Ep-Dcsx35 SIUG

Experion
Software Installation User's

Guide
EP-DCSX35 R310.3 12/08
Release 310.3
Copyright Honeywell International February 2007 All Rights Reserved
Notices and Trademarks

Copyright 2005 by Honeywell International Inc. Release 310.3 December 12, 2008
While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied warranties of merchantability and fitness for a particular purpose and makes no express warranties except as may be stated in its written agreement with and for its customers. In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The information and specifications in this document are subject to change without notice. Honeywell, PlantScape, Experion PKS and TotalPlant are registered trademarks of Honeywell International Inc. Other brand or product names are trademarks of their respective owners.
Honeywell International Process Solutions 2500 West Union Hills Phoenix, AZ 85027 1-800 343-0228
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Experion Software Installation User's Guide Honeywell
R310.3 12/08
About This Document

This document describes how to perform a clean install of Experion PKS Servers and Clients nodes (excluding TPS nodes).
Release Information
Document Name Software Installation User's Guide - EX50 Document ID EP-DCSX35 Release Number 310.3 Publication Date 12/08
References
The following list identifies all documents that may be sources of reference for material discussed in this publication.
Document Title Getting Started with Experion Software Guide (GSG) This document contains an overview of installation tasks and should be read before beginning an installation. The GSG points you to the correct installation checklist contained in the SIUG The Experion Software Change Notice is supplied as a book and contains last-minute information that was not able to be included in the standard documents. You must read it to find out whether it contains any installation-related information that is applicable to you. Experion Supplementary Installation Tasks Guide (SITG) The Experion Supplementary Installation Tasks Guide is supplied as a book and contains information to be completed after SIUG. The information in this document also exists in Knowledge Builder. Experion Migration Users Guide (EMUG) The Experion Migration Users Guide contains the planning and execution of migration for your Experion Process Knowledge System. iii
Experion Software Change Notice (SCN)
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Contacts
Experion Control Hardware and I/O Module Firmware Upgrade Guide
This guide provides information about using Engineering Tools utilities to upgrade firmware in chassis-based and Series C components. This guide describes supplementary installation tasks that must be done before you use T-Nodes on an Experion system. It also describes configuration tasks necessary for T-Nodes.
Integrated Experion-TPS Nodes (ES-T, ESVT, & ACE-T) User's Guide
Contacts
World Wide Web The following Honeywell web sites may be of interest to Process Solutions customers.
Honeywell Organization Corporate Honeywell Process Solutions WWW Address (URL) http://www.honeywell.com http://hpsweb.honeywell.com
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Contacts
Telephone Contact us by telephone at the numbers listed below.

Location United States and Canada Europe Pacific Organization Honeywell IAC Solution Support Center Honeywell TAC-EMEA Honeywell Global TAC Pacific Phone 1-800-822-7673 +32-2-728-2704 1300-300-4822 (toll free within Australia) +61-8-9362-9559 (outside Australia) +91-20-66032718 / 66032719 (outside or within India) 1800-233-5051 (toll free within India) Korea Peoples Republic of China Singapore Taiwan Japan Elsewhere Honeywell Global TAC Korea Honeywell Global TAC China Honeywell Global TAC South East Asia Honeywell Global TAC Taiwan Honeywell Global TAC Japan Call your nearest Honeywell office. +82-2-799-6317 +86-10-8458-3280 ext. 361
India
Honeywell Global TAC India
+65-6580-3500 +886-7-323-5900
+81-3-5440-1303
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Symbol Definitions
Symbol Definitions
The following table lists those symbols used in this document to denote certain conditions.
Symbol Definition ATTENTION: Identifies information that requires special consideration.
TIP: Identifies advice or hints for the user, often in terms of performing a task. REFERENCE -EXTERNAL: Identifies an additional source of information outside of the bookset. REFERENCE - INTERNAL: Identifies an additional source of information within the bookset.
CAUTION
Indicates a situation which, if not avoided, may result in equipment or work (data) on the system being damaged or lost, or may result in the inability to properly operate the process. CAUTION: Indicates a potentially hazardous situation which, if not avoided, may result in minor or moderate injury. It may also be used to alert against unsafe practices. CAUTION symbol on the equipment refers the user to the product manual for additional information. The symbol appears next to required information in the manual. STOP: Indicates that you have completed this task. Return to the checklist that led to this task.
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Contents
1.
1.1 1.2 1.3
STARTING AN EXPERION PKS INSTALLATION ......................13

Experion PKS installation modes options ................................................ 13 Honeywell Process Solutions (HPS) Online Support .............................. 14 Recommendations ....................................................................................... 16
Anti-virus programs ..............................................................................................................18
2. UNATTENDED WORKSTATION DEPLOYMENT (UWD) CHECKLISTS ........................................................................................19

2.1 2.2 Installing an Experion Server using UWD ................................................. 20 Installing an Experion eServer using UWD ............................................... 22
2.3 Installing an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) node using UWD ...................................................................................................... 24 2.4 2.5 Installing a Console Station using UWD ................................................... 26 Installing a Console Extension Station or Flex Station using UWD ....... 28
3.
3.1 3.2 3.3 3.4 3.5 3.6 3.7
MANUAL CLEAN INSTALLATION CHECKLISTS ......................31

Installing an Experion Server ..................................................................... 33 Installing a T105 Experion Server .............................................................. 35 Installing an eServer .................................................................................... 37 Installing an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) 39 Installing a Console Station........................................................................ 41 Installing a Console Extension Station or Flex Station ........................... 43 Installing a MZ-PCWS02 (T3400) Experion Station .................................. 45
4.
4.1 4.2
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T105 EXPERION SERVER INSTALLATION TASKS ..................49

Installing network components .................................................................. 49 Customizing the Windows operating system for use with Experion ..... 53
Experion Software Installation User's Guide Honeywell vii
Contents
4.3 4.4
Configuring the dual network ports for FTE driver Installation .............. 54 Troubleshooting ........................................................................................... 61
5.
5.1 5.2
MZ-PCWS02 EXPERION STATION INSTALLATION TASKS .... 63

Customizing the Windows operating system for use with Experion ..... 63 Troubleshooting ........................................................................................... 67
6.
6.1 6.2 6.3 6.4 6.5
EXPERION PKS INSTALLATION TASKS .................................. 69

EXPPlus - Client/Server initialization ......................................................... 69 Completing Unattended Workstation Deployment installations ............. 84 Factory Installation Setup ........................................................................... 90 Starting an Experion Server clean installation ......................................... 91 Starting an Experion eServer installation .................................................. 98
Starting the EXPPlus installation.......................................................................................... 74
6.6 Starting an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) installation ............................................................................................................... 104 6.7 Starting an Experion Console Station installation ................................. 110 6.8 Starting an Experion Console Station Extension or Experion Flex Station installation ............................................................................................................... 117 6.9 Install Knowledge Builder ......................................................................... 124
Setting Word 2007 to Compatibility Mode .......................................................................... 125 Adding a book set to a Windows 2000 system .................................................................. 126
7.
7.1 7.2 7.3 7.4 7.5 7.6
COMMON PLATFORM TASKS ................................................. 129

Installing Internet Information Services .................................................. 129 Updating the hosts file .............................................................................. 130 Install LCNP Personality Software on local drive ................................... 132 Map a drive to the ESIS ............................................................................. 133 Security workaround for Dell platforms .................................................. 136 Configuring a CarrollTouch touch screen ............................................... 138
Introduction ........................................................................................................................ 138 Running the UPDD configuration and calibration tools ...................................................... 138 viii Experion Software Installation User's Guide Honeywell R310.3 12/08
Contents Symbol Definitions
7.7
Managing COM Port Settings ................................................................... 141
Adjust communication port number ....................................................................................141
8.
8.1
RSLINX TASKS .........................................................................143

Installing RSLinx ........................................................................................ 143
9.
9.1 9.2 9.3
RESTORING SERVER B ...........................................................145

Restore Server B after a hardware replacement .................................... 145 Restore Server B database no EBR ...................................................... 147 Restore Server B database using EBR ................................................. 149
10. 11.
REMOVING EXPERION PKS ....................................................151 TROUBLESHOOTING ...............................................................153
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1. Starting an Experion PKS installation

1.1 Experion PKS installation modes options
ATTENTION
All installations should be started by first reviewing the Getting Started with Experion Software Guide (GSG). The following table assumes you were brought here from the GSG.
ATTENTION
All installations must be performed on an isolated network. The network must remain isolated until anti-virus protection software is installed. Any network connectivity during installation is a security risk on networks that have external connectivity.
Topic
Go to Page 19
Clean Installation using Unattended Workstation Deployment (UWD)

UWD installation is an automated process that installs the Windows Operating System followed by the Experion PKS Application software. This is the preferred method that should be used on all Honeywell qualified machines. UWD is not intended for systems not purchased from Honeywell. Even Dell machines purchased from other vendors can contain unqualified hardware that would cause UWD to fail.
Factory Installations - Experion Nodes Purchased from Honeywell

Experion PKS computers purchased from Honeywell come with Experion PKS software preinstalled. You will use the same task list as a UWD installation described above, skipping the initial steps that utilize the EXPPlus and Applications media. Once you begin Factory Setup, complete all subsequent tasks.
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1. Starting an Experion PKS installation 1.2. Honeywell Process Solutions (HPS) Online Support
Topic
Go to Page 31
Manual Clean Installation and OEM Users.

Manual Clean Installation can be done in two ways. 1) Install OS using EXPPlus Media in OS Only mode, followed by Experion PKS software using the Application Media or using Experion Software Installation Server (ESIS) node. For information on ESIS and how to setup ESIS, refer to the Getting Started with Experion Software Guide (GSG). Install OS using OEM media and procedures, followed by Experion PKS software using Application Media or using ESIS node. For information on ESIS and how to setup ESIS, refer the Getting Started with Experion Software Guide (GSG). This method is used if you have purchased a computer from a vendor other then Honeywell and is defined in the Getting Started with Experion Software Guide (GSG).
2)
1.2 Honeywell Process Solutions (HPS) Online Support

ATTENTION
Accessing the online support site should be done only from a secured PC as opposed to the installed control system.
TIP
While at the Online Support site, you may also want to review Anti Virus recommendations and folder exclusions. You will need this information during the installation. These can be found at,
http://hpsweb.honeywell.com/Cultures/enUS/Support/SecurityUpdates/MicrosoftSecurityFixes/AntiVirusInforma tion/Documents.htm Before installing Experion, please check the Online Support site for updates. If you are a new user, you can register for access to Online Support site at this URL.
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1. Starting an Experion PKS installation 1.2. Honeywell Process Solutions (HPS) Online Support
To check the HPS Online Support site:

Step 1 Action
In your web browser application, type the following URL:

http://www.honeywell.com/ps Click Login to My Account. Type your user name and password, and then click Login. Choose System Products from the support Links. Select Experion Platform and then the product sub group of interest, such as Process Controllers. The resulting pages contain the latest notifications and software updates. You should look specifically for any required R310.1 software updates that need to be downloaded and applied to your system.
2 3 4 5 6
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1. Starting an Experion PKS installation 1.3. Recommendations
1.3 Recommendations
TIP The following are TIPS and information that apply throughout this document. Some of these may also be repeated within this document in order to emphasize their importance No. 1 2 TIP Make a copy of the checklist so that it is easier to keep track of where you are in the installation process. Several critical functions depend on proper time synchronization. Without the proper time synchronization, functions like DSA and Controller communications may not work correctly. If you need help during installation process, refer to the On-Line Help by selecting the help button for a detailed description of the options on each screen.
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No. 4
TIP During a reboot sequence the FteImDrv driver will record several Error Events in the System Event log. These Error Events are expected. The FteImDrv driver gets loaded before the underlying NIC driver and will not be able to see the NICs until the E1000 or E100 driver is loaded. You will see the events from FteImDrv showing the media disconnected followed by the event that FteImDrv cant access the adapter and finally the event that the media is connected. This is a normal sequence of Events.
Before a T-Node can be used in Experion architecture, you must perform the steps under Prepare TPN/LCN for Integrated Experion-TPS Nodes in the Integrated Experion-TPS Nodes (ES-T, ESVT, & ACE-T) User's Guide.
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Anti-virus programs Before performing an installation, your anti-virus services should be stopped to allow proper installation of the Honeywell software. ATTENTION
Make sure that you restart your anti-virus services after you have completed your installation.
Follow the recommendation in the table below.

