Professional Documents
Culture Documents
Exaquantum Installation Guide
Exaquantum Installation Guide
Exaquantum Installation Guide
Manual
IM 36J04A13-01E
IM 36J04A13-01E
Yokogawa February 21st 2014
13th Edition Issue 1
Exaquantum Installation Guide i
Highlights
The Highlights section gives details of the changes made since the previous issue of this
document.
Summary of Changes
This is the 13th Edition of the document.
Detail of Changes
The changes are as follows.
Chapter/Section/Page Change
Ch 1.2 Grammar correction
Ch 1.3 Spelling correction; Text correction
Ch 1.4 Updates for R2.85
Ch 1.5 Spelling corrections
Ch 2.2 Spelling corrections
Ch 2.3 Addition of text describing server naming convention
Ch 2.6 Addition of text describing use of Open Interface
P 2-13 Spelling correction
Ch 2.10 Update for R2.85
Ch 2.11 Update for R2.85. Change to description for Excel.
Ch 2.12 Updated recommendations for Disk partitioning, Note.
Ch 2.19 Corrections to terminology
Ch 2.23 Updates texts.
Ch 2.25 Updated the text detail.
Ch 2.27 Updated the text detail.
Ch 2.28 Support for Windows 2012, Text updated
Ch 2.29 Text updated
Ch 2.30 Updates to Microsoft hotfixes
Ch 3.2 Update, due to R2.85 DVD content
Ch 3.3, 3.4, 3.5, 3.6, 3.7 Update, due to R2.85 pre-requisites
Ch 4.1, 4.2 Update to Installation procedure
Ch 4.8 Minor updates
Ch 5.5, 5.6, 5.7, 5.8, 5.9, Screenshot updates. Minor text changes.
5.12, 5.13, 5.14, 5.15, 5.16,
5.17, 5.18, 5.19, 5.20, 5.21,
5.22, 5.23, 5.24, 5.25, 5.26,
Chapter/Section/Page Change
5.27, 5.28, 5.29, 5.30
Ch 6.1 Minor text updates
Ch 6.3 Minor text updates
Ch 7 Updates for installing MSMQ on Windows 2012
Ch 8 Updates for installing IIS on Windows 2012
Ch 10.1 Minor text updates
Ch 10.2 Updates to screenshots
Ch 10.6, 10.9, 10.13, 10.14 Minor text updates
Ch 10.16 Changes to detail for using SQL Server Management Studio
Ch 10.18 Added ExaquantumFramework database
Ch 10.19 Minor text updates
Ch 10.20, 10.21 Minor text updates
Ch 10.22, 10.23, 10.25, Minor text updates
10.26
Ch10.32 Add New Chapter
Ch 11.3 Minor text updates
Ch 11.5 Added Exaquantum website URLs
Ch 12.1 Minor text updates. Section added regarding upgrading from
Exaquantum R2.20 or earlier.
Ch 12.6 Superfluous text removed
Ch 12.7 Minor text updates
Ch 13.1 Minor text updates
Appendix A Changes to list of supported Operating Systems. Minor text
updates
Appendix B Minor text updates
Appendix C Minor text updates
Appendix D New Section
Ch 10.9 Added LegacyWeb compatibility settings
Chapter/Section/Page Change
Table of Contents
Copyright and Trademark Notices .................................................................................... i
Highlights ......................................................................................................................... ii
Exaquantum Document Set .............................................................................................. v
Table of Contents ............................................................................................................ vi
Chapter 1 Introduction ............................................................................................................. 1-1
1.1 About This Guide ............................................................................................................... 1-1
1.2 Installation Overview ......................................................................................................... 1-2
1.3 Other Sources of Information ............................................................................................. 1-3
1.4 Language options ............................................................................................................... 1-4
1.5 Support ............................................................................................................................... 1-5
Chapter 2 Pre-installation Preparation ................................................................................... 2-1
2.1 Pre-Installation Overview .................................................................................................. 2-1
2.2 Additional Features ............................................................................................................ 2-2
2.3 Client / Server Technology Options ................................................................................... 2-2
2.4 Client Software Options ..................................................................................................... 2-3
2.5 Web Server Deployment Options....................................................................................... 2-4
2.6 Open Interface .................................................................................................................... 2-5
2.7 User And Group Accounts ................................................................................................. 2-6
2.8 Determine the Security Model ........................................................................................... 2-7
2.9 User account and Group ..................................................................................................... 2-9
2.10 Exaquantum OPC Client Support..................................................................................... 2-15
2.11 Excel Add-Ins ................................................................................................................... 2-18
2.12 Hard Disk Considerations ................................................................................................ 2-18
2.13 Internet Information Server .............................................................................................. 2-19
2.14 Microsoft Message Queue (MSMQ) ................................................................................ 2-20
2.15 Primary And Secondary Exaquantum PIMS Servers ....................................................... 2-20
2.16 Role Based Name Space .................................................................................................. 2-20
2.17 Secure Workbook Folder Location .................................................................................. 2-21
2.18 Server Time Synchronization ........................................................................................... 2-22
2.19 Web Authoring Tools Option ........................................................................................... 2-22
2.20 Windows Terminal Services ............................................................................................ 2-22
2.21 21 CFR Part 11 Support ................................................................................................... 2-23
2.22 Network Configuration .................................................................................................... 2-23
2.23 User Group Generation before Installation ...................................................................... 2-23
2.24 Installation of Exaquantum with third party software. ..................................................... 2-25
Chapter 1 Introduction
1.1 About This Guide
This guide provides all the information necessary to install the Exaquantum software.
It describes the main installation options and provides the information necessary to
make the right choices.
Many of the major choices are fundamental to a successful integration with other
systems.
The information is aimed at IT professionals who have been on the appropriate
Yokogawa training course, such as 'Installing Exaquantum Systems' [NTPP 902].
WARNING: The software should only be installed by authorized staff that are qualified
to do so.
The level of information is aimed at suitably qualified installation and integration
engineers, who will be expected to have the following abilities:
Have access to the decisions made about the installation requirements and design.
Understand the technical environment and infrastructure at the installation site
Be familiar with the Windows operating systems being used, including the User and
Group account options.
Have access to the Administrator account on all the computers involved.
