst alarm from all the alarms at the
Measurement Point level underneath it. At the Area level, the derived alarm severity will be the worst alarm from all the
Equipment levels beneath it. For a visual representation of this hierarchy, see Database overview.
Not Set alarm severity: indicates an alarm status has not been set.
Each node has a set of alarm severity values. These are broken down by technology and further by analysis type within each
technology. For example, when an application such as Export sets a node’s alarm severity, it will not be setting the overall
alarm status. Rather, it will be setting the status for a single technology and analysis type. The overall status can be
determined by looking across all of these values.
Alarm status expiration
When an alarm status is set, an expiration date may also be set. This date will typically be calculated based on the monitoring
schedule. If a new alarm status is not set prior to the expiration date, the original status expires. The main visual indication of
this is that the expired icon is used. The expired icons are identical to the normal icons minus color. Therefore, you can still see
the severity level by looking at the icon, but it does not stand out visually.
Ignore alarm status
An additional state that may be applied to a Technology or Analysis Type at a node is “ignore.” Setting the ignore state will
prevent a given node’s status from influencing the derived status of other nodes. A node’s status is not overwritten when it is
ignored.
Indeterminate alarm status
If for any reason alarm status cannot be determined (for example, read fails from DB, etc.), the indeterminate icon is
displayed.
Related information
Alarm Limits
Alarm levels
Alarm types
Fault Frequencies
Fault frequencies identify specific frequencies within the vibration spectra of a piece of Equipment whose amplitude patterns
may indicate potential failure; for example, bearings, gears, belts, etc. Fault frequencies are represented as dotted lines that
are superimposed on a displayed spectral plot and indicate the location on the plot where peaks would occur if Equipment
faults develop.
Fault frequencies can be defined in the measurement point setup menus and/or fault frequency sets can be assigned to
individual measurement points.
The following is an example spectral plot generated with the Plotdata Diagnostic Plotting module, illustrating the application of
a fault frequency set. Each fault frequency is identified with a letter at the top of the associated dotted line and listed on the
right side of the plot.
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Notes
Fault Frequencies is an optional, advanced feature and is not essential in order for the system to function properly.
If an equipment is configured using RBMwizard, then fault frequencies can be automatically generated in Plotdata using this
configuration information.
Fault Frequencies are automatically generated by Plotdata using configuration information. It does not create fault frequency
setups on the measurement point.
AMS Machinery Manager Preferences
AMS Machinery Manager user preferences are saved in a central location to give you a consistent look and feel across multiple
computers.
For example, with a AMS Machinery Manager Network installation, you can log in to a Client and set your plot background to
the color blue. You can log out of that Client, and log in on another client computer, and as long as you are using the same
username, your background will always be blue, regardless of the computer you use.
On a Standalone installation, the centralized preferences are saved in C:\RBMsuite\sys\AMS_Preferences folder. On a Network
installation, the centralized preferences are saved in C:\RBMnet\RBMsuite\sys\AMS_Preferences folder.
Note
Do NOT change this directory or the files. A user's preferences can be lost.
There are three levels of preferences:
Company Preferences,
Data Locker Preferences, and
User Preferences.
Only the Administrator can edit Company and Data Locker preferences and create a set of defaults for all users of the system.
Any user can override the defaults by changing User Preferences. User preferences take precedence over the default settings.
Preferences
Data Display Units - the default measurement units, English or Metric.
Area Keyword - the keyword for Area in the database (Area is the default). This option can only be changed by the
administrator through the Data Locker Preferences option.
Equipment Keyword - the keyword for Equipment (default). This option can only be changed by the administrator through
the Options → Data Locker Preferences.
Units Mode- the measurement units for Acceleration, Velocity, Displacement, Sound Pressure, General Dynamic, HFD, Motor
Current, Flux Data, Shaft Voltage, and Shaft Current. For each option, choose from RMS, Peak, Peak to Peak, dB, and Avg.
db Reference - database settings shown as a reference. These settings can only be changed by the administrator using the
Options → Data Locker Preferences.
Zip Options - settings to use when zipping a database from the Navigator. To zip a database from the Navigator, right-click
the database and select Zip Database.
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Related information
Change AMS Machinery Manager Preferences
Change AMS Machinery Manager Preferences
User preferences override company (system-wide) preferences.
Procedure
1. To change your user preferences, select Options → User Preferences.
2. To change system-wide default settings for all users, log in as Administrator and select Options → Company
Preferences.
3. To data locker settings for all users, log in as Administrator and select Options → Data Locker Preferences.
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