If You are installing a new operating system, You are not installing a new operating system and you already have anti-virus software running on your target node, Then Install your anti-virus software last, after the Experion program installation has finished. Use msconfig to turn off all anti-virus services and applications under the services and startup tab. These services and applications will need to be re-enabled and restarted after installation and/or migration are complete. Make sure that your network connections do not have Internet access or other communications outside of your internal network.
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2. Unattended Workstation Deployment (UWD) checklists

Considerations Unattended Workstation Deployment (UWD) prompts for user inputs upfront which allows the installation to run with minimal user interaction. This task list is also used to complete FACTORY Installations.
To install an Experion Redundant Server Experion non-Redundant Server Experion eServer. Experion ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) node. Experion Console Station. Experion Console Extension Station or Experion PKS Flex Station. Page 22 Page 24 Go to Page 20
Page 26 Page 28
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2. Unattended Workstation Deployment (UWD) checklists 2.1. Installing an Experion Server using UWD
2.1 Installing an Experion Server using UWD

Considerations Use this task list to install Redundant Server B, Redundant Server A and non-Redundant servers using UWD. This task list is also used for Factory installations. Complete all tasks unless otherwise specified.
Task Read the Software Change Notice (SCN). Install Windows Server 2003 (Standard Edition) and Experion PKS Product using Client / Server Initialization Media. TIP: Skip if Factory Installation. Completing Unattended Workstation Deployment (UWD) installations. TIP: Skip if Factory Installation. For Factory installations ONLY, complete this task and complete all subsequent tasks. TIP: Skip this task if this is a UWD Installation. Update the servers hosts file If you elected to install a T-Node (ES-T, ESVT, or ACET) then install the personality module now. Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. If a software protection key, also known as a dongle, is supplied in the Experion PKS media box, install this key on the computer. Page 130 Page 132 OLS (Online Support) Page 90 Page 84 Page 69 Go to
OLS
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2. Unattended Workstation Deployment (UWD) checklists 2.1. Installing an Experion Server using UWD
Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. Configure Experion server redundancy. For more information, see Experion R310.1 > Configuration > Server and Client Configuration Guide > Configuring and monitoring a redundant server system. If you installed the Experion PKS server for use with process points, upgrade the firmware in hardware components. For other tasks that you may need to perform, go to the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG). If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Experion installation, you will want to perform the supplementary installation tasks on those T-Nodes and perform configuration tasks.
Knowledge Builder
Knowledge Builder
Experion PKS Process Controller Hardware Upgrade Guide Supplementary Installation Tasks Guide (SITG) Integrated Experion-TPS Nodes (ES-T, ESVT, & ACE-T) User's Guide
You have completed this task. Return to the checklist that led to this task.
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2. Unattended Workstation Deployment (UWD) checklists 2.2. Installing an Experion eServer using UWD
2.2 Installing an Experion eServer using UWD

Considerations Use this task list to install eServer using UWD. This task list is also used for Factory installations. Complete all tasks unless otherwise specified.
Task Read the Software Change Notice (SCN) Install Windows Server 2003 (Standard Edition) and Experion PKS Product using Client / Server Initialization Media. TIP: Skip if Factory Installation. Completing Unattended Workstation Deployment (UWD) installations. TIP: Skip if Factory Installation. For Factory installations ONLY, complete this task and complete all subsequent tasks. TIP: Skip this task if this is a UWD Installation. Update the servers hosts file Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. For other tasks that you may need to perform, go to the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG). 22 Supplementary Installation Tasks Guide (SITG) R310.3 12/08 Page 130 OLS (Online Support) Page 90 Page 84 Page 69 Go to
OLS Knowledge Builder
2. Unattended Workstation Deployment (UWD) checklists 2.2. Installing an Experion eServer using UWD
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2. Unattended Workstation Deployment (UWD) checklists 2.3. Installing an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) node using UWD
2.3 Installing an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) node using UWD
Use this task list to install ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) servers using UWD. This task list is also used for Factory installations. Complete all tasks unless otherwise specified.
Task Read the Software Change Notice (SCN) Install Windows Server 2003 (Standard Edition) and Experion PKS Product using Client / Server Initialization Media. TIP: Skip if Factory Installation. Completing Unattended Workstation Deployment (UWD) installations. TIP: Skip if Factory Installation. For Factory installations ONLY, complete this task and complete all subsequent tasks. TIP: Skip this task if this is a UWD Installation. Update the servers hosts file. If you elected to install a T-Node (ES-T, ESVT, or ACE-T) then install the personality module now. Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. 24 Experion Software Installation User's Guide Honeywell R310.3 12/08 Page 130 Page 132 OLS (Online Support) Page 90 Page 84 Page 69 Go to
2. Unattended Workstation Deployment (UWD) checklists 2.3. Installing an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) node using UWD
Task For other tasks that you may need to perform, go to the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG) If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Experion installation, you will want to perform the supplementary installation tasks on those T-Nodes and perform configuration tasks.
Go to Supplementary Installation Tasks Guide (SITG) Integrated ExperionTPS Nodes (ES-T, ESVT, & ACE-T) User's Guide
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2. Unattended Workstation Deployment (UWD) checklists 2.4. Installing a Console Station using UWD
2.4 Installing a Console Station using UWD

Use this task list to install Console Station using UWD. This task list is also used for Factory installations. Complete all tasks unless otherwise specified.
Task Read the Software Change Notice (SCN) Install Windows XP Professional and Experion PKS Product using Client / Server Initialization Media. TIP: Skip if Factory Installation. Completing Unattended Workstation Deployment (UWD) installations. TIP: Skip if Factory Installation. For Factory installations ONLY, complete this task and complete all subsequent tasks. TIP: Skip this task if this is a UWD Installation. Update the computers hosts file If you elected to install a T-Node (ES-T, ESVT, or ACET) then install the personality module now. Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. Page 130 Page 132 OLS (Online Support) Page 90 Page 84 Page 69 Go to
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2. Unattended Workstation Deployment (UWD) checklists 2.4. Installing a Console Station using UWD
Task For other tasks that you may need to perform, See the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG) and If you have an ICON Console, see Preparing a Client Computer for an ICON Console in the Supplementary Installation Tasks Guide (SITG). If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Experion installation, you will want to perform the supplementary installation tasks on those T-Nodes and perform configuration tasks.
Go to Supplementary Installation Tasks Guide (SITG)
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2. Unattended Workstation Deployment (UWD) checklists 2.5. Installing a Console Extension Station or Flex Station using UWD
2.5 Installing a Console Extension Station or Flex Station using UWD

Use this task list to install Console Extension Station or Flex Station using UWD. This task list is also used for Factory installations. Complete all tasks unless otherwise specified.
Task Read the Software Change Notice (SCN) Install Windows XP Professional and Experion PKS Product using Client / Server Initialization Media. TIP: Skip if Factory Installation. Completing Unattended Workstation Deployment (UWD) installations. TIP: Skip if Factory Installation. For Factory installations ONLY, complete this task and complete all subsequent tasks. TIP: Skip this task if this is a UWD Installation. Update the computers hosts file. Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. Page 130 OLS (Online Support) Page 90 Page 84 Page 69 Go to
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2. Unattended Workstation Deployment (UWD) checklists 2.5. Installing a Console Extension Station or Flex Station using UWD
Task For other tasks that you may need to perform, See the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG) and If you have an ICON Console, see Preparing a Client Computer for an ICON Console in the Supplementary Installation Tasks Guide (SITG). If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Experion installation, you will want to perform the supplementary installation tasks on those T-Nodes and perform configuration tasks.
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3. Manual Clean installation checklists

ATTENTION
Experion PKS R310.1 Supports installation using Experion Software Installation Server (ESIS). For details on creating a ESIS node refer to the Getting Started with Experion Software Guide (GSG) You cannot install Experion PKS nodes on a computer that is configured as a Windows domain controller. You can however be a member of a domain. The computer restarts during the installation process, so it is recommended that you have no other applications running during the installation process.
ATTENTION
Before installing your operating system, the hard drive will be re-formatted. Make sure that you have disconnected any external drives so that those drives will not be inadvertently re-formatted instead of the internal hard drive.
ATTENTION
If you intend to use ESIS for installing Experion node then ensure that ESIS node is ready and folder is shared with appropriate permissions. For details on creating an ESIS node refer to the Getting Started with Experion Software Guide (GSG)
WARNING
If you are replacing an existing Server B due to a hardware failure or you need to restore your Server B databases, see Restoring Server B. DO NOT perform the selections in the table below.
The following table lists the Experion node types that you may be installing. Start each node type installation from this table.
To install an Experion Redundant Server Experion non-Redundant Server Experion eServer. Page 37 Go to Page 33
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3. Manual Clean installation checklists 2.5. Installing a Console Extension Station or Flex Station using UWD
To install an Experion ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) node. Experion Console Station. Experion Console Extension Station or Experion PKS Flex Station.
Go to Page 39
Page 41 Page 43
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3. Manual Clean installation checklists 3.1. Installing an Experion Server
3.1 Installing an Experion Server

Considerations Use this task list to install Redundant ServerB, Redundant ServerA and non-Redundant server.
TIP Make a copy of this checklist so that it is easier to keep track of where you are in the installation process. Task Read the Software Change Notice (SCN) Install Windows Server 2003 (Standard Edition) using one of these methods: Using EXPPlus Media in OS Only mode. Using OEM Media. If a software protection key, also known as a dongle, is supplied in the Experion PKS media box, install this key on the computer. Install Microsoft Internet Information Services (IIS). TIP: SKIP if IIS was selected during EXPPlus or was installed manually. Start the Experion Server installation. Update the servers hosts file If you elected to install a T-Node (ES-T, ESVT, or ACE-T) then install the personality module now. Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Page 91 Page 130 Page 132 OLS (Online Support) Page 129 Page 69 GSG Go to
OLS
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3. Manual Clean installation checklists 3.1. Installing an Experion Server
Task Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. Configure Experion server redundancy. For more information, see Experion R310.1 > Configuration > Server and Client Configuration Guide > Configuring and monitoring a redundant server system. If you installed the Experion PKS server for use with process points, upgrade the firmware in hardware components.
Go to Knowledge Builder
Knowledge Builder
Experion PKS Process Controller Hardware Upgrade Guide Supplementary Installation Tasks Guide (SITG) Integrated Experion-TPS Nodes (ES-T, ESVT, & ACE-T) User's Guide
For other tasks that you may need to perform, go to the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG). If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Experion installation, you will want to perform the supplementary installation tasks on those T-Nodes.
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3. Manual Clean installation checklists 3.2. Installing a T105 Experion Server
3.2
Installing a T105 Experion Server

Use this task list to install T105 Server.
TIP Make a copy of this checklist so that it is easier to keep track of where you are in the installation process.
Considerations
Before you begin ATTENTION

The EXPPlus Client/Server Initialization media does not support Dell T105 servers. Therefore, installation procedures supported by EXPPlus must be manually performed for an Experion T105 Server. T105 servers are preinstalled with Windows 2003 R2 SP2 operating system. Task Reinstall the Operating System without R2 components. Reference/Go to Install the Operating System using OEM media. The R2 components are included in the CD2 of the OEM media. Therefore, When you are prompted to insert CD2 for installing R2, click Cancel and abort the installation. Install network components. Customize the Windows operating system for use with Experion. Install driver for Intel Dual port network Adapters. Configure the dual network ports for FTE driver Installation. Page 49 Page 53 Install base drivers using OEM media Page 54
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3. Manual Clean installation checklists 3.2. Installing a T105 Experion Server
Task Reinstall the Operating System without R2 components.
Reference/Go to Install the Operating System using OEM media. The R2 components are included in the CD2 of the OEM media. Therefore, When you are prompted to insert CD2 for installing R2, click Cancel and abort the installation.
Install Experion R310.2.
Refer to the checklist 3.1Installing an Experion Server (Page 33 ) Exclude the OS installation task and follow the checklist to perform the rest of the tasks.
ATTENTION
For performing a hardware upgrade, refer to section 8.23 Experion node migration with a Platform Hardware change in Experion Migration User's Guide.
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3. Manual Clean installation checklists 3.3. Installing an eServer
3.3 Installing an eServer

Considerations Use this task list to install eServer.
TIP Make a copy of this checklist so that it is easier to keep track of where you are in the installation process. Task Read the Software Change Notice (SCN) Install Windows Server 2003 (Standard Edition) using one of these methods: Using EXPPlus Media in OS Only mode. Using OEM Media. Install Microsoft Internet Information Services (IIS) TIP: SKIP if IIS was selected during EXPPlus or was installed manually. Start the Experion eServer installation Update the servers hosts file Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning System Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. Page 98 Page 130 OLS (Online Support) Page 69 GSG Page 129 Go to
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3. Manual Clean installation checklists 3.3. Installing an eServer
Task For other tasks that you may need to perform, go to the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG).
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3. Manual Clean installation checklists 3.4. Installing an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00)
3.4 Installing an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00)

Considerations Use this task list to install an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00).
TIP Make a copy of this checklist so that it is easier to keep track of where you are in the installation process. Task Read the Software Change Notice (SCN) Install Windows Server 2003 (Standard Edition) using one of these methods: Using EXPPlus Media in OS Only mode. Using OEM Media. If a software protection key, also known as a dongle, is supplied in the Experion PKS media box, install this key on the computer. Start the Experion ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) installation. Update the servers hosts file. If you elected to install a T-Node (ES-T, ESVT, or ACE-T) then install the personality module now. Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Page 104 Page 130 Page 132 OLS (Online Support) Page 69 GSG Go to
OLS
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3. Manual Clean installation checklists 3.4. Installing an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00)
Task Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. For other tasks that you may need to perform, go to the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG). If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Experion installation, you will want to perform the supplementary installation tasks on those T-Nodes.
Go to Knowledge Builder
Supplementary Installation Tasks Guide (SITG) Integrated ExperionTPS Nodes (ES-T, ESVT, & ACE-T) User's Guide
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3. Manual Clean installation checklists 3.5. Installing a Console Station
3.5 Installing a Console Station

Considerations Use this task list to install a Console Station.
TIP Make a copy of this checklist so that it is easier to keep track of where you are in the installation process. Task Read the Software Change Notice (SCN) Installing Windows XP Professional using one of these methods : Using EXPPlus Media in OS Only Mode. Using OEM Media. Start the Experion Console Station installation. Update the computers hosts file If you elected to install a T-Node (ES-T, ESVT, or ACE-T) then install the personality module now. Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. Page 69 GSG Page 110 Page 130 Page 132 OLS (Online Support) Go to
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3. Manual Clean installation checklists 3.5. Installing a Console Station
Task For other tasks that you may need to perform. See the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG) and If you have an ICON Console, see Preparing a Client Computer for an ICON Console in the Supplementary Installation Tasks Guide (SITG). If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Experion installation, you will want to perform the supplementary installation tasks on those T-Nodes and perform configuration tasks.
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3. Manual Clean installation checklists 3.6. Installing a Console Extension Station or Flex Station
3.6 Installing a Console Extension Station or Flex Station

Considerations Use this task list to install a Console Extension Station or Flex Station.
TIP Make a copy of this checklist so that it is easier to keep track of where you are in the installation process. Task Read the Software Change Notice (SCN) Installing Windows XP Professional using one of these methods : Using EXPPlus Media in OS Only Mode. Using OEM Media. Start the Experion Console Extension Station or Flex Station installation. Update the computers hosts file. Install the latest post installation patches and updates from OLS website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. Ensure you have the latest anti-virus definition files and settings described on the OLS website. Defragment the hard drive. Go to : Experion R310.1 > System Administration > System Administration Guide > Tuning system Performance > Optimizing the servers hard disk performance > Defragmenting the hard disk. Page 69 GSG Page 117 Page 130 OLS (Online Support) Go to
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3. Manual Clean installation checklists 3.6. Installing a Console Extension Station or Flex Station
Task For other tasks that you may need to perform. See the Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks Guide (SITG) and If you have an ICON Console, see Preparing a Client Computer for an ICON Console in the Supplementary Installation Tasks Guide (SITG). If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Experion installation, you will want to perform the supplementary installation tasks on those T-Nodes.
Integrated Experion-TPS Nodes (ES-T, ESVT, & ACET) User's Guide
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3. Manual Clean installation checklists 3.7. Installing a MZ-PCWS02 (T3400) Experion Station
3.7
Installing a MZ-PCWS02 (T3400) Experion Station

Use this task list to install MZ-PCWS02 (T3400) workstations.
TIP Make a copy of this checklist so that it is easier to keep track of where you are in the installation process.
Considerations
Before you begin ATTENTION