1.5 Support
In the case of any problems with the installation of the software, support is available
from the relevant Yokogawa representative.
Before Contacting Yokogawa Support
Please check the information in this guide and the Other Sources of Information section
to ensure that the basic installation and configuration issues have been addressed.
The support process will be much more efficient if you have some basic information
ready when you call:
The version and release numbers of the software.
The operating system being used, including the service pack level.
A concise description of the problem and its symptoms.
Full details of any error messages encountered.
Access to the Windows Event Viewer, in particular the Application and System
logs.
Tip: The Information Gathering Tool can be used to create a comprehensive report
containing useful information to help diagnose many problems. Further details can be
obtained in the Exaquantum Engineering Guide Vol. 3. See the Other Sources of
Information section for a link.
Clients
There are two client software options (Client Software Options):
Exaquantum/Explorer client
Exaquantum/Web client
2.4 Client Software Options
The choice of client installation depends entirely on whether DCOM or Web-based
technology is being used.
Exaquantum/Explorer client - Dedicated software that uses DCOM (Distributed
Component Object Model) to communicate with the Exaquantum/PIMS server.
Exaquantum/Web client - Uses a standard web browser and HTTP (Hypertext
Transport Protocol) to communicate with the Exaquantum/Web server.
Figure 2-1 Figure 2-2
The requirement for the hardware platforms on which the software is installed is
explained in the topic Combined Server Prerequisites. The software prerequisites are
described in the topic Exaquantum/PIMS Server Prerequisites.
Access control X XX
"X" indicates that it is included in the settings by the IT Security Setting Tool, and "
that it is not included.
"XX" indicates that it is included in the setting by manual.
*1: There is a difference between the standard model and Strengthened model.
For more information about the security models, refer to "13.1 Security Model
QTM_OPC_LCL: The privilege is the same as QTM_OPC; this group contains users
who will make an OPC connection from outside the Exaquantum system. This group
is only created in the Standard Domain model.
Accounts and Groups on an Exaquantum Explorer client
The accounts and groups generated in installation of Exaquantum client are shown below.
For Legacy model
User account
Quantumuser: Account used inside for connecting to Exaquantum/PIMS server
component. Do not delete this account.
For Standard (standalone management and domain management)
User account
QTM_PROCESS: Account for executing the process of Exaquantum. Do not delete
this account. This account cannot log on Windows.
EXA_PROCESS: Account for executing EXA common process (Windows service).
Do not delete this account.
User group
QTM_DATA_READ: All users must be belonged this group.
QTM_DATA_WRITE: User group that can write data.
QTM_EXPLORER_DESIGN: User group that can start up Exaquantum/PIMS in
editing mode and create and modify Exaquantum/PIMS documents.
QTM_MAINTENANCE: User group that can modify and equalize Exaquantum
database, crate tags and write data. All user accounts belongs this group must belong
to Administrator group. (In domain management, generate this manually. User
account belonging domain QTM_MAINTENANCE group need to belong domain
Domain Admins group. If this cannot be performed, it gets belonged to local
Administrators.)
EXA_MAINTENANCE: User group that user that does EXA package common
maintenance that installs it for executing EXA common tool or making EXA
package cohabit belongs. All user accounts belongs this group must belong to
Administrator group. (In domain management, generate this manually. User account
belonging domain EXA_MAINTENANCE group need to belong domain
DomainAdmins group. If this cannot be performed, it gets belonged to local
Administrators.)
QTM _MAINTENANCE_LCL: The privilege is the same with
QTM_MAINTENANCE, and this is used as an emergency group when domain
environment is in abnormal situation. All user accounts belongs this group must
belong to Administrators group.
EXA_MAINTENANCE_LCL: The privilege is the same with
EXA_MAINTENANCE, and this is used as an emergency group when domain
environment is in abnormal situation. All user accounts belongs this group must
belong to Administrators group.
For OPC Server PCs, please refer to 6.2.5 Collaborating with Other Products in
IM36J04A15-02E.
NOTE. During the Exaquantum Installation, the process user accounts are created
automatically with default passwords.
<DVD Drive>:\TOOLS\CreateQTMProcess.exe
TIP
When setting a user-defined password, use the following command:
<DVD Drive>:\ExaOPC\TOOLS\CreateEXAProcess.exe
TIP
When setting a user-defined password, use the following command:
<DVD Drive>:\TOOLS\CreateQTMSQLServer.exe
TIP
When setting a user-defined password, use the following command:
Depends on:
The number of tags in your
system
Exaquantum databases The Update rates of your tags
Data (SQL database)
created by SQL Server
How much historical data you
will keep available online.
(Consult your Yokogawa
representative for advice)
Exaquantum database
Backups (SQL As for Data (above)
backups created by SQL
database)
Server
NOTE. When using Auto-archiving, please reserve free space (> 2GB) on the SQL
Server installation drive. This location is used as a temporary working area for archiving.
NOTE. When SQL Server is to be installed on the OS installed system drive, at least 10
GB free space is needed.
NOTE. When collecting OPC A&E data for CAMS, we recommend free space of more
than 1TB on the disk where the Data database is located.
2.13 Internet Information Server
Internet Information Server (IIS) provides the functionality for the Exaquantum/Web
server to be able to act as a web site.
The Exaquantum/Web server uses IIS to serve web pages to Exaquantum/Web clients
that connect using the HTTP (Hypertext Transport Protocol) and a standard web browser.
We strongly recommend that if IIS will be used, that it be installed by selecting it as one
of the options available when the operating system is installed.
Although it can be added later this will involve additional work and duplication.
If you install the IIS later, you will have to re-install any Windows service packs
that have been added see Chapter 8 Installing IIS.
Chapter 3 Prerequisites
3.1 Overview
This section refers to resources that need to be available before the installation of the
Exaquantum software can begin. The requirements in each case will depend on:
The Client / Server Technology being used.
Which Exaquantum component is being installed?
Which user should be used to install Exaquantum?
Before installation, it is necessary to determine the installation user. For further
information, refer to "3.8 Determine the Installation User"
The prerequisites are divided into two main categories:
Hardware requirements - which concerns the:
Specification of the computer on which the software will be installed.
The communications infrastructure used to connect the individual items to the
rest of the system.
Software prerequisites - Concerns the software that provides the underlying support
services and additional functionality upon which the Exaquantum software builds.
