Académique Documents
Professionnel Documents
Culture Documents
Release 310.1
Copyright Honeywell International February 2007
All Rights Reserved
Notices and Trademarks
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
Release Information
Document Name Document ID Release Publication
Number Date
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 This document contains an overview of
(GSG) installation tasks and should be read before
beginning an installation. The GSG points
you to the correct installation checklist
contained in the SIUG or.
Experion Software Change Notice (SCN) 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 Migration User’s Guide (EMUG) The Experion Migration User’s Guide
contains the planning and execution of
migration for your Experion Process
Knowledge System.
Experion Control Hardware and I/O Module This guide provides information about using
Firmware Upgrade Guide Engineering Tools utilities to upgrade
firmware in chassis-based and Series C
components.
Contacts
World Wide Web
The following Honeywell web sites may be of interest to Process Solutions customers.
Corporate http://www.honeywell.com
Telephone
Contact us by telephone at the numbers listed below.
Symbol Definitions
The following table lists those symbols used in this document to denote certain conditions.
Symbol Definition
STOP: Indicates that you have completed this task. Return to the
checklist that led to this task.
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
Topic Go to
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/en-
US/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.
Step Action
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. TIP
1 Make a copy of the checklist so that it is easier to keep track of where you are
in the installation process.
2 Several critical functions depend on proper time synchronization. Without the
proper time synchronization, functions like DSA and Controller
communications may not work correctly.
3 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.
No. TIP
4 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 can‟t access the adapter and finally the
event that the media is connected.
This is a normal sequence of Events.
5 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.
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.
If… Then
You are installing a new operating Install your anti-virus software last, after
system, the Experion program installation has
finished.
You are not installing a new operating Use msconfig to turn off all anti-virus
system and you already have anti-virus services and applications under the
software running on your target node, 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.
To install an Go to
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 Go to
Install the latest post installation patches and updates OLS (Online Support)
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 OLS
settings described on the OLS website.
If you installed the Experion PKS server for use with Experion PKS Process
process points, upgrade the firmware in hardware Controller Hardware
components. Upgrade Guide
For other tasks that you may need to perform, go to the Supplementary Installation
Supplementary Installation Tasks Checklist in the Tasks Guide (SITG)
Supplementary Installation Tasks Guide (SITG).
You have completed this task. Return to the checklist that led to this
task.
Task Go to
Install the latest post installation patches and updates OLS (Online Support)
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 OLS
settings described on the OLS website.
For other tasks that you may need to perform, go to the Supplementary
Supplementary Installation Tasks Checklist in the Installation Tasks Guide
Supplementary Installation Tasks Guide (SITG). (SITG)
You have completed this task. Return to the checklist that led to this
task.
Task Go to
Install the latest post installation patches and updates OLS (Online Support)
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 OLS
settings described on the OLS website.
Task Go to
For other tasks that you may need to perform, go to the Supplementary
Supplementary Installation Tasks Checklist in the Installation Tasks Guide
Supplementary Installation Tasks Guide (SITG) (SITG)
You have completed this task. Return to the checklist that led to this
task.
Task Go to
Install the latest post installation patches and updates OLS (Online Support)
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 OLS
settings described on the OLS website.
Task Go to
For other tasks that you may need to perform, Supplementary Installation
See the Supplementary Installation Tasks Tasks Guide (SITG)
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).
You have completed this task. Return to the checklist that led to this
task.
Task Go to
Install the latest post installation patches and updates OLS (Online Support)
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 OLS
settings described on the OLS website.
Task Go to
You have completed this task. Return to the checklist that led to this
task.
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 Go to
To install an Go to
TIP
Make a copy of this checklist so that it is easier to keep track of where you
are in the installation process.
Task Go to
If you elected to install a T-Node (ES-T, ESVT, or ACE-T) then Page 104
install the personality module now.
Install the latest post installation patches and updates from OLS OLS (Online
website. Prior to installing patches/updates verify that the Support)
appropriate prerequisites are met as described in the applicable
SCN.
Ensure you have the latest anti-virus definition files and settings OLS
described on the OLS website.