The EXPPlus Client/Server Initialization media does not support MZPCWS02 workstations. Therefore, you need to manually prepare the Windows operating system for an Experion Station installation. MZ-PCWS02 workstations are preinstalled with Windows XP Professional SP2. Task Although Windows XP Professional SP2 is pre-installed on the workstation, you need to complete the operating system installation when you start the computer. When you start the system, the system prompts you to create a temporary user with administrator privileges. Add a temporary user named Honeywell. After you complete the operating system installation, log on to the computer as Administrator. None. None. Reference/Go to
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Task Install the following Windows XP updates: WINDOWSXP-KB884558-X86-ENU.EXE WINDOWSXP-KB895321- X86-ENU.EXE WINDOWSXP-KB901104- X86-ENU.EXE WINDOWSXP-KB909279- X86-ENU.EXE WINDOWSXP-KB911262- X86-ENU.EXE WINDOWSXP-KB916852- X86-ENU.EXE WINDOWSXP-KB931836- X86-ENU.EXE Customize the Windows operating system for use with Experion. Install driver for Intel dual port network Adapters. Configure the dual network ports for FTE driver Installation. Install the following Dell OMCI utilities OpenManage Client Connector (OMCC) OpenManage Client Instrumentation (OMCI) These tools are useful for diagnosis and changing system settings such as fan speed, temperature, alerts, and so on. Page 63
Reference/Go to Download these updates from Microsoft website and install them.
Install base drivers using OEM media Page 54 Refer to the following Dell Support links and install the utilities. OMCI (Client Instrumentation) Installation http://support.us.dell.com/support/do wnloads/download.aspx?c=us&l=en& s=gen&releaseid=R118490&formatc nt=1&libid=0&fileid=157137 OMCC (Client Connector) Installation http://support.us.dell.com/support/do wnloads/download.aspx?c=us&l=en& s=gen&releaseid=R118161&formatc nt=2&libid=0&fileid=156456
Install Experion R310.2
Refer to the checklist 3.6 Installing a Console Extension Station or Flex Station (Page 43). Exclude the OS installation task and follow the checklist to perform the rest of the tasks.
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ATTENTION
For performing a hardware upgrade, refer to section 8.23 Experion node migration with a Platform Hardware change in Experion Migration User's Guide.
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4. T105 Experion Server installation tasks

4.1 Installing network components
By default, the Windows 2003 Server Operating System installation does not install all the network components required for Experion PKS software. Installing Management and Monitoring Tools components ATTENTION
You must be logged on as an administrator or a member of the Administrators group in order to complete these steps. Step 1 2 Action Choose Start > Settings > Control Panel and double-click Add or Remove Programs. In the Add or Remove Programs screen, click Add/Remove Windows Components tab. The Windows Component Wizard screen appears. 3 4 In the components, select Management and Monitoring Tools check box and click Details. The following sub-components of Management and Monitoring Tools must be selected: Simple Network Management Protocol WMI SNMP Provider WMI Windows Installer Provider 5 Click OK. The Windows Component Wizard screen appears. 6 Click Finish.
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4. T105 Experion Server installation tasks 4.1. Installing network components
Removing the default WMI SNMP Provider component

Step 1 2 Action Choose Start > Settings > Control Panel and double-click Add or Remove Programs. In the Add or Remove Programs screen, click Add/Remove Windows Components. The Windows Component Wizard screen appears. 3 4 5 6 In the components, select Management and Monitoring Tools check box and click Details. Clear the WMI SNMP Provider Component check box. Click OK. Click Next. The Windows Component Wizard screen appears. 7 Click Finish.
Adding WMI SNMP Provider and other custom sub-components

Step 1 2 Action Choose Start > Settings > Control Panel and double-click Add or Remove Programs. In the Add or Remove Programs screen, click Add/Remove Windows Components tab. The Windows Component Wizard screen appears. 3 In the components, select Management and Monitoring Tools check box and click Details.
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Step 4
Action Select the WMI SNMP Provider component.
ATTENTION
Ensure that the following components of Management and Monitoring Tools are also selected: Simple Network Management Protocol WMI Windows Installer Provider. 5 6 Click OK. Click Next. The Windows Component Wizard screen appears. 7 An Insert Disc dialog box appears prompting you to insert the operating system CD1 (Windows Server 2003 - Standard Edition) in the drive. Click OK. 8 9 10 Click Browse and navigate to the I386 folder in the CD1. Click Open. Click OK. The Copy from files dialog box appears while the files are being copied. The Windows Component Wizard screen appears. 11 Click Finish.
ATTENTION
After the installation is complete verify the following file exists: c: \windows\system32\wbem\snmpcl.dll
Installing Internet Information Services (IIS) ATTENTION

You must have the Windows 2003 Operating system CD1 before installing Internet Information Services.
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Step 1 2
Action Choose Start > Settings > Control Panel and double-click Add or Remove Programs. In the Add or Remove Programs screen, click Add/Remove Windows Components tab. The Windows Component Wizard screen appears.
3 4
In the components, select Internet Explorer and Internet Information Services (IIS) check boxes. Click Next. The Windows Component Wizard screen appears.
An Insert Disc dialog box appears prompting you to insert the operating system CD1 (Windows Server 2003 - Standard Edition) in the drive. Click OK.
6 7 8
Click Browse and navigate to the I386 folder in the CD1. Click Open. Click OK. The Copy from files dialog box appears while the files are being copied. The Windows Component Wizard screen appears.
Click Finish and restart your computer. You have completed this task. Return to the checklist that led to this task.
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4. T105 Experion Server installation tasks 4.2. Customizing the Windows operating system for use with Experion
4.2 Customizing the Windows operating system for use with Experion
Customizing the power scheme
Step 1 Action Choose Start > Settings > Control Panel > and double-click Power Options.
ATTENTION
The Power Options icon is available only Classic View. By default, the Control Panel view is Category View. To switch to Classic View, click Switch to Classic View in the left pane of the Control Panel. 2 3 4 5 Click the Power Schemes tab. In the settings for the power scheme, select the preset time settings for Turn off Monitor, Turn off hard disks, as Never. Click Apply. Click OK. You have completed this task. Return to the checklist that led to this task.
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4. T105 Experion Server installation tasks 4.3. Configuring the dual network ports for FTE driver Installation
4.3 Configuring the dual network ports for FTE driver Installation
Identify FTE network adapter ports
Step Action
Identify which FTE adapter port is associated with which connection 1 2 Choose Start > Settings > Network Connections. Disconnect the yellow network cable from the network adapter port. The status of one of the Local Area Connections is indicated as Network cable unplugged. 3 Right-click the local area connection associated with the Network cable unplugged network adapter port and rename it using the following convention: FTE Community Name A yellow. Where Community Name is a descriptive name that does not contain special characters or exceed 244 characters. 4 Reconnect the A - yellow network cable to the network adapter A port. The status is indicated as Enabled. 5 Disconnect the green network cable from the network adapter port. The status of one of the Local Area Connections is indicated as Network cable unplugged. 6 Right-click the local area connection associated with the Network cable unplugged network adapter port and rename it using the following convention: FTE Community Name A green. Where Community Name is a descriptive name that does not contain special characters or exceed 244 characters. 7 Reconnect the A - yellow network cable to the network adapter A port. The status is indicated as Enabled. 8 Right-click the unnamed local area connection and rename it as Aux LAN.
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Determine TCP/IP binding order and, if necessary, reorder connections Binding order determines which FTE port is connected to which switch. That is, the connection listed first in the binding order must be connected to Switch A (yellow tree) in an FTE Network. Since you have already connected network adapter port A (yellow) to Switch A, you must make sure it is first in the binding order. If it is not, reorder the connections.
Step 1 Action Choose Start > Settings > Network Connections. Network Connections dialog box appears.
ATTENTION
The order in which the local area connections appear in Network Connections is not necessarily the same as the binding order. 2 3 4 5 From the Network Connections dialog box, choose Advanced > Advanced Settings. From the Adapters and Bindings tab, identify which network adapter port is listed first under Connections. If the A - yellow network adapter port that is connected to Switch A is NOT listed first under Connections, reorder the connections using the arrows. The B - green network adapter port must appear next in the list. Ensure that the order is maintained as follows: A - yellow B - green 6 Click OK to close the Advanced Settings dialog box and return to Network Connections.
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Network connection properties The following table summarizes the selections that vary between the two FTE network connections (A yellow and B green).
Selection For A - yellow network connection Enter if not using DHCP. Enter addresses if they are not obtained automatically. 1 Register this connections addresses in DNS. Enable NetBIOS over TCP/IP. For B - green network connection Do not enter addresses. Do not enter addresses. Network settings for non-FTE network connection (Aux_Net-1) Do not enter addresses. Do not enter addresses.
Default Gateway address DNS Server address.
IP Settings: Interface metric DNS
5 DO NOT register this connections addresses in DNS. Disable NetBIOS over TCP/IP.
10 DO NOT register this connections addresses in DNS.
WINS
Disable NetBIOS over TCP/IP.
Configure the A - yellow FTE network connection Use this procedure to manually configure the A - yellow (first) FTE network connection. For new Experion systems, all these settings except for the IP addresses are configured by the Experion Application installation routine.
Step 1 2 3 Action If the Network Connections dialog is not open, choose Start > Settings > Network Connections. From Network Connections, right-click the A - yellow network connection, and click Properties. From Properties, click Configure.
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Step 4
Action Configure the link speed and duplex for the network adapter: For Intel Pro 1000 adapters, click the Link tab and select 100 MBs/Full Duplex from the Speed and Duplex list. For other adapters: Click the Advanced tab and select Link Speed & Duplex from the Property list. In the Value drop-down list, select 100 MBs/Full Duplex.
Click OK to return to the Properties dialog box.
ATTENTION
If the Properties dialog box closes, right-click the A - yellow network connection, and click Properties. 6 7 From Properties dialog box, select Internet Protocol (TCP/IP) and click Properties. If you are using DHCP, select Obtain an IP address automatically. If you are NOT using DHCP, select Use the following IP address and configure the TCP/IP settings. 8 Select Obtain DNS server address automatically. Or Select Use the following DNS server addresses and enter the IP addresses for your DNS servers.
ATTENTION
Each of the two connections associated with FTE has a separate IP address, but services only bind to one of these addresses. To ensure the host name is resolved to a single IP address and guarantee the client can connect to the service, you must verify that only the A - yellow connection is registered with DNS. 9 10 Click Advanced from the Internet Protocol (TCP/IP) Properties dialog box. Perform the following from the IP Settings tab: If you are using the XP or Windows 2003 Server, clear the Automatic metric check box (check box does not appear in Windows 2000). Type 1 in the Interface metrics box. 11 If you are using DNS, click the DNS tab and select Register this connections addresses in DNS. Experion Software Installation User's Guide Honeywell 57
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Step 12 13
Action Click the WINS tab, select Enable NetBIOS over TCP/IP and click OK. Close all dialog boxes and return to Network Connections. You are now ready to configure the B - green network connection.
Configure the B - green FTE network connection Use this procedure to manually configure the B - green (second) FTE network connection. For new Experion systems, all these settings except the IP addresses are configured by the Experion Application installation routine.
Step 1 2 3 4 Action If the Network Connections dialog box is not open, click Start > Settings > Network Connections. From Network Connections, right-click the B - green network connection and select Properties. From the Properties dialog box, click Configure. Configure the link speed and duplex for the network adapter: For Intel Pro 1000 adapters, click the Link tab and select 100 MBs/Full Duplex from the Speed and Duplex list. For other adapters: Click the Advanced tab and select Link Speed & Duplex from the Property list. In the Value drop-down list, select 100 MBs/Full Duplex. 5 Click OK to return to the Properties dialog box.
ATTENTION
If the Properties dialog box closes, right-click the B - green network connection, and select Properties. 6 7 From the Properties dialog box, select Internet Protocol (TCP/IP) and then click Properties. If you are using DHCP, select Obtain an IP address automatically. If you are NOT using DHCP, select Use the following IP address and configure the IP address and Subnet mask
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Step
Action
ATTENTION
The Default Gateway does not need to be configured for the B green network. Each of the two ports associated with FTE has a separate IP address, but services only bind to one of these addresses. To ensure the host name is resolved to a single IP address and guarantee the client can connect to the service, you must verify the B - green link is NOT registered with DNS. For this reason, you do not need to enter an address for the Default gateway or the DNS servers on the B green network connection. 8 9 Click Advanced from Internet Protocol (TCP/IP) Properties. Click the IP Settings tab and do the following: If you are using the XP operating system, clear the Automatic metric check box (check box does not appear in Windows 2000). Type 5 in the Interface metrics box. 10 11 12 Click the DNS tab, and clear the Register this connections addresses in DNS checkbox. Click the WINS tab, select Disable NetBIOS over TCP/IP and click OK. Close all dialog boxes and restart the computer.
Dual NIC Card Ports are now configured and ready for FTE Installation.
Enter IP addresses for the network connections Use this procedure when the FTE network connections are already configured and you need to set the IP addresses.
Step 1 Action If the Network Connections dialog box is not open, choose Start > Settings > Network Connections.
Configure the A yellow FTE network connection R310.3 12/08 Experion Software Installation User's Guide Honeywell 59
Step 2 3 4
Action From Network Connections, right-click the A - yellow network connection, and select Properties. From the Properties dialog box, select Internet Protocol (TCP/IP) and click Properties. If you are using DHCP, select Obtain an IP address automatically. If you are NOT using DHCP, select Use the following IP address and configure the TCP/IP settings.
Select Obtain DNS server address automatically Or Select Use the following DNS server addresses and enter the IP addresses for your DNS servers.
Close all dialog boxes and return to Network Connections.
Configure the B green FTE network connection 7 From Network Connections, right-click the B - green network connection and select Properties. From the Properties dialog box, select Internet Protocol (TCP/IP) and click Properties. If you are using DHCP, select Obtain an IP address automatically. If you are NOT using DHCP, select Use the following IP address and configure the IP address and Subnet mask.
8 9
ATTENTION
The Default Gateway does not need to be configured for the B green network. 10 Close all dialog boxes and restart the computer.
Dual NIC Card Ports are now configured and ready for FTE Installation.
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4. T105 Experion Server installation tasks 4.4. Troubleshooting
4.4
Troubleshooting
If the OS or the hard disk is corrupted, perform the following steps:
Step 1 2 3 Format the hard disk. Reinstall the Operating System using the OEM media. Follow the installation checklist in page 35 and complete all the tasks listed in the checklist. Action
Handling Operating System or hard disk corruption
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5. MZ-PCWS02 Experion Station installation tasks