The prerequisites deployed will depend on which Exaquantum component is being
installed:
Exaquantum/PIMS Server Prerequisites.
Combined Server Prerequisites
Exaquantum/Web Server Prerequisites.
Exaquantum/Explorer Client Prerequisites.
Exaquantum/Web Client Prerequisites.
All of the software items are provided on the Exaquantum Prerequisites DVD
Installation Procedures are provided for some of the more complicated prerequisite
software installation procedures.
Optional Software
Microsoft Message Queue (MSMQ) optional [Provided with operating system] -
required for Exaquantum Event Generator Tool (Microsoft Message Queue
(MSMQ)).
Note: If required, the MSMQ and IIS options should be installed at the same time as
the operating system and BEFORE any service packs. If they are added later, the
service pack must be reinstalled.
Microsoft Expression Web 4 SP2 [Not Provided] Required for web authoring.
NOTE that Microsoft Expression Web 4 requires .NET Framework 4 as a pre-
requisite.
Windows Terminal Services [Provided with operating system] - Required for Web
Admin Tools. NOTE that there are Microsoft license restrictions when using this
product.
Microsoft Excel (Office 2010, or Office 2013 (32 bit versions only)) [Not provided] -
Required for Excel Add-in feature.
Microsoft SQL Server 2008 R2 Express. This is installed, for the support of
migration from a previous Exaquantum version, which contains offline archives.
Optional Software
Exaopc server [Provided] - required for the Cross-server Calculation or Exaquantum
Open Interface feature.
Microsoft Message Queue (MSMQ) [Provided with operating system] - required for
Exaquantum Event Generator Tool only ( Microsoft Message Queue (MSMQ) ).
Note: If required, the MSMQ option should be installed at the same time as the
operating system and BEFORE any service packs. If it is added later, the service
pack must be reinstalled.
Windows Terminal Services [Provided with operating system] - Required for Web
Admin Tools. NOTE that there are Microsoft license restrictions when using this
product.
Microsoft Excel (Office 2010, or Office 2013 (32 bit versions only)) [Not provided] -
Required for Excel Add-in feature.
Microsoft SQL Server 2008 R2 Express. This is installed, for the support of
migration from a previous Exaquantum version, which contains offline archives.
*1: For the domain management, if Domain Admins on domain cannot be joined,
login as a user in the local Administrator Group.
NOTE.
The Exaquantum Web Server deployment provides two Web Sites:
Exaquantum LegacyWeb
Exaquantum Web
The Exaquantum LegacyWeb website was the only website supported for Exaquantum
installations prior to the R2.80 release. From the R2.80 release, the new Exaquantum Web
website was introduced. Both websites run concurrently. The installation procedure for
Web Client deployment has some differences between the two websites:
Exaquantum LegacyWeb only following the sections for Exaquantum
LegacyWeb
Exaquantum Web there are no specific Web Client Installation procedures
Both Web Clients follow the sections for Exaquantum LegacyWeb
4.2 Installation
There are four stages to installation:
Stage 1 - Installing The Operating System:
1 Install the chosen operating system using the manufacturers instructions.
For Exaquantum/Web server, also choose to install the IIS option (Chapter 8
Internet Information Server).
For Exaquantum Event Generator Tool on Combined or Data servers, also choose
the MSMQ option (Chapter 7 Microsoft Message Queue (MSMQ) ).
2 Install any service packs that are required.
3 Set up the operating system for the administrative and security environment to be used.
4 Configure for TCP/IP networking.
Stage 2 - Installing Other Prerequisites That Are Not Provided:
1 Install any of the prerequisites that are not provided. Use the information you have
obtained from reading this guide, or on the Exaquantum DVD, to decide what is
necessary for your situation.
Stage 3 - Installing Exaquantum Prerequisites:
The DVD menu will offer access to documentation and a choice of which installation
procedure to begin. The installation procedure steps relate to individual prerequisite
Dialog Boxes.
Before installing Exaquantum Prerequisites, the following procedure needs to be
followed.
Note 1: Please determine the Security Model.
For further information, refer to 2.8 Determine the Security Model.
Note 2: Please generate User Group
For further information, refer to 2.23 User Group Generation before Installation.
Note 3: Please determine the Install User.
For further information, refer to 3.8 Determine the Installation User.
Note 4: When using Windows Vista and, Windows 7, Windows Server 2008 R2 and
Windows 8 Pro set the Windows Display Style to Classic Style.
1 Insert the Exaquantum Prerequisites DVD this will automatically run and display the
menu as long as Autorun is enabled on the PC. If Autorun is not enabled see the notes
in the section Exaquantum Prerequisites DVD.
NOTE: If a user other than an Administrator is used, after any automatic login, the
UAC dialog will be displayed, and any installation will not proceed.
2 Follow the menu selection for the type of installation you are performing.
The following procedures are available:
Exaquantum/PIMS server installation
Exaquantum/Web server installation
Combined Exaquantum server installation
Exaquantum/Explorer client installation
Exaquantum/Web client installation (Exaquantum LegacyWeb only)
3 Configuring Microsoft SQL Server 2012 requires some special attention (Configuring
SQL Server Memory).
If rebooting is necessary, the computer will automatically shut down and restart the PC
without the need for user interaction.
Note: If you select the auto login option then a UAC screen will be displayed, and must
be acknowledged when the system restarts unless you are performing the install as the
Administrator user. The Account Control screen will time out after 2 minutes; then the
installation will not continue, if this occurs then you have to select
<DVD>:\Autoplay.exe and run as administrator to continue.
NB When doing a Standard Domain install you will always have the UAC displayed as
this install must be performed as a domain user and cannot be performed as the
Administrator user.
Stage 4 - Installing The Exaquantum Software
Once the prerequisites have been successfully installed the Exaquantum installation will
start automatically. The Installation will prompt for the Exaquantum Software DVD.
Note: Regarding IT Security, please refer to the following contents.
5.14 Exaquantum Security Model.
5.15 Exaquantum Security Settings.
Depending on the installation option chosen in Stage 3 the Prerequisites Installation and
one of the procedures in the following sections will be carried out.
Figure 5-1
Figure 5-2
When executing as Administrator user, the User Account Control dialog is not displayed,
and then the installation will continue automatically.