Task Go to
If you installed the Experion PKS server for use with process Experion PKS
points, upgrade the firmware in hardware components. Process
Controller
Hardware
Upgrade Guide
For other tasks that you may need to perform, go to the Supplementary
Supplementary Installation Tasks Checklist in the Supplementary Installation Tasks
Installation Tasks Guide (SITG). Guide (SITG)
You have completed this task. Return to the checklist that led to this
task.
TIP
Make a copy of this checklist so that it is easier to keep track of where you
are in the installation process.
Task Go to
Install the latest post installation patches and updates from OLS OLS (Online
website. Prior to installing patches/updates verify that the Support)
appropriate prerequisites are met as described in the applicable
SCN.
Ensure you have the latest anti-virus definition files and settings OLS
described on the OLS website.
Task Go to
For other tasks that you may need to perform, go to the Supplementary
Supplementary Installation Tasks Checklist in the Supplementary Installation
Installation Tasks Guide (SITG). Tasks Guide
(SITG)
You have completed this task. Return to the checklist that led to this
task.
TIP
Make a copy of this checklist so that it is easier to keep track of where you
are in the installation process.
Task Go to
Install the latest post installation patches and updates from OLS (Online
OLS website. Prior to installing patches/updates verify that Support)
the appropriate prerequisites are met as described in the
applicable SCN.
Ensure you have the latest anti-virus definition files and OLS
settings described on the OLS website.
Task Go to
For other tasks that you may need to perform, go to the Supplementary
Supplementary Installation Tasks Checklist in the Installation Tasks
Supplementary Installation Tasks Guide (SITG). Guide (SITG)
If you installed T-Nodes (ES-T, ESVT, or ACE-T) during this Integrated Experion-
Experion installation, you will want to perform the TPS Nodes (ES-T,
supplementary installation tasks on those T-Nodes. ESVT, & ACE-T)
User's Guide
You have completed this task. Return to the checklist that led to this
task.
TIP
Make a copy of this checklist so that it is easier to keep track of where you
are in the installation process.
Task Go to
If you elected to install a T-Node (ES-T, ESVT, or ACE-T) then Page 104
install the personality module now.
Install the latest post installation patches and updates from OLS OLS (Online
website. Prior to installing patches/updates verify that the Support)
appropriate prerequisites are met as described in the applicable
SCN.
Ensure you have the latest anti-virus definition files and settings OLS
described on the OLS website.
Task Go to
You have completed this task. Return to the checklist that led to this
task.
TIP
Make a copy of this checklist so that it is easier to keep track of where you
are in the installation process.
Task Go to
Install the latest post installation patches and OLS (Online Support)
updates from OLS website. Prior to installing
patches/updates verify that the appropriate
prerequisites are met as described in the applicable
SCN.
Task Go to
For other tasks that you may need to perform. Supplementary Installation
See the Supplementary Installation Tasks Tasks Guide (SITG)
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).
You have completed this task. Return to the checklist that led to this
task.
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
Introduction
The EXPPlus media can be used for the following installation scenarios:
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
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 Dell‟s OEM installation method.
Considerations
Before proceeding to install EXPPlus, refer to the following steps for hardware and
peripherals setup.
Step Action
1 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 Firmware‟s are updated during EXPPlus
installation
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.
Step Action
4 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.
5 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.
Step Action
6 If the target platform is using FTE via add-on Dual Port NIC, disable the on-
board 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
TIP
For Dell Precision Workstation 470, leave the defaults
as is, for example “PEG”.
TIP
For Dell Precision Workstation 490, Select Save/Exit
Attention You have completed this procedure. Continue to the next procedure
„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.
TIP
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 re-
installation.
Step Action
1 Ensure that the EXPPlus media is in the CD/DVD-ROM drive and if
necessary, the Options Floppy disk is in the Floppy drive.
2 Restart the computer.
The EXPPlus initialization screens will appear.
For Windows Server 2003 installation, review the on screen warning for
RAID.
ATTENTION
EXPPlus will automatically install RAID firmware, but it does not
automatically configure RAID
If you have not yet 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.
Step Action
4 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.
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.
