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Software Installation User's: Experion
Software Installation User's: Experion
Software Installation User's: Experion
Release 301.1
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.
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 This guide provides information about using
Module Firmware Upgrade Engineering Tools utilities to upgrade
Guide 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.
8. TROUBLESHOOTING .................................................................87
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 are a security risk on networks that have
external connectivity.
Topic Go to
Topic Go to
Step Action
1 In your web browser application, type the following URL:
www.honeywell.com\ps
2 Click Login to My Account.
3 Type your USER LOGIN and PASSWORD, and then click Login.
4 Choose "SSOL" from the Quick Links Section.
5 Select Solution Support Online.
6 In the Your Entitled Products section, choose Experion PKS .
7 In the Technical Support section, choose Software Library.
8 In the “Patches by Release" section, select the appropriate release.
9 Download and install all applicable patches, updates and documentation
updates.
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.
Considerations
• Unattended Workstation Deployment (UWD) prompts for user inputs upfront
which allows the installation to run with minimal user interaction.
• This task list is also used to complete FACTORY Installations.
To install an 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
Ensure you have the latest anti-virus definition files and SSOL
settings described on the SSOL 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
If required, install any patches from the Support CD. Instructions are located on
Support CD.
TIP: Skip if Factory Installation.
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
If required, install any patches from the Support CD. Instructions are located
on Support CD.
TIP: Skip if Factory Installation.
Ensure you have the latest anti-virus definition files and SSOL
settings described on the SSOL website.
Defragment the hard drive. Knowledge Builder
Go to : Experion R301.1 > System Administration >
System Administration Guide > Tuning system
Performance > Optimizing the server’s hard disk
performance > Defragmenting the hard disk.
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
If required, install any patches from the Support CD. Instructions are located on
Support CD.
TIP: Skip if Factory Installation.
Ensure you have the latest anti-virus definition files and SSOL
settings described on the SSOL website.
Defragment the hard drive.
Knowledge Builder
Go to : Experion R301.1 > System Administration >
System Administration Guide > Tuning system
Performance > Optimizing the server’s hard disk
performance > Defragmenting the hard disk.
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
If required, install any patches from the Support CD. Instructions are located on
Support CD.
TIP: Skip if Factory Installation.
Ensure you have the latest anti-virus definition files and SSOL
settings described on the SSOL website.
Defragment the hard drive.
Knowledge Builder
Go to : Experion R301.1 > System Administration >
System Administration Guide > Tuning system
Performance > Optimizing the server’s hard disk
performance > Defragmenting the hard disk.
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
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.
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
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
Ensure you have the latest anti-virus definition files and settings SSOL
described on the SSOL website.
Defragment the hard drive.
Knowledge Builder
Go to : Experion R301.1 > System Administration > System
Administration Guide > Tuning system Performance > Optimizing
the server’s hard disk performance > Defragmenting the hard
disk.
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
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
Ensure you have the latest anti-virus definition files and SSOL
settings described on the SSOL website.
Defragment the hard drive. Knowledge Builder
Go to : Experion R301.1 > System Administration > System
Administration Guide > Tuning system Performance >
Optimizing the server’s hard disk performance >
Defragmenting the hard disk.
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)
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
Ensure you have the latest anti-virus definition files and settings SSOL
described on the SSOL website.
Defragment the hard drive.
Knowledge Builder
Go to : Experion R301.1 > System Administration > System
Administration Guide > Tuning system Performance >
Optimizing the server’s hard disk performance > Defragmenting
the hard disk.
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
You have completed this task. Return to the checklist that led to this
task.
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:
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.
2 For PowerEdge Servers with RAID Controllers: Click on Tools Link on the
left hand side, then on RAID Configuration link at top of the Tools page.
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 Multi-Monitor setup instructions link (in the
left side) and connect the Monitors as described.
4 For Workstations: Click on the Keyboard/Touchscreen setup instructions
link (in the left side) and connect the Keyboards and/or Touchscreens as
described.
Step Action
5 Restart the target node. Upon BIOS initialization, press F2 key to enter the
BIOS Configuration/Setup page.