Note: The User Account Control will appear on restart. If the User Account Control is not
accepted or cancelled it will timeout after two minutes. After automatic login, if User
Account Control dialog has timed-out, please start the program in the menu Startup
SetupLaunch.bat or restart the PC.
Select:
Back returns to the previous dialog screen
Next - to continue with the installation procedure.
Cancel - to stop the installation procedure.
Select:
Back returns to the previous dialog screen
Continue will start the installation procedure.
Cancel - to stop the installation procedure.
Figure 5-10
Figure 5-11
The screen shows the extraction of SQL Server 2012 Standard Edition which starts
automatically. When the main dialogs appear (next images) no user interaction is required
for this package and it is provided for information only.
It may be necessary for this component installation to restart the PC more than once to
install prerequisites for SQL Server, it will automatically log in and continue the
prerequisite process if auto-login is enabled.
Note: When installing SQL Server 2012, a restart may be performed several times. Do not
stop until the installation is completed.
Figure 5-17
Figure 5-18
Figure 5-19
Note 1: When Exaquantum is installed with, or connects to, another EXA package, there
are restrictions depending on the version of the EXA package. Please refer to Section 6.2.5,
Collaborating with Other Products in the Exaquantum Engineering Guide Volume 2
Network Configuration (IM36J04A15-02E)
Note 2: In the case when another EXA package is installed on the Exaquantum Server,
security models other than the currently selected Security Model cannot be selected.
Note 3: In the case when another EXA package is already installed where IT Security is
unsupported, only Legacy Model can be selected.
Note 4: In the case when the PC is not joined to a domain, Domain (Standard Model)
cannot be selected.
Note 5: If installing Exaquantum on the same machine as another EXA product that
supports IT security, refer to Chapter 13.
Domain: Apply security settings for Domain User Management (Standard Model)
Standalone: Apply security settings for Standalone Management (Standard Model)
Prioritizes collaboration with previous versions and products that are not supported
by IT security. (Legacy Model)
Select:
Back - to return to the previous dialog box.
Next - to continue the installation procedure.
Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-23
Note 6: If an EXA package has been installed, that supports IT Security, prior to
Exaquantum being installed, the Security model cannot be changed.
Note 7: If an EXA package has been installed, that does not support IT Security, prior to
Exaquantum being installed, the Security model can only be set to Legacy.
IMPORTANT
When changing the security model consider the effect the change will have
on communications with other systems.
If you have insufficient privilege, an error message is displayed. Click OK,
then log on as a user with administrative privilege (in case of Standard
Model, placed into the EXA_MAINTENANCE group) and install again.
If the current security model is Standard (domain) or Standard
(standalone), and the user does not belonged to EXA_MAINTENANCE,
an error message is displayed. After clicking OK, log on by the user with
administrative privilege and the required group memberships then install
again.
If the current security model is Standard (domain), and the PC is outside
of the domain, an error message is displayed. Clicking OK, start up the IT
Security Tool from the menu to change the security model to something
other than Standard (domain), then install again.
For Standard (Domain), if a required group is not already generated, an error
message will be displayed. Create the user group on the domain server in
advance.
After installation, security setting will be reset on default status of current
selected security model. In case security setting executed manually, after
installation, security re-setting is needed.
When Standard (Domain) is selected on a PC that is a member of a
Windows domain, a dialog box is displayed. Clicking OK to go next.
IMPORTANT
After installation, the settings are reset to the default of the selected model. Reapply any
settings made manually since the last reset.
Select:
Back - to return to the previous dialog box.
Next - to continue the installation procedure.
Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-24
Figure 5-26
For the standard model, default secure workbook folder has changed from under
"\Program Files" to "\Explorer Workbook".
When using a new workbook folder, Explorer workbooks to be moved to appropriate
folder and to be modified Explorer script in manually.
When upgrading Exaquantum or running in standard or domain security models - if using
the Exaquantum PIMS folder, it is necessary to change the access right of Secure
Workbook folder manually.
How to change the access right:
Right click the workbook file and select property. Add group "QTM_DATA_READ" in
access right. Check full-control and click ok.
The Web Site field will contain a list of existing web sites, plus the option Create
New Site. The existing web sites will include the Default web site, plus any others that
have been created.
To create a new site, select it from the drop down menu and enter a suitable port
number:
Port 80 (default web site) may be used if no other application is using it
Port numbers from 1 to 65535 may be used, only if not in use by another
application
Port 135 cannot be selected as it is used by DCOM
Pre-existing web sites will be listed in the pull down menu; to use one of these sites
select it from the list. The port cannot be changed.
The Destination field determines the location where the associated web site files will
be installed. A default location is provided, which should be used unless there are
overriding reasons to install to somewhere else. The install destination folders will be
created if they dont exist.
Select:
Back - to return to the previous dialog box.
Next - to continue the installation procedure.
Cancel - to exit from the installation procedure and lose all the settings made so
far.
If an existing web page port number is assigned, select New Web Site and enter the port
number from the existing web site as above.
If an existing port number is not assigned, select Default Web Site.
Refer to Engineering Guide Volume 4 for more details.
Figure 5-41
In Both cases:
Remove the DVD from the drive.
Choose the Yes, I want to restart my computer now option.
Click on the Finish button.
After the computer has restarted, refer to the post installation and configuration section of
this guide.
For a Server install - if UAC was disabled prior to the install, UAC should now be re-
enabled.
The procedure to enable UAC:
1. Select Control Panel and User Accounts
2. Select Turn User Account Control on or off
3. Recheck Use User Account Control (UAC) to help protect your computer
4. Reboot the PC
Run the installer with the /r ("record") switch. Proceed through the dialogs and complete the
installation. This will create a setup.iss file and place it in the C:\WINDOWS directory. This file
will include all of your responses to the InstallShield dialogs, allowing you to perform silent
installations as if you were giving the same answers again. Simply copy setup.iss to the same
directory as the installer executable.
Once you have a setup.iss file, run the installer with the /s ("silent") option. This will perform
an unattended installation.
The /f1filename switch allows you to specify a fully-qualified alternate name for the
setup.iss file. Note that there must be no space between the /f1 switch and the file name. This
switch works both with /r to create the file and with /s to read it.