5.1 Customizing the Windows operating system for use with Experion
Removing the temporary 'Honeywell' user
Step 1 Action Choose Start > Settings > Control Panel and double-click User Accounts. The User Accounts screen appears. 2 On the Users tab select the user you want to remove, and click Remove. A confirmation message appears. 3 Click Yes.
Changing the Start Menu style

Step 1 Action Right-click the Task Bar and choose Properties. The Taskbar and Start Menu Properties screen appears. 2 3 4 5 Click the Start Menu tab. Select Classic Start Menu. Click Apply. Click OK.
Customizing the power scheme

Step 1 Action Choose Start > Settings > Control Panel > and double-click Power Options. The Power Options Properties screen appears.
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5. MZ-PCWS02 Experion Station installation tasks 5.1. Customizing the Windows operating system for use with Experion
Step
Action
ATTENTION
The Power Options icon is available only Classic View. By default, the Control Panel view is Category View. To switch to Classic View, click Switch to Classic View in the left pane of the Control Panel. 2 3 4 5 Click the Power Schemes tab. In the settings for the power scheme, select the preset time settings for Turn off Monitor, Turn off hard disks, and System standby as Never. Click Apply. Click OK.
Turning off the welcome screen ATTENTION

Logging on at the Welcome screen is not available on computers that are members of a network domain. Step 1 Action Choose Start > Settings > Control Panel > and double-click User Accounts. The User Accounts screen appears. 2 3 Click Change the way users log on or off. Clear the Use the Welcome screen check box.
Customizing the Visual effects

Step 1 Action Choose Start > Settings > Control Panel and double-click System. The System Properties dialog box appears. 2 Click the Advanced tab.
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Step 3
Action Under Performance, click Settings. The Performance Options dialog box appears.
4 5 6
On the Visual Effects tab, select Adjust for best performance. Click OK to close the Performance Options dialog box. Click OK to close the System Properties dialog box.
Customizing the Data Execution Prevention settings

Step 1 Action Choose Start > Settings> Control Panel and double-click System. The System Properties dialog box appears. 2 3 Click the Advanced tab. Under Performance, click Settings. The Performance Options dialog box appears. 4 5 6 Click the Data Execution Prevention tab. Select Turn on DEP for all programs and services except those I select. Click Add. The open dialog box appears. 7 Browse to the following path C:\\WINDOWS\\System32\wbem and doubleclick wbemtest.exe. A warning message appears. 8 9 Click OK to proceed. Repeat steps 6 through 8 to add the following exe files: wmiadap.exe wmiprvse.exe 10 11 12 R310.3 12/08 Click Apply. Click OK to close the Performance Options dialog box. Click OK to close the System Properties dialog box. Experion Software Installation User's Guide Honeywell 65
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5. MZ-PCWS02 Experion Station installation tasks 5.2. Troubleshooting
5.2
Troubleshooting
If the OS or the hard disk becomes corrupted, perform the following steps:
Step 1 2 3 Format the hard disk. Reinstall the Operating System using the OEM media. Follow the installation checklist in page 45 and complete all the tasks listed in the checklist. Action
Handling Operating System or hard disk corruption
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6. Experion PKS Installation tasks

6.1 EXPPlus - Client/Server initialization
Experion PKS Client/Server Initialization DVD (EXPPlus). The Windows Server 2003 / XP Professional Certificate of Authenticity, which contains Product Identification number. For Windows Server 2003: Microsoft Windows Server 2003 (Standard Edition) CD, or Microsoft Windows Server 2003 R2 (Standard Edition) CD Set, (See note), or Dell Windows Server 2003 (Standard Edition) re-installation CD, or Dell Windows Server 2003 R2 (Standard Edition) CD Set re-installation CD, (See note). Note: If you have the R2 version (2 CD Pack), then only Disk 1, which contains Windows Server 2003 Service Pack 1, should be used. For Windows XP: Microsoft Windows XP Professional CD or Dell re-installation is recommended. Use a Windows XP Professional CD SP2 media for OS installation otherwise you will be prompted to re-insert the EXPPlus media during the installation. ATTENTION
EXPPlus Installation facilitates installation by installing platform specific drivers, updates, and post installation configuration for Experion system. The EXPPlus media does not contain Operating System software. EXPPlus installation will prompt the user to insert Windows Server 2003/XP Professional media
Prerequisites
If the Experion PKS software is installed as a continuation of the EXPPlus installation, you will additionally need the following medias. Experion PKS Application Software. Experion PKS Knowledge Builder. Experion PKS CAB Developer (Optional required only if CAB is selected) Experion PKS MSDN (Optional required only if CAB is selected) Experion PKS Support Software. Introduction The EXPPlus media can be used for the following installation scenarios:
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6. Experion PKS Installation tasks 6.1. EXPPlus - Client/Server initialization
A clean installation of the Windows Server 2003 (Standard Edition) on the following Honeywell servers SC1430-based Honeywell platform. 1600SC-based Honeywell platform 1800-based Honeywell platform 2600-based Honeywell platform 2850-based Honeywell platform 2900-based Honeywell platform 2950-based Honeywell platform A clean installation of the Windows XP Professional on the following Honeywell workstations: 360-based Honeywell platform 370-based Honeywell platform 470-based Honeywell platform 490-based Honeywell platform T5400-based Honeywell platform CAUTION
Honeywell Qualified platforms contain configurations and hardware components that are specific to the Honeywell configuration. Similar models purchased directly from Dell or from some other manufacturer may not contain the same qualified hardware. In this case, for Dell platforms, use Dells OEM installation method.
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Considerations Before proceeding to install EXPPlus, refer to the following steps for hardware and peripherals setup.
Step 1 Action Insert the EXPPlus media into the appropriate drive of the target platform. Autorun launches the On-Media web home page. For a migration, close this screen and proceed to the next step. Note: It may be necessary to perform this procedure on a system that already has a running Windows operating system to view the information about the installation. Items such as RAID, BIOS, etc may have to be modified. TIP RAID and BIOS Firmwares are updated during EXPPlus installation 2 For PowerEdge Servers with RAID Controllers: Click on EXPPlus Link on the left hand side, then on BIOS Settings link in the Installation Procedure step 3. Follow the procedure for RAID Configuration
ATTENTION
RAID Configuration procedure for PowerEdge 2900 and 2950 Server is separate from that for 1600SC, 2600, 1800, and 2850. Refer the correct procedure for your Dell Platform Review the information on the page, and if necessary perform the steps on the target platform to initialize the RAID configuration before starting the installation. 3 For Workstations: Click on the Device connections. Then, Click on Multi-Monitor setup instructions and connect the Monitors as described. Click on the Keyboard/Touchscreen Setup and connect the Keyboards and/or Touchscreens as described.
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Step 4
Action Restart the target node. Upon BIOS initialization, press F2 key to enter the BIOS Configuration/Setup page. For Dell Platforms configure the BIOS as given below. For PowerEdge 1600SC/1800/2600/2850/2950/2900/SC1430 Servers: Highlight Boot Sequence and press Enter Bring the CD-ROM device to the top by pressing +/-. For Dell Precision Workstation 360: Highlight Boot Sequence and press Enter Bring the CD-ROM device to the top by pressing +/-. For Dell Precision Workstation 370/470/490: Expand System menu and highlight Boot Sequence and press Enter. Select Onboard or USB CD-ROM Drive and bring it to the top by pressing U/D.
As per the node type, follow the appropriate steps described below.
ATTENTION
Not applicable for Dell Precision Workstation 490. Not applicable for Dell PowerEdge Server SC1430, 2900, 2950. For Server Platforms, enable Logical Processors. For PowerEdge Servers: Highlight CPU Information and press Enter. Highlight Logical Processor, set it to Enabled, and press Enter. For Workstation Platforms, enable Hyper Threading. For Dell Precision Workstation 360: Highlight CPU Information and press Enter. Highlight Hyper-Threading, set it to Enabled, and press Enter. For Dell Precision Workstation 370 & 470: Expand Performance. Highlight Hyper-Threading and press Enter. Highlight on and press Enter.
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Step 6
Action If the target platform is using FTE via add-on Dual Port NIC, disable the onboard NIC in BIOS as per the steps described below.
ATTENTION
Not applicable for Dell PowerEdge 2850 server. For PowerEdge Servers: Highlight Integrated Devices and press Enter Highlight Embedded xxxx NIC, set it to Disabled and press Enter For Dell Precision Workstation 360 Highlight Integrated Devices (LegacySelect Options) and press Enter Highlight Network Interface controller, set it to Off, and press Enter For Dell Precision Workstation 370, 470, and 490 Expand Onboard devices. Highlight Integrated NIC and press Enter. Highlight Off and press Enter. 7 For Workstations supporting three or four displays, it may be necessary to change the BIOS for the primary Video Controller from PEG to PCI. For Dell Precision Workstation 370 Expand Video Highlight Primary Video and press Enter Highlight PCI and press Enter
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For Dell Precision Workstation 470, leave the defaults as is, for example PEG. 8 For Dell Platforms Press ESC, Select Save Changes and Exit and click Enter.
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For Dell Precision Workstation 490, Select Save/Exit
Attention
You have completed this procedure. Continue to the next procedure Starting the EXPPlus installation.
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Starting the EXPPlus installation Floppy Options

The following floppy usage options are available. Use no floppy. Configuration files will be saved on RAM disk and are not available for future installations. Insert a blank floppy disk. Configuration files can be saved on floppy disk and can be used for future installations. Insert a floppy disk with configuration files. For re-installing the same node.
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It is recommended to save configuration files on Floppy disk as a backup. If configuration files are saved on RAM disk, they cannot be used later for reinstallation. Step 1 2 Action Ensure that the EXPPlus media is in the system drive.. Restart the computer. The EXPPlus initialization screens will appear. For Windows 2003 Server installation, review the on-screen warning for RAID. EXPPlus will automatically install RAID firmware, but it does not automatically configure RAID. If you have not defined your RAID settings, press Abort Installation to cancel EXPPlus. Reboot the PC, configure RAID and repeat Step 1; otherwise, Click Continue 3 (For re-installation) If floppy disk has valid configuration files. Go to Step 11.
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Step 4
Action On the following screen, select Experion PKS.
If configuration files that exist in floppy disk are not valid, click Modify button (If enabled) to modify the existing configuration files or click Generate to create new configuration files. The Experion PKS Configuration Tool (EPCTool) is displayed after performing the above steps.
ATTENTION
If you are not performing a platform hardware upgrade, then go to Step 11. 5 On the Platform tab under Installation. Select Operating System and Experion PKS (R310) for fully unattended OS and Experion installations. Select Operating System Only for manual Experion PKS installations. All remaining information on this page is view only.
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Step 6
Action If the EPN is FTE, then select FTE Based EPN, for all other options select FTE Supervisory.
ATTENTION
Do not change the NIC MAC addresses. 7 Click the Input/Output Devices tab and complete the form. PowerEdge Servers only support: Single monitor option. 1024x768 resolution option. Standard System Keyboard option. Single/Dual/Triple/Quad monitor configurations are possible on: Dell Precision Workstation 360 Dell Precision Workstation 370 Dell Precision Workstation 470 Dell Precision Workstation 490 For more details refer the connection details in on-media webpage
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TouchScreen Present option is available only for Dell Precision Workstations (360/370/470/490). Keyboard options are available only for Workstations. (If you have selected Integrated Keyboard/OEP, do not select it later in the Experion PKS Software installation Optional Components.)
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Step 8
Action Click the System Details tab and complete the form with appropriate details.
Naming restrictions
The computer name must be 15 characters or less in length and cannot contain spaces or other nonstandard characters. The last letter for Redundant Servers must end in the letter A or B, with the same Base Name. For example, HSERVA and HSERVB. All other nodes including non-redundant Servers Must Not end with the letters A or B. FTE names must include the words Yellow or Green as appropriate. Tuning Options: Node Experion PKS Server eServer ACE/Simulation Environments Console Station Flex Station Console Ext. Station Server Services: Terminal Server Service is only available on Flex /Console Extension Stations installed with Windows 2003 Server Operating System. Internet Information Services MUST be selected for eServers and Experion PKS Servers. For ACE and Simulation Environments, Select No addition services. Server Optimization Max T-P for Network Apps Max T-P for Network Apps Balance Max T-P for Network Apps Max T-P for Network Apps Max T-P for Network Apps Performance Tuning Options Tune for Services Tune for Services Tune for Services Tune for Services Tune for Application Tune for Application
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Step
Action Select/Configure the Partition Disk: Use Drive C: [SYSTEM]. Single Partition. Two Partition. If you select Two partitions enter Size of primary partition in GB). Minimum required size of primary partition is 15 GB.
ATTENTION
If the hard disk is already partitioned, Experion can be installed on the C partition if selected. The C partition will be completely formatted. 9 Click the Activation tab.
ATTENTION
Dell Platforms will be pre-activated only when Dell Reinstallation Operating System media is used for installation. Otherwise, Windows activation must take place through Microsoft at end of installation by phone or over the internet at your site.
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Step 10 Click the Summary tab.
Action
Review the configuration details and make changes if required. If you had selected to Install the Operating System and Experion PKS (R310), click the Process Software button and perform the following tasks:
ATTENTION
Operating System configuration and Network Configuration choices will restrict the types of Experion nodes that can be selected for installation. Some of these are the following: Network Configuration (for example. FTE Network Type) Optional Services installed (Terminal Server Service and Internet Information Server) For Experion PKS Servers ONLY, it will be necessary to select the appropriate Redundancy Option at the top left of the dialog. If necessary, change the Computer Name. Select the System Type. NOTE: If the intended System Type is not available, click abort and review your selections. When complete, press the Process Software button again and repeat the process. Click OK on the Operation Completed message. Click Generate Configuration Files. EPCTool prompts to save the configuration files to a floppy disk. If a floppy disk is in use, click Yes followed by OK to acknowledge the file copy message. If not done prior, a blank floppy disk can be inserted at this time. Click No if you do not intend to save the configuration on a floppy disk.
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Step 11
Action Screen indicating Configuration files are valid will appear.
Click Continue to start the Windows Server 2003 / Windows XP installation.
CAUTION
If you had selected Use Drive C: [SYSTEM] then only C Drive will be formatted. Drive letters may be change. If Single or Two Partition is selected in System Details tab then the process partitions and formats the hard drive before starting the installation. Previous data stored on the drive will no longer be accessible after confirming the dialog. Click on the EPCTool to revisit and make changes to the configuration. 12 On the End users License Agreement (EULA) screen, click I Agree.
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Step 13
Action Wait until the following dialog appears and prompts you to insert Windows media.
14
Remove the EXPPlus media and insert the appropriate OS media as described in the Prerequisites: in this section, Windows Server 2003 Std. Edition media or Windows XP Professional media. Click Continue. A dialog will appear indicating that the OS files are being copied to the system. A message also tells you to not touch the computer.
ATTENTION
The Windows OS installation process will restart the computer several times. It is no longer necessary to boot off of a CD/DVD and the following message Press any key to boot from CDROM should be ignored.
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Step 15
Action When the following dialog appears:
Perform the appropriate action: If you are using the ESIS to perform this migration, click Cancel to proceed. If you are not using the ESIS insert the Experion EPKS Application DVD into the drive and click Continue. 16 Wait until Microsoft EULA screen appears. Review the License Agreement and when ready, select the I accept this agreement radio button and click Next to continue 17 18 Windows setup will prompt you for the Admin password. Enter the password and click Next. Expect to see the following in the next few steps: EXPPlus installation 310 screen Windows/Dell Installation screens Screen flickering and Computer restarting
CAUTION
DO NOT TOUCH THE COMPUTER!
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Step 19
Action When the OS installation finishes, the following dialog appears when installing a node in a Domain or when using the ESIS:
If you are using an ESIS for this installation or installing in a domain, click Finish. If you are not using ESIS, then insert the Experion PKS Application media and click Continue 20 If you installed a new PC, connect the new PC to the network and confirm proper network operation. You have completed this task. Return to the procedure that led to this task.
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6. Experion PKS Installation tasks 6.2. Completing Unattended Workstation Deployment installations
6.2 Completing Unattended Workstation Deployment installations