Step Action
6 Select the Network Configuration tab and perform entries in the following
order:
a) Select the number of NIC cards.
b) For FTE configurations
Select the NIC1 and NIC2 participating in FTE community check box.
Enter the Community Name.
Select the FTE Network type per chart below:
Step Action
7 Click the Input/Output Devices tab and complete the form.
TIP
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.)
Step Action
8 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 non-alpha-
numeric characters. The characters - and _ are
allowed.
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.
Tuning Options:
Experion PKS Max T-P for Network Apps Tune for Services
Server
Console Station Max T-P for Network Apps Tune for Services
Flex Station Max T-P for Network Apps Tune for Application
Console Ext. Max T-P for Network Apps Tune for Application
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.
Step Action
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.
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.
Step Action
10 Click the Summary tab.
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.
Step Action
11 Screen indicating Configuration files are valid will appear.
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.
Step Action
14 EXPPlus installation window will show the following message:
Remove the EXPPlus media and floppy disk (if used) from their devices.
For a UWD install, insert the Experion PKS Application software media in the
DVD drive. User can click on Cancel to insert Experion PKS Application
software media later.
To continue with UWD installation click Continue button.
15 Wait until Microsoft EULA screen appears. Review the License Agreement
and when ready, select the “I accept this agreement” radio button. Select
Next button to continue.
16 Windows setup will prompt you for the Admin password. Enter the password
and click Next.
17 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!
Step Action
20 If you are performing a manual installation, i.e. not UWD, the EXPPlus
installation window will show the following message :
“Windows OS installation completed successfully. Remove the media and
floppy disk (if used) from their drives. Windows is activated.
Click Finish to proceed.
ATTENTION
If Windows is not Activated then, you must Activate it manually.
21 If you installed a new PC, connect the new PC to the network and confirm
proper network operation.
Step Action
TIP
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.
Step Action
4 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.
TIP
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.
TIP
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.
Step Action
6 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.
TIP
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.
Step Action
7 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.
TIP
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.
TIP
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.
Step Action
8 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.
TIP
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 The Confirm Installation Settings dialog presents a summary of your
selections. Confirm your inputs and click Next to continue.
11 Click Continue on the Product Selection (Installation Data Gathering is
complete).
12 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.
Step Action
14 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 Acknowledge the “Check OLS…” dialog.
16 Reboot the system. This completes the unattended installation process.
CAUTION
DO NOT change your computer name. You will perform these
tasks at a later time.
3 If prompted, on the Hardware Installation screen, Click Yes (multiple times)
4 On the windows Login screen, click OK.
5 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.
Step Action
1 Restart the computer and log on using a Windows account with local
administrators rights. This Windows account must be used throughout the
installation.
2 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 105 for details on mapping
to the ESIS.
TIP
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 user‟s 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.
TIP
Skip this step if using a physical media for Installation.
Step Action
3 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.
TIP
In case of ESIS installation security dialog may appear, click on
Open Click on continue on all security warning prompted.
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.
Step Action
4 On Experion PKS System Evaluation screen, select Install Clean, and then click
Next.
TIP
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.
TIP
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.
Step Action
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.
TIP
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.
Step Action
13 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.
TIP
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.
17 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.
Step Action
19 You will be asked to remove the Application DVD and insert the Knowledge Builder
DVD.
TIP
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. 96, 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.
TIP
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.
TIP
User will not be prompted for media change if using ESIS
TIP
If prompted, click on setup or continue to proceed with any
patch/updates installation. Also if prompted acknowledge any
additional dialogs.
Click Finish.
22 Click OK to shutdown and restart. Log on with the same account and password as
before.
Step Action
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.
Step Action
1 Restart the computer and log on using a Windows account with local administrators
rights. This Windows account must be used throughout the installation.
2 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 105 for details on mapping
to the ESIS.
TIP
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 user‟s 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.
TIP
Skip this step if using a physical media for Installation.
Step Action
3 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.
TIP
In case of ESIS installation security dialog may appear, click on
Open Click on continue on all security warning prompted.
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.
Step Action
4 On Experion PKS System Evaluation screen, select Install Clean, and then click
Next.