The /f2filename switch specifies a log file. Once again, there must be no space between the
switch and the file name.
WARNING: Be careful what characters you use in these file names, because InstallShield
silently strips certain non-alphanumerics (like hyphens).
For Web Server and Data Server installations it is also necessary to pass the server type on the
command line as follows:
1 Client install:
To record an answer file:
<Drive>:\Client\Setup.exe /r /f1"C:\test1.iss"
To install using an answer file:
<Drive>:\Client\Setup.exe /s /f1"C:\test1.iss" /f2"C:\Install.Log
2 Web Client install:
To record an answer file:
<Drive>:\WebClient\Setup.exe /r /f1"C:\test2.iss"
To install using an answer file:
<Drive>:\WebClient\Setup.exe /s /f1"C:\test2.iss" /f2"C:\Install.Log
3 Exaquantum combined server install:
To record an answer file:
<Drive>:\Server\Setup.exe /r /f1"C:\test3.iss"
To install using an answer file:
<Drive>:\Server\Setup.exe /s /f1"C:\test3.iss" /f2"C:\Install.Log
3 In the Add Roles Wizard, on the left select Server Roles, then from the list of
available roles select Web Server (IIS). Other roles can be selected at the same time.
Figure 8-2
4 In the Add Roles Wizard, on the left select the newly appeared Web Server (IIS)
read through the information presented on this page.
5 In the Add Roles Wizard, on the left select Role Services situated below Web Server
(IIS).
6 In addition to the default selections in the Role Services list, also select the
following:
Figure 8-3
Web Server
o Common HTTP Features (All sub items one by one)
o Application Development
ASP.NET
.NET Extensibility
ASP
ISAPI Extensions
ISAPI Filters
o Health and Diagnostics
HTTP Logging
Logging Tools
Request Monitor
Tracing
o Security (All sub items one by one)
o Performance
Static Content Compression
Management Tools
o IIS Management console
o IIS Management Scripts and Tools
o IIS 6 Management Compatibility (All sub items)
7 Click Next on the wizard, review the list of features to be installed then click Install.
Figure 8-4
8 If prompted, load the Windows Server 2008 / 2008 R2 installation DVD in the drive
and click on the OK button. If the installation DVD Menu appears, dismiss it by
selecting the Exit icon.
9 When the installation is complete, close all the dialog boxes.
10 Remove the Windows Server 2008 / 2008 R2 installation DVD from the drive.
3 Ensure the required selections are made as defined in the previous section on adding
the Web Server Role
Figure 8-6
4 If any selections have been added choose next then install then close the server
manager.
Figure 8-7
Figure 8-8
3 The Before you begin page may be shown (Figure 8-9). Click Next.
Figure 8-9
4 In the Select installation type page, ensure the option Role-based or feature-based
installation is selected (Figure 8-10).
Figure 8-10
5 From the Select destination server screen, ensure that the Select a server from the
server pool is selected, and highlight the local server from the list in the lower screen
(Figure 8-11)
Figure 8-11
6 In the Select server roles screen, select Web Server (IIS) (Figure 8-12). You may be
prompted to add the [Tools] IIS Management Console (Figure 8-13). In this case
click on Add Features.
Figure 8-12
Figure 8-13
7 In the Select features screen (Figure 8-14), select the feature .Net Framework 3.5
Features. NOTE that .NET Framework 4.5 Features, User Interfaces and
Infrastructure, Windows PowerShell and Wow64 Support should already be installed.
If they are not, please select them.
Figure 8-14
9 In the Select role services screen (Figure 8-15), ensure the following are selected; if
you are prompted by the dialog (example in Figure 8-16) to add additional features in
click Add Features.
Web Server
o Common HTTP Features (All sub items one by one)
o Health and Diagnostics
- HTTP Logging
- Logging Tools
- Request Monitor
- Tracing
o Performance
- Static Content Compression
o Security (All sub items one by one)
o Application Development
- ASP.NET 3.5
- ASP.NET 4.5
- .NET Extensibility 3.5
- .NET Extensibility 4.5
- ASP
- ISAPI Extensions
- ISAPI Filters
o Management Tools
- IIS Management console
- IIS Management Scripts and Tools
- IIS 6 Management Compatibility (All sub items)
Figure 8-15
Figure 8-16
10 Prior to installing the roles and services, you will be presented with the Confirm
installation selections screen (Figure 8-17). At this point the screen may present a
warning message Do you need to specify an alternate source path., as shown in:
Should this be the case, then click on the option Specify an alternate source path, in
the lower part of the screen. This will run the dialog, shown in (Figure 8-18). Here, you
will need to manually enter the path to the Windows 8 sources on the Exaquantum DVD.
This will always be in the location:
<DVD drive>:\Misc\Windows8Sources\sxs
Figure 8-17
Figure 8-18
11 Finally, click Install from the Confirm installation selections screen. The
Installation progress screen will now be displayed. When this has completed, click
Close.
3 The Before you begin page may be shown (Figure 8-20). Click Next.
Figure 8-20
4 In the Select installation type page, ensure the option Role-based or feature-based
installation is selected (Figure 8-21).
Figure 8-21
5 From the Select destination server screen, ensure that the Select a server from the
server pool is selected, and highlight the local server from the list in the lower screen
(Figure 8-22)
Figure 8-22
6 Again, in the Select destination server screen, click on the Features option, in the
left hand pane.
7 Select the specific features, as detailed in the previous section.
8 When all of the features have been selected, click Install.
License Agreement
Select I accept the terms of the license agreement - to accept the license terms and click
Next to continue
Figure 9-2
Customer Information
Enter user details and select the Anyone who uses this computer option. Click Next to
continue.
Figure 9-3
Setup Type
Select the Complete setup type. Click Next to continue
Figure 9-4
Ready To Install
Click Install to install the software.
Figure 9-5
Wizard Completed
Click Finish to close the Installation Wizard.
Figure 9-6
Chapter 10 Configuration
10.1 Overview
In most straightforward installations little configuration is required to confirm that the
basic system works.
Note: Configuration is necessary to transform the installation into a fully functioning
integrated system, but that does not form part of the installation process.
The following items may need to be configured:
Exaquantum/PIMS server:
After the program has been installed you need to expand the size of the database
(Expanding The Database).