ATTENTION During a UWD, all user interaction dialogs contain the message UWD System Config to distinguish the information collection dialogs from the actual installation dialogs. Step 1 Action On the Unattended Workstation Deployment dialog click OK to continue. Upon completion of the Operating System installation, an UWD dialog states that It is necessary for you to enter your system information in the screens which follow and click OK to continue. 2 Depending on the Experion PKS system type chosen, you may be presented with several Networking Selection Dialogs. Make the appropriate selection based upon your Control System Networking Topology plans.
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If you did not pre-plan your Control Systems Networking Topologies, press the Help Button on each dialog for additional information that will help you choose the proper selections. 3 On the License Agreement screen, read the license agreement and then click I accept the terms in the license agreement, and then click Next.
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Step 4
Action On the Experion PKS Customer Information and Software Licenses screen: Enter Customer Information. Enter the System Number and Authorization Number for Experion PKS System Software. If you are installing TPS components, then select the LCN under Optional Control Network connections. Making the LCN selection will install the required TPS infrastructure on your system. For ES-F/CE, ES-C, ACE, and Simulation Environments select Install Custom Algorithm Block (CAB) Developer Remote Debug if required.
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Some systems may prompt with a default Experion PKS System License and Authorization Number already filled in. This should always be replaced with the Experion PKS System License and Authorization Numbers purchased with the software to enable all of your specific site requirements. Press the Help Button for additional information that will help you choose the proper selections. 5 If you want to install optional TPS components, select Yes under Are there licensed TPS Components to Install? Then fill in the appropriate TPS Component License Number and Authorization Number. Click Next. On the Experion PKS - Optional Components screen, select the required optional components, and then click Next.
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Some Packages should not be installed on all systems and have topology restrictions. Press the Help Button for additional information that will help you choose the proper selections.
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Step 6
Action For Experion PKS Server and eServer, you will be prompted whether or not to install the Enterprise Model Database. (EMDB). Select the appropriate option and click Next to continue.
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If you are installing redundant servers, this selection should be consistent on BOTH ServerA and ServerB. If you are unsure whether this is needed for your topology, leave the default as Install. A utility application is available to remove or re-add the software post installation. Press the Help Button for additional information that will help you choose the necessary selection.
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Step 7
Action During Experion Server installation with FTE or Ethernet for Simulation Systems as EPN user will be prompted to enter following items. This information will be served to Control Devices such as Cx00, ACE, and Simulation Environments etc Enter the Base IP Address, Subnet Mask, and Default Gateway.
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If you are unsure of what IP Address/subnet scheme you are planning to implement, enter in the IP Address, Subnet Mask and Default Gateway of the system you are setting up. This can be changed later via System Preferences information in Control Builder during post installation prior to downloading control strategies. Press the Help Button for more information. Click Next to continue. Enter the First and Second (optional) NTP Server IP address. Fill in the IP Address of NTP First and Second Time Servers in the network.
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If you are unsure of what your time servers IP Addresses are, you can default to the localhost for NTP First and 0.0.0.0 for the NTP Second. This information can be changed later during the Setting Up Time Synchronization in the SITG. Press the Help Button for more information. Click Next to continue.
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Step 8
Action For Experion PKS Console Stations, ACE, and Simulation Environments, you will be prompted to enter the Cluster Name of the Experion PKS Server the node communicates with.
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For Standalone Servers, the Cluster Name is the Computer Name. For Redundant Systems, the Cluster Name is the Computer Name, minus the last letter (A or B). Press the Help Button for more information. Enter the Cluster Name. If the server is to be a redundant server, select the Server is Redundant checkbox. Click Next to continue. 9 For ACE or Simulation Environments: On the Experion PKS - Enter MNGR Password screen, select the check box if your system configuration requires the CDASP Service to logon using the mngr account. 10 11 12 The Confirm Installation Settings dialog presents a summary of your selections. Confirm your inputs and click Next to continue. Click Continue on the Product Selection (Installation Data Gathering is complete). CAUTION The remaining part of the installation is performed in an unattended manner. Installation dialogs will be displayed at this point with a message CAUTION UWD Installation is automatic please do not touch this dialog box. If the system requires interaction, the CD/DVD tray will be ejected and a message will be displayed on the screen. Perform the task required, click Yes to continue, and then do not interact with the system. 13 When prompted, remove the media in the CD/DVD tray and insert the media that is being requested. Click Yes.
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Step 14
Action Upon completion of the automated installation, you will be prompted to change the password of any accounts created during the installations. ATTENTION
If this node will be part of a domain, ensure that the password adheres to the domain password policy.
After completion of the password changes, click Done on the dialog and OK to acknowledge the warning message. 15 16 Acknowledge the Check OLS dialog. Reboot the system. This completes the unattended installation process. You have completed this task. Return to the checklist that led to this task.
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6. Experion PKS Installation tasks 6.3. Factory Installation Setup
6.3 Factory Installation Setup

Step 1 2 Action On License Agreement screen, read the license agreement and then click I accept the terms in the license agreement, and then click Next. On the Computer Name and Administrator Password screen, enter the Administrator password, and then Click Next.
CAUTION
DO NOT change your computer name. You will perform these tasks at a later time. 3 4 5 If prompted, on the Hardware Installation screen, Click Yes (multiple times) On the windows Login screen, click OK. On the Change Password Utility screen, set password for all Windows accounts. Follow the on screen prompts and then click Done, followed by OK. ATTENTION The mngr password must be the same on all Experion PKS nodes. The password must meet all Windows password policy requirements such as length, special characters, etc. If this node will be part of a domain, ensure that the password aheres to the domain password policy. You have completed this task. Return to the checklist that led to this task.
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6. Experion PKS Installation tasks 6.4. Starting an Experion Server clean installation
6.4 Starting an Experion Server clean installation

The following procedure details the steps required to successfully install an Experion Server.
Step 1 Action Restart the computer and log on using a Windows account with local administrators rights. This Windows account must be used throughout the installation. If using the ESIS for installing Experion software then map the ESIS shared folder on the node locally. See the Getting Started with Experion Software Guide for details on setting up the ESIS. See this guide, Map a drive to the ESIS on page 133 for details on mapping to the ESIS.
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If your user account and password logging onto the system is recognized by the ESIS Server, perform a direct network mapping to the ESIS Share, using the Reconnect at Logon option. Or Create a batch file called startup.bat with the following contents: NET USE /PERSISTENT:NO NET USE I: \\<<ESIS Server Name>>\<<MEDIA Share>> /USER:<<Domain\User>> <<the users password>> Save the Startup.bat file to C:\Documents and Settings\All Users\Start Menu\Programs\Startup (Assuming the OS is installed on the C Drive) Note: The same can be used without an account password, but it will be necessary to enter the password on each system restart.
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Skip this step if using a physical media for Installation.
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Step 3
Action Insert the Experion PKS Application Software Media into the CD/DVD Drive. Or If using ESIS right click on the ESIS mapped network drive and click Autoplay. An autorun page should appear on the display. Click on the arrow button, next to the label Install/Migrate Experion PKS If the Autorun page was not automatically displayed, use Windows Explorer to browse to root directory of the Experion PKS Application Software Media, and then double-click the setup.exe.
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In case of ESIS installation security dialog may appear, click on Open Click on continue on all security warning prompted. After starting Installation / Migration close the autorun page.
ATTENTION
If you see the error message below, it means you have tried to start the installation twice, for example by clicking on the Setup.exe twice or clicking on the Install/Migrate Experion PKS twice. Click OK and the first installation instance will proceed.
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Step 4 5 6 7
Action On Experion PKS System Evaluation screen, select Install Clean, and then click Next. On Migration Application warning screen, click Yes. If Migration Application is about to reboot appears, click OK to shutdown and restart the system. Log on as before. On the Experion PKS - Product Selection screen, Select Experion PKS Server. If necessary, check the box, Caution Be sure this box is checked if your Control System has one or more of the following: C200 and / or C300 controllers ACE, SIM-C200 or EHG nodes Fieldbus Interface Module, or FTE Bridge module
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If you are unsure whether the check box needs to be selected or not, refer to the On-Line Help by selecting the help button for a detailed description. Click Next 8 Depending on the above selection, one or two Network Selection screens will appear. Make appropriate selections, and then click Next. If you are installing TPS components, then select the LCN under Optional Control Network connections. Making the LCN selection will install the required TPS infrastructure on your system. You must have an LCNP4 board installed on the PC to use the LCN.
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Refer to the On-Line Help Button for a detailed description of the Network selections. 9 On License Agreement screen, read the license agreement and then click I accept the terms in the license agreement, and then click Next.
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Step 10
Action On the Experion PKS Customer Information and Software Licenses screen, Enter Customer Information. Enter the System Number and Authorization Number for Experion PKS System Software. If you want to install optional TPS components, select Yes under Are there licensed TPS Components to Install?, then fill in the appropriate TPS Component License Number and Authorization Number. Click Next.
11
On the Experion PKS - Optional Components screen, select the required optional components, and then click Next. CAUTION This option cannot be loaded haphazardly on all nodes. SES should only be loaded on one node in a cluster. For redundant Servers it has to be installed on both. Refer to the On-Line Help.
12
On the EMDB screen, if this server is intended to be the single repository (per server cluster) for the Enterprise Model database, select Install, otherwise select Do Not Install, and then click Next.
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If you are installing redundant servers, this selection should be consistant on BOTH ServerA and ServerB. If you are unsure whether this is needed for your topology, leave the default as Install. A utility application is available to remove or re-add the software during post installation called EPKS_Modify. Press the Help Button for additional information that will help you choose the proper selection.
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Step 13
Action If you selected Fault Tolerant Ethernet (FTE) or Ethernet for Simulation Systems as Experion PKS Process Network (EPN), On the FTE or EthNet_SIM IP Address Configuration screen: Enter the Base IP Address, Subnet Mask, and Default Gateway. Click Next to proceed On the NTP IP Address configuration screen: Enter the NTP First IP address. Enter the NTP Second IP address or default to 0.0.0.0.
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If you are unsure of what your time servers IP Addresses or FTE configuration, use the IP Address for the system you are setting up. This information can be changed during post installation. Click Next. 14 On the Experion PKS - Enter MNGR Password screen, type the Windows mngr account password and then click Next.
Attention
The mngr password must be the same on all Experion PKS nodes. The password must meet all Windows password policy requirements such as length, special characters, etc. 15 On the Confirm Installation Settings screen, verify that the Software Installation Settings are correct, and then click Next. If required, you can go back and make changes. On the Product Selection screen, click Continue. During the process, several packages will be installed. The status of each will be provided on Status Panel. Between different phases, an Attention screen will appear. Click OK to shutdown and restart. Log on with the same account and password as before. 18 If you selected ControlNet (via PCIC) or ControlNet (via Ethernet) or RSLinx in a Network Selection screen, follow the RSLinx on-screen prompts. For more detail, you can go to page. 143, Installing RSLinx.
16 17
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Step 19
Action You will be asked to remove the Application DVD and insert the Knowledge Builder DVD.
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User will not be prompted for media change if using ESIS During the Knowledge Builder install, additional dialogs will be presented. Follow the on-screen instructions. For more detail, you can go to page. 124, Install Knowledge Builder. After the Knowledge Builder installation has completed, you will be asked to remove the Knowledge Builder DVD and re-insert the Application DVD.
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User will not be prompted for media change if using ESIS 20 On the auto run page, Click on the arrow button next to the label Close to close the auto run page. Engineering Tools, Server software, Operator Displays, Profit Loop Assistant programs are loaded. Click OK to shutdown and restart. Log on with the same account and password as before. 21 When prompted remove the Experion PKS Application Software Media, Insert Support Media and click Yes.
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User will not be prompted for media change if using ESIS On Experion PKS Update Manager Update (s) Installation screen, click Next. On Experion PKS Update Manager Installation confirmation screen, click Install. Click OK to shutdown and restart. Log on with the same account and password as before.
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If prompted, click on setup or continue to proceed with any patch/updates installation. Also if prompted acknowledge any additional dialogs. Click Finish. 96 Experion Software Installation User's Guide Honeywell R310.3 12/08
Step 22 23 24
Action Click OK to shutdown and restart. Log on with the same account and password as before. On the Experion PKS Setup Complete screen, Click Finish. Read the information on the screen and click OK.
Attention:
Apply any additional Patches/updates downloaded from Online Support website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. 25 If you have a Carroll Touch Screen, see Configuring a CarrollTouch touch screen for configuration steps.
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6. Experion PKS Installation tasks 6.5. Starting an Experion eServer installation
6.5 Starting an Experion eServer installation