TIP
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.
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.
TIP
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)
Step Action
12 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.
15 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.
TIP
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. 96, 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.
TIP
User will not be prompted for media change if using ESIS
Step Action
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 Server Software, Operator Displays, Profit Loop Assistant, and Additional optional
components are installed with no user interaction.
19 Click OK to shutdown and restart. Log on with the same account and password as
before.
TIP
User will not be prompted for media change if using ESIS
TIP
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.
Step Action
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.
Step Action
1 Restart the computer and log on using a Windows account with local administrators
rights. This Windows account must be used throughout the installation.
2 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 105 for details on mapping
to the ESIS.
TIP
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 user‟s 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.
TIP
Skip this step if using a physical media for Installation.
Step Action
3 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.
TIP
In case of ESIS installation security dialog may appear, click on
Open Click on continue on all security warning prompted.
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.
Step Action
4 On Experion PKS System Evaluation screen, select Install Clean, and then click
Next.
7 Depending on the above selection, one or two Network Selection screens will
appear.
TIP
If ACE was selected, you can select LCN as an optional control
network. You must have an LCNP4 board installed to use the LCN.
TIP
Refer to the On-Line Help Button for a detailed description of the
Network selections.
8 On License Agreement screen, read the license agreement and then click I accept
the terms in the license agreement, and then click Next.
TIP
CAB Software use requires validation of your Experion PKS System
License and Authorization Number.
Press the Help Button for additional information.
Step Action
TIP
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) Click Next.
12 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.
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. 109, Installing
RSLinx.
Click OK to shutdown and restart. Logon as before"
Step Action
17 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.
TIP
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. 96, 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.
TIP
User will not be prompted for media change if using ESIS
20 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.
TIP
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) This step will take a few minutes to complete.
c) When prompted, insert the Experion PKS Application Software Media and
click Yes.
TIP
User will not be prompted for media change if using ESIS
d) Close the Experion PKS Auto run page
21 Additional Components are now installed including Operator Displays with no user
interaction.
Step Action
22 Click OK to shutdown and restart. Log on with the same account and password as
before.
TIP
User will not be prompted for media change if using ESIS
TIP
If prompted, click on setup or continue to proceed with any
patch/updates installation. Also if prompted acknowledge any
additional dialogs.
Click Finish.
24 Click OK to shutdown and restart. Log on with the same account and password as
before.
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.
Step Action
1 Restart the computer and log on using a Windows account with local administrators
rights. This Windows account must be used throughout the installation.
2 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 105 for details on mapping
to the ESIS.
TIP
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 user‟s 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.
TIP
Skip this step if using a physical media for Installation.
Step Action
3 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.
TIP
In case of ESIS installation security dialog may appear, click on
Open Click on continue on all security warning prompted.
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.
Step Action
4 On the Experion PKS System Evaluation screen, select Install Clean, and then
click Next.
TIP
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.
TIP
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.
Step Action
10 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.
TIP
CAB Software use requires validation of your Experion PKS
System License and Authorization Number.
Press the Help Button for additional information.
TIP
Refer to the On-Line Help Button for a detailed description of
each of the optional software components.
TIP
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.
Step Action
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 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.
16 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.
TIP
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. 96, 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.
TIP
User will not be prompted for media change if using ESIS
Step Action
TIP
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) When prompted, insert the Microsoft Visual Studio .Net 2003 Professional
for CAB Developers media, and then click Yes.
b) When prompted, insert the Microsoft Visual Studio .Net 2003 Professional
MSDN Library media, and then click OK.
c) This step will take a few minutes to complete.
d) When prompted, insert the Experion PKS Application Software Media and
click Yes.
TIP
User will not be prompted for media change if using ESIS
e) Close the Experion PKS Auto run page
19 Click OK to shutdown and restart. Log on with the same account and password as
before.
Step Action
TIP
User will not be prompted for media change if using ESIS
TIP
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.
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.
Step Action
1 Restart the computer and log on using a Windows account with local administrators
rights. This Windows account must be used throughout the installation.
2 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 105 for details on mapping
to the ESIS.