If you are upgrading an existing Exaquantum system that uses domain based
accounts you will have to consider the implications of continuing that way or to
use local accounts instead (Using Domain\Local Accounts).
After installing the SQL Server you will need to configure the memory usage
(Configuring SQL Server Memory).
Exaquantum/Web client:
The configuration of Internet Explorer may need to be changed for ActiveX
download, logon access, and proxy servers (Internet Explorer Configuration -
Overview).
For user's convenience, you can arrange for the Exaquantum home page to
automatically open when Internet Explorer is started (The Exaquantum/Web user
interface makes extensive use of ActiveX technology and scripts.
The ActiveX controls will be downloaded when making a first visit to the
Exaquantumhome web site or by explicit installation from the DVD.
Some security settings of Internet Explorer can be configured to prevent the installation of
ActiveX controls and the running of associated scripts.
Tip: The ActiveX controls supplied as part of Exaquantum are signed and are safe for
scripting.
If you have problems installing the Exaquantum/Web client because of security warnings
you may need to change the Internet Explorer security configuration as follows:
The option to "Download signed ActiveX controls" must be set to Enable or Prompt.
The ability to run "Run ActiveX controls and plug-ins" should be set to Enable.
Note: Browser security is a sensitive issue and must be considered as part of the
enterprise wide IT security).
Exaquantum/Web server
For performance, a change to the web service configuration is necessary.
NOTE.
In order to apply the settings described in this section, the user must have particular rights
(permissions):
Standard mode - The user must be a member of the following groups:
EXA_MAINTENANCE
QTM_DATA_READ
Administrator
Legacy mode- it is recommended that the settings are applied as the Exaquantum Service
user (quantumuser by default).
10.2 Quantumuser Temp folder permissions (Legacy Model)
Conditions that require configuration
If Exaquantum was not installed whilst logged in as the QuantumUser account and the
QuantumUser account did not exist prior to installing Exaquantum.
Detail
Permissions for the group QUserGroup need to be added to the QuantumUsers account
temp directory on an Exaquantum/PIMS server.
Login as the QuantumUser and navigate to the QuantumUsers temp directory.
Note: This is C:\Users\QuantumUser\AppData\local\Temp for Windows Server.
Right click the Temp folder and select Properties then the Security tab, click Edit to
change the permissions.
Using dialog Permissions for Temp that will appear click Add. Enter QUserGroup and
click ok.
Figure 10-1
Select the newly added QUserGroup, change the permissions to Full control, click ok
then click ok again.
Figure 10-2
Double-click the Policy Network Access: Let Everyone permissions apply to anonymous
users and select Enabled.
Figure 10-5
Double-click the Policy Access this computer from the network and select Add User or
Group
Figure 10-7
Figure 10-8
NOTE This issue does not occur with IIS7.5 on Windows Server 2008 R2 or IIS8 on
Windows Server 2012.
These files will be automatically integrated into Excel, except for the following situations:
Excel is installed after the Exaquantum software
Excel is installed using the Click to Run procedure
In these cases, the files must be copied manually to the appropriate location.
Default Location When Excel Add-in files are automatically integrated.
Each Excel installation creates a folder dedicated for the use of Add-in software. In a
default installation it is located under <Program files>\Microsoft Office\OfficeXX\Library
(where XX will vary depending on the version of Excel installed).
Default Location When Excel Add-in files are NOT automatically integrated.
If Excel is not installed, the Exaquantum installation procedure will be unable to locate the
appropriate folder for the Add-in files, so they will be placed in the Exaquantum PIMS
installation folder. The default installation location will be <Program
files>\Yokogawa\Exaquantum PIMS
To enable the Add-ins to be integrated, the three files listed above should be copied to the
Library folder associated with Excel.
Note: do not try to link to them in the Exaquantum installation directory if the Standard
security model has been used.
If it is stopped then you will need to start the SQL Server (Starting The SQL Server).
Figure 10-10
2 In the Exaquantum Database Expansion Tool dialog box, the Information frame
shows the current disk usage status.
3 Check the default value in the box Percentage of disk for Exaquantum database is
suitable. If not, type in a new value to suit your requirements.
Tip: After making any changes to the value of Percentage of disk for Exaquantum
database, you must cause the figures to be recalculated by clicking on the Refresh button.
4 To begin the expansion process, click on the Expand button. Alternatively, to close the
Exaquantum Database Expansion Tool without making any changes select Exit.
5 In most cases, a significant expansion in size will take place, which can take several
minutes or more. The exact time will depend on the size of the disk and performance of
the hardware. During this period there will be much disk activity, and the
Exaquantum Database Expansion Tool dialog box will remain open.
Note1: If there are any problems during the expansion process, an error message will
report the problem. You should note the details in case you want to report the problem to
Support.
Note2: QHistorianData database which saved Exaquantum historian data consist of two
physical files, QHistorianData1 and QHistorianData2. In order to carry out Exaquantum
Database Expansion Tool correctly, set QHistorianData1 and QHistorianData2 to have
the size same. The Exaquantum Database Expansion Tool will set both sizes to the same
size.
6 When the database expansion is complete a success message will be displayed and the
Exaquantum Database Expansion Tool dialog box will close.
7 That completes the database expansion. Now you need to start the Exaquantum service
(Starting The Exaquantum Service).
Tip: Once the system is running, the size of the database can be controlled more precisely
by using the SQL Management Studio.
Exaquantum / Exaquantum /
Account basis
PIMS server Explorer client
Local Quantumuser
Default - No action required
account
Accessing Domain
Domain groups Based Group Not applicable
Accounts
Note: If you are upgrading a system that uses the Role Based Name Space feature then
additional changes are required. This topic is beyond the scope of this guide. Please
consult your Yokogawa representative.
Domain Accounts
The default installation of Exaquantum uses local groups to manage the user and group
accounts, however some existing installations may already be using domain based account
management that was supported in earlier versions.
The standard installation creates the Exaquantum accounts as local groups.
To use a Windows domain instead, a set of Exaquantum accounts will have to be
created on the domain server.
This procedure is not part of the installation process and is beyond the scope of this
guide. If you wish to create a new installation based on domain managed accounts
then please consult your Yokogawa representative.
If you are upgrading from an earlier version of Exaquantum and wish to continue
using domain based groups, perform a standard installation. After the installation
process is complete, configure each server to use domain accounts.