The following procedure details the steps required to successfully install an Experion eServer..
Step 1 2 Action Restart the computer and log on using a Windows account with local administrators rights. This Windows account must be used throughout the installation. If using the ESIS for installing Experion software then map the ESIS shared folder on the node locally. See the Getting Started with Experion Software Guide for details on setting up the ESIS. See this guide, Map a drive to the ESIS on page 133 for details on mapping to the ESIS.
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Step 3
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Step 4 5 6 7
Action On Experion PKS System Evaluation screen, select Install Clean, and then click Next. On Migration Application warning screen, click Yes. If Migration Application is about to reboot appears, click OK to shutdown and restart the system. Log on as before. On the Experion PKS - Product Selection screen, Select Experion PKS eServer. Click Next.
Depending on the above selection, on Network Selection screens make appropriate selections, and then click Next.
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Refer to the On-Line Help Button for a detailed description of the Network selections. 9 10 On License Agreement screen, read the license agreement and then click I accept the terms in the license agreement, and then click Next. On the Experion PKS Customer Information and Software Licenses screen, Enter Customer Information. Enter the System Number and Authorization Number for Experion PKS eServer. Click Next. 11 On the EMDB screen, if this server is intended to be the single repository (per server cluster) for the Enterprise Model database, select Install, otherwise select Do Not Install, and then click Next.
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If you are unsure whether this is needed for your topology, leave the default as Install. A utility application is available to remove or re-add the software during post installation. Press the Help Button for additional information that will help you choose the proper selection. a)
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Step 12
Action On the Experion PKS - Enter MNGR Password screen, type the Windows mngr account password and then click Next.
Attention:
The mngr password must be the same on all Experion PKS nodes. The password must meet all Windows password requirements such as length, special characters, etc. 13 On the Confirm Installation Settings screen, verify that the Software Installation Settings are correct, and then click Next. If required, you can go back and make changes. On the Product Selection screen, click Continue. During the process, several packages will be installed. The status of each will be provided on Status Panel. Between different phases, an Attention screen will appear. Click OK to shutdown and restart. Log on with same account and password as before. 16 You will be asked to remove the Application DVD and insert the Knowledge Builder DVD.
14 15
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User will not be prompted for media change if using ESIS
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Step 17
Action Experion PKS eServer installs with minimal user interaction.
Attention
There is an initialization phase that can take a minute or two. This is normal. a) Enter Standard Access Admin password. b) Enter Standard Access User password. c) Click Next. d) Select Complete Install, which is the default. e) Click Next. f) Click Install. 18 19 20 Server Software, Operator Displays, Profit Loop Assistant, and Additional optional components are installed with no user interaction. Click OK to shutdown and restart. Log on with the same account and password as before. When prompted remove the Experion PKS Application Software Media, Insert Support Media and click Yes.
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If prompted, click on setup or continue to proceed with any patch/updates installation. Also if prompted acknowledge any additional dialogs. Click Finish. 21 Click OK to shutdown and restart. Log on with the same account and password as before. Experion Software Installation User's Guide Honeywell R310.3 12/08
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Step 22 23
Action On the Experion PKS Setup Complete screen, Click Finish. Read the information on the screen and click OK.
Attention:
Apply any additional Patches/updates downloaded from Online Support website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN. You have completed this task. Return to the checklist that led to this task.
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6. Experion PKS Installation tasks 6.6. Starting an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) installation
6.6 Starting an ACE or Simulation Environments (e.g. SIM_ACE, SIM_Cx00) installation

The following procedure details the steps required to successfully install an Experion ACE or SIM-C200.
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Step 3
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Step 4 5 6
Action On Experion PKS System Evaluation screen, select Install Clean, and then click Next. On Migration Application warning screen, click Yes. On the Experion PKS - Product Selection screen, Select Experion PKS Application Control Environment (ACE) or Experion PKS Simulation Environments (e.g. SIM_ACE, SIM-Cx00). Click Next.
Depending on the above selection, one or two Network Selection screens will appear.
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If ACE was selected, you can select LCN as an optional control network. You must have an LCNP4 board installed to use the LCN. Make appropriate selections, and then click Next.
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Refer to the On-Line Help Button for a detailed description of the Network selections. 8 9 On License Agreement screen, read the license agreement and then click I accept the terms in the license agreement, and then click Next. On the Experion PKS Customer Information and Software Licenses screen, Enter Customer information. For ACE, if you want to install TPS optional components, select Yes under Are there licensed TPS Components to Install? Then fill in the appropriate TPS Component License Number and Authorization Number. If you selected ACE or Simulation Environments in Step 6 above, the Install CAB Developer Software Remote Debug Software option is available. If required select Install Software. This option requires an Experion PKS System Software license.
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CAB Software use requires validation of your Experion PKS System License and Authorization Number. Press the Help Button for additional information. After completing all fields, click Next. 106 Experion Software Installation User's Guide Honeywell R310.3 12/08
Step 10 11
Action On Experion PKS Optional component screen. Select the appropriate optional components and click Next to proceed. On the Server Name screen, do the following: a) b) Enter the servers cluster name in field provided. If you have redundant Experion PKS servers, select the Server is Redundant check box.
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For Standalone Servers, the Cluster Name is the Computer Name of your server. For Redundant Systems, the Cluster Name is the Computer Name, minus the last letter (A or B). Press the Help Button for additional information that will help you enter the proper information. c) 12 Click Next.
On the Experion PKS - Enter MNGR Password screen, type the Windows mngr account password and then click Next.
Attention: The mngr password must be the same on all Experion PKS nodes. The password must meet all Windows password requirements such as length, special characters, etc.
13 On the Confirm Installation Settings screen, verify that the Software Installation Settings are correct, and then click Next. If required, you can go back and make changes. On the Product Selection screen, click Continue. Security and communications components will install with no user interaction. Click OK to shutdown and restart the system. Log on as before. 16 If you selected ControlNet (via PCIC) in a Network Selection screen, follow the RSLinx on-screen prompts. For more detail, you can go to page. 143, Installing RSLinx. Click OK to shutdown and restart. Logon as before"
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Step 17
Action System Admin. Components will be installed with no user interaction, including FTE software. Click OK to shutdown and restart the system. Log on as before.
18
You will be asked to remove the Application DVD and insert the Knowledge Builder DVD.
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User will not be prompted for media change if using ESIS 19 20 Engineering Tools will install with no user interaction. For ACE or Simulation Environments node only, if you selected to install CAB in step 9: a) When prompted, insert the Microsoft Visual Studio .Net 2003 Professional for CAB Developers media, and then click Yes.
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User maybe prompted to insert CAB Developer media. If using ESIS and CAB was selected during ESIS node creation. Then click YES to proceed with CAB installation. b) c) This step will take a few minutes to complete. When prompted, insert the Experion PKS Application Software Media and click Yes.
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User will not be prompted for media change if using ESIS d) 21 Close the Experion PKS Auto run page
Additional Components are now installed including Operator Displays with no user interaction.
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Step 22 23
Action Click OK to shutdown and restart. Log on with the same account and password as before. When prompted remove the Experion PKS Application Software Media, Insert Support Media and click Yes.
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If prompted, click on setup or continue to proceed with any patch/updates installation. Also if prompted acknowledge any additional dialogs. Click Finish. 24 25 26 Click OK to shutdown and restart. Log on with the same account and password as before. On the Experion PKS Setup Complete screen, Click Finish. Read the information on the screen and click OK.
Attention
Apply any additional Patches/updates downloaded from Online Support website. Prior to installing patches/updates verify that the appropriate prerequisites are met as described in the applicable SCN.
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6. Experion PKS Installation tasks 6.7. Starting an Experion Console Station installation
6.7 Starting an Experion Console Station installation

The following procedure details the steps required to successfully install an Experion Console Station onto.
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Step 4 5 6 7
Action On the Experion PKS System Evaluation screen, select Install Clean, and then click Next. On Migration Application warning screen, click Yes. If Migration Application is about to reboot appears, click OK to shutdown and restart the system. Log on as before. On the Experion PKS - Product Selection screen, Select Experion PKS Console Station (ES-C). If necessary, check the box, Caution Be sure this box is checked if your Control System has one or more of the following: C200 and / or C300 controllers ACE, SIM-C200, and EHG nodes Fieldbus Interface Module, or FTE Bridge module
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If you are unsure whether the check box needs to be selected or not, refer to the On-Line Help by selecting the help button for a detailed description. Click Next. 8 Depending on the above selection, one or two Network Selection screens will appear. Make appropriate selections, and then click Next. If you are installing TPS components, then select the LCN under Optional Control Network connections. Making the LCN selection will install the required TPS infrastructure on your system. You must have an LCNP4 board installed on the PC to use the LCN.
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Step 10
Action On the Experion PKS Customer Information and Software Licenses screen, Enter Customer information. Enter the System Number and Authorization Number for Experion PKS System Software. If you want to install TPS optional components, select Yes under Are there licensed TPS Components to Install? Then fill in the appropriate TPS Component License Number and Authorization Number. If required, select Install Software to install Custom Algorithm (CAB) Developer (Visual Studio) Software. This option requires an Experion PKS System Software license.
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CAB Software use requires validation of your Experion PKS System License and Authorization Number. Press the Help Button for additional information. After completing all fields, click Next. 11 On the Experion PKS - Optional Components screen, select required optional components, and then click Next.
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Refer to the On-Line Help Button for a detailed description of each of the optional software components. 12 On the Server Name screen, do the following: a) b) Enter the servers cluster name in field provided. If you have redundant Experion PKS servers, select the Server is Redundant check box.
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For Standalone Servers, the Cluster Name is the Computer Name of your server. For Redundant Systems, the Cluster Name is the Computer Name, minus the last letter (A or B). Press the Help Button for additional information that will help you enter the proper information. Click Next.
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Step 13
Action On the Experion PKS Enter MNGR password screen, type the Windows mngr account password and then click Next.
Attention:
The mngr password must be the same on all Experion PKS nodes. The password must meet all Windows password policy requirements such as length, special characters, etc. 14 On the Confirm Installation Settings screen, verify that the Software Installation Settings are correct, and then click Next. If required, you can go back and make changes. On the Product Selection screen, click Continue. During the process, several packages will be installed. The status of each will be provided on Status Panel. Between different phases, an Attention screen will appear. Click OK to shutdown and restart. Log on with same account and password as before. 17 You will be asked to remove the Application DVD and insert the Knowledge Builder DVD.
15 16
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Step 18
Action If you selected to install CAB in step 10:
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User maybe prompted to insert CAB Developer and later MSDN media. If using ESIS and CAB was selected during ESIS node creation. Then click YES to proceed with CAB installation. If CAB and MSDN media was skipped when creating ESIS node the installation will prompt the user to insert CAB media. User must recreate the ESIS node with CAB and MSDN included. a) b) c) d) When prompted, insert the Microsoft Visual Studio .Net 2003 Professional for CAB Developers media, and then click Yes. When prompted, insert the Microsoft Visual Studio .Net 2003 Professional MSDN Library media, and then click OK. This step will take a few minutes to complete. When prompted, insert the Experion PKS Application Software Media and click Yes.
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User will not be prompted for media change if using ESIS e) 19 Close the Experion PKS Auto run page
Click OK to shutdown and restart. Log on with the same account and password as before.
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Step 20
Action When prompted remove the Experion PKS Application Software Media, Insert Support Media and click Yes.
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Attention:
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6. Experion PKS Installation tasks 6.8. Starting an Experion Console Station Extension or Experion Flex Station installation
6.8 Starting an Experion Console Station Extension or Experion Flex Station installation
The following procedure details the steps required to successfully install an Experion Console Station Extension or Flex Station.
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Action On the Experion PKS System Evaluation screen, select Install Clean, and then click Next. On Migration Application warning screen, click Yes. If Migration Application is about to reboot appears, click OK to shutdown and restart the system. Log on as before. On the Experion PKS - Product Selection screen, Select Flex Station (ES-F) or Console Station Extension (ES-CE). If necessary, check the box, Caution Be sure this box is checked if your Control System has one or more of the following: C200 and / or C300 controllers ACE, SIM-C200, and EHG nodes Fieldbus Interface Module, or FTE Bridge module
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If you are unsure whether the check box needs to be selected or not, refer to the On-Line Help by selecting the help button for a detailed description. Click Next. 8 Depending on the above selection, one or two Network Selection screens will appear. Make appropriate selections, and then click Next. If you are installing TPS components, then select the LCN under Optional Control Network connections. Making the LCN selection will install TPS infrastructure on your system.
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Step 10
Action On the Experion PKS Customer Information and Software Licenses screen, Enter Customer information. Enter the System Number and Authorization Number for Experion PKS System Software. If you want to install TPS optional components, select Yes under Are there licensed TPS Components to Install? Then fill in the appropriate TPS Component License Number and Authorization Number. If required, select Install Software to install Custom Algorithm (CAB) Developer (Visual Studio) Software. This option requires an Experion PKS System Software license.
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CAB Software use requires validation of your Experion PKS System License and Authorization Number. Press the Help Button for additional information. After completing all fields, click Next. 11 On the Experion PKS - Optional Components screen, select required optional components, and then click Next.
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Refer to the On-Line Help Button for a detailed description of each of the optional software components. 13 On the Experion PKS Enter MNGR password screen, type the Windows mngr account password and then click Next.
Attention:
The mngr password must be the same on all Experion PKS nodes. The password must meet all Windows password requirements such as length, special characters, etc. 14 On the Confirm Installation Settings screen, verify that the Software Installation Settings are correct, and then click Next. If required, you can go back and make changes. On the Product Selection screen, click Continue.
15
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Step 16
Action During the process, several packages will be installed. The status of each will be provided on Status Panel. Between different phases, an Attention screen will appear. Click OK to shutdown and restart. Log on with same account and password as before.
17
You will be asked to remove the Application DVD and insert the Knowledge Builder DVD.
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Step 18
Action If you selected to install CAB in step 10:
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User maybe prompted to insert CAB Developer and later MSDN media. If using ESIS and CAB was selected during ESIS node creation. Then click YES to proceed with CAB installation. If CAB and MSDN media was skipped when creating ESIS node the installation will prompt the user to insert CAB media. User must recreate the ESIS node with CAB and MSDN included. a) b) c) d) When prompted, insert the Microsoft Visual Studio .Net 2003 Professional for CAB Developers media, and then click Yes. When prompted, insert the Microsoft Visual Studio .Net 2003 Professional MSDN Library media, and then click OK. This step will take a few minutes to complete. When prompted, insert the Experion PKS Application Software Media and click Yes.
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User will not be prompted for media change if using ESIS e) 19 Close the Experion PKS Auto run page
Click OK to shutdown and restart. Log on with the same account and password as before.
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Step 20
Action When prompted remove the Experion PKS Application Software Media, Insert Support Media and click Yes.
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6. Experion PKS Installation tasks 6.9. Install Knowledge Builder
6.9 Install Knowledge Builder