TIP
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 user‟s 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.
TIP
Skip this step if using a physical media for Installation.
Step Action
3 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.
TIP
In case of ESIS installation security dialog may appear, click on
Open Click on continue on all security warning prompted.
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.
Step Action
4 On the Experion PKS System Evaluation screen, select Install Clean, and then
click Next.
5 On Migration Application warning screen, click Yes.
6 If Migration Application is about to reboot appears, click OK to shutdown and restart
the system. Log on as before.
7 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
TIP
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.
TIP
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.
Step Action
10 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.
TIP
CAB Software use requires validation of your Experion PKS
System License and Authorization Number.
Press the Help Button for additional information.
TIP
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.
15 On the Product Selection screen, click Continue.
Step Action
16 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.
TIP
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. 96, 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.
TIP
User will not be prompted for media change if using ESIS
Step Action
TIP
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) When prompted, insert the Microsoft Visual Studio .Net 2003 Professional
for CAB Developers media, and then click Yes.
b) When prompted, insert the Microsoft Visual Studio .Net 2003 Professional
MSDN Library media, and then click OK.
c) This step will take a few minutes to complete.
d) When prompted, insert the Experion PKS Application Software Media and
click Yes.
TIP
User will not be prompted for media change if using ESIS
e) Close the Experion PKS Auto run page
19 Click OK to shutdown and restart. Log on with the same account and password as
before.
Step Action
TIP
User will not be prompted for media change if using ESIS
TIP
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.
22 On the Experion PKS Setup Complete screen, Click Finish.
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.
Step Action
1 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.
TIP
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.
TIP
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.
b) If you have selected Full Install or Server Only Install, accept the default
path.
c) Click Next.
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 Click Finish to complete the installation of Knowledge Builder.
6 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.
Step Action
1 Open the Office 2007 application.
2 Click the Office Button,
3 At the bottom of the menu select “Word Options” or it‟s equivalent depending
on which application you‟re running.
4 On the left hand side of the options menu select “Save”
5 Next to “Save files in this format” click the drop down and choose Word 97-
2003 or equivalent.
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 Action
1 Copy the entire book set folder from the Knowledge Builder media.
Step Action
2 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\
3 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.
2 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>
<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>
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>
TIP
The above KB_Selection.xm; file is for example purposes only.
Your file may look different.
Step Action
1 Choose Start > Settings > Control Panel and then double-click the Add or
Remove Programs icon.
2 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 On the Windows Components Wizard screen, highlight Application Server
and then click Details.
4 On the Application Server screen, select the Internet Information Services
(IIS) option and then click Details.
5 Clear all options except those listed below
Common Files
Internet Information Services Manager
6 For Event Archiving, select the World Wide Web Service > World Wide
Web Service option.
For Alarm Paging, select the SMTP Service option.
For eServer, select World Wide Web Service > Active Server Pages.
7 Click OK.
8 Click Next and follow the on-screen instructions to complete the installation.
9 When prompted, insert the Windows Server 2003 CD in the CD-ROM drive
and click OK.
10 When the installation is complete, restart the computer.
Example 2: Redundant (redundant Cluster Server system) with Single Link (Single
LAN / FTE)
127.0.0.1 localhost
192.168.0.1 SERVERA SERVERA0 # Server A
192.168.0.3 SERVERB SERVERB0 # Server B
192.168.0.5 CSTNE # Console Station
192.168.0.7 CSTNF # Console Station
12.1.0.1 SERVER1
192.168.0.3 CSTNE CSTNE0 # Console Station 01
12.1.0.3 CSTNE1
192.168.0.4 CSTNF CSTNF0 # Console Station 02
12.1.0.4 CSTNF1
Example 4: Redundant (redundant Cluster Server system) with Dual Link (Dual
LAN)
127.0.0.1 localhost
192.168.0.1 SERVERA SERVERA0 # Server A
12.1.0.1 SERVERA1
192.168.0.2 SERVERB SERVERB0 # Server B
12.1.0.2 SERVERB1
192.168.0.3 CSTNE CSTNE0 # Console Station 01
12.1.0.3 CSTNE1
192.168.0.4 CSTNF CSTNF0 # Console Station 02
12.1.0.4 CSTNF1
Step Action
1 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 Double-click the SETUP.EXE file.