Synchronization
It is important that the various servers within the system remain synchronized (Server
Time Synchronization). If all the machines are in the same domain, then this should
happen automatically.
Local Group Accounts
Access
By default, the user and group accounts for Exaquantum are set up and managed on a local
group basis. The appropriate account details are created locally on each server as required.
In the case of a default installation, the basic set of accounts will automatically be
created if they do not already exist.
The account details and password on each computer must be kept identical.
When the RBNS (Role Based Name Space) feature is used, the additional accounts
will also have to set up and administered on each server.
Synchronisation
It is important that the various servers within the system remain synchronized (Server
Time Synchronization). In a workgroup only environment, each Exaquantum/PIMS server
will need to be configured with the name of a server to be used as a source of time
information.
Figure 10-12
5 Specify Maximum server memory appropriate size(For 32 bit systems set this to 1/3
of available physical memory, for 64 bit systems with over 6GB of physical memory
allocate 1/2 the available physical memory up to a maximum of 4GB.).
6 Select OK to apply the settings.
7 Close the SQL Server Management Studio window.
File Description
File Description
6 When the red square in the Stop button is visible, the service is started.
Note 2: The QuantumUser account is established during the installation procedure on the
local PC only. If you cannot initially log in, ensure you are logging in as a local user on
that PC, not on a network domain.
2 Run the Exaquantum Service Manager.
Figure 10-15
3 In the Exaquantum Services Manager dialog box, stop the services by clicking on the
Stop icon.
4 In the dialog box that appears, confirm your intention.
5 The Status of the server (above the Stop icon) should change to STOPPING and then
STOPPED. The Exaquantum services in the right hand panel should follow a similar
pattern.
Figure 10-16
Instructions
1. Click on Execute to start migrating Tag Descriptions
2. The progress is shown via the number of tags and also a progress bar.
3. Click Close when migration finishes to quit Tool
NOTE. If the Exaquantum patch R2.60.01 was installed with Exaquantum R2.60 and the
Tag Description Migration Tool run as described above, then it is not necessary to rerun
the tool after upgrade to Exaquantum R2.70 or later
Upgrading from Exaquantum R2.20 or Earlier
If you are upgrading from Exaquantum R2.20 or earlier, and have offline archives, that
were backed up with SQL Server 2000, you will not be able to restore these archives
directly in Exaquantum (using the Admin Tools Archive UI). This is due to the
incompatibility of the SQL Server 2000 database backups with SQL Server 2012. SQL
Server 2000 was used to create the database backups to a SQL Server backup device,
before the archives were put offline. These backups have to be made compatible with SQL
Server 2012, before they can be directly restored using the Admin Tools Archive UI. A
tool is provided to make these backups compatible with SQL Server 2012 - the Re-archive
tool (details in PIMS User Guide (IM 36J04A11-01E)).
12.2 Adding Web Server
If you want to add the Exaquantum/Web feature to an existing Exaquantum/PIMS Server
installation there are two options (Web Server Deployment Options):
Exaquantum/PIMS and Exaquantum/Web servers combined on a single computer
1 The existing Exaquantum/PIMS server installation will have to be uninstalled, see
section Uninstalling Exaquantum.
2 Take Database Precautions to ensure the safety of the data.
3 Check for the prerequisite software. See section Combined Server Prerequisites.
4 Perform a reinstallation of the server software (Reinstalling The Server Software), but
choose to install a combined server (Web Server Deployment Options).
Exaquantum/Web installed on a different computer
1 Perform a standard installation (Installation Procedures Overview) for
Exaquantum/Web on the new computer, including any prerequisites (Exaquantum/Web
Server Prerequisites).
In addition, after the new server is commissioned, each client will need to be reconfigured
to access a different server.
RBNS - If the Role Based Name Space feature is being used, there are implications
for the group account details stored in the database. Consult with your Yokogawa
representative.
To reinstall the server software please refer to the following sections:
1 If the database has to be preserved, follow the advice in the topic Database Precautions
2 Uninstalling Exaquantum
3 Installation Overview
4 If the server has a new name, reconfigure the clients to access a different server
12.4 Reinstalling The Client Software
To reinstall the client software please refer to the following sections:
1 Uninstalling Exaquantum
2 Installation Overview
12.5 Database Precautions
There are occasions when you need to run the installation procedure on a computer with
Exaquantum already installed. For example when upgrading to a later version or adding
new components.
In these types of situation, you will probably want to retain the existing data.
There are two precautions to take:
Back up the existing database using the methods suggested in the Exaquantum
Engineering Guide Vol. 1.
During the installation procedure, in the Database Creation dialog box (Exaquantum
Database Creation), ensure that the Overwrite existing database checkbox is not
selected.
Legacy Model
This model is provided with an equivalent security level to that of EXA packages
incompatible with IT security (corresponding to security level: low in Exaopc and
Exapilot).
The legacy model is applied in the following cases.
Exaquantum coexists with Yokogawa products (CENTUM, EXA packages, etc.)
incompatible with IT security.
Exaquantum coexists with Yokogawa products (CENTUM, EXA packages, etc.) of
the legacy model for security.
Exaquantum coexists with Yokogawa products that use different IT Security settings
(Exaopc R3.71 or later, Exapilot R3.90 or later, Exaplog R3.40 or later)
The effect on the existing client is not considered.
Compatibility will be kept with the previous revision
With the legacy model applied, Windows Firewall is disabled. Settings can be applied
manually for legacy, refer to Exaquantum Engineering Guide Volume 2 Network
Configuration (IM 36J04A15-02E)
For detailed information about the legacy model, refer to 13.2, Security Configuration
Items .
x: Allowed to generate/set
: Not allowed to generate/set
*1: In security configuration under domain management, local user groups named as
***_LCL are generated. Other user groups need to be generated on the domain
server in advance.
*2: A user group different from standard model is created.
*3: Access authority configuration is performed by Everyone with full control.
(Note: Depend on membership of QUserGroup, AdministratorGroup,
QDataWriteGroup and QExplorerDesignGroup)
*4: The Firewall setting is disabled.
Security Settings of Standard Model
This section describes the details of security settings of standard model.