Step 1 Action On the Installation Type screen, review the options provided and select the type of installation you wish to perform on this system. Valid options are: Full Install Client Only Install Server Only Install After selecting a type, click Next to continue.
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Knowledge Builder Server should be installed prior to Client Only Install. 2 If you selected Full Install or Server Only Install, select the Bookset(s) you want to install on this node/server, and then click Next.
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Selecting the box next to Install will select all Booksets to be installed. 3 On the Server Selection screen: a) If you selected Client Only Install, click Browse, and then browse to the network share (pstserver) on your Knowledge Builder server, and then click OK. If you have selected Full Install or Server Only Install, accept the default path. Click Next.
b) c) 4
On the Start Copy screen, review your selections for the Knowledge Builder install. When ready, click Next to start installing the Knowledge Builder. This application installation may take several minutes to complete.
5 6
Click Finish to complete the installation of Knowledge Builder. If you have Office 2007 on your system, make sure you have set Word 2007 to Compatibility Mode. See Setting Word 2007 to Compatibility Mode.
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Setting Word 2007 to Compatibility Mode Do th4e following for each Office 2007 application that is installed
Step 1 2 Action
Open the Office 2007 application. Click the Office Button,
3 4 5
At the bottom of the menu select Word Options or its equivalent depending on which application youre running. On the left hand side of the options menu select Save Next to Save files in this format click the drop down and choose Word 972003 or equivalent. You have completed this task. Return to the checklist that led to this task.
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Adding a book set to a Windows 2000 system As of the Experion R310.1 Knowledge Builder and Knowledge Builder Tools version 4.5.0.xx, book sets cannot be installed on older Windows 2000 systems. If a user wants to add an Experion R310.1 or newer book set to an older Windows 2000 system, they must follow the procedure detailed below. ATTENTION
Book sets added via the following procedure cannot be uninstalled. If Knowledge Builder is removed from a system that has a book set that was installed using this procedure, it will remain on the system. Books sets added via this procedure must be manually removed before attempting a migration.
Manually copy and paste the desired book set from the Knowledge Builder media and drop it into the Knowledge Builder server as defined on your system. The following procedure uses the Experion R301.1 book set as an example.
Step 1 Action Copy the entire book set folder from the Knowledge Builder media.
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Step 2
Action Paste this folder into your Knowledge Builder Server location. In this example, the server is a local Knowledge Builder Server but the same applies if the Knowledge Builder Sever were on a network server. In this example, the R301.1 book set folder is pasted under the Docs folder in C:\Program Files\Honeywell\PST_Server\Knowledge_Builder\Docs\
Under the Docs folder in the Knowledge Builder Sever location there is a file named KB_Selection.xml. Add the book set tags to this file as shown below. The new tags can be placed after any other book set tag set. Order is not important. Follow the steps below. 1 Using Notepad, open the file KB_Selection.xml under the just copied book set. In this example, it would be under the C:\Program Files\Honeywell\PST_Server\Knowledge_Builder\Docs\Experion R301.1\ folder. Copy the tags as shown below from this file and paste into the KB_Selection.xml file under the C:\Program Files\Honeywell\PST_Server\Knowledge_Builder\Docs\ folder. <KB_Acro>epks</KB_Acro> <KB_Name AddDate="11/30/2006" Pro="Yes" Enable="Yes" Rank="500">Experion R301.1</KB_Name> <KB_Location>Docs\Experion R301.1\</KB_Location> </KB>
<KB>
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Step
Action Resulting C:\Program Files\Honeywell\PST_Server\Knowledge_Builder\Docs\KB_Selection.xm l file with new R301.1 tag set. The new R301.1 tag set is bold. <KB> <KB_Acro>DynHelp</KB_Acro> <KB_Name AddDate="10/6/2004" Pro="Yes" Enable="Yes">Dynamic Help</KB_Name> <KB_Location>Docs\Dynamic Help\</KB_Location> </KB> <KB> <KB_Acro>epks</KB_Acro> <KB_Name AddDate="11/30/2006" Pro="Yes" Enable="Yes" Rank="500">Experion R301.1</KB_Name> <KB_Location>Docs\Experion R301.1\</KB_Location> </KB> <KB> <KB_Acro>MyFav</KB_Acro> <KB_Name AddDate="">My Favorites</KB_Name> <KB_Location>MyFav\KB_Favorites\</KB_Location> </KB>
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The above KB_Selection.xm; file is for example purposes only. Your file may look different. 3 Save the C:\Program Files\Honeywell\PST_Server\Knowledge_Builder\Docs\KB_Sele ction.xml file.
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7. Common Platform Tasks

7.1 Installing Internet Information Services
Prerequisites Windows Server 2003 CD.
Step 1 2 Action Choose Start > Settings > Control Panel and then double-click the Add or Remove Programs icon. Click the Add or Remove Windows Components icon on the left side of the screen. There may be a delay of up to one minute. 3 4 5 On the Windows Components Wizard screen, highlight Application Server and then click Details. On the Application Server screen, select the Internet Information Services (IIS) option and then click Details. Clear all options except those listed below Common Files Internet Information Services Manager 6 For Alarm Paging, select the SMTP Service option. For eServer, select World Wide Web Service > Active Server Pages. 7 8 9 10 Click OK. Click Next and follow the on-screen instructions to complete the installation. When prompted, insert the Windows Server 2003 CD in the CD-ROM drive and click OK. When the installation is complete, restart the computer. You have completed this task. Return to the checklist that led to this task.
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7. Common Platform Tasks 7.2. Updating the hosts file
7.2 Updating the hosts file

You must identify the computer name and associated IP address of each Experion PKS server and Console Station in the hosts file. Both server and client computers require a modified hosts file with identical entries, so you can edit the hosts file on one computer and then copy it to each computer in the Experion PKS system. The hosts file is located in %SystemRoot%\system32\drivers\etc\, where %SystemRoot% is normally C:\WINDOWS. Use any text editing tool, such as Notepad, to edit the file. The file name is hosts The following server naming conventions is used in the host file examples provided: Standalone Server network name: SERVER Redundant Primary Server network name: SERVERA Redundant Secondary Server network name: SERVERB Console Station XX network name (where XX = 01 - 10): CSTNXX The following examples show typical system configurations and the entries that should be included in the hosts file. The following examples assume that the system contains two Console Stations. Replace network addresses and network names with value appropriate for your configuration. Any text following # (without quotes) on a single line is a comment and may be omitted from the hosts file. Example 1: Standalone (non-redundant Cluster Server system) with Single Link (Single LAN / FTE)
127.0.0.1 192.168.0.1 192.168.0.3 192.168.0.5 localhost SERVER CSTNE CSTNF # Server # Console Station # Console Station
Example 2: Redundant (redundant Cluster Server system) with Single Link (Single LAN / FTE)
127.0.0.1 192.168.0.1 192.168.0.3 192.168.0.5 192.168.0.7 localhost SERVERA SERVERA0 SERVERB SERVERB0 CSTNE CSTNF # # # # Server A Server B Console Station Console Station
Example 3: Standalone (non-redundant Cluster Server system) with Dual Links (Dual LAN)
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7. Common Platform Tasks 7.2. Updating the hosts file
12.1.0.1 192.168.0.3 12.1.0.3 192.168.0.4 12.1.0.4
SERVER1 CSTNE CSTNE0 CSTNE1 CSTNF CSTNF0 CSTNF1
# Console Station 01 # Console Station 02
Example 4: Redundant (redundant Cluster Server system) with Dual Link (Dual LAN)
127.0.0.1 192.168.0.1 12.1.0.1 192.168.0.2 12.1.0.2 192.168.0.3 12.1.0.3 192.168.0.4 12.1.0.4 localhost SERVERA SERVERA0 SERVERA1 SERVERB SERVERB0 SERVERB1 CSTNE CSTNE0 CSTNE1 CSTNF CSTNF0 CSTNF1 # Server A # Server B # Console Station 01 # Console Station 02
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7. Common Platform Tasks 7.3. Install LCNP Personality Software on local drive
7.3
Install LCNP Personality Software on local drive

ATTENTION
The LCNP personality software is necessary for the node to operate as a TPN/LCN node. Install the appropriate personality version, depending on your TPN/LCN version (R641.2 or greater). If you need to check the version of an installed and loaded AxM personality, see Verifying TPN/LCN Installation and Version in the Integrated ExperionTPS Nodes (ES-T, ESVT, ACE-T) User's Guide. Step 1 Action To install the LCNP Personality software on the local drive: For an ES-T, insert the GUS-TPN Software CD. For an ESVT, insert the Application Module Software CD. For an ACE-T, insert the Application Module Software CD. 2 If you are installing personality software for an ES-T, use Windows Explorer to navigate to the following directory on the CD: \GUS\PERS_US\DISK1 If you are installing personality software for an ESVT or ACE-T, use Windows Explorer to navigate to the following directory on the CD: \APP\PERS_AM\DISK1 3 4 5 6 7 8 9 10 11 12 Double-click the SETUP.EXE file. Read the Welcome dialog information. Click Next button. Read the software license agreement. Accept the terms by clicking the Yes button. Enter a Name. Enter your Company name. Enter 1 as the Serial number. Click Next button. Enter C: for the drive letter. Experion Software Installation User's Guide Honeywell R310.3 12/08
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7. Common Platform Tasks 7.4. Map a drive to the ESIS
Step 13 14 15 16 17 18 19 Click Next button. Click Typical option button. Click Next button.
Action
Click Next button again to begin installation. Click Finish button. Close the Windows Explorer. Remove the CD. You have completed this task. Return to the checklist that led you to this task
7.4
Map a drive to the ESIS

This section describes two methods to map a drive to access the ESIS and run Experion Migration Application and installation software. You must map a drive in the following cases: Before you start a migration using the ESIS, you must first map a drive from the node to be migrated to the ESIS. If the node migration includes an OS installation, hardware platform change, product change, or other options, you must recreate the mapped drive to the ESIS on the node after the OS installation, hardware changes, and other options have been completed. Note: Use the same mapping throughout the migration. ATTENTION
If using a Dell 2900iii or 2950iii platform to perform an installation, follow the procedure Security workaround for Dell platforms after setting up the ESIS.
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For workgroups, your node must be in the workgroup otherwise, you will have to re-connect each time the node re-starts.
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To map a drive to the ESIS:

Step 1 Action Verify the current Windows Administrator account passwords for the ESIS and the node to be migrated are identical, or that a domain based account has administration of the node plus Read Only status. If you are unable to verify these passwords, Use standard Windows procedure to change the Administrator password. Use the Password Change Utility to change the mngr password. See "Running the password change application" in the Supplementary Installation Tasks Guide for the procedure. 2 On the node to be migrated, perform either task a or b to create a path to the ESIS: a. Map a drive to the ESIS share and select the Reconnect at Logon option. OR b. Create a batch file called startup.bat with the following contents: NET USE /PERSISTENT:NO NET USE I: \\<<ESIS Server Name>>\<<MEDIA Share>> /USER:<<Domain\User>> <<the users password>> (See examples below.) Note: The same command line can be used without an account password, but you will need to enter the password on each system restart. The following are examples showing the construction of command lines for the ESIS in domain and workgroup environments: Domain Example: ESIS Server Name = MServer The share you created where the media image is installed = EXP310 The user account is in a domain named = Fred Username = installer Users password = Strong#%&12 The command line would look like this: NET USE I: \\MServer\EXP310 /USER:Fred\installer Strong#%&12 Note: If your password contains a line space you must place the password within quotes (), such as Strong #%&12
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Action Workgroup/Local Account Example: ESIS Server Name = MServer The share you created where the media image is installed = EXP310 The node is in a workgroup and you defined an account on MServer = installer Users password = Strong#%&12 The command line would look like this: NET USE I: \\MServer\EXP310 /USER:MServer\installer Strong#%&12 Note: If your password contains a line space you must place the password within quotes (), such as Strong #%&12 Save the Startup.bat file to C:\Documents and Settings\All Users\Start Menu\Programs\Startup (Assuming the OS is installed on the C drive) You have completed this task. Return to the checklist or procedure that led to this task.
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7. Common Platform Tasks 7.5. Security workaround for Dell platforms
7.5
Security workaround for Dell platforms

Use this procedure if you are performing migration using Dell 2900iii and 2950iii platforms. This procedure ensures that the platforms will connect to the EMSN and ESIS for migration.
Perform the following steps:

Step 1 2 Action Launch Internet Explorer and select Tools -> Internet options. Click the Security tab and select Local intranet.
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Step
Action
3 4
Click the Sites button. If using an ESIS for migration or installation: Enter the ESIS mapped drive as file:///<mapped drive letter>: <ESIS name> For example, file:///Y:/ESIS Click Add.
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Close the Local Intranet dialog. Click Apply. Close the Internet options dialog. Experion Software Installation User's Guide Honeywell 137
7. Common Platform Tasks 7.6. Configuring a CarrollTouch touch screen
7.6
Configuring a CarrollTouch touch screen

The CarrollTouch touchscreen drivers for Windows XP are called the "Universal Pointing Device Drivers" (UPDD). You do all touch screen configuration and calibration through the UPDD program group. The following table shows the driver information for the interface.
Driver Package Touch Screen Drivers Carroll Touch Driver Distribution Locations EXPPlus Initialization DVD: \UTILITIES\TBUPDDS
Introduction
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Rename the COM Port number to support the Carroll Touchscreen as described in the section 7.7. For example, if the Carroll Touchscreen is connected to the COM1 port, COM1 needs to be renamed to COM4 in Windows Device Manager. The Device Manager is found by starting the Control Panel, selecting the System icon, and selecting the hardware tab.
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Refer to the Microsoft documentation for additional Device Manager information.
Running the UPDD configuration and calibration tools When the CarrollTouch drivers are installed, a UPDD folder is placed in the Start menu, providing access to the following applications:
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Calibrate Event Selector Help Settings Test TIP

To start applications, click Start and then navigate to the desired application: Start>Programs>UPDD>[application]..
The following table describes how each application is used:

Application Calibrate Usage The Calibrate application draws a white background in the area configured for the touch events and then places an "X" in one of the corners. When the user touches the "X" it is redrawn in the opposite corner. Touching the second "X" completes the calibration sequence and closes the window. The calibration window closes automatically at the end of the calibration sequence or if 15 seconds pass without receiving any touch events. Event Selector The Event Selector is used to indicate the button modes that perform when a touch event occurs. This application provides help information on the touchscreen and should be accessed for configuration and operational information. The settings application brings up a set of property pages used to configure various properties and for Experion Software Installation User's Guide Honeywell 139
Help
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Application
Usage viewing the driver state. It also provides access to the test and calibrates functions as settings are adjusted.
Test
The test application draws a window in the area configured for the touch screen and responds to touches by reporting the touch down and up events. In addition, if the touch point is moved between down and up events, a line is drawn as the touch point is moved. The test screen can be closed by pressing escape on the keyboard or by using the close box on the display.
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7. Common Platform Tasks 7.7. Managing COM Port Settings
7.7
Managing COM Port Settings

This section contains information on using the Windows XP Device Manager and Hardware Wizard to manage the communication port settings.
Adjust communication port number The following table provides information on using the Windows XP Device Manager to adjust the Port Number for one of its communication ports.
Step 1 Action On the System Properties Hardware page, click Device Manager. Expand the Ports (COM & LPT) entry by clicking on the "+" box on the left. Double-click the entry for the port to be examined or changed. Click the Port Settings tab. Result The Device Manager window is displayed a list of all the device types. The entry expands and shows all the currently defined Ports. The Communication Port Properties window is displayed, with the General page on display. The Port Settings page is displayed. This page displays the major parameters for the port and its name. The Advanced Settings page displays. The number can be adjusted by selecting a new entry in the COM Port Number box. Properties window is displayed. The System Settings Change window is displayed, stating that the computer must be restarted for the changes to take effect.
The Port Number can be adjusted. To change the port number, click Advanced. When you are finished with this page, press OK. Click OK on the Properties window
6 7
Click NO to skip the restart.
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8. RSLinx tasks
8.1 Installing RSLinx
Considerations If a message appears during the installation requesting you to restore a backup of the RSLinx configuration, click OK to continue the installation. To install RSLinx:
Step 1 2 3 4 5 Action On the RSLinx Welcome screen, click Next to continue installing RSLinx. On the License Agreement screen, click I accept the terms in the license agreement, and then click Next. On the Customer Information screen, type the User Name and Organization, and then click Next. On the Standard Setup screen, click Next to accept the default features to install. On the Ready to Install the Program screen, click Install to start installing the RSLinx applications. This installation may take several minutes to complete. 6 7 On the Installation Wizard Completed screen, click Finish. Review the Release Notes and then close the window that displays the Release Notes.
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9. Restoring Server B
This section details the steps that must be taken to restore a Server B that has been in service. Not following the steps in this section could result in loss-of-view of your stations to your process.
9.1
Restore Server B after a hardware replacement

This procedure is used when you are replacing the hardware platform on Server B or performing a clean installation on an existing Server B and you have not used EBR to back up your databases.
Step 1 2 3 4 5 6 7 8 10 11 12 13 Action Make sure that Server A is running as Primary. Remove Server B from the network, (disconnect network cables). Shutdown Server B. Replace Server B, (do not connected network cables). Restore Server B. See Starting an Experion Server clean installation. Select Start > Settings > Control Panel and double-click Services. Change Startup Type of Experion PKS System Repository to Disable and then Stop the service. Click OK to Stop Control Data Access service. Connect Server B to the network. Launch Configuration Studio and connect to the server. On Process Control Strategies category, click Administer the control strategy database. In the ERDB Admin Tasks folder, select the Recover the Primary Database.
WARNING
A loss of view will be encountered on Server A during these steps. 14 15 16 R310.3 12/08 Click Yes to recover the database. Click OK to acknowledge that the recovery is complete. Select Enable Replication to start the ERDB replication. Experion Software Installation User's Guide Honeywell 145
Step 17 18 Close the DBAdmin window. Click Yes to enable replication.
Action
Note: This may take a while, depending on the size of the database. 19 Click OK to acknowledge the replication successful message. If the server pair is host to an EMDB, perform steps 20 through 29. If no EMDB is present on the servers, go to step 29. 20 21 22 23 24 25 26 27 In Configuration Studio connect to the appropriate system. On System Tasks category, click Administer the system database. In the EMDB Admin Tasks folder, select the Recover the Primary Database. Click Yes to recover the database. Click OK to acknowledge that the recovery is complete. Select Enable Replication to start the EMDB replication. Close the DBAdmin window. Click Yes to enable replication. Note: This may take a while, depending on the size of the database. 28 29 Click OK to acknowledge the replication successful message. On Server B bring the real time System Repository database into synchronization with Server A as follows: Select Start > Settings > Control Panel and double-click Services. Change Startup Type of Experion PKS System Repository to Automatic and then Start the service. Start Control Data Access service. Close Services. You have completed this task. Return to the checklist that led to this task.
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9. Restoring Server B 9.2. Restore Server B database no EBR
9.2
Restore Server B database no EBR

This procedure is used to restore the System repository on Server B if you have not backed up Server B with EBR.
Step 1 2 3 4 5 6 7 8 9 Action Make sure that Server A is running as Primary. Remove Server B from the network, (disconnect network cables). Select Start > Settings > Control Panel and double-click Services. Change Startup Type of Experion PKS System Repository to Disable and then Stop the service. Click OK to Stop Control Data Access service. Connect Server B to the network. Launch Configuration Studio and connect to the server. On Process Control Strategies category, click Administer the control strategy database. In the ERDB Admin Tasks folder, select the Recover the Primary Database.
WARNING
A loss of view will be encountered on Server A during these steps. 10 11 12 13 14 Click Yes to recover the database. Click OK to acknowledge that the recovery is complete. Select Enable Replication to start the ERDB replication. Close the DBAdmin window. Click Yes to enable replication. Note: This may take a while, depending on the size of the database. 15 Click OK to acknowledge the replication successful message. If the server pair is host to an EMDB, perform steps 16 through 25. If no EMDB is present on the servers, go to step 25.
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Step 16 17 18 19 20 21 22 23
Action In Configuration Studio connect to the appropriate system. On System Tasks category, click Administer the system database. In the EMDB Admin Tasks folder, select the Recover the Primary Database. Click Yes to recover the database. Click OK to acknowledge that the recovery is complete. Select Enable Replication to start the EMDB replication. Close the DBAdmin window. Click Yes to enable replication. Note: This may take a while, depending on the size of the database.
24 25
Click OK to acknowledge the replication successful message. On Server B bring the real time System Repository database into synchronization with Server A as follows: Select Start > Settings > Control Panel and double-click Services. Change Startup Type of Experion PKS System Repository to Automatic and then Start the service. Start Control Data Access service. Close Services. You have completed this task. Return to the checklist that led to this task.
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9. Restoring Server B 9.3. Restore Server B database using EBR
9.3
Restore Server B database using EBR

This procedure is used to restore the System repository on Server B if you have backed up Server B with EBR.
Step 1 2 3 4 5 6 7 8 9 10 11 12 Action Make sure that Server A is running as Primary. Remove Server B from the network, (disconnect network cables). Shutdown Server B. Restore Server B using EBR. Disconnect Server B from the network before rebooting Server B. Select Start > Settings > Control Panel and double-click Services. Change Startup Type of Experion PKS System Repository to Disable and then Stop the service. Click OK to Stop Control Data Access service. Connect Server B to the network. Launch Configuration Studio and connect to the server. On Process Control Strategies category, click Administer the control strategy database. In the ERDB Admin Tasks folder, select the Recover the Primary Database.
WARNING
A loss of view will be encountered on Server A during these steps. 13 14 15 16 17 Click Yes to recover the database. Click OK to acknowledge that the recovery is complete. Select Enable Replication to start the ERDB replication. Close the DBAdmin window. Click Yes to enable replication. Note: This may take a while, depending on the size of the database.
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Step 18
Action Click OK to acknowledge the replication successful message. If the server pair is host to an EMDB, perform steps 19 through 28. If no EMDB is present on the servers, go to step 28.
19 20 21 22 23 24 25 26
In Configuration Studio connect to the appropriate system. On System Tasks category, click Administer the system database. In the EMDB Admin Tasks folder, select the Recover the Primary Database. Click Yes to recover the database. Click OK to acknowledge that the recovery is complete. Select Enable Replication to start the EMDB replication. Close the DBAdmin window. Click Yes to enable replication. Note: This may take a while, depending on the size of the database.
27 28
Click OK to acknowledge the replication successful message. On Server B bring the real time System Repository database into synchronization with Server A as follows: Select Start > Settings > Control Panel and double-click Services. Change Startup Type of Experion PKS System Repository to Automatic and then Start the service. Start Control Data Access service. Close Services. You have completed this task. Return to the checklist that led to this task.
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10. Removing Experion PKS

This section describes how to remove all Experion Server components. ATTENTION
The Experion PKS Application Software Media R301.1 is required to remove RSLinx. Step 1 Action Using the Engineering Tools Services Control Panel (run it via its shortcut), select Stop All including SQL and click ok. The services will be stopped and the Control Panel will exit when it has finished. For Experion Servers and Console Stations ONLY: Using the Experion PKS Server Start/Stop program, change the Server State to Database Unloaded. Once the state has changed to Database Unloaded, close the Start/Stop Program 3 4 From Service Control Panel, Stop Windows Management Instrumentation service. If RSLinx is installed on your system: a) b) c) 5 6 7 8 9 Click on the RSLinx communications icon (found on the lower-right part of the monitor screen) to open RSLinx Lite Select File, Exit and Shutdown. Click Yes to confirm.
Execute C:\Install\RemoveHwlSoftware.bat file. Press any key to continue. Click Yes to confirm the un-installation of Experion PKS. Few Experion components will be removed with no user interaction. If the Experion PKS Server / Client Welcome screen appears Click Next to continue. a) b) c) d) e) On Program Maintenance screen, Select Remove, and then click Next. On the Retain Old Database option, select NO, and then click Next. On Remove the program screen, click Remove On Experion PKS Sever / client setup screen, click Finish Click NO to restart later.
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10. Removing Experion PKS
Step 10 11
Action Few more Experion components will be removed with no user interaction. For Knowledge Builder removal On Knowledge Builder maintenance screen, Select Remove, and then click Next. f) g) On confirm uninstall screen, click OK On Knowledge Builder maintenance complete screen, click Finish.
12 13
Few more Experion components will be removed with no user interaction. If SQL removal screen appears, click Yes. For shared files removal, click No to all On Remove program from your computer message, click OK If a restart message appears, click OK.
14 15 16
Few more Experion components will be removed with no user interaction. On Experion PKS - Remove this last message click OK, and then on the Finished Removing Experion PKS Subsystem message Click OK. Shutdown and restart your system.
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11. Troubleshooting
This section provides troubleshooting information.
Symptom Cause If the installation fails or aborts Because of some hardware or software resource limitation or was cancelled Reboot the node and restart the Experion PKS installation by double-clicking on the setup.exe file on the root of the Application DVD. Select Next on the Product Selection Screen and the installation will continue automatically from the point where it had stopped.
Solution
Symptom Cause Solution
If installation aborts during an intermediate reboot There is a possibility of having a bad media or bad drive Check in System Event viewer if you have a warning or error related to cdrom. Try using different Media or replace the drive and resume installation using setup.exe
Symptom Cause Solution
Not able to see service Tag during EXPPlus Motherboard on machine has been changed Contact Dell Support and update the Service Tag.
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11. Troubleshooting
Symptom
If the installation fails with the following message Installer terminated prematurely Unknown Reboot the node and restart the Experion PKS installation by double-clicking on the setup.exe file on the root of the Application DVD. Select Next on the Product Selection Screen and the installation will continue automatically from the point where it had stopped.
Cause Solution
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Experion

Software Installation User's

Notices and Trademarks

Experion Software Installation User's Guide Honeywell

About This Document

Experion Software Change Notice (SCN)

Experion Software Installation User's Guide Honeywell

Experion Control Hardware and I/O Module Firmware Upgrade Guide

Integrated Experion-TPS Nodes (ES-T, ESVT, & ACE-T) User's Guide

Experion Software Installation User's Guide Honeywell

Telephone Contact us by telephone at the numbers listed below.

Honeywell Global TAC India

Experion Software Installation User's Guide Honeywell

Experion Software Installation User's Guide Honeywell

STARTING AN EXPERION PKS INSTALLATION ......................13

Anti-virus programs ..............................................................................................................18

2. UNATTENDED WORKSTATION DEPLOYMENT (UWD) CHECKLISTS ........................................................................................19

MANUAL CLEAN INSTALLATION CHECKLISTS ......................31

T105 EXPERION SERVER INSTALLATION TASKS ..................49

MZ-PCWS02 EXPERION STATION INSTALLATION TASKS .... 63

EXPERION PKS INSTALLATION TASKS .................................. 69

COMMON PLATFORM TASKS ................................................. 129

Contents Symbol Definitions

Managing COM Port Settings ................................................................... 141

Adjust communication port number ....................................................................................141

RSLINX TASKS .........................................................................143

RESTORING SERVER B ...........................................................145

REMOVING EXPERION PKS ....................................................151 TROUBLESHOOTING ...............................................................153

Experion Software Installation User's Guide Honeywell

Experion Software Installation User's Guide Honeywell

1. Starting an Experion PKS installation

Clean Installation using Unattended Workstation Deployment (UWD)

Factory Installations - Experion Nodes Purchased from Honeywell

Experion Software Installation User's Guide Honeywell

Manual Clean Installation and OEM Users.

1.2 Honeywell Process Solutions (HPS) Online Support

Experion Software Installation User's Guide Honeywell

To check the HPS Online Support site:

In your web browser application, type the following URL:

Experion Software Installation User's Guide Honeywell

1. Starting an Experion PKS installation 1.3. Recommendations

Experion Software Installation User's Guide Honeywell

1. Starting an Experion PKS installation 1.3. Recommendations

Experion Software Installation User's Guide Honeywell

1. Starting an Experion PKS installation 1.3. Recommendations

Follow the recommendation in the table below.

Experion Software Installation User's Guide Honeywell

2. Unattended Workstation Deployment (UWD) checklists

Experion Software Installation User's Guide Honeywell

2.1 Installing an Experion Server using UWD

Experion Software Installation User's Guide Honeywell

Experion Software Installation User's Guide Honeywell

2.2 Installing an Experion eServer using UWD

OLS Knowledge Builder

Experion Software Installation User's Guide Honeywell

Experion Software Installation User's Guide Honeywell

OLS Knowledge Builder

Experion Software Installation User's Guide Honeywell

2.4 Installing a Console Station using UWD

OLS Knowledge Builder

Experion Software Installation User's Guide Honeywell

Go to Supplementary Installation Tasks Guide (SITG)