6 For Dell Platforms
• Highlight Boot Sequence and press Enter, verify or change if necessary
the Boot Sequence order as specified below.
− IDE CD – ROM Device
− Diskette Drive A:
− Hard Drive C:
For ION
• Select Boot on the menu bar
• Verify and/or change the following as indicated
− Intel® Rapid BIOS Boot (Disabled)
− Highlight Boot Device Priority and press Enter
• Verify and/or change the Boot order as indicated
− 1ST Boot Device (DVD Drive)
− 2nd Boot Device (Hard Drive)
Step Action
7 As per the node type, follow the appropriate steps described below.
ATTENTION
Not applicable for Dell Precision Workstation 340, 490.
Not applicable for Dell PowerEdge Server SC1430, 2900, 2950.
• For ION
− Select Main on the menu bar
− Highlight Hyper-Threading, set it to Enabled, and press Enter.
Step Action
8 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
TIP
For Dell Precision Workstation 470, leave the defaults
as is, for example “PEG”.
Step Action
10 For Dell Platforms
Press “ESC”, Select “Save Changes and Exit” and click Enter.
For ION
− Select Exit on the menu bar
− Highlight Exit Saving Changes, and press Enter
− Highlight OK, and press Enter
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 2003 Server installation, review the on screen warning for
RAID. EXPPlus will automatically install RAID firmware, but it does not
automatically configure RAID. If you have not 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 any of the
above steps are performed.
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:
ATTENTION
Do not change the NIC MAC addresses.
Step Action
7 Click the Input/Output Devices tab and complete the form.
TIP
TouchScreen Present option is available only for
Workstations (XP Operating System).
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 SIM-C200, Select No addition services.
Step Action
9 Click the Activation tab.
ATTENTION
The Dell systems will be pre-activated when the Dell
reinstallation operating system media (OEM) is used during
installation.
When Microsoft Operating System (OS) media is used, it will be
necessary to activate the OS manually (over the Internet or
Telephone by contacting Microsoft) after EXPPlus or
Experion installation is complete.
ATTENTION
Operating System 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 Validation of configuration files – Success screen.
CAUTION
The process formats the hard drive before starting the
installation. Previous data stored on the drive will no longer be
accessible after confirming the dialog.
ATTENTION
The installation process will restart the computer several times.
It is no longer necessary to boot off of a CD/DVD and the
following messages “Press any key to boot from CD-ROM”
should be ignored.
Step Action
12 Wait until the following screen appears and prompts you to insert Windows
media.
ATTENTION
It is required to use the Microsoft Operating System CD for ION
platform.
Step Action
14 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.
15 Windows setup will prompt you for the Admin password. Enter the password
and click Next.
16 Expect to see the following in the next few steps:
• EXPPlus installation 301.1 screen
• Installation screen
• Screen flickering and restarting
DO NOT TOUCH THE COMPUTER!
17 A message appears informing you that the Experion installation is about to
shutdown and restart.
Click OK to continue.
18 Log back into windows after restart.
Step Action
19 If you installed a new PC, connect the new PC to the network and confirm
proper network operation.
Step Action
1 Upon completion of the Operating System installation, an UWD dialog states
that “It is necessary for you to enter your system information in the
screens which follow” and click OK to continue.
2 Depending on the Experion PKS system type chosen, you may be presented
with several Networking Selection Dialogs.
Make the appropriate selection based upon your Control System Networking
Topology plans.
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.
4 Fill the appropriate Name and Company information in the Customer
Information and Software License Dialog, and then click Next.
Depending on the system type and options you need to install, it may also be
necessary to enter your Experion PKS System License and Authorization
Number.
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.
Step Action
5 For Experion PKS Server and eServer, you will be prompted for the following
optional software components:
• System Event Server (This is not available on eServer)
• Redirection Manager
For Experion PKS Workstation, you will be prompted for the following optional
software components:
• Safe View
• IKB OEP Package (DO NOT select again if you selected this option
during EXPPlus installation.
• Sign-on Manager
Select the appropriate optional software, then click Next to continue.