Created User Groups and Execution Program Access Limitations
In case of the Standard Model, Windows groups are created beforehand and each
Windows group set file access restriction.
The following groups/users are created in the Standard Model of Exaquantum.
Users for operating A user group to which the users belong who QTM_DATA_RE
Exaquantum read Exaquantum data. AD
User for writing process A user group that can maintain process data in QTM_DATA_WR
data in Exaquantum Exaquantum. ITE
User for
creating/modifying/deletin User group that can create/modify/delete QTM_EXPLORER
g Exaquantum Explorer Exaquantum Explorer _DESIGN
documents
Exaquantum process
User for Exaquantum process execution. (*3) QTM_PROCESS
execution user
Account for SQL Server An account for SQL server service using QTM_SQLSERVE
service using Exaquantum Exaquantum. (*4) R
*1: Indicates the groups locally created in client PCs under the Domain environment.
These groups are used in the case of anomaly in the Domain server or for the
purpose of OPC connection by the work group users.
*2: In the case of standalone management, add to the local Administrators user group.
In the case of domain management, add to the Domain Admins user group of
domain.
If the user account cannot be added to the Domain Admins user group of domain,
add to the local Administrators user group.
*3: There is no privilege to log on Windows.
*4: For detailed information, refer to Appendix A.13.3 Change in SQL server
service account in Exaquantum Engineering Guide Volume 2 Network
Configuration (IM 36J04A15-02E).
Note: These groups created in the Standard Model will not be deleted even if the
security model is changed to the Legacy Model. Manually delete these groups as
required.
In order to perform each feature, logon user account is required to belong to the
appropriate group.
Access restriction of program execution describe as follows.
Table 13-4 Execution program access restriction
QTM_MAINTENANCE
QTM_DAT QTM_EXPLO (QTM_MAINTENANCE
A_WRITE RER_DESIGN _LCL)
Window Name or QTM_DATA
& & &
Tool Name _READ
QTM_DAT QTM_DATA_ QTM_DATA_READ
A_READ READ &
Administrators
Exaquantum Explorer
X X X X
Add-In.xlam (*1)
Exaquantum Query
X X X X
Add-In.xlam (*1)
Tag Configuration
X X X X
Viewer.xlam (*1)
Aggregation Switch
Configuration Tool X
(AggSwitchConfig)
QTM_MAINTENANCE
QTM_DAT QTM_EXPLO (QTM_MAINTENANCE
A_WRITE RER_DESIGN _LCL)
Window Name or QTM_DATA
& & &
Tool Name _READ
QTM_DAT QTM_DATA_ QTM_DATA_READ
A_READ READ &
Administrators
Exaquantum Cross
Reference
X X X X
(ExaquantumXref)
(*1)
Exaquantum
Configuration Tool X
(QCatchupConfig)
System Configuration
X
(QSystemConfig)
Exaquantum Tag
Configuration Viewer X X X X
(TagConfigViewer)
Exaquantum Explorer
X X X X
(QExplorer) (*1)
Exaquantum Services
Manager X
(ExaquantumService)
Exaquantum Item
Selector X X X X
(QItemSelector) (*1)
System Events
Viewer
X X X X
(SysEventsViewer)
(*1)
Administration Tool
(Exaquantum.msc) X
(*1)
QTM_MAINTENANCE
QTM_DAT QTM_EXPLO (QTM_MAINTENANCE
A_WRITE RER_DESIGN _LCL)
Window Name or QTM_DATA
& & &
Tool Name _READ
QTM_DAT QTM_DATA_ QTM_DATA_READ
A_READ READ &
Administrators
Query Wizard
X X X X
(QQueryWizard) (*1)
Graphics Editor
X
(GraphicsEditor) (*1)
Database Expansion
Tool X
(ExpandDB)
Database Creation
Tool X
(QDatabaseCreation)
Trend Analyze
X X X X
(TrendAnalyze) (*1)
OPC Reference
Update Tool
X
(QOPCReferenceUp
date) (*1)
IMPORTANT
When A user with no administrative privilege starts up this tool or one who does not
belong to EXA_MAINTENANCE group, an error dialog is displayed.
In this case, log in with appropriate user then start up this tool again.
For detail on running the IT Security Setting Tool see Chapter 6 of Exaquantum
Engineering Guide Volume 2 Network Configuration (IM 36J04A15-02E).
From the Component Services window, expand [Console Root] [Component Services]
[Computers]. Then right click on [My Computer], and select Properties.
Figure App.B-2
On the COM Security tab, click Edit Default in the Access Permissions frame.
Figure App.B-3
Click the Add button to display the "Select Users or Groups" dialog, and then click
Advanced.
Click Find Now in the Select Users or Groups dialog, select "Everyone" from the list of
users and groups and click OK.
Figure App.B-4
For the Everyone group, check the Allow check boxes for "Local Access" and "Remote
Access", and then click OK.
Figure App.B-6
As before, add the Everyone group, check the Allow boxes for "Remote Launch", "Local
Activation", and "Remote Activation ", and then click OK.
Figure App.B-8
As before, add the "Everyone" group, check the "Allow" boxes for "Remote Launch",
"Local Activation", and "Remote Activation ", and then click "OK".
Figure App.B-10
From the Component Services window, expand [Console Root] [Component Services]
[Computers]. Then right click on [My Computer], and select Properties.
Figure App.C-2
On the COM Security tab, click Edit Default in the Access Permissions frame.
Figure App.C-3
Click the Add button to display the "Select Users or Groups" dialog, and then click
Advanced.
Enter the user name, and click OK again in the "Select Users or Groups" dialog.
Figure App.C-4
For the <New User>, check the Allow check boxes for "Local Access" and "Remote
Access", and then click OK.
Figure App.C-5
As before, add the <New User>, check the Allow boxes for "Remote Launch", "Local
Activation", and "Remote Activation ", and then click OK.
Figure App.C-7
As before, add the <New User>, check the "Allow" boxes for "Remote Launch", "Local
Activation", and "Remote Activation ", and then click "OK".
Figure App.C-9
Action Procedure
Action Procedure
Start an Exaquantum Hover over the lower right hotspot; select the Search
Application option. Exaquantum Applications can be located and run
from the Apps area.
Run the Windows Control Hover over the lower right hotspot; select the Start
Panel option, and run the Control Panel.