4 Read the Welcome dialog information.
5 Click Next button.
6 Read the software license agreement.
7 Accept the terms by clicking the Yes button.
8 Enter a Name.
9 Enter your Company name.
Step Action
13 Click Next button.
14 Click Typical option button.
15 Click Next button.
16 Click Next button again to begin installation.
TIP
For workgroups, your node must be in the workgroup otherwise, you will have
to re-connect each time the node re-starts.
Step Action
1 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 page
Error! Bookmark not defined. 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 user’s 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
User‟s 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”
Workgroup/Local Account Example:
ESIS Server Name = MServer
Step Action
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
User‟s 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”
You have completed this task. Return to the checklist or procedure that
led to this task.
To install RSLinx:
Step Action
2 On the License Agreement screen, click I accept the terms in the license
agreement, and then click Next.
4 On the Standard Setup screen, click Next to accept the default features to
install.
5 On the Ready to Install the Program screen, click Install to start installing the
RSLinx applications.
This installation may take several minutes to complete.
7 Review the Release Notes and then close the window that displays the
Release Notes.
Step Action
1 Make sure that Server A is running as Primary.
2 Remove Server B from the network, (disconnect network cables).
3 Shutdown Server B.
4 Replace Server B, (do not connected network cables).
5 Restore Server B. See Starting an Experion Server clean installation.
6 Select Start > Settings > Control Panel and double-click Services.
7 Change Startup Type of Experion PKS System Repository to Disable and
then Stop the service.
8 Click OK to Stop Control Data Access service.
10 Connect Server B to the network.
11 Launch Configuration Studio and connect to the server.
12 On Process Control Strategies category, click Administer the control
strategy database.
13 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.
Step Action
17 Close the DBAdmin window.
18 Click Yes to enable replication.
Note: This may take a while, depending on the size of the database.
19 Click OK to acknowledge the replication successful message.
You have completed this task. Return to the checklist that led to this
task.
Step Action
1 Make sure that Server A is running as Primary.
2 Remove Server B from the network, (disconnect network cables).
3 Select Start > Settings > Control Panel and double-click Services.
4 Change Startup Type of Experion PKS System Repository to Disable and
then Stop the service.
5 Click OK to Stop Control Data Access service.
6 Connect Server B to the network.
7 Launch Configuration Studio and connect to the server.
8 On Process Control Strategies category, click Administer the control
strategy database.
9 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.
Step Action
16 In Configuration Studio connect to the appropriate system.
17 On System Tasks category, click Administer the system database.
18 In the EMDB Admin Tasks folder, select the Recover the Primary
Database.
19 Click Yes to recover the database.
20 Click OK to acknowledge that the recovery is complete.
21 Select Enable Replication to start the EMDB replication.
22 Close the DBAdmin window.
23 Click Yes to enable replication.
Note: This may take a while, depending on the size of the database.
24 Click OK to acknowledge the replication successful message.
25 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.
Step Action
1 Make sure that Server A is running as Primary.
2 Remove Server B from the network, (disconnect network cables).
3 Shutdown Server B.
4 Restore Server B using EBR.
5 Disconnect Server B from the network before rebooting Server B.
6 Select Start > Settings > Control Panel and double-click Services.
7 Change Startup Type of Experion PKS System Repository to Disable and
then Stop the service.
8 Click OK to Stop Control Data Access service.
9 Connect Server B to the network.
10 Launch Configuration Studio and connect to the server.
11 On Process Control Strategies category, click Administer the control
strategy database.
12 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.
Step Action
18 Click OK to acknowledge the replication successful message.
You have completed this task. Return to the checklist that led to this
task.
ATTENTION
The Experion PKS Application Software Media R301.1 is required to remove
RSLinx.
Step Action
1 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.
Step Action
15 On “Experion PKS - Remove this last” message click OK, and then on the
Finished Removing Experion PKS Subsystem message Click OK.
Solution 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 Unknown
Solution 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.