TIP Press the Help Button for additional information that will help
you choose the proper selections.
6 For Experion PKS Server, 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 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 For Experion PKS Servers supporting C200s, C300s, (ACE, SIM-C200, FIMs,
etc.) based installations with FTE as the EPN, you will be prompted for the
NTP Server IP Addresses. It will be necessary to fill in the IP Address of
Time Servers in the network.
TIP
If you are unsure of what your time servers IP Addresses are,
you can default to the localhost for Primary and “0.0.0.0” for the
Secondary. This information can be changed later during the
“Setting Up Time Synchronization” in the SITG.
Press the Help Button for more information.
When the IP Address information is complete, click the Expert Mode button.
Enter in the IP Address information that will be served to FTE Control
Devices.
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 morel information.
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.
Step Action
9 The Confirm Installation Settings dialog presents a summary of your
selections. Confirm your inputs and click Next to continue.
10 Click Continue on the Product Selection (Installation Data Gathering is
complete.)
11 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.
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.
14 Acknowledge the “Check SSOL…” dialog.
15 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 Insert the Experion PKS Application Software Media into the CD/DVD Drive.
An autorun page should appear on the display.
Click on the Blue Arrow, 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.
After starting Installation / Migration close the autorun page.
3 On Experion PKS System Evaluation screen, select Install Clean, and then
click Next.
Step Action
7 Depending on the above selection, one or two Network Selection screens will
appear. Make appropriate selections, and then click Next.
8 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.
Step Action
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.
13 On the 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 the same account and
password as before.
Step Action
19 Click OK to shutdown and restart. Log on with the same account and
password as before.
21 Click OK to shutdown and restart. Log on with the same account and
password as before.
Attention:
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 Insert the Experion PKS Application Software Media into the CD/DVD Drive. An
autorun page should appear on the display.
Click on the Blue Arrow, 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.
After starting Installation / Migration close the autorun page.
3 On Experion PKS System Evaluation screen, select Install Clean, and then click
Next.
8 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 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.
12 On the 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 phase, an Attention screen will appear. Click OK to shutdown
and restart. Log on with same account and password as before.
Step Action
16 Knowledge Builder will now be installed. Follow the on-screen instructions. For
more detail, you can go to page. 77, Install Knowledge Builder.
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.
21 Click OK to shutdown and restart. Log on with the same account and password
as before.
Attention:
Prior to installing patches/updates verify that the appropriate
prerequisites are met as described in the applicable SCN.
You have completed this task. Return to the checklist that led to this
task.
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 Insert the Experion PKS Application Software Media into the CD/DVD Drive.
An autorun page should appear on the display.
Click on the Blue Arrow, 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.
After starting Installation / Migration close the autorun page.
3 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. Make appropriate selections, and then click Next.
8 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
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.
11 On the 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.
12 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.
Step Action
21 Click OK to shutdown and restart. Log on with the same account and
password as before.
24 Click OK to shutdown and restart. Log on with the same account and
password as before.
Step Action
Attention:
Prior to installing patches/updates verify that the appropriate
prerequisites are met as described in the applicable SCN.
You have completed this task. Return to the checklist that led to this
task.
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 Insert the Experion PKS Application Software Media into the CD/DVD Drive.
An Autorun page should appear on the display.
Click on the Blue Arrow, 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.
After starting Installation / Migration close the autorun page.
3 On the Experion PKS System Evaluation screen, select Install Clean, and
then click Next.
Step Action
7 Depending on the above selection, the Network Selection screen will vary.
Make appropriate selections, and then click Next.
8 On License Agreement screen, read the license agreement and then click I
accept the terms in the license agreement, and then click Next.
9 On the Experion PKS – Customer Information and Software Licenses
screen,
• Enter Customer information.
• If required, select Install Software to install Custom Algorithm (CAB)
Developer (Visual Studio) Software. This option requires an Experion
PKS System Software license.
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.
Click Next.
12 On the 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.
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.
Step Action
15 TIP
The installation will go through several phases of package
installation.
The Status Panel will provide status information about the
installation, shutdowns, and approximate time remaining in the
installation.
Between each phase, the system will require a shutdown and restart. Each
will be prompted with an Attention Dialog warning of the shutdown.
When this occurs, Click OK on the Attention dialog to shutdown and restart
the system.
Log on with same account and password as before. The installation will
continue upon restart.
TIP
The Autorun page will pop-up when the Experion PKS
Application DVD is re-inserted. When this occurs, it overlays the
Yes dialog. Click Close on the Autorun page.
18 Click OK to shutdown and restart. Log on with the same account and
password as before.
Step Action
20 Click OK to shutdown and restart. Log on with the same account and
password as before.
Attention:
Prior to installing patches/updates verify that the appropriate
prerequisites are met as described in the applicable SCN.
You have completed this task. Return to the checklist that led to this
task.
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 Insert the Experion PKS Application Software Media into the CD/DVD Drive.
An autorun page should appear on the display.
Click on the Blue Arrow, 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.
After starting Installation / Migration close the autorun page.
3 On Experion PKS System Evaluation screen, select Install Clean, and then
click Next.
4 On Migration Application screen, click Yes.
5 If Migration Application is about to reboot appears, click OK to shutdown and
restart the system. Log on as before.
6 On the Experion PKS - Product Selection screen,
• Select Flex Station (ES-F) or Console Station Extension (ES-CE).
• 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
Fieldbus Interface Module, or FTE Bridge module
• Click Next.
7 Depending on the above selection, Network Selection screen will appear.
Make appropriate selections, and then click Next.
Step Action
8 On License Agreement screen, read the license agreement and then click I
accept the terms in the license agreement, and then click Next.
9 On the Experion PKS – Customer Information and Software Licenses
screen,
• Enter Customer information.
• If required, select Install Software to install Custom Algorithm (CAB)
Developer (Visual Studio) Software. This option requires an Experion
PKS System Software license.
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.
12 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.
13 On the Product Selection screen, click Continue.
14 Security and communications Components will install with no user interaction.
Click OK to shutdown and restart the system. Log on as before.
15 System Admin. Components will be installed with no user interaction,
including FTE if selected on the Network Selection screen.
Click OK to shutdown and restart the system. Log on as before.
Step Action
16 Knowledge Builder will now be installed. Follow the on-screen instructions.
For more detail, you can go to page. 77, Install Knowledge Builder.
17 Engineering Tools will install with no user interaction.
18 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.
b) This step will take 30 minutes or more to complete.
c) When prompted, insert the Microsoft Visual Studio .Net 2003
Professional MSDN Library media, and then click Yes.
d) When prompted, insert the Experion PKS Application Software
Media, and then click Yes.
19 Client Software, Operator Displays, Profit Loop Assistant, and Additional
optional components are installed with no user interaction.
20 Click OK to shutdown and restart. Log on with the same account and
password as before.
21 When prompted remove the Experion PKS Application Software Media,
• Insert Support Media and click Yes.
• On Experion PKS Update Manager Update (s) Installation screen,
click Next.
• On Experion PKS Update Manager Installation confirmation screen,
click Install.
• Click Finish.
22 Click OK to shutdown and restart. Log on with the same account and
password as before.
23 On the Experion PKS Setup Complete screen, Click Finish.
24 Read the information on the screen and click OK.
Attention:
Prior to installing patches/updates verify that the appropriate
prerequisites are met as described in the applicable SCN.
You have completed this task. Return to the checklist that led to this
task.
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
• CD-ROM 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 a CD-ROM Install setup type, continue to step 6.
3 If you selected a Client Only Install setup type, continue to step 5.
4 If you selected Full Install or Server Only Install, select the Bookset(s) you
want on install on this node/server, and then click Next.
TIP
Selecting the box next to Install will select all Booksets to be
installed.
5 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.
6 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.
7 Click Finish to complete the installation of Knowledge Builder.
You have completed this task. Return to the checklist that led to this
task.
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.
You have completed this task. Return to the checklist that led to this
task.
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
You have completed this task. Return to the checklist 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